Amandla angapheliyo angaba yi-$ 1 + iTrillion Market ngo-2022
Kule nqaku, siza kujonga indlela amandla omhlaba ozinzileyo angadlala indima kwiipotifoliyo zamazwe ngamazwe.
Outlook Energy Outlook
Uqoqosho lwehlabathi kulindeleke ukuba luphindwe kabini kwiminyaka engama-20 ezayo kunye ne-3.4 ekhulwini lokukhula kwonyaka, ngokwemiqathango ye- BP ka-2017 yamanzi , okuza kuqhuba ukunyuka kwama-30 kwindleko yamandla phezu kwexesha elibikezelweyo.
Ioli engcolileyo ingaba ngumthombo omkhulu wamandla angundoqo ngenxa yemfuno enamandla yeemoto, kodwa iimbini ezibini eziphambili ezithe zafumana inzuzo yeemarike kwiminyaka engama-20 ezayo yi-gesi kunye namandla azinzileyo. Amandla azinzileyo, kuquka umoya, i- solar , i-geothermal, i-biomass, kunye ne-biofuels, kulindeleke ukuba ikhule nge-7.1 yeephesenti zonyaka ukugqithisa amandla enyukliya kunye ne-hydroelectric ngamandla malunga neepesenti ezili-10 zamandla onke asetyenziswayo ngo-2035.
I- European Union ilindeleke ukuba iqhube phambili ekuholeni indlela kumandla azinzileyo kunye nenkxaso enkulu yelanga kunye nezinye izinto ezivuselelekayo, kodwa iChina iya kuba ngumthombo omkhulu wokukhula ngokwongezelela amandla ngaphezu kwe-EU kunye ne-United ihlangeneyo. Olu lukhula kulindeleke ukuba luqhutywe ngokunyuka kweendleko-ukuncintisana kwelanga kunye nomoya onxulumene nomthombo wamandla oqhelekileyo njengamafutha angcolileyo, amalahle, kunye nefuthe legesi ecocekileyo.
Ngama-dollar magama, iiprojekti zoPhando lweeMisebenzi zezoMhlaba eziza kukhula kwi-7,5 yeepesenti zizalisa izinga lokukhula kwonyaka ukuya kwi-1.02 trillion ngo-2022.
Ubungakanani obukhulu beemarike kunye nokunyusa izinga lokukhula kwenza ukuba kubandakanyeke kubalulekileyo kwiipotifoliyo zamazwe ngamazwe.
Utyalo-mali kwiMithombo eQinisekayo
Uninzi lwabatyalomali sele beluncedo lokuvuselela amandla kwiiposfoliyo zabo. Emva koko, ezininzi iimali zentengiso-ntengiso (ii-ETFs) kunye neemali ezihlangeneyo zixhomekeke kwiimali zentengiso kwaye i-marhwebo isele isondela kwi-$ 1 trillion ngobukhulu.
Kodwa, zikho izizathu ezininzi zokuba abatyali-mali bangathanda ukunyusa amandla ekuzinzileyo kwiiphothifoliyo zabo, njenge- ESG (i-environmental, social, governance) okanye i-alpha enkulu.
Iindaba ezilungileyo kukuba kukho iindlela ezininzi ezilula zokutshala imali kumandla azinzileyo kwi-ETFs kunye neengxowa-mali eziphathekayo ezijolise kwicandelo lonke emhlabeni.
ETFs
- I-Guggenheim I-ETF ye-ETF (iTAN): I-fund egxile kwi-solar nge-36% ye-Exposure kwi-North America, i-24 yepesenti evelele eYurophu, kunye nama-24 ekhulwini e-Asia.
- I-iShares Global Energy Clean ETF (ICLN): I-fund ehlukeneyo ne-25% ye-Exposure to Asia-Pacific, i-24% evelele eNyakatho Melika, kunye nama-16 ekhulwini e-Asia.
