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Themes 2022

Energy Transition

We see energy transition as a key investment theme and driver of large-scale economic activity for the coming decades. We believe multiple paths and energy sources will be needed to reach net zero, and that many different segments of energy transition will benefit from unprecedented levels of new investment as myriad technologies and solutions are developed and deployed to succeed across a wide spectrum of needs and use-cases.

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Themes 2022 Handboook

Browse Cowen’s Themes 2022 Handbook.

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“We believe energy of the future will be de-carbonized, distributed, and digitalized, and we are focused on trends and technologies levered to these three key pillars of an emerging new global energy complex.”

Cowen Research