Hey everyone, I just read this research on Substack: https://fincom.substack.com/p/the-world-is-running-out-of-power?r=6rzrlm
it dives into how AI, data centers, and electrification are pushing global power grids to their limits.
What stood out to me is how quickly Big Tech is moving toward renewables and storage solutions to keep up with electricity demand. It got me thinking, could this surge in power demand actually make renewables one of the most undervalued long-term plays right now?
The price of solar, wind, and battery storage keep improving, and even with political headwinds, the structural trend seems hard to ignore. Curious to hear your thoughts. are you all thinking about renewables from a value perspective?
Any specific stocks or sectors you think have real potential over the next decade?
Source: Electrical-Will-5985
1 Comment
Clean energy and tech is definitely winning and will continue to do so, but…
China almost completely owns the global markets in solar panels, batteries, wind turbines, EVs and so on, so investing in non-Chinese companies often means dependency on trade barriers. Meanwhile, BYD was a longtime Charlie Munger favorite, so worth a look, as are some other Chinese heavyweights like CATL.
In the US, FirstSolar is a well-run standout. In Europe, I like ABB. In Japan, Hitachi. Yet all of these are in one way or another related to what happens in China.