London’s streets have increasingly seen waves of disruption by the Just Stop Oil protests.
While the protesters demand urgent climate action, these demonstrations highlight policy uncertainty and emerging opportunities in clean energy and carbon capture technologies.
Governments and investors must balance energy security with green targets. Here’s how to navigate the debate and position your portfolio for the transition.
Policy Debate
Activist protests expose the clash between net-zero ambitions and fossil-fuel reliance, underlining the need for clear, actionable transition policies.
Government Responses
The UK pledged £20 billion for CCUS over 20 years and plans hydrogen hubs, yet also grants new North Sea licences—sending mixed signals on phasing out fossil fuels.
Industry Reactions
Oil majors like BP and Shell defend a “just transition” while boosting renewables, and clean-energy firms in wind, solar and carbon capture are attracting private capital.
Timing of Potential New Regulations
Key regulatory milestones include 2025’s stricter emission targets and COP28 in November 2023, where global leaders will shape the next phase of energy policies.
Investment Angle
Despite uncertainty, three clean-energy/carbon-capture stocks stand out:
- Ørsted (CPH: ORSTED): Global offshore wind leader targeting carbon neutrality by 2025.
- Carbon Clean: Modular CCUS innovator backed by the UK’s £1 billion Net Zero Innovation Portfolio.
- NextEra Energy (NYSE: NEE): Renewable giant in solar, wind and battery storage with a robust project pipeline.
Actionable Tips
- Diversify with Clean-Energy ETFs: Consider Global X Renewable Energy Producers UCITS ETF (RNRG) for broad sector exposure.
- Explore Climate Bonds: Green and sustainability-linked bonds, like the Lyxor Green Bond UCITS ETF (CLIM), offer income and impact.
Subscriber Insight
Advisor’s Gateway subscribers access scenario models simulating policy-change impacts—essential for staying ahead of protest-driven volatility.
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