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Clean Energy
The decarbonization decade
Clean Energy
The global energy mix is shifting on a scale not seen since the introduction of oil. Solar, wind, geothermal, hydroelectric, and nuclear are reshaping how grids are built and run, while electric vehicles are pulling transportation into the same transition. Europe plans to ban petroleum and diesel cars by 2035, and China already leads the world in EV adoption at around 50%. The capital required to electrify everything is staggering — and so is the investment opportunity for the companies building the infrastructure.
For deeper analysis, see our Emerging Themes coverage of clean energy below.
From our Emerging Themes coverage
Related Reading
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Energy Grid Modernization and Clean Alternatives
Worldwide electricity demand is expected to double by 2050. Energy for data centers alone is expected to double by 2030. Many traditional utility and energy systems in developed countries do not have the reserves to power the amount of compute AI demands. As a result, the U.S. Government and Department of Energy are taking new measures toward varying energy sources.
The main clean sources of energy are solar, wind, hydropower, geothermal, nuclear, and biomass power. Every fossil fuel alternative has its logistical constraints, whether it comes to heavy upfront capital funding, complex transmission grid bottlenecks, regional weather intermittency, or long regulatory and siting approval timelines. However, there is a clear push to find ways to improve the grid while also exploring energy sources that aren’t just petroleum.
Nuclear ETF: NLR Clean Energy Grid ETF: GRID