Just as President Biden faced the limits of the federal authority to accelerate the transition of clean energy, President Trump is learning the boundaries of the large government to stop it. In America, the market forces are still a political theater, especially when the result means cheaper force, better technology and less degree.
While many politicians are blind from the large oil donations, they deliberately deny the benefits of clean energy and significant progress, investors agree at every level that energy transition is logical with economic logic where fossil fuels end quickly. The clean force crossed a historical threshold: in 2024, 96 % of the new energy Added to the American network of renewable energy and more than 40 % of the world’s electricity It came from low -carbon sources, driven by the growth of standard renewable energy and the solar height that doubled production in three years. This is the market – not politics – the future pricing in real time.
When this electrons are cheaper and faster for this construction quickly, the capital is followed. Although Trump said International Energy Agency (IEA) to repair their numbers, they continue to confirm that global demand for oil is declining with the decrease in the internal combustion engine and renewable power fossils. As IEA I mentioned recentlyRenewable energy will exceed coal to become the best source of electricity in the world by 2026 – “at the latest.”
One also expects the economy to move to cleaner energy, funding and deals from banks for fossil fuel projects decreases. Bloomberg I recently reported that the funding provided is one of the six best American banks for oil, gas and coal projects has decreased by 25 % so far this year. Big banks may have left GFANZ (Glasgaw Financial Alliance) because of political pressure, but their investments tell a different story.
The hedge funds also revolve from oil and return to renewable energy sources because modified mathematics according to the risks have turned. Some of the most investors in the world were the money Net oil short stocks For seven of nine months since October 2024, while a rhythmic bet on solar energy. When the most severe risk managers on the street who tend to oil and start leaving solar energy, everyone should pay attention.
It is not only the big investors who want to invest in a sustainable manner. According to the hadith Morgan Stanley The survey, 76 % of the participants 401 (K) are already using sustainable options or wanting them – with expectations returning as a better incentive. The only obstacle to a more sustainable investment between 100 million savings for retirement in America is that most of them do not have a sustainable option in their plan, and do not realize that their plan offers these options, or that they do not know what they own – where we can repair it by expanding the formation of the plan and education and the use of tools such as cultivated Invest your values platform.
It is time to return to building the future
It is a testament to the intelligence of American investors that they understand that the future of the most clean energy is not only profitable, but also creates the future they want to live. All of this despite the years of continuous and coordinated propaganda by the warriors of culture and politicians who are funded by fossil fuels at every level of the government. The markets appear to be absorbed “baby drilling, drilling!” Noise, continuing to finance and invest in a sustainable future. whether The height of the request For oil – the point where there is more than the request – this year or later arrives in the contract, the thesis on the political growth of dirty energy is on its way. Financial performance tells us the same.
The ESG anti -exhibition fund, launched by Vivek Ramaswamy to support its political ambitions, has succeeded in the market since its establishment and was negative over the past 12 months, even with the 19 % S&P 500 in the previous 12 months. Once again, attempts to use others’ money to clarify a political point fail – and at a cost of investors who fall into the wrong political accounts separate from the market facts.
In 2023, she wrote that political efforts to decline progress “will collapse against the wall of economic reality.” The same cost curves that worked in the last gathering are still curvature: solar energy, cheaper storage, better capacity factors, mature supply chains, capital stack (tax arrows, infrastructure boxes, and green bonds) that continue to fill even with emotional discourse swirls.
It is time to stop worrying about an imaginary end to finance clean energy and return to future construction work-network promotions, storage, efficiency, clean obstetrics, low-carbon materials, and purchases that coincide with long-term companies strategy. Investors from the pension committees have already taken out the hedge funds to transfer their money to benefit from a more profitable future.
While political winds may seem strong, the market forces are a hurricane compared and will inevitably prevail over politics. This is because voters and investors want the same thing: cheaper, cleaner and less volatile energy – and reliable plans to present it. Where the capital flows. Where companies are implemented. This is where the officials responsible will continue to pressure – available when we can, loudly when we must – even the transition that smart money knows is the economy in which we live.
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