As an Australian global equities fund, we at Minotaur Capital are closely monitoring the current market volatility and its impact on clean energy investments. According to Bloomberg, ongoing trade tensions between the US and China are creating significant challenges for the energy transition, with tariffs likely to push clean tech costs higher when US clean technology already costs significantly more than other countries.
Our co-founder Armina Rosenberg recently shared her insights on the evolving investment landscape with Bloomberg, noting the opportunities emerging from current market conditions:
"It makes sense that there would be an uptick in take-private deals in the clean energy space as public market valuations come under pressure," she said.
Rosenberg also highlighted potential opportunities in companies focused on energy management software, grid optimisation, or smart energy systems "that have solid underlying tech but face market volatility."
As Australian fund managers specialising in global equities strategies, we observe how this market disruption is creating unique investment dynamics. While clean energy stocks face headwinds from trade barriers, Asian markets show some resilience, with regional supply chains offering protection from tariff impacts. Industry experts note that "Asia selling back to Asia will be a big theme" as investors seek to shield investments from trade tensions.
The current environment demonstrates how geopolitical factors can significantly impact sector performance, particularly in technology-dependent industries like clean energy where supply chain considerations are paramount.
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