BMO equity and special projects analyst Kimberly Berman looks at the dynamics of the United State’s energy transition. Crucially Kimberly outlines why the U.S, as a first mover in the renewables industry, remains behind many regions in terms of the overall response to decarbonization. We learn how CO2 regional emissions are rapidly improving, yet the nuances of the wholesale energy market and state level regulation has created significant complications. In summary we learn what does this all means for commodities?
Kimberly Berman, Director, Equity Research & Special Projects Analyst, BMO Capital Markets