Recent U.S. election results introduce new challenges and opportunities for a clean energy sector heavily influenced by the political climate, regulatory shifts, and financial markets. As myriad fundamentals—including the cost of capital and policy—evolve, so too will the sector’s growth prospects.
Investors seem to be extremely cautious about the potential impact on the renewables sector. A representative set of publicly traded industry leaders are underperforming the broader market in response to the election.
AlixPartners' Power & Renewables Team offers a subjective view on changes to come and how to best prepare businesses for the shift of power in Washington.