AMWatchilla kiinnostava artikkeli uusiutuvasta energiasta ja miten sektori hyötyy nykyisestä energiakriisistä: https://amwatch.com/AMNews/Ethics/article19158722.ece
Juttu maksumuurin takana, mutta ohessa poimintoja tästä artikkelista:
The war in Iran has accelerated concerns about energy security and independence around the world, and investors see renewables as the solution, according to several asset managers.
Amid mounting geopolitical turbulence in the wake of Russia’s full-scale invasion of Ukraine in 2022, energy became for many countries as much a national security priority as a climate policy issue.
Political headwinds emanating from the US have led investors in some clean energy and renewable funds to pull capital in recent years, due to underperformance and concerns about high interest rates, which affect project financing costs.
Despite this, overall global energy transition investment hit a new record high of USD 2.3trn in 2025, and the consensus among Nordic asset managers and institutional investors remains that the energy transition as a long-term structural investment trend.
In turbulent times, the discrepancy between the speed of building a gas pipeline, which typically takes three to four years, and setting up a solar farm which can often be done within a year, is also a key component of accelerating demand, Tonsgaard notes.
The global upshot, he added, is that many countries around the world are having to quickly and drastically reduce their dependency on other countries and regions for energy supply, and ”the quick answer to a lot of that is investments in renewable energy.”
He also highlighted that despite the Trump administration’s rhetoric and staunch anti-ESG agenda, more money is currently invested in US renewables than ever before, not for ideological reasons, but because they are seen as a necessity for energy security.
Along with the likes of data centers and other energy intensive projects relating to the advance of technology, an increase in electricity demand is also being driven by the electrification of transport and industry, at a time when many countries are aiming to shore up their energy security while reducing emissions.
All of these factors point towards a sustained long-term growth in energy system investments, according to Philip Ripman, head of the solutions team at Storebrand Asset Management, which includes the Storebrand Renewable Energy fund.
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