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Energy Transition Opportunities
Many of us are worried about the classic transition into the middle phase of the economic cycle. The market rotation observed since this past spring reflects investors’ concerns about rising inflation and is dimming confidence in company results. But, surprisingly, the economy and a large majority of companies continue to deliver strong data and forecasts. And such stark divergence has rarely been observed in the past. The question to be answered is: Are the present EPS results and forecasts sustainable because of reshuffled economic activities, or is it more a race to the bottom? We don’t think that the latter is the case. Here are some reasons why.
Building a resilient electric grid
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.
35,00 (CHF)
Sustainability of constructions
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.
35,00 (CHF)
Decarbonization of the oil and gas sector
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.
35,00 (CHF)
Novel technologies
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.
35,00 (CHF)
Luxury-car-transition-opportunities
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.
249,00 (CHF)