We have been tracking developments in renewable-energy technologies since June 2003 and have published over 250 articles on the theme during the last 18 years.
Each of the technologies—whether it is wind power, solar photovoltaic, hydrogen, geothermal, ocean or tidal power—have important roles to play in the global-energy transition. The COVID-19 pandemic also accelerated the energy transition with more nations prioritizing a greener economic recovery.
We believe that broad adoption of clean energy remains in the early innings. Clean energy and its storage are transformative technologies that bring productivity gains and cost savings, which translate into massive investment opportunities. To leverage our conviction in the sector, we created the 13D Clean Energy Portfolio Index. Since its inception in October 2018, the index has generated a total return of 473.6%, versus 71.5% for the S&P 500 Index and 63.0% for the MSCI World Index.*
*Performance through the end of trading on July 23, 2021.
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WILTW - November 21, 2024
For over a decade, we have argued that artificial intelligence will become mainstream in every business, enhancing human capabilities, spurring innovation, and increasing productivity. The democratization of generative AI (GAI) is a step change in th...
moreWILTW - October 10, 2024
We have tracked developments in alternative-energy innovation and deployment for two decades. As we have discussed numerous times, energy security and decarbonization are pressing agendas for the world (see WILTW reports). A record global investment ...
moreWILTW - November 30, 2023
For two decades, we have argued that electric grids in much of the world are antiquated and need major upgrades to increase their resilience against intensifying extreme weather and climate change (see reports). The nine profiled stocks in our report...
moreWILTW - September 14, 2023
For two decades, we have made the case that the world’s antiquated electric grids need major upgrades (see reports). In WILTW July 20, 2023, we argued that a global investment boom is imminent to overhaul the world’s grid-transmission infrastructure....
moreWILTW - August 10, 2023
We have tracked energy-storage systems since 2002, and the evolution of clean energy for over two decades (see reports). Energy security is at the forefront of every country’s political and economic agenda, driving investments in domestic supply chai...
moreWILTW - July 20, 2023
Since 2004, we have made the case that much of the world’s electric grids are antiquated and in need of major upgrades using smart-grid technology (see reports). In WILTWs June 24, 2021, May 26, 2022, and November 10, 2022, we argued that the rising ...
moreWILTW - June 29, 2023
Theme/Index Period 13D Index/Recommendations S&P 500 MSCI World
Creative Destruction Average total return of Recommendations since 2011 192.1% 111.3% 78.9%
Average Total Return - Y-T-D (Recommendations since 2011) 18.7% 14.9% 13.8%
13D Clean-Energy ...
moreWILTW - June 1, 2023
We have been tracking alternative-energy innovation and implementation for over two decades. We have been monitoring the progress in perovskite technology since 2015 when its conversion efficiency was much lower (see WILTW reports). Recent evidence s...
moreWILTW - May 11, 2023
We have tracked energy-storage systems since 2002 and the evolution of clean energy for over two decades (see reports). In WILTW February 2, 2023, we added the 13D Clean Energy Index to our high-conviction list. We argued that the clean-energy sector...
moreWILTW - May 4, 2023
The steel industry is the largest carbon emitter after power generation. One metric ton (mt) of steel production generates an average of 1.8 mt of carbon emissions. Therefore, decarbonizing the steel sector is crucial to limiting global warming and k...
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