Investment Thesis
It isn't your grandfather's energy landscape anymore. You know, the environment in which almost all energy consumption comes from fossil fuels like coal, petroleum, and natural gas, and any power generated by renewable sources had to be heavily subsidized by the government. That environment — in which renewables were expensive, inefficient, unprofitable, and only embraced by environmentalists — is gone.
The world has changed.
Today, renewables are the fastest growing source of energy both in the United States and globally. These include solar arrays, distributed (rooftop) solar, onshore and offshore wind turbines, hydropower,