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IMD spotlight report

The Energy Transition:

How leading companies are securing decisive advantage in a fragmented world

  • Geopolitics is fracturing supply chains.
  • Technology is accelerating.
  • Capital is flowing to the prepared.

This report reveals:

• Which technologies are scaling profitably and which remain speculative.
• How front runners are reconfiguring supply chains and capturing superior returns amid uncertainty.
• The critical geopolitical risks that will shape the 2030s.
• The strategic moves separating tomorrow’s leaders from the stranded.

The path to cleaner, electrified, and resilient energy is no longer a debate, it’s a race. The winners won’t wait for stability. They’ll move first, move smart, and move now. Download your competitive blueprint.

The global energy system is undergoing its most profound transformation in more than a century, reshaping the strategic landscape for every company.

Five strategic imperatives for leading the energy transition

1. Move from firefighting to shaping the future on your terms.
2. Break silos — align strategy, technology, finance and operations behind one integrated agenda.
3. Train your organization to identify and capture transition opportunities faster than competitors.
4. Stress-test every major decision through rigorous, multi-scenario planning.
5. Re-engineer your end-to-end value chain and secure the partnerships that will define the 2030s.

What IMD faculty say

 - IMD Business School

“This decade will redefine
the global energy order.”

Julia Binder
Professor of Business Transformation

 - IMD Business School

“Success belongs to those who optimize
the present, invent the future, and
execute both at speed.”

Knut Haanaes
Professor of Strategy and Lundin Chair Professor of Sustainability

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