- As governments globally commit to carbon-reduction policies, investments in renewable energy and clean technologies are creating a far-ranging opportunity set for long-term investors.
- As governments across the world commit to long-term carbon-reduction policies, cumulative investments in clean technologies are expected to soar.
- To meet expected demand for EVs going forward, we expect the capacity will have to grow by 70x from 2020 levels (15% growth year-over-year) through 2050.
For further details see:
Finding Sustainability In Traditional Commodities - May 20, 2022