The pursuit of carbon reduction goals is altering industries and creating a large and diverse opportunity set that remains underappreciated by many investors. Explore the companies we believe are best positioned to benefit from the new Decarbonization Economy.
Investing in the $2.5 trillion Decarbonization Economy
SHARE
SUPPLY
Companies that harness and/or produce lower- or zero-emissions fuels with the ultimate goal of replacing fossil-fuel power generation with clean sources.
DOWNLOAD REPORT
INVESTMENT OPPORTUNITY
Renewables
Electricity Generation
Natural Gas
Wind Turbine Manufacturers
Annual copper demand is expected to exceed 53 million metric tons by 2050, which is more than the total copper consumed from 1900 to 2021.
Source: S&P Global, Copper on the Rise, July 14, 2022
As capital is invested across the different areas of the decarbonization economy, a new set of raw inputs will enable the buildout of infrastructure and equipment. For example...
DOWNLOAD REPORT
INVESTMENT OPPORTUNITY
Companies that improve the energy efficiency of existing infrastructure and replace fossil fuels in industrial processes.
demand
Energy Efficiency and Storage
Smart Buildings
Fuel Replacement
Industrial Applications
DOWNLOAD REPORT
INVESTMENT OPPORTUNITY
Companies that provide technological innovations, equipment, infrastructure, materials, goods, and services that enhance power processing capabilities and create intelligent infrastructure.
enable
Technologies
Power grid architecture
Battery reuse and recycling
*EV Adoption and Alternative Fueling Data Center December 31, 2021
**Copper Development Association, Copper Drives Electric Vehicles 2017
90,000
New infrastructure requires significant investment:
U.S. EV charging stations in 2021*
Charging stations needed to meet expected demand for EVs by 2025**
2,230,000
Source: Architecture 2030, US Energy Information Administration, Global Status Report 2021
Modernizing the world’s commercial and residential buildings is an enormous undertaking that will require significant investment. In 2040, approximately two thirds of global buildings will be structures that exist today.
SUPPLY
DEMAND
ENABLE
Supply
demand
enable
Text Alternative
Reduce Motion
Companies that harness and/or produce lower- or zero-emissions fuels with the ultimate goal of replacing fossil-fuel power generation with clean sources. Examples: renewables, electricity generation, natural gas, and wind turbine manufacturers.
Companies that improve the energy efficiency of existing infrastructure and replace fossil fuels in industrial processes. Examples: energy efficiency and storage, smart buildings, fuel replacement, and industrial applications.
DOWNLOAD REPORT
Companies that provide technological innovations, equipment, infrastructure, materials, goods, and services that enhance power processing capabilities and create intelligent infrastructure. Examples: technologies, power grid architecture, and battery reuse and recycling.
DOWNLOAD REPORT