Global Thematic Research: One piece at a time... Energy transition

Research evidence excerpt

Global Thematic Research: One piece at a time... Energy transition

Global Research

26 June 2026ab

Global Thematic Research Equity Strategy

GlobalOne piece at a time… Energy transition

Heidi Richardson

Product Manager

heidi.richardson@ubs.com

Global equity analyst perspectives on the energy transition’s next phase +44-20-7567 2892

With this report we launch the first of our thematic periodicals, taking one of the 20 Joseph Parkhill

long-term themes highlighted as part of our new UBS Research Thematic Product Manager

Framework in the note here, and surfacing single stocks exposed to the theme, joseph.parkhill@ubs.com

+1-212-713 3716

curated key topics and relevant research published, and insights using UBS HOLT

and Quant. In the first edition we focus on energy transition, a theme increasingly William Vanderpump

defined by electrification, infrastructure constraints, and due to recent geopolitical Product Manager

events by energy security, rather than by decarbonisation targets alone. Based on william.vanderpump@ubs.com

+65-6495 6877

bottom-up analyst contributions, we highlight 696 stocks exposed to the energy

transition theme globally, across seven separate sub-themes. Paul Schneider

Head of Markets Focus

paul.schneider@ubs.com

Five topics in focus based on recently published research: electrification +44-20-7568 4541

growth, grid constraints, AI-driven demand, storage scaling, and more pragmatic

Shneur Z. Gershuni, CFA energy security strategies. These forces are reshaping both the pace and regional

Analyst

pathways of the transition.

shneur.gershuni@ubs.com

AI-driven power demand and energy security are emerging as the two +1-212-713 3974

defining forces. Growth in data centres is structurally increasing electricity Victoria Kalb