Sun & wind: The new black gold

Renewable sector

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Ankit Jain of S&P Equity Research discusses the current trends in the renewables sector.

With growing public awareness and improving economics likely to lead to much cheaper renewable energy, we believe its many forms, including wind power, solar photovoltaics (PV), biofuels, fuel cells and distributed hydrogen, offer significant growth potential. Indeed, sector commentator Clean Edge Research expects the dollar value of the global clean energy markets (consisting of biofuels, wind and solar power) would increase by 150% between 2009 and 2019. In our view, the renewable sector, the next-generation energy source, is becoming more attractive for investors after the global cred...

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