Energy transition investing

Original Reddit post

Author argues the energy transition favors natural gas and diversified power names over pure oil, naming Tourmaline, Peyto, GEV and NextEra.

GEV — LONG Author argues GEV is the best energy transition stock because it is not pigeonholed into renewables alone but also spans natural gas turbines, carbon capture, nuclear and a large renewables portfolio. The diversification across transition technologies is the core rationale. No specific catalyst or risk stated.

Then GEV is the best energy transition stock because it is not pigeonholed into only renewables but also in other like natural gas turbines carbon capture and nuclear as well as a large renewables portfolio.