(Foundational Drivers)
Decarbonisation Enablers
Components
Businesses that provide the services, tools, and components critical to the shift toward low-carbon energy, manufacturing, and transport systems.
Examples
– Electrification of industrial processes – Service providers to clean generation and transition-era energy infrastructure – Equipment or systems that enhance operational efficiency or extend asset life
(System Transformation)
Infrastructure & Grid Modernisation
Systems
Companies contributing to a distributed, digitised, and more resilient energy system.
Examples
– Grid hardware and balance-of-system integrators – Energy storage and smart infrastructure platforms – Software and services that optimise power flows, usage, or uptime
(Bridge Strategies)
Strategic Legacy Energy Transition
Strategy
Investments in transitional businesses that bridge current energy systems with future-ready solutions.
Examples
– O&G service providers repositioning for renewables – Coastal or offshore infrastructure operators supporting the transition – Hybrid models enabling brown-to-green migration