Public Equity Investing in Renewable Energy and Energy Efficiency

August 29, 2023 12:00 AM AEST | By 3BL

Google News:

Public Equity Investing in Renewable Energy and Energy Efficiency — Image source: Kalkine Media

Recent News

Solis Minerals Strengthens ASX Focus with TSX-V Delisting Amid ASX200...

Astral’s Mandilla PFS Projects A$2.8B Free Cashflow

Legend Mining Eyes New Frontier Beyond Fraser Range with Pinnacle Well...

S2 Resources Begins Strategic Drilling at Glenlogan, Strengthens Posit...

by Paul Hilton, Trillium Asset Management

Trillium’s Sustainable Opportunities thematic public equity strategy aims to address global sustainability challenges in three core areas: climate solutions, economic inclusion, and healthy living. While many of Trillium’s equity strategies have exposure to renewable energy, the Sustainable Opportunities strategy has a more specific, thematic focus, and generally a greater level of exposure to companies benefiting from the shift to a more sustainable economy.

Within climate solutions, a primary focus is renewable energy and energy conservation, particularly exposure to companies involved in: • Electrification and Grid Modernization, including storage • Energy Efficiency • Geothermal • Renewable Energy Financing • Solar Energy • Wind Energy

In our view, climate change is the top existential issue facing the planet. Long-term impacts from climate change are well documented by the IPCC, and include more extreme weather events including heatwaves, droughts, and floods. These impacts will lead to food and water insecurity as well as public health and biodiversity threats.

We believe climate change also represents an investment opportunity, given the level of investment required to meet global goals such as the 1.5 degree C global warming target of the Paris Agreement in 2015. For example, the International Renewable Energy Agency estimates that meeting global energy transformation goals will require an additional $47 trillion in cumulative investment from 2023-2050, plus roughly $1 trillion in annual investment in fossil fuel technologies redirected towards energy transition solutions. This would result in annual investments in energy transition technologies more than quadrupling from current levels to meet the 1.5 degree C pathway.

Read Paul's full article here

========

Disclaimer

The content, including but not limited to any articles, news, quotes, information, data, text, reports, ratings, opinions, images, photos, graphics, graphs, charts, animations and video (Content) is a service of Kalkine Media Pty Ltd (Kalkine Media, we or us), ACN 629 651 672 and is available for personal and non-commercial use only. The principal purpose of the Content is to educate and inform. The Content does not contain or imply any recommendation or opinion intended to influence your financial decisions and must not be relied upon by you as such. Some of the Content on this website may be sponsored/non-sponsored, as applicable, but is NOT a solicitation or recommendation to buy, sell or hold the stocks of the company(s) or engage in any investment activity under discussion. Kalkine Media is neither licensed nor qualified to provide investment advice through this platform. Users should make their own enquiries about any investments and Kalkine Media strongly suggests the users to seek advice from a financial adviser, stockbroker or other professional (including taxation and legal advice), as necessary. Kalkine Media hereby disclaims any and all the liabilities to any user for any direct, indirect, implied, punitive, special, incidental or other consequential damages arising from any use of the Content on this website, which is provided without warranties. The views expressed in the Content by the guests, if any, are their own and do not necessarily represent the views or opinions of Kalkine Media. Some of the images/music that may be used on this website are copyright to their respective owner(s). Kalkine Media does not claim ownership of any of the pictures displayed/music used on this website unless stated otherwise. The images/music that may be used on this website are taken from various sources on the internet, including paid subscriptions or are believed to be in public domain. We have used reasonable efforts to accredit the source wherever it was indicated as or found to be necessary.