The last month and a half has featured a significant character change in all things clean energy whose timing came alongside the announcement of the US government’s largest fiscal spending package for renewable energy investment.
We are now potentially witnessing the first “follow through” effect of the Russia/Ukraine conflict which is that nations are waking up to the fact that energy security and infrastructure must be given a much higher priority and investment must be made to grow sources of supply in order to have stable and lasting economic growth.
This secular trend is still in its very early innings from an investment standpoint.
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