The UK will run entirely on renewable energy by 2025 – here’s how to invest in it

Renewable energy has come a long way in the last decade or so.

Ten years ago, you’d see the odd turbine as you drove up the motorway, and a few houses in every village would proudly display solar panels on their roofs.

The idea of renewable energy seemed like a pet project. It was never really going to provide any meaningful power to the nation. But it made people feel like Britain was “doing its bit”.

Fast-forward to today and Britain’s renewable energy is world-leading, especially our offshore wind farms.

Two years ago, in April 2017, we had our first coal-free day. This was the first time in history that the UK didn’t generate any of its electricity from coal.

Then last year, that single-day record was tripled. We went three full days without burring any coal for electricity.

Now the National Grid is preparing to do away with fossil fuels altogether. And not in some distant, far off year, but by 2025.

From National Grid ESO:

Our ambition is that, by 2025, we will have transformed the operation of the electricity system such that we can operate it safely and securely at zero carbon whenever there is sufficient renewable generation on-line and available to meet the total national load.

People talk about renewable energy in terms of “saving the planet”. This is admittedly a noble aim. But it’s also a highly contentious one.

Even mention of the word “climate change” can get people’s backs up.

In the US, it’s been shown that where you fall on the climate change debate has more to do with which party you follow – republican or democrat – than it does with anything else.

Climate change is a political issue. And because of that it will always remain divisive.

It’s not about climate change, it’s about immortality

That’s why I like to think renewable energy it in a different way. It’s not so much about saving the planet as achieving immortality.

Yes, really.

Moving towards renewable is the only way for humanity to achieve immortality.

If you generate your electricity by depleting a finite resource – such as burning coal – eventually you will deplete that resource.

If you generate your electricity by harnessing a renewable resource, it will last forever. (Or at least until the sun explodes.)

When you look at it this way, renewable energy make a whole lot more sense than burning fossil fuels.

It’s basically Aesop’s fable about killing the golden goose.

A cottager and his wife had a goose that laid a golden egg every day.

They supposed that the Hen must contain a great lump of gold in its inside, and in order to get the gold they killed it.

Having done so, they found to their surprise that the goose differed in no respect from their other geese.

The foolish pair, thus hoping to become rich all at once, deprived themselves of the gain of which they were assured day by day.

Renewable energy is essentially the same as having the goose that laid the golden egg.

Once it is set up, it will go on producing electricity, forever, with minimum maintenance costs.

Depleting the world’s fossil fuels is the same as killing the golden goose.

100% carbon free energy by 2025 is going to mean a massive amount of investment in the UK renewable energy sector

In order to meet its ambitious target, National Grid has said there will be a “fundamental change” to how the UK’s energy system operates.

From National Grid ESO:

Zero carbon operation of the electricity system by 2025 means a fundamental change to how our system was designed to operate – integrating newer technologies right across the system – from large scale off-shore wind to domestic scale solar panels to increased demand side participation, using new smart digital systems to manage and control the system in real-time.

So, as you can imagine, UK renewable energy stocks could be seeing a massive injection of cash in the short to medium term.

This is something my colleagues Nick O’Connor and Eoin Treacy are well aware of.

Nick has written a book, The Exponentialist, which covers all the major tech investment areas of the next five years or so. As you can imagine renewable energy investment features heavily.
And in his Frontier Tech Investor service, Eoin Treacy has a number of stock picks which are poised to take advantage of this paradigm shift from fossil fuels to renewable energy

If you’re a Frontier Tech Investor subscriber, you have access to both of these.

If not, you can still get full access to both. A free copy of Nick’s book, and full access to Eoin’s stock portfolio, if you take out a trial to Frontier Tech Investor.

If you like what you see, stay on. If you don’t, keep your free book.

I think that’s a fair offer. So if you’d like to find out how to invest in the UK’s growing renewable energy sector, click here now.

Until next time,

Harry Hamburg
Editor, Exponential Investor

PS Over the last few months my colleagues Nick Hubble and Boaz Shoshan have been hard at work looking into a rare market event. They have nicknamed it the “bank crusher”, because of its tendency to, well, crush banks.

They have been talking about this “bank crusher” around the office a fair bit. It has them pretty excited. And also pretty worried.

So much so that they are hosting a special event this Saturday to show the world what is going on. If you want to join them, all you need to do is get your email address down here.

That will guarantee you a place at the table. So long as you do it soon. In my experience, when these two get their teeth into something, it’s well worth hearing what they have to say. To ensure you do, simply click here now, and make sure you’re free on Saturday afternoon.

Category: Energy

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