All things considered, the clean energy sector seems to be ready to enjoy a unique alignment of the stars. Indeed, never before have policy and regulation together driven clean energy forward with such force and with so much visibility.
The development of the Clean Energy sector has historically been significantly impacted by previous energy crises. The war in Ukraine and its major impact on energy markets will be no exception. Sadly, it took a tragedy at our doors for us to come to realize that renewables and energy efficiency are not only about climate change, but also about our independence, freedom, and future prosperity.
During the synchronised sell-off in markets in January – mainly due to massive sector rotation in favour of “value stocks” – clean energy sector stocks suffered. And yet, the transition to clean energy keeps accelerating.
Sustainable investment continues to charge on. Indeed, according to PwC, more than half of all planned ETF launches for 2022 are expected to be ESG tilted, including 80% of those in Europe. Expectations of investors alongside corporations continue to rise, alongside growing concerns about greenwashing.
After a fabulously supportive year in 2020 for Clean Energy, 2021 may be best described as a whip lash. Looking into 2022, there are clearly the usual suspect headwinds. However, we also foresee multiple strong tailwinds from various directions…
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While global leaders convened in Glasgow to achieve a low-carbon future, we can reflect on a very different picture in current energy markets.
The COP is usually presented as a major catalyst for the Clean Energy sector. After Glasgow, we believe it is fair to ask whether this is still the case.Read more
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