Without heavy govt ( tax payer) subsidies solar and wind don't per form that well, not that reliable required constant maintenance and was expensive. And I lived off the grid on wind and solar for 15 years.
The question is, is this temporary, or is this permanent. The problem with “energy” funds is that they are really fossil fuel funds.
The lifetime question is how fossil fuel stacks up, economically, to things like solar and wind. To paraphrase an old saying “they are not building those windmills with losses”. The cost of installed solar is continuing to come down by about 3% per year. Over a lifetime, that means the cost of solar will come down by 80% or more. And the installed cost of industrial solar (in high sun areas) is now considerably below $0.05 /KWH.
Whatever it does, the cost of fossil fuels is not on a continuing cost reduction path. A major competitor is. Bet accordingly?
