The predominant vision for the future involves the electrification of everything, powered by increasing amounts of solar, wind, transmission and distributed energy storage.
The future vision primarily relies upon the greater efficiency of electric motors and heat pumps vs their fossil fuel counterparts. While the grid is getting greener, electrification is advancing at a much slower pace for reasons related to chemistry, physics, politics and human behavior. Our 14th annual energy paper takes a closer look, and also includes sections on nuclear power, hydrogen, “net zero oil” and the future of Gaza.
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Explore the 14th annual Energy Paper: Electravision
About Eye on the Market
Michael Cembalest is the Chairman of Market and Investment Strategy at JP Morgan Asset Management. Since 2005, Michael has been the author of the Eye on the Market, which covers a wide range of topics across markets, investments, economics, politics, energy, municipal finance and more.
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