Renewable Energy Industry – in General

Waste is a large problem in all parts of the world and landfilling is no longer viable. Waste-to-Energy is the only viable large scale solution.

Energy prices are increasing and over a 10+ year period they are forecasted to increase further. Alternatives to fossil fuels will likely become even more attractive.

Countries exporting fossil fuel would likely like to export more and make use of alternative available energy sources such as waste or biomass. The same can be said for the countries importing the fossil fuel.

Renewable Energy Sector – Financial Criterias

Renewable energy is still, despite its massive growth over the last decade and the impacts of the financial crisis in Europe and the US, the most dynamic investment field for both yield and value investors.

  • The yields in the broader fixed income markets have over a long period been at historical lows, driving investors in to exotic alternatives to get needed returns.
  • The volatility of the stock market, in combination with placement restrictions, is driving long-term money in search of other sources of business. Energy production is to a great degree not correlated to other asset classes.

Attractive risk-adjusted returns, low volatility and minimal correlation to traditional capital market investments

  • The political support for new energy capacity is unbroken, and the regulatory situation has been stable in most market and transparency is increasing.
  • High need, especially in Eastern-Europe, for energy production and handling the household waste situation