North American energy markets have experienced explosive growth over the past few years. An overriding theme of the growth opportunities within this paper reflects the transition to Net Zero. This push has also created some distress opportunities, especially if you believe as this author does that the grid cannot operate on a 100% renewable with BESS and no fossil fuels at all.

This paper provides a brief overview of the areas we see as offering viable opportunities with the highest growth potential, or distress opportunities most likely to generate a solid return on investment. We also offer some strategic insights into each area.