When most of hear about energy investments are bias is to first think about oil and gas industry and to be certain there continue to be investments in that sector. However, if you think about the world in general, other kinds of energy investments will be made.

In an article by Emma Graney of the Globe and Mail, the 2025 World Energy Investment report was released by the International Energy Agency (IEA).

Faith Birol, the executive director of the IEA said clean energy (wind and solar) will amount to 2/3’s of the investment because the cost of clean energy continues to fall.

The report says oil and gas production will be $570 billion and that is about what the sector spent last year. LNG or liquefied natural gas is experiencing its largest capacity growth between 2026 and 2028, with projects coming on stream in the US, Qatar, Canada and elsewhere.

On the electricity front, never has there been such a massive growth in global demand. Between now and 2030, demand will increase as much as the current consumption in the US and China combined.

The cost of utility scaled batteries has fallen by 2/3’s over the past decade and global battery investment is approaching the level of gas-fired power generation investment.

The investments in electricity grids is $400 billion a year, but that needs to increase to meet the demands.

Linking to dividend paying stocks, the report is good news for companies such as pipelines, investor owned utilities and companies that supply the infrastructure to ensure when the light switched is turned on, the power works. If you start at the macro level of what is going on and expected to go on in the industry, then you can determine which companies best work for you. For an industry that is expected to grow, there are fewer bad choices, just what is best for you.

There are more questions than answers, till the next time – to raising questions.