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.

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

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