Rising rates, changing regulations, whipsawing and rapidly-reversing input costs – Investments in clean energies have both never been as high and never been as challenged as in 2023.
While the markets seem to be throwing the whole sector out with the inflationary bathwater, it’s time to separate the structural shifts from hiccups that inevitably arise when industries scale up … and which are likely to ease.
The transition continues.
Despite wars, supply disruptions, inflation, and geopolitical uncertainty, clean energy remains at the top of the agenda for most governments -- just consider the number of participants in the recent COP 28 in Dubai. Not only does climate change remain the major global challenge of this century, but the need for decisive climate action is only going to grow in importance as the window of action closes in on us.
Read more: Energy Transition Turbulence: Structural or Cyclical? | Candriam (candriamoutlook.com)
