The emergence of artificial intelligence (AI) is considered a significant development in the modern era. However, another revolution that is equally impressive but perhaps less exciting is the rise of renewable energy. This shift towards renewable energy is groundbreaking as it offers the potential to move away from fossil fuels for the first time in history. According to Straits Research, the renewable energy industry is projected to grow at an average pace of 9.5% through 2033.
One company well-positioned to benefit from this growth is NuScale Power (NYSE: SMR). NuScale develops small modular reactors (SMRs) that are designed to provide electricity at specific sites for various purposes such as powering data centers and desalination plants. Despite its lack of significant revenue at present, NuScale’s innovative reactor designs have the potential to reshape the future of nuclear power. The company is expected to receive regulatory approval for its new reactor design in the near future, paving the way for further growth in the SMR market.
Another company capitalizing on the shift towards renewable energy is Plug Power (NASDAQ: PLUG). Plug Power specializes in manufacturing hydrogen fuel cells for a variety of applications, including forklifts, robotics, and delivery vans. The company’s fuel cells could become a cost-effective alternative for providing electricity to buildings, data centers, and EV charging stations. While Plug Power has faced challenges in profitability, advancements in hydrogen sourcing and infrastructure development could drive its growth in the coming years.
Lastly, Occidental Petroleum (NYSE: OXY) is a major player in the oil and gas industry but is also making strides in renewable energy technology. The company is developing a direct air carbon-capture platform that can extract CO2 from the air and store it underground. This technology has the potential to reduce carbon emissions and prolong the use of fossil fuels like natural gas and crude oil. As the demand for carbon-capture technology grows, Occidental Petroleum could see significant growth in this sector.
In conclusion, the renewable energy sector offers promising opportunities for investors looking to capitalize on the shift towards cleaner energy sources. Companies like NuScale Power, Plug Power, and Occidental Petroleum are well-positioned to benefit from this trend and could be strong investment options for the future.
Anda mungkin sudah familiar dengan mesin pembakaran dan kendaraan listrik bertenaga baterai seperti yang dibuat oleh raksasa kendaraan listrik (EV) Tesla. Namun, selain kedua opsi tersebut, terdapat pilihan lain untuk menyediakan tenaga mekanis pada mesin yang bergerak, yaitu sel bahan bakar. Plug Power (NASDAQ: PLUG) telah memproduksi sel bahan bakar hidrogen ini selama bertahun-tahun dan menggunakannya pada forklift, kendaraan angkut jarak pendek, robot, dan belakangan ini, kendaraan jarak jauh seperti van pengiriman. Penggunaan teknologi sel bahan bakar ini tidak hanya terbatas pada mobilitas, namun semakin membuktikan dirinya sebagai alternatif yang ekonomis untuk menyediakan listrik (atau setidaknya cadangan listrik) bagi bangunan-bangunan, pusat data, stasiun pengisian kendaraan listrik, dan penyedia layanan telekomunikasi, hanya untuk sebutkan beberapa. Meskipun Plug Power telah menghadapi tantangan dalam hal profitabilitas, kemajuan dalam hal penyediaan hidrogen dan pengembangan infrastruktur dapat mendorong pertumbuhannya dalam beberapa tahun ke depan.