Bloomberg New Energy Finance (BNEF) just held its annual Future of Energy Conference in New York. The theme of the conference was “The Age of Plenty, the Age of Competition,” a reference to the growth in energy options through fracking, solar, wind and storage and the relentless competition reducing costs and driving innovation. Below we summarize the main messages from the conference. In our view, a major takeaway was the exponential growth in renewable energy deployment. However, due to the expenditure required to continue pushing down the cost, it remains unclear how investors can benefit aside from direct investment in projects.
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