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“Solar and wind now cheapest option for two-thirds of world.” What are the implications? How to invest.

So read the title of a recent analysis by Bloomberg New Energy Finance (BNEF). The “last exceptions to this rule will tip within the next five years,” including Japan and Southeast Asian countries, where coal still has an economic edge. Climate change is moving to the forefront as the U.S. Presidential election approaches, at the same time that solar energy and battery tech are at major inflection points. We have tracked the alternative energy sector since 2003, making the case that wind power is among the most competitive renewable technologies and that solar has the most potential. In WILTW February 7, 2019, we argued that collapsing prices were making solar and battery storage incredibly competitive. Since our February memo, declin...

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