Carbon capture is set to gain steam. What are the other trends you need to watch?
The Investing News Network spoke with analysts, market watchers and insiders about which trends will move the cleantech sector.
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The escalating energy demands of today’s increasingly digital world are pushing the limits of the power grid in the US and elsewhere, necessitating a faster shift toward sustainable energy solutions.
What does the future hold for the cleantech industry as it leads the charge in addressing these issues in 2025?
Here the Investing News Network explores the implications of rising energy consumption, the role of cleantech innovation in meeting this demand and how government policies could help or hinder the sector.
Clean energy has always been part of the energy transition, but as the artificial intelligence (AI) sector gains traction the importance of green sources of energy is becoming increasingly crucial.
The AI industry’s energy demands are being further amplified by the construction of new chip-manufacturing facilities.
These new facilities, with their substantial energy needs, will increase an already significant strain on existing infrastructure. Demand will necessitate upgrades to the existing power grid and require expansions to accommodate the increased load of multi-year operations.
The source of this additional energy will be a crucial consideration, as a shift towards renewable energy sources will be essential to mitigate the environmental impact of ever-growing energy demands.
“When you think about all the manufacturing investments that are in these Republican districts, it’s not just the manufacturing jobs that matter,” Stokes continued.
“You start to realize that all those investments in making stuff in America, they want to sell that stuff in America too. And in order to sell that stuff in America, they need the other tax credits for deployment.”
In her view, the IRA may turn out to be “a much stickier policy” than many expect.
The proposed tariffs run the risk of provoking retaliatory measures from other countries, including trade barriers. Such a response could escalate into a trade war, with negative consequences for all involved economies.
Sodium-ion batteries, especially if they become commercially viable and cost-effective, could reduce US dependence on China for lithium-ion battery materials and technology.
Sodium-ion batteries offer other advantages such as improved safety, lower costs due to the abundance of sodium and potentially higher energy density compared to traditional lithium-ion batteries.
The cleantech sector is poised for change in 2025, driven by escalating energy demand and the push for sustainability. Advances in nuclear and geothermal energy offer promising solutions, while innovations in battery technology and cooling solutions further support the transition toward a cleaner future.
Overall, the cleantech industry’s trajectory depends as much on policy decisions as it does on technological advancements and the global push for sustainability. Industry leaders’ ability to innovate and adapt will be crucial in shaping a cleaner and more energy-efficient future.
Securities Disclosure: I, Meagen Seatter, hold no direct investment interest in any company mentioned in this article.
Editorial Disclosure: Charbone Hydrogen and Westport Fuel Systems are clients of the Investing News Network. This article is not paid-for content.
The global transition to a green economy has been a boon for the cleantech market — it’s helping investment in renewable energy and clean technology continue to grow, allowing the sector to keep building momentum.
Year-to-date gain: 260 percent
Market cap: C$152.37 million
Share price: C$0.90
Anaergia is a global company that specializes in converting waste, including wastewater and agricultural and municipal solid waste, into renewable energy, clean water and organic fertilizer.
It has operations in 17 countries spanning North America, Africa, Asia and Europe.
Year-to-date gain: 223.23 percent
Market cap: C$51.58 million
Share price: C$3.20
BIOREM is a cleantech engineering company that develops air emissions abatement technologies using biological processes like biotrickling filtration, a process by which polluted gas is absorbed and degraded by microorganisms into harmless substances. The company’s systems are capable of removing a wide array of pollutants, and it can design effective solutions tailored to meet specific needs and site requirements.
The firm collaborates with municipalities, industrial facilities, oil and gas companies and landfill operators.
Year-to-date gain: 143.75 percent
Market cap: C$95.28 million
Share price: C$1.95
Tantalus Systems provides technology that gives utilities greater control and insight into their electric grids.
This includes advanced metering infrastructure (AMI), load management systems and grid analytics, all of which contribute to a more efficient and reliable power grid.
One of its key products, TRUConnect AMI, provides real-time data on energy consumption and grid conditions. The TRUFlex Load+DER Management system helps manage energy demand and integrate distributed energy resources like solar power, while TRUGrid Automation optimizes grid operations and improves response to events like power failures.
Year-to-date gain: 25.33 percent
Market cap: C$136.03 million
Share price: C$0.94
CVW CleanTech is focused on making the Canadian oil sands industry more sustainable.
The company’s technology recovers bitumen and valuable minerals like titanium and zircon from oil sands tailings ponds, reducing the environmental impact of oil and gas production.
Year-to-date gain: 9.37 percent
Market cap: C$76.83 million
Share price: C$0.18
The company’s technology works with traditional diesel engines and is being used across a wide range of heavy-duty industries, including transportation, mining and construction.
Securities Disclosure: I, Meagen Seatter, hold no direct investment interest in any company mentioned in this article.
Exchange-traded funds (ETFs) have been gaining popularity in North America in a wide range of industries, including the clean energy sector, whose appeal is rapidly increasing.
For investors looking to gain exposure to the cleantech market, investing in individual stocks can be daunting considering the broad reach of this market sector, which includes renewable energy technologies such as wind and solar; battery technologies for electric vehicles and large-scale energy storage systems; agritech, water treatment and air purification systems; built environment technologies; carbon capture and green hydrogen.
ETFs have become so popular partially because they provide a safer way for investors to gain exposure to various industries while avoiding the volatility that comes with investing in individual stocks.
Total assets: US$2.48 billion
Total assets: US$837.32 billion
Total assets: US$366.32 million
Total assets: US$230.22 million
Total assets: US$213.84 million
The SPDR S&P Kensho Clean Power ETF was launched in October 2018 and tracks companies whose products and services are driving innovation in the clean energy sector, including the areas of solar, wind, geothermal and hydroelectric power.
This is an updated version of an article originally published by the Investing News Network in 2018.
Securities Disclosure: I, Melissa Pistilli, hold no direct investment interest in any company mentioned in this article.
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