Energy Early Megatrends

Next Generation Energy Transition Energy transition requires significant new technologies. Most of those come from new pure play energy transition companies, like solar panels, battery systems, which are not the focus. Upcoming challenges in the energy transition: - transmission grid bottleneck - grid connection bottlenecks - price volatility - decarbonization cost challenges These challenges are not addressed by large industry, but by small companies. Focus of this wikifolio is to invest in these drivers of the energy transition. Other positions might also include undervalued mature players.