Navigating the Clean Energy Market

This week, Peter and Jackie discuss the latest news on the Canadian federal election, including takeaways from the leaders' debate on April 17th and the platform released by the Liberal Party on April 19th. The Conservative Party of Canada (CPC) had not yet released a full platform document at the time of recording.

Next, they provide an update on investment in clean energy.  Equity values of publicly traded clean energy companies have fallen for the past four years (as measured by WilderHill Clean Energy ETF). At the same time, based on research by BloombergNEF, the sector registered an increase of 11% in new investment in 2024. The market is becoming bifurcated, with investment in mature and profitable technologies growing, and investment in emerging technologies, which are more dependent on government policy support, declining.  Peter and Jackie also discuss China's dominance in clean energy technology manufacturing and the impact that US tariffs could have on clean energy globally, considering China’s strong position and outlook for continuing expansion. 

 Content referenced in this podcast:

• Yale Budget Lab’s estimate of the US effective tariff rate (April 15)
• Liberal Platform (released April 19, 2025)
• BloombergNEF Energy Transition Investment Trends 2025 Edition 
• White House Executive Order “Protecting American Energy from State Overreach” (April 8, 2025)
• Dan Yergin and Atul Arya “The Troubled Energy Transition: How to Find a Pragmatic Path Forward,” Foreign Affairs (March/April 2025) 
• Nat Bullard Annual Presentation (see slide 135 for China’s exports to the US, EU, and Global South)

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