After looking at the macroeconomic effect, we decided to switch gears and investigate the microeconomics of a changing energy environment. In this new report, we take a look at the competitive dynamics between fossil fuels and renewables and question whether renewables will remain competitive in a lower-for-longer fossil fuel environment, and subsequently, can renewables still be competitive in a zero subsidy environment. Financial innovation will be key to making this a reality.
An interview with Marshal Salant, Global Head of Alternative Energy Finance at Citi, discussing the report “Energy 2030: Financing a Greener Future“.