An attractive investment case for European Union renewables

This paper provides a primer for investors who may be considering investment in the renewables sector in Europe;

This overview describes how proven renewable energy technologies are transforming the energy sector of the EU power market and what opportunities lie ahead in the 2016 - 2020 time frame. Impax sees a particular investment opportunity for both onshore Wind and Solar as the most interesting and accessible investment opportunities in Europe. We also review some of the other technologies in order to give investors a broader overview of the sector. The outcome of the Paris climate talks surprised many commentators on the upside. Political leaders have at last universally accepted that climate change is a major issue for society and have committed to a legally binding framework for mitigating it. The long term investment implications are huge for all investors. The risks of holding fossil fuels within portfolios will need to be addressed more urgently while we see many opportunities across resource efficiency markets.

Although no top down controls will be imposed by the Paris Agreement, the statement by 196 nations of their commitment to decarbonise their energy systems within the next 30 years is the key signal.

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