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Unstoppable solar: powering the energy transition – Lombard Odier Investment Managers

Sustainable investment may be feeling the heat, but the energy transition is being spearheaded by the stunning growth of solar power. Ever-improving economics, high modularity and an indispensable role in the net-zero transition put this technology firmly on the horizon for long-term investment.

Posted on Nov 26, 2024

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... Climate-focused investment strategies are enduring dark times. In contrast, solar installations are booming: Lombard Odier Investment Managers forecast a quadrupling of capacity. Five factors drive this exponential arc:
  1. Falling costs.
  2. Policy ambition.
  3. Supply-chain resilience.
  4. Deployability.
  5. The paired attributes of modularity and scalability. 
They see investment potential in energy software and smart grid applications, and in broad exposure to the decarbonisation of the economy across industry sectors.

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