Navigating the U.S. Energy Transition

Energy demand is rising, driven by artificial intelligence, electrification, and industrial reshoring, which are raising supply-demand imbalance and price risk. Past energy demand shifts were triggered by rising consumption, while today’s transition is structural and will require new investment across traditional and emerging sources. The future of the U.S. energy system will likely hinge on how innovation, policy, and capital deployment interact.

Glenmede_Navigating the U.S. Energy Transition