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  • Hello and welcome to sectors up close.

    你好,歡迎來到部門近距離。

  • I'm Elena Casas.

    我是Elena Casas

  • Our sector today is renewable energy on our expert on the sector is Ross Gerber, president of Gerber Kawasaki.

    我們今天的行業是可再生能源上我們的專家是格柏川崎的總裁羅斯-格柏。

  • Investors have stormed into alternative energy ahead of the start of Joe Biden's presidency.

    在喬-拜登開始擔任總統之前,投資者已經衝進了替代能源領域。

  • According to Lipper data, funds that primarily invest in solar, wind and water around the world saw an inflow of $4 billion in the week to January 13th on.

    根據理柏數據,在截至1月13日的一週內,主要投資於全球太陽能、風能和水務的基金流入了40億美元,上。

  • While the oil and gas sector has languished, renewables have flourished.

    在石油和天然氣行業不景氣的同時,可再生能源卻蓬勃發展。

  • The S and P Global Clean Power Index, which is tracked by the biggest clean energy funds, is up wait for it 145% in the past year.

    由最大的清潔能源基金追蹤的S和P全球清潔能源指數在過去一年中上漲了145%等。

  • Since the beginning of January, it's managed an 8% rise.

    自1月初以來,它的漲幅達到了8%。

  • Some of this is down to a likely shift in US policy.

    這其中有一部分原因是美國的政策可能發生轉變。

  • President elect Joe Biden has vowed to rejoin the Paris climate accord exited by President Donald Trump.

    當選總統喬-拜登發誓要重新加入美國總統特朗普退出的巴黎氣候協議。

  • He's also pledged to tie the U.

    他還承諾將與U。

  • S economic stimulus to tackling climate change.

    應對氣候變化的經濟刺激措施。

  • But will the sector live up to the hype to find out?

    但該板塊能否不負眾望,一探究竟?

  • I'm now joined by Ross Gerber of Gerber, Kawasaki Ross.

    我現在由格伯公司的羅斯-格伯加入,川崎-羅斯。

  • Thanks for joining us.

    謝謝你加入我們的行列。

  • I'll talk about some of the concerns in a moment.

    我一會兒會講一些關注的問題。

  • But first, why is the sector is so hot right now?

    但首先,為什麼現在這個行業這麼火?

  • Is it just down to the Joe Biden factor?

    難道只是因為喬-拜登的因素?

  • Well, no, it's not just the Joe Biden factor.

    不,這不僅僅是喬-拜登的因素。

  • It's also the factor of the fact that the need for dealing with climate change is just enormous and the time is running out.

    還有一個因素是,應對氣候變化的需求是巨大的,時間已經不多了。

  • So you have this combination of a lack of time, enormous cost to the global economy because of climate, whether it's fire or hurricanes or whatever.

    所以,你有這樣的組合,缺乏時間,巨大的成本全球經濟,因為氣候,無論是火災或颶風或什麼。

  • And and so now, with Biden coming in and the, you know, laser focused on handling and tackling this problem, it's just going to create a huge opportunity for these companies over the next decade.

    所以現在,隨著拜登的到來,以及,你知道的,專注於處理和解決這個問題的脈衝光,這將為這些公司在未來十年創造一個巨大的機會。

  • But now that much of the sector is seeing sky high evaluations, do you think there's any risk going into 2021?

    但現在很多行業都出現了天價評價,你覺得進入2021年有沒有風險?

  • Well, of course.

    嗯,當然。

  • I mean, obviously the sector clearly values this change in policy.

    我的意思是,很明顯,該部門顯然很重視這一政策的變化。

  • Um, and I think that with all good investments, oftentimes you have to pay more than you want to get in.

    嗯,我認為,所有好的投資,很多時候,你必須付出比你想得到的更多。

  • But I think as a long term investor, this is the sector you want to be in.

    但我認為,作為一個長期投資者,這是你想從事的行業。

  • You have to be in if you want to make above average returns and and were heavily invested at my firm in clean energy and climate, what we call the climate change trade because there's just, I think, a ton of money going to go into the sector.

    如果你想獲得高於平均水平的回報,你就必須參與其中,並且在我的公司大量投資於清潔能源和氣候,我們稱之為氣候變化貿易,因為我認為,有一噸的資金將進入該行業。

  • So although valuations are high and there's risk, the reward is also potentially high.

