尽管宏观经济背景充满挑战,但由于清洁能源公司的强劲收益,ALPS清洁能源ETF ( ACES A- ) 上周跑赢疲软的美国股市。
ACES 的清洁能源收益超过美国股市
ALPS 在ALPS中写道,随着美联储上周将利率再提高 75 个基点至 3.75%–4%,投资者对 2023 年经济衰退的担忧因上周五强于预期的美国 10 月份就业报告而略有缓解。
进入冬季,美国原油、汽油和天然气库存耗尽,提振清洁发电库存。根据ALPS的数据,随着全球能源向净零排放的转型势头强劲,投资者上周在ACES的清洁能源发电(太阳能、风能和水力/地热能)领域出价上涨,这些公司的增长势头强劲。
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“随着化石燃料价格上涨,欧洲、美国、中国和世界其他地区为能源转型计划提供实质性资金,从国家安全角度实现能源独立,电池存储容量将加速全球大规模采用风能、太阳能、水力/地热和燃料电池(氢),” ALPS写道。
ACES为美国和加拿大的储能公司提供大约 5% 的权重,为投资者提供多元化的方式来投资清洁能源增长最快的方面。ACES 的纯游戏方法仅提供七个不同清洁能源领域的美国和加拿大公司的风险敞口。
据彭博新能源财经报道,随着成本的下降,预计到 2030 年,全球电池存储量将以 21% 的复合年增长率增长。
彭博新能源财经还估计,8 月通过并为美国清洁能源政策提供 2600 亿美元支持的《降低通胀法案》已导致美国储能预测大幅增长 24%。这种增长既体现在清洁能源项目的附属物上,也体现在从美国电网存储和输送清洁电力的独立解决方案中。
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据ALPS称,尽管在项目中增加电池存储可以让客户潜在地脱离电网和/或将更多清洁电力卖回当地公用事业公司,但电池的前期成本仍然是项目投资回报的主要因素.
据ALPS称,《降低通货膨胀法案》为包括太阳能在内的清洁能源存储提供 30% 的税收抵免,扩大了美国全天候存储和输送清洁能源的能力。
其他提供清洁能源行业敞口的 ETF 包括First Trust NASDAQ Clean Edge Green Energy Index Fund ( QCLN B+ )和SPDR S&P Kensho Clean Power ETF ( Original Post>