The Pentagon is sitting on a growing backlog of dozens of proposed US wind farms and withholding authorizations key for developing the power projects https://t.co/mho9oMm3HU ...

Germany will push developers to build solar farms together with batteries to avoid wasting electricity when it’s very sunny https://t.co/hM6b3wNIlT ...

German solar power generation is set to surge this summer https://t.co/sUVY6kavSL ...

Equinor halved its stake in renewables developer Scatec in a further realignment toward its core hydrocarbon business https://t.co/UV8uFnrpxO ...

The Iran war’s disruption of Middle East oil and gas supplies is driving countries toward renewable energy, boosting demand for Chinese technology https://t.co/bSAyLRSPyw ...

Core Viewpoint - The ongoing Iran war is accelerating the transition to a tripolar world, impacting regional integrations in Europe, Asia, and the Americas, and influencing investment strategies globally [2][4]. Group 1: Global Economic Trends - The tripolar world is characterized by increased regional integration, with Europe focusing on defense and Asia on trade, driven by geopolitical tensions [2][3]. - The US is experiencing a derating process, with its forward price-to-earnings (PE) ratio declining from 23 times to 19 times, marking the lowest level in five years [10][12]. - Emerging markets (EM), particularly Latin America, are outperforming the US, with the ACWI ex-US index up over 1% and emerging markets up over 0.5% year-to-date [5][12]. Group 2: Investment Focus - The investment strategy is shifting away from broad emerging markets to specific regions, notably China and Latin America, which are seen as better performers [6][12]. - Latin America is highlighted as the best-performing region in emerging markets, largely due to its significant exposure to materials and energy [7]. - The focus on clean energy and automation is emphasized as key investment themes, with the Invesco Solar ETF (TAN) up 16% year-to-date and 62% since Trump's inauguration [17][18]. Group 3: Future Outlook - The conflict is expected to drive increased spending in both public and private sectors, particularly in AI, climate initiatives, and defense [8]. - A deal regarding the Iran conflict is anticipated, which could stabilize oil prices and further accelerate the transition to renewable energy [16][17].

China summoned the country’s leading battery makers for a second time in a little over three months, reinforcing a call to restrict capacity expansion and avoid the price wars that have damaged other renewable-energy industries in the past https://t.co/JtjKImcvuV ...

The deal, which consists of 17 wind farms, will lift Galp’s total installed renewable capacity to around 2 gigawatts https://t.co/W08yAv7wJC ...

Will Asia return to coal, or will a new renewables future emerge from the Iran crisis? David Fickling and Akshat Rathi discuss https://t.co/7Ic6GJJSrF ...

The UK has approved an 800-megawatt solar project as it pushes for the ambitious goal of decarbonizing its power system by 2030, even as costs rise https://t.co/jRsJkntKIR ...