Core Viewpoint - The article discusses the complexities faced by investors and companies in the energy transition process due to increasing policy risks and geopolitical tensions, highlighting the strong momentum of clean energy technologies and the cost-competitive solutions that will drive global energy transition [1]. Group 1: Market Insights - The Bloomberg New Energy Finance report projects that electricity demand in Asia, the Middle East, and Africa will significantly contribute to global electricity consumption growth, with data center electricity demand expected to increase 6-16 times, reaching 260 TWh by 2035 [5]. - The report indicates that the total investment potential for renewable energy from 2025 to 2035 is nearly $6 trillion, and from 2025 to 2050, it is projected to be $10.55 trillion [6]. Group 2: Investment and Policy Implications - The report outlines that large-scale investments and rapid deployment of clean energy technologies are crucial for achieving transformative change, emphasizing the need for policymakers and investors to leverage existing solutions in renewable energy, storage, and electric vehicles [6]. - The economic transition scenario predicts widespread electrification of clean power and road transport, with a long-term decline in coal and oil usage, potentially leading to a 22% reduction in overall emissions by 2050 [7]. Group 3: Required Investments - The required investment for achieving the baseline economic transition scenario and the net-zero scenario is estimated at $185 trillion and $213 trillion, respectively, indicating a mere 15% difference between the two pathways [7].

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