simple – profitable – sustainable
Solar Park ∅ 6% – Biofuel with recycling ∅ 8% – Solar project ∅ 12% (hist. returns p.a.)
At us with low volatility and no green washing
With clean energy creating a more defensive portfolio – the oil of the future – 1 MW to 1200 MW available – Switzerland, Germany, Spain, USA, Brasil, Australia, etc.
As option case by case financing possible with our international house bank. Documents and prices please on request with proof of funds.
Renewable Energy for Infrastructure – Green- and Brownfieldmix in Clean Energy
- We prefer partners with own research team and stable dealflow with green- and brownfield investments for green bonds as well
- Compared with traditional equities or bonds, the liquidity of a medium- and long-term infrastructure asset is limited
- “Even if institutional investors would reach their target allocations, would that be only a small fraction of the US$ 57,000 bill. needed in infrastructure” (Source McKinsey: Our Insights, Voices on Infrastructure)
- High growth of population and aging population
- Massive government debt, out of date infrastructure
- Necessary for fundamental economic recovery
Solar Park with GRID PARITY
Solar and wind energy production expected to increase by the factor 60 for solar plants resp. 13 for wind parks from 2015 to 2050. A Global Grid Parity as enormous potential turning point can be reached towards around 2030.
And there is already existing in more than 30 countries a local Grid Parity (Source: McKinsey, Our Insights, Global Energy Perspective 2019).
Even with a relatively small investment, the investment requirement for green bonds can be diversified individually according to different asset classes, regions, access routes and project pipeline – energy supply, water and sewage systems, communication, transport and traffic, education and health. This can results in long-term above-average return opportunities
for the investor (possible as passive income).
Overproduction of electricity from solar plants can be used to split water into oxygen and hydrogen. This recovered hydrogen with a multiple density than gasoline goes then in mobile fuel cells from trucks, buses, cars, trains, ships, buildings or electrical devices to convert back to electricity (practical form of reverse electrolysis). With this hydrogen technology as ideal clean energy storage buffer in the alternative value chain, power grids can be sustainably relieved. The so-called “solar paint”, with 3 already existing innovative basic types, but so far inefficient, expensive and not scalable, could then be in the future complementable anywhere for end users.
Solar Park – portfolios
- Stable returns with long-term power purchase agreements (PPA)
- Numerous references as banks and asset manager
- Reduction of volatility in a traditional investment portfolio
- Optimal contract conditions with reporting – No “Green washing”
- => Solar Boom thanks to increasing Grid Parity
(Price Solar power ≤ Price Conventional power)
Biofuel with recycling waste (ISCC EU) – Structural diversification
Additionally short-term clean energy from biofuel with recycling converting global environmental waste problem to renewable energy (WTE) has enormous potential. R. Diesel, “the use of vegetable oils for fuels may become important once” (1912).
A strongly above average reduction of up to 86% in greenhouse gases has been determined for biofuel for example made from waste fats (study RFS2, EPA, 2010).
Wind Park – Seasonal diversification
- Global average wind produced ~17% more energy in 2017 than in 2010. Wind speeds predicted 37% more by 2024 (Source Princeton University).
- With around half a million wind power plants worldwide, the technology is well matured and scalable.
- Wind power plants produce the most electricity during the winter months. An ideal seasonal diversification of solar plants.
- About 99% of the land area for wind parks can continue to be used as for agriculture or solar plants (hybrid plants)
Renewable Energy as investment – The better Green Bonds
- Individual or standard solution by preference – Scalable
- As diversification with low correlation to traditional „financial assets“
- Inelastic demand for basic supply – predictable revenue cash flows
- Ideally a diversified portfolio of direct and indirect investments mainly in the public area of infrastructure (with inflation protection)
- Preferably in industrialised countries with investment grade or safe advanced refinancing techniques like – “pay-as-you-go”