Top 5 Energy Trends for 2022

Every portfolio should have some exposure to these disruptive renewable energy trends. [Shield] AN OXFORD CLUB PUBLICATION [Profit Trends]( [View in browser]( SPONSORED [Digitarium]( [DIGITARIUM: The No. 1 Investment of the Century]( The tech inside this [odd-looking disk]( is the biggest investment opportunity of this century. One Ph.D. says it "could change the world." A Forbes contributor says it "will affect every single business." And the Financial Post says it "is the new fuel to run the world." It's something I call "Digitarium." [This company at the center of this powerful tech trend stands to capture the lion's share of a $3 trillion industry. Click here now for full details on what I call "Digitarium"...]( [Top 5 Renewable Energy Trends for 2022]( [David Fessler | Engineering Strategist | The Oxford Club]( [Dave Fessler]( Homeowners, cities, states and most utilities are rapidly adopting renewable energy. Despite supply chain issues, rising commodity prices and an ongoing pandemic, installations of new renewable energy capacity hit record highs this year. As we look ahead to 2022, there are five major disruptive trends in the renewables sector that all investors should be aware of. And [as the world decarbonizes]( your portfolio should have some exposure to each. No. 1: Solar Business Models Over the past decade, the cost of [solar-generated electricity]( has dropped 85%. Today, solar photovoltaic installations make some of the cheapest electricity available. During the past several years, solar installations [have been paired with storage](. And moving forward, that's going to be the main business model for solar. Community solar projects are quickly increasing. In the second quarter of 2021, 177 megawatts of community solar were built. And utility-scale solar set a third quarter record when installations totaled 3.8 gigawatts. The utility-scale pipeline now stands at 81 gigawatts. Logistical challenges due to [a slow supply chain]( will affect how much gets installed in 2022, but there are 22.3 gigawatts of projects currently under construction. No. 2: The Evolving Renewable Energy Supply Chain The renewable energy materials supply chain is continuing to evolve. And it has to. Last year, prices increased year over year for the first time in seven years due to a critical shortage of some components. These include [semiconductor chips]( in addition to raw materials, like polysilicon. Labor costs increased too. But perhaps the biggest financial pill companies have had to swallow is the cost of ocean freight. It has jumped 100% from 2020. These shortages and higher prices are forcing many U.S. renewable project developers to look for other suppliers or find U.S.-made alternatives. SPONSORED [What the %$#@ Is This Small Cap 5G Stock?]( It works with Chevron, Cisco, Uber, Amazon and Wells Fargo. It counts the U.S. Army and Department of Homeland Security as customers. Vanguard, BlackRock, J.P. Morgan, Goldman Sachs and Citigroup have all taken HUGE positions. And company insiders are loading up on TONS of shares. This $5 stock could be the linchpin of the 5G revolution. [The incredible story is here.]( No. 3: New Transmission Lines [Offshore wind]( is booming here in the U.S. On the East Coast, every state from Maine to Georgia has at least one offshore wind project planned or under development. Most will be 20 to 30 miles offshore. But there's a key element that is needed to put them there. And that is a network of transmission lines. [Transmission projects]( can take years to approve. Siting and permitting delays are always an issue. Right now, 844 gigawatts of proposed new renewable energy are waiting to be connected to the grid. And the biggest holdup is grid interconnection delays. However, Congress recently approved the Transmission Facilitation Program. This makes the Department of Energy a 50% owner of new transmission projects, which will speed up their development and installation. This will streamline transmission rights-of-way and overrule state and local regulators. No. 4: Next-Generation Technologies Until recently, much of the renewable energy focus has been on wind and solar. But there are other new technologies with investment-worthy elements, namely [green hydrogen](. Green hydrogen is made from electrolyzers powered by renewable energy. That hydrogen is used to power [fuel cells that generate electricity](. A major upside is that there are no carbon dioxide emissions or other pollutants. But today, green hydrogen is still [too expensive]( to be mainstream. In order to be viable, it will need to be financially competitive with existing fuels. That will happen as volume production increases. No. 5: Renewable Energy as a Part of the Circular Economy [Recycling is nothing new]( to most businesses and homeowners. But it's brand-new to the renewable energy sector. Businesses are coming up with novel ways to recycle old wind turbine blades. Next year, roughly 8,000 aging blades will be replaced. And by 2050, there could be a total of 2.2 million tons of old turbine blades. By 2030, old solar panels could create 1 million tons of waste annually. And there will be 80,000 metric tons of [lithium-ion batteries]( to recycle. A number of states have already adopted solar panel recycling policies. The good news is that companies are already addressing these issues. What's the Investment Opportunity Here? There are [plenty of exchange-traded funds (ETFs)]( that focus on different aspects of renewables, such as solar, wind and green hydrogen. So an ETF focused on some or all of the public companies in the renewables sector is a must-have for investors as they enter the new year. Good investing, Dave P.S. For those who want more direct exposure to the renewable energy sector, consider a subscription to Oxford Growth Investor. In each monthly issue, my colleague Chief Trends Strategist Matthew Carr and I recommend some of the most disruptive, fastest-growing companies in the renewable space and elsewhere. This includes what Matthew is calling the "Ultimate Growth Stock." This stock's net income is up more than 1,100% in the last 12 months compared with 2020. That's faster growth than that of Netflix (Nasdaq: NFLX), Tesla (Nasdaq: TSLA) and even Amazon (Nasdaq: AMZN)! And the best part is that this stock is trading for less than $10. 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