    所以雖然估值高,有風險,但回報也是潛在的高。

  • So how would you advise investors get into the sector right now?

    那麼您建議投資者現在如何進入這個行業呢?

  • Well, for most investors, I think the easiest way to invest in sectors like climate is through an E T f e t s like t a n, which is really solar and renewable energy E T f or L I T.

    好吧,對於大多數投資者來說,我認為投資氣候等行業最簡單的方法是通過E T f e t s like t a n,這實際上是太陽能和可再生能源E T f or L I T。

  • Which is lithium and battery technology, which gives you exposure.

    哪些是鋰電和電池技術,這給你曝光。

  • Is there and, of course, pure plays like Tesla, which is just one of the few really pure plays on climate with solar and TV production.

    是有的,當然,也有像特斯拉這樣的純玩法,這只是為數不多的真正純玩法的氣候與太陽能和電視生產。

  • So there's many ways to play, uh, investing in the entire supply chain for solar and renewable energy as well as e v cars.

    所以有很多玩法,呃,投資太陽能和可再生能源以及電動汽車的整個供應鏈。

  • So you know, there's lots of opportunity in the sectors, but E T s give you broad exposure, and I think it's a good way to do it.

    所以,你知道,有很多機會的行業,但E T的給你廣泛的曝光,我認為這是一個很好的方式來做到這一點。

  • Thank you so much.

    非常感謝你。

  • That was Ross Gerber of Gerber Kawasaki.

    那是葛伯川崎的羅斯-葛伯。

  • Now, before we dio, here are some of the hot stories from the sector.

    現在,在我們dio之前,這裡有一些部門的熱點新聞。

  • Canada is scrambling to salvage the controversial Keystone XL pipeline project after it became apparent that incoming President Joe Biden plans to cancel a permit for the $8 billion project on environmental grounds.

    在新任總統喬-拜登計劃以環保為由取消這個價值80億美元的項目的許可後,加拿大正在爭相挽救有爭議的Keystone XL管道項目。

  • The pipeline is intended to carry 830,000 barrels per day of Alberta crude to Nebraska.

    這條管道打算每天運送83萬桶阿爾伯塔省的原油到內布拉斯加。

  • The provincial government said Monday it had a solid legal basis to seek damages if the project is canceled by presidential Fiat.

    省政府週一表示,如果該項目被總統菲亞特取消,它有堅實的法律基礎來尋求賠償。

  • French Oil major total announced its paying $2.5 billion for a share in India's Adani Green Energy and its solar power assets.

    法國石油大總宣佈其支付25億美元收購印度阿達尼綠色能源公司的股份及其太陽能資產。

  • Total says it wants its biggest investment yet in renewables as it joins other oil majors that have Bean under pressure to tackle climate change.

    道達爾表示,它希望在可再生能源方面進行迄今為止最大的投資,因為它加入了其他石油大亨的行列,豆豆在應對氣候變化的壓力下。

  • Onda Group of Japanese companies including Toshiba and Nissan, have called on the government to raise its 2030 renewable energy goal to 40 to 50% of its energy mix.

    包括東芝和日產在內的日本企業尾田集團呼籲政府將2030年的可再生能源目標提高到能源結構的40%至50%。

  • Renewable energy accounts for only 18% of the current mix on Japan is in the midst of a nationwide electricity shortage that saw wholesale prices surged to a record high earlier on Tuesday.

    可再生能源只佔18%目前日本正處於全國範圍內的電力短缺中,週二早些時候批發價格飆升至歷史新高。

  • In a long 92 Japanese companies from a wide range of industries signed up to the Japan Climate Initiative, saying Japan needed to be a global leader in D carbon ization and that's your roundup of the renewable energy sector.

    在長92家來自各行各業的日本企業簽署了日本氣候倡議書,表示日本需要在D碳化方面成為全球領導者,這是你對可再生能源領域的總結。

  • I'm Elena Casas and this is Reuters.

    我是埃琳娜-卡薩斯,這裡是路透社。

Hello and welcome to sectors up close.

你好,歡迎來到部門近距離。

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B1 中級 中文 能源 再生 氣候 行業 投資 太陽能

拜登的勝利為可再生能源領域注入了活力 (Biden victory electrifies renewable energy sector)

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    林宜悉 發佈於 2021 年 01 月 21 日
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