Renewable energy is becoming more cost competitive due to economies of scale, technological innovation and optimised processes.
Key highlights:
- Renewables are becoming cost competitive due to economies of scales, technological innovation and optimised processes.
- Decarbonisation targets, cost competitiveness and the social implications of burning fossil fuels are driving capacity additions in renewables.
- We look at battery storage – cost curves, regulatory changes and solving for intermittency.
- Energy efficient homes and appliances are having undeniable impacts on electricity consumption.
- These themes have significant implications for a number of companies in our global opportunity set, and are already reflected in our portfolio holdings. We favour companies leading the renewables roll-out, and regulated businesses whose revenues are being decoupled from volumes.
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