Why Apple and Google are going solar plants (BBC-Future)
Global Grid Parity turning point reached by around 2030. Solar and wind energy production expected to increase by the factor of 60 for solar plants resp. 13 for wind parks from 2015 to 2050 (Source: McKinsey, Our Insights, Global Energy Perspective 2019).
Solar plants, Wind farms or individual CONTACT
- Solar Boom thanks to Grid Parity (Price Solar power = Conventional)
- Attractive margins with Solar and Wind farms – scalable
- Stable returns with safe long-term power purchase agreements
- Tailor-made by countries, durations, in operations/projects, etc.
- Optimal contract conditions with reporting – better than your bank
Sustainable Green- and Brownfieldmix – Individual
- We prefer partners with own research team and stable dealflow with green- and brownfield investments 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, infrastructure investments amounted to only 4% of the US$ 57,000 bill. needed” (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- Massive government debt, out of date infrastructure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 plants (Photovoltaic farms) – Numerous successful references
- As diversification with low correlation to traditional „financial assets“
- Reduction of volatility in a traditional investment portfolio
- Inelastic demand for basic supply – stable and predictable revenue cash flows – with ∅ 4% – 12% yearly pay-outs as alternative to bonds
- 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) and simply and safely advanced refinancing techniques like – “pay-as-you-go”
Wind farms – Seasonal diversification of Solar plants
- Wind plants produce the most electricity during the winter months.
An ideal complement to solar plants.
- With around half a million wind plants worldwide, the technology is well matured and scalable.
- About 99% of the land area for wind plants can continue to be used as for agriculture or solar plants (hybrid plants)
- Disadvantage are irregular winds, which can be compensated with hydroelectric power plants or solar plants for example.
ENERGY Situation as HUGE POTENTIAL FOR SOLAR PLANTS AND WIND FARMS
To avoid project and currency risks, we recommend working with our professional partners. They are equipped with their own in-house research and specialized manager selection team. Here, the investment needs for green bonds can already be met from a relatively small investment size diversified by asset class, regions, access and project pipeline – power supply, water and sewage systems, communication, transport sector, education and health care. This results at long term in above-average return potential for the investor (as passive income possible).
Green Bonds – Solid Infrastructure like Solar farms as alternative investment
The growing importance of renewable energy investments demands a core competence of your partner in this infrustructure area. For example, solar plants in the desert of Morocco and solar plants in China (BBC TV) or long-term algae plantations in the sea, as third-generation biofuels, could cover a significant part of the energy needs of the humankind and, at the same time, could also sustainably reduce the CO2 share in the earth’s atmosphere (study „Negative carbon via ocean afforestation, Department agricultural and biological engineering“, University of Florida, USA, 2012).
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 fuel cells from trucks, buses, cars, trains, ships, buildings or electrical devices back to electricity (reverse electrolysis). With this hydrogen technology as energy buffer in the alternative value chain, power networks can be relieved. For completeness it is mentioned, that there are opportunities and structures not available for public, being reserved for so-called qualified investors. It is recommended to attend alternative investment consulting for to invest sustainable like green bonds.