Engaging assets in the energy transition includes investing in the electrical sector and multi-industry names. Most of them have a strong link to the utility sector which makes these initiatives, from a risk point of view, a conservative investment opportunity. This is because allocations are steady, and the present cycle is about new construction and remodeling. In absolute terms, it is a simple large-scale upgrade cycle to revamp outdated systems, enable EV-charging opportunities, create storing opportunities, and modernize the entire grid infrastructure.
Extreme temperatures, fires, and floods are taking a toll on electric grids. The next generation of electric grids is expected to be resilient in these specific cases. Upgrading and transforming the existing infrastructure and transitioning energy from high to very low voltage systems will require large capex.
Forty percent of global CO2 emissions are due to fossil energy consumption that is in one way or another related to the construction industry. The re-design and process optimization, the use of recycled products and equipment, and the use of alternative products will help increase efficiencies.
Multiple companies have elaborated strategies that aim at going “green”. As a result of these undertakings, we expect new energies, such as hydrogen, will emerge.
Advanced technologies are the backbone of all newly established industries. In the drive to capture carbon, do the electrolysis, integrate wind and solar energy, and gain energy from waste management, partnerships with tech-enabled companies and start-ups are needed. Also, we see that promising projects are expected to be funded by new and existing venture capital funds so that projects can reach mass market status in a short period of time.
The new EV-EOM are the latest disruptors. Can established legacy OEM adapt to keep up with the increased EV demand and the red-hot tech services? We have reviewed and analysed over 100 companies. Here is the ranking and their competitive edge.
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