三菱日联：2025能源转型细分领域考虑事项报告（英文版）

Global energy transition investments has surpassed USD2tn for the first time, and has more than doubled since 2020. Yet, sectorally the performance remains bifurcated, with a distinction between sectors where technologies are proven, commercially scalable and business models established, against those that are not. • “Mature” technologies – renewable energy, power grids, electrified transport and energy storage – are by far the largest sectors, accounting for 93% of total energy transition in