Renewable Energy Could Define Winners And Losers In Emerging Markets
2026-05-20·via All Articles on Seeking Alpha
Summary
Emerging markets are using low-cost renewables to cut fuel imports, stabilize power costs and improve energy security - positioning EM as the growth engine of the energy transition.
After more than a decade of stagnation, demand for electricity is surging globally on the strength of artificial intelligence and its associated infrastructure buildout.
The combination of resource control and cost stabilization is helping to fuel EM’s role as the growth engine for the energy transition, allowing for broad-based economic resilience.
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By Patrick O'Connell, CFA | Sammy Suzuki, CFA | Christian DiClementi | Teresa Keane
The energy transition is powering EM, but not all countries and companies will benefit equally.
Emerging markets (EM) are using low-cost renewables to
