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Itaconix capital markets day How will consumer products be decarbonised? While the transition to renewable energy continues, what’s being done to make everyday consumer products
Itaconix capital markets day How will consumer products be decarbonised? While the transition to renewable energy continues, what’s being done to make everyday consumer products
As lithium apes a software-like demand curve Lepidico: Aiming at the sweet spot of supply With Edison Research client and integrated lithium producer-refiner Lepidico aiming
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Renewables are already experiencing major growth, spurred on by COP26 commitments and net-zero targets. Now, new Edison research suggests Europe’s geopolitical crisis will accelerate the replacement of foreign fossil fuel imports, putting renewables into overdrive.
In the face of volatile suppliers, the EU and UK are putting a higher priority on energy security. In our new report, European renewables: An increasingly attractive environment, we reveal what new regulations are likely to mean for growth in European wind and solar markets. We look at which companies may benefit the most and the value implications across the supply chain.
The report explores how wind and solar markets could grow at CAGRs of 23% and 12% respectively over this decade. Among the primary beneficiaries are developers, who could see enhanced double-digit returns on capital. Equipment manufacturers and services providers will also likely benefit, along with stationary battery storage and green hydrogen electrolysation.
Other observations in the report include:
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Edison clients mentioned in this report*
BayWa Foresight Solar Fund Gresham House Energy Storage Hellenic Petroleum Jersey Electricity
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Loop Energy Mytilineos Premier Miton Global Renewables Trust Provaris Energy visaVento |
*For full list of companies mentioned in the report see Exhibit 13