- I-First Trust I-ISE ye-Global Energy Energy Index Index (FAN): Ingxowa-moya egxininiswe ngomoya kunye ne-69 ekhulwini yokungcebeleka eYurophu, i-12% ebonakalayo e-Asia-Pacific, kunye ne-11 ekhulwini kwi-North America.
- I-VanEck Vectors I-Global Alternative Energy I-ETF (i-GEX): Ingxowa-mali eyahlukeneyo ibe ne-53% ye-Exit North America, i-30% ye-Europe yokungcebeleka, kunye ne-6% e-Asia.
- I-ETS (i-PBD) ye-PowerShares ye-PowerShares ye-Global Clean Energy ePort
Iimali eziManyeneyo zeMali
- Guinness Atkinson Alternative Energy (GAAEX): Ingxowa engekho eyahlukeneyo efaka imali kwiinkampani zasekhaya nakwamanye amazwe kwicandelo lamandla angaphandle.
- I-Waddell & Energy Reed (WEGAX): Iifundisi ezahlukahlukeneyo ezitshalayo zombini amandla anesiganeko kunye neendlela ezijoliswe kuyo.
- I-Alternate Energy Alternative (ALTEX): Inkxaso-mali encinci eyenza ukuveliswa kwemveliso yamandla okanye ubuchwepheshe, kuquka amagama anjengeSolar City.
Iingqalelo ezibalulekileyo
Umbane ozinzileyo woMhlaba unokuba yinkampani ekhulayo ngokukhawuleza ehlelwe kakuhle kwixesha elizayo, kodwa kukho izinto ezininzi ezinobungozi ukuba abatyala-mali bamanye amazwe kufuneka baqwalasele.
Ngokomzekelo, iindleko eziqhelekileyo zeepaneli zelanga ziye zawa malunga nama-50 ekhulwini kwixesha eliyiminyaka emihlanu elikhokelela ngo-2015, ngokweNdleko ze-Solar.
I-China yayinoxanduva lokuwa kwexabiso elikhulu kwiintengo zepaneli ze-photovoltaic emva kokufumana imveliso ebalulekileyo yokwakha kunye nokulahla e-US nase-EU, kodwa ukunciphisa izindleko ezincinci kuye kwaba nokunciphisa ngenxa yokunyuka kobukhulu kunye nokusebenza kweemodyuli. Ezi zintlupheko zakhokelela kwiinkxalabo zoshishino lwelanga.
Iiprojekthi zamandla ezininzi ezizinzileyo ziqhubeka nokuxhomekeka kwinkxaso karhulumente ngokusebenzisa izikwere zerhafu, izibonelelo kunye namanye amanyathelo emali. Kwezinye iimeko, le miqathango inokuncitshiswa okanye isuswe, ekhokelela kumgangatho ophezulu weengxaki zezopolitiko xa kuthelekiswa namanye amacandelo.
Ngokomzekelo, uMongameli uDonald Trump uye wabagxininisa amandla azinzileyo kunye nenkxaso yemithombo yamandla ephambili ephambili njengamalahle. Ezi zizathu zingakhokelela ekukhuthazeni iifom zamandla okanye ukunciphisa amandla okuzinzileyo.
Ngaphantsi
I-market for energy enzileyo kulindeleke ukuba ikhule kwi-7.5 yeepesenti ibandakanya izinga lokukhula konyaka lokudlulela i-$ 1 trillion kwiminyaka ezayo, eqhutywa yizoqoqosho ezikhulayo zehlabathi, izikhuthazo ezinkulu zokuhlaziywa, kunye nokusebenza kweendleko ngaphezulu kwexesha. Abatyalomali bamazwe ngamazwe bafuna ukuqwalasela ukuhluka phakathi kwendawo ukuze baxhomekeke kule mizila ngokusebenzisa nayiphi na inombolo ye-ETF okanye iimali ezihlangeneyo ezijolise kwicandelo.