Enabling delivery of profound energy opportunities
Our mission is to accelerate energy transformation by helping to attract progressive sources of capital.
We live in a maelstrom of energy market volatility, exacerbated by monetary cycles, supply chain dislocations, geopolitical upheavals and the inefficiency of our energy system.
To many, the quest for a truly sustainable world in which over 8 billion people have access to clean and affordable energy seems an insurmountable challenge. In 2023, the hottest year in recorded history, energy emissions hit a new high of 37.4 billion tonnes and fossil fuels still met 80% of primary energy needs.
That challenge can equally be seen as an epoch-defining opportunity to improve the fate of humanity and the planet. The solution demands more than an energy transition: it means an energy revolution. A profound reset in how we produce and consume energy. This is our defining principle at Strome: the Sustainable TRansformation Of Modern Energy.
And that revolution is happening: still in its relative infancy but accelerating rapidly. As it gathers momentum, the years ahead will see profound shifts, where almost invisible changes eventually become overwhelming. Key inflection points are emerging: emissions are set to peak, hydrocarbon demand growth is weakening and cleaner technologies are starting to dominate supply growth.
This energy revolution requires a major mobilisation of capital - estimated at over $4 trillion annually, versus the $1.8 trillion invested in 2023. Global capital markets have a vital role in financing it, while a new generation of companies is emerging to invest that capital across six key themes. These companies must meet ever-higher expectations - not just for investment returns but also for transparency, social purpose and environmental stewardship.
Responding to this generational challenge, the winners of the energy revolution will harness a rising tide of technological change to find the nexus of energy security, decarbonisation and prosperity.
Our goal is to help these companies succeed.