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The U.S. Is Quietly Building Several Renewable Energy Megaprojects. After soaring during the global energy crisis triggered by the Covid pane3dmic and Russia’s war in Ukraine, the renewable energy sector has fallen back to earth, with high interest rates and a weaker global economy acting as headwinds for clean energy equities.  The sector’s favorite benchmark, iShares Global Clean Energy ETF (NASDAQ:ICLN), is deeply in the red, with a -18.2% return in the year-to-date, compared to a 6.6% gain by its fossil-fuel equivalent, the Energy Select Sector SPDR Fund (NYSEARCA:XLE) and 12.1% return … http://ow.ly/lp4h105FPCH

Looking over some renewable energy stocks this morning, searching for advantageous concentration in indexes and monitoring a small basket of fossil energy options, searching for some indication of pronounced divergence between energy type and the overall market or industrial indexes. My question to my audience ... are derivatives being utilized to moderate fluctuations? Timelines show significant mid-term growth in baskets of renewable energy etfs. #tippingpointeconomics #imf

Global energy investment is set to exceed USD 3 trillion for the first time in 2024, with USD 2 trillion going to clean energy technologies and infrastructure. Investment in clean energy has accelerated since 2020, and spending on renewable power, grids and storage is now higher than total spending on oil, gas, and coal. CHECK 🔗 - buff.ly/3QMYSjk #CETACEAUNIVERSITY #US #GlobalEconomicPulse #RenewableEnergy #Investment #GlobalInvestment #Energy #USMarket

Investment in clean energy tech surpassed investment in fossil fuels for the first time in 2023. In 2024, US$3 trillion will be invested in energy globally with an estimated US$2 trillion of that total directed to clean energy sources. Spending on renewable power, grids and storage has surpassed total spending on oil, gas, and coal. #UnitedLithium #Lithium #BatteryStorage #CleanEnergy #Investment

The clean energy market is constantly evolving, as investors grapple with rising interest rates and a global supply chain crunch. As a result, they are looking for ways to increase their returns and are becoming willing to take on greater risks.   This week, I was delighted to participate in a panel discussion at Solar & Storage Live to examine these developments. During the discussion, I emphasized the importance of risk management, particularly for investors seeking higher returns. I suggested that investors should use all the tools at their disposal, such as PPAs, short-term hedging, and selling ancillary services - investors need the risk-management capabilities appropriate to the level of risk they are taking.   At RPC, securing PPAs is vital to our investment strategy. Just last week, we announced that we have signed a fourth PPA for our flagship Swedish onshore wind portfolio. This means that we've now secured long-term, stable cash flows for each project in the portfolio, without having to rely on subsidies.   It was great to see some familiar faces at the conference, and I look forward to discussing these important issues further at the Renewable Energy Revenues Summit Series later this month. Jim Totty, Ross Driver, Pratheeksha R and Charlie Hodges

Renewable energy investment hit a record $623B in 2023, yet we're still far from the $1T needed annually to meet 2030 goals. While parts of the world see growth, key players like the US and China lag behind. Outdated policies and fossil fuel subsidies are holding us back. Can we unlock the renewables cash in time? #RenewableEnergy #ClimateFinance #EnergyTransition https://lnkd.in/eaNeEZ6K

Joe McMonigle, Secretary General, IEF - International Energy Forum, discusses how to follow the example of Portugal by setting ambitious goals and working hard to achieve them, as well as commenting on the need for investment in traditional oil and gas development, cleantech, and renewables.  He addresses affordability and energy poverty and how to ensure all countries are on board and have access to the energy transition tools we create. Speaking in a Lisbon Energy Summit & Exhibition 2023 interview, he said that ”we need more investment in clean energy technologies, and deployment of renewables, but also in traditional oil and gas development.  Eventually we will be able to downsize oil and gas, but until we have alternative technologies…[to take its place], we need to keep investing there to ensure pricing and volatility don’t get out of control”. Watch the full video and entire interview series: https://lnkd.in/gAbprCYa Book your delegate pass today: https://shorturl.at/eouFR #LESummit #energy #lng #renewables

The global clean energy economy is not only strong, but it is continuing to grow. According to the International Energy Agency (IEA), they predict that by 2025 renewable energy will become the world’s top source of electricity. Do you know all renewable energy sources? • Solar Power • Wind Power • Hydropower • Biofuels • Geothermal Energy • Battery Energy Storage Systems All these different sources of energy are being added to energy systems and investing in renewable projects and technologies can help mitigate risks and market fluctuations. Foss & Company, a leader in the tax equity space, has helped in the development of battery energy storage systems, solar fields and much more across the US on sustainable projects, making these projects accessible to investors across the country. To learn more about these projects or how to start investing in clean energy, contact our team today: https://bit.ly/3cOAM6G To learn more about renewable energy trends and developments for a cleaner future, read the full article here: https://bit.ly/4ae1Bdg #tax #taxequity #taxcredits #BESS #Soalr #cleanenergy #Sustainability

Insightful analysis with far-reaching implications across all markets. As renewables increase at the highest speed and power market liberalizes in China, the play of the five forces become more salient in informing market design and business model development.

[Pro tip: ask about the other, "Green Rules," case, where global capital flips out and enacts super green policy to save their residual assets...] Our reference-case outlooks suggest that global #renewables installed capacity will more than double from the 2022 level to over 7,000 GW by 2030, but it is unlikely to triple before 2037. Among the major markets, China is one of the closest to achieving the tripling objective, but it has not signed the Global Renewables and #Energy Efficiency Pledge. Other markets have a slim chance to triple their current capacity before 2035, with the EU and Latin America stretching into the 2040s, assuming #hydropower is included in the target. Learn more in latest #LookForward research: https://ow.ly/4pml30sBfxo