Newsroom | Energy transition: a moment of convergence
Energy is the sector with the longest planning horizon in industry (power plants operate over 30 to 40 years), our current energy mix is the result of decisions made decades ago, therefore what we decide today will shape our energy reality in 2040 and 2050. But this is not an invitation to wait: precisely because the horizon is long, today’s actions matter twice as much.
Sovereignty or decarbonization? This false dilemma has long shaped the debate. It is time to move beyond it. What we observe at Blunomy, working closely with industrial, financial and institutional clients, is the emergence of powerful, and immediately actionable, convergences.
Convergence #1 - Decarbonization also means independence
Low-carbon technologies do not only serve the climate: they reduce dependence on imported energy. Nuclear is a clear pillar. Renewables as well, especially since the critical materials they require are for some of them available across many European countries, unlike coal or gas.
Energy transition requires choosing for our dependencies : from an immediate and constraint dependance (fossil fuels) to a choosen and structured dependance (critical minerals, technologies, interconnexions).
And Europe already has tangible strengths for its independance: in France, renewables are expected to account for 25% of energy consumption by 2025. The priority now is to accelerate renewable deployment through an industrial approach, standardized, scaled, to combine climate gains, with value protection and sovereignty.
Convergence #2 - Finance and transition are finally aligned
“Future-proof” companies, decarbonized and resilient to energy shocks, are not only better for the climate. They are also financially less risky and offer strong growth prospects. At Blunomy, when we assess a company’s exposure to declining versus future technologies, the real risk profile often diverges significantly from traditional financial indicators. With data and AI, this analysis can now be performed quickly and at scale.
The priority now is to integrate technological and climate exposure criteria into investment decisions, beyond traditional financial ratios.
Convergence #3 - Green gases: decarbonization and system resilience
A fully electric system is a fragile system. Green gases and liquid fuels are essential components of a resilient energy architecture, and France has the resources to develop them. They support both decarbonization and security of supply.
The priority now is to bring green gases back to the core of industrial strategies and financing policies, without waiting for a fully defined European framework.
Two blind spots slowing down progress :
- Electric grids: Designed for a centralized world, they cannot absorb thousands of intermittent production points. Without massive short-term investment, they risk becoming the main bottleneck of the transition.
- Lack of strategy on gases and liquids: France and Europe have yet to define a clear vision on this critical topic. This gap slows investment and leaves significant value untapped, particularly for green gas producers.
The energy transition is a long-term endeavor; b,t it is built through decisions made today: where to allocate capital, which technologies to prioritize, which blind spots to address.
The convergences are here. What is missing is the will to act on them.
Watch the replay to dive deeper into these insights: https://evenements.optionfinance.fr/e/time-to-change-2026/onlinesession/fbcdeafd-65b9-f011-8194-604…
