Your Guidebook to a Bumpy Energy Transition

Podcast
13 min listen
November 14, 2025
In this episode

The energy transition is underway, but it’s not a smooth ride. In this episode, we unpack why progress has been so uneven, from surging EV sales to rising coal demand. We explore how tech, cost and policy are shaping risks and opportunities for investors. 

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Setting Expectations Amid a Bumpy Energy Transition

Using MSCI’s Energy Transition Framework, we examine how technological, financial and policy factors drive corporate decarbonization — and what that means for investors assessing transition risk.

From Targets to Tactics: How We’re Scoring the Energy Transition

The energy transition isn’t a straight line. Investors are increasingly look to understand where and how emissions create portfolio risk.

Energy Transition Framework

See transition readiness more clearly.

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