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ENERGY REVOLUTION
"For decades, we've been told that it doesn't make economic sense to switch to renewable energy. Today, that's no longer true.”
–  Barack Obama
Why invest in these sectors?

  • The share of renewable sources in the total energy mix continues to grow worldwide until it reaches the overwhelming majority.
     

  • In 2020, the installation of new sources grew by 45% to a global capacity of 280 GW, and this pace is the new standard according to the IEA
     

  • New solar installation will break the record in 2022, adding 50% more power than in pre-pandemic 2019, and installed wind power is expected to grow at a similar rate
     

  • China has installed 50% of all global renewables capacity, and India is set to post record growth in renewables installations – debunking claims that the EU alone is driving the trend
     

  • These ETFs offer solid diversification both across companies and geographically. So you do not solve the possible geopolitical problems of individual regions

``This is going to be a golden period for at least 10 years,'' said Keith Martin, a Norton Rose Fulbright attorney who works on financing renewable energy projects. ''

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"This investment received a new catalyst in the form of the largest ever clean energy support package of $370 billion."

  • The USA wants to become a leader in the field of clean energy and the fight against climate change

  • The package also focuses on oil companies, where it wants to support investments in CO2 capture technologies and in particular wants to encourage oil companies to reorient themselves to the hydrogen business

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  • USD 30 billion is intended for states and energy companies to accelerate the transition of production to renewable sources

  • USD 20 billion is intended to support the construction of electric car factories

  • $3 billion is earmarked for the US Postal Service to purchase zero-emission vehicles

  • US$60 billion earmarked for construction of onshore solar and wind farms 

  • $30 billion to accelerate construction of solar panel, wind turbine and battery factories

  • There will be an incentive of USD 7,500 for the purchase of hydrogen cars or electric cars, and a subsidy of USD 40,000 for the purchase of vans and trucks

"We are most certainly at the beginning of the most fundamental energy, industrial and transport revolution that awaits us in the next 10 years and will last for the next 30 years."

A strong catalyst for the onset of hydrogen

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  • The tax credit should eliminate hydrogen's price competitiveness problem and remove barriers to its widespread use, analysts and industry members agree

  • "Grey" hydrogen (cheaper but dirtier) produced from coal and natural gas can currently be produced for 1-2 USD per kilogram, according to KPMG analysis

  • "Green" hydrogen is considerably more expensive, and in the US it costs $3.73 to produce 1 kg

  • However, this package brings a game-changing subsidy of $3 per kg, bringing green hydrogen under the price of "grey" hydrogen

  • Thanks to this support, the production of steel using hydrogen will become price competitive with steel produced using coal

"America's climate package includes massive game-changing support for green hydrogen.''

What ETFs reflect this opportunity?

iShares II plc - iShares Global Clean Energy UCITS ETF (INRG:MIL)

 

The ETF that most reflects this opportunity mainly includes companies producing solar panels and components for solar power plants, companies producing wind turbines and companies producing hydrogen technologies, especially fuel cells

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iShares IV plc - iShares Automation & Robotics UCITS ETF (RBOT:LON)

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Automation and robotization are beyond this opportunity and will certainly be an integral part of it, because I direct a lot of support to industrial production

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Lyxor Index Fund - Lyxor Stoxx Europe 600 Basic Resources UCITS ETF (BRE:PAR)

 

These investments can be expected to drive up demand for basic materials such as copper and other industrial metals

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iShares Electric Vehicles and Driving Technology UCITS ETF (ECAR:LON)

 

This ETF contains companies that focus on electromobility, autonomous driving and companies from their supply chains (microchips, etc.)

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