THE ENERGY TRANSITION BUSINESS CASE
THE OPPORTUNITY: A DISRUPTIVE TECHNOLOGY CHANGE
The legacy energy system is based on fossil fuels and is moving towards renewable energy. Only a few years ago, renewables were at a cost disadvantage. This has changed substantially and as a result, the energy system is shifting from being commodity to technology driven and becoming less dependent on fuel prices. We base our strategy and derive alpha from this disruptive change.
About us