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Jessica Katz

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  1. Goldman Sachs8 min

    How Companies Are Accelerating the Transition to Clean Energy

    Jessica Katz, Liz

    Driven by the International Energy Association's 2050 net-zero targets, the global energy transition prioritizes investment in hydrogen, solar, and battery storage while navigating significant infrastructure and cost challenges. Market analysis identifies hydrogen for heavy-duty trucking and solar utility sectors as primary growth vectors, yet advises investors to bypass commoditized manufacturing in favor of high-barrier storage, transportation, and engineering services. Despite rapid cost reductions in solar and battery technologies, the sector remains in its early stages, requiring careful evaluation of emerging carbon capture methods to meet the substantial gigaton-scale emissions reduction goals.