the grid is transforming
Coal plants are closing ahead of schedule. Rooftop solar is on one in three Australian homes.
The energy transition has stopped being a debate. It runs on a procurement schedule now.
the Capacity Investment SchemeAn Australian government program that underwrites income for new wind and solar projects, so the companies building them carry less risk. It is how the government de-risks the energy transition. is underwriting billions in new wind and solar projects.
Each one is an infrastructure build, with revenue contracts that run for decades rather than a speculative bet on a technology.
where the money goes
Battery storage, grid management software, green hydrogenHydrogen made with renewable energy instead of fossil fuels. It can run trucks, heat buildings and store energy. Still early, and the potential is large., smart meters, EV charging networks. Each layer creates its own set of companies solving real engineering problems.
Many are still in growth phases, which is where you want to be with time on your side.
why it’s personal
Energy costs hit households hard. Renters cannot install solar. The bill lands whether or not you own the roof.
Understanding the energy system, and putting money into the companies reshaping it, gives you a different kind of agency. Your portfolio becomes part of the transition.
