Description

The rise of alternative and renewable energy is being driven by the combination of higher-for-longer oil prices, increasing social and political consensus on the need to tackle carbon emissions and climate change, and the changing
legislative landscapes that accompany this.
Alternative energy is a hot topic and a broad one. In this report, we examine the alternatives themselves, the lateral implications in capital goods and elsewhere, the impact on conventional oil and gas markets, and the various approaches to
carbon emission mitigation.
The conclusions are many, and we see more immediate potential on the demand side from greater energy efficiency than on the supply side from more renewable power generation.
To play this highly complex theme, we present the Credit Suisse Alternative 30, 30 global equities with meaningful leverage to the various implications of climate change, energy efficiency, and alternative energy.