能源市场变革之风始兴

据今日油价8月29日报道，新冠肺炎疫情爆发让世界各个行业的漏洞都显现出来，尤其是能源行业。它突出了缺点和市场超越化石燃料方面的失败，这不仅对政客们，而且对希望保持资金安全的投资者来说，都应该是一个巨大的危险信号。目前市场处于一个不稳定的状态，如果能够做出正确的选择，那么，现在制定的政策，以及为未来选择投资的技术，都有可能创造一个更可持续的世界。

近几个月来，“新能源秩序”这个词被人们反复提及，它并非一无是处。目前，世界及各个经济体都高度依赖不可再生的化石燃料资源。正如在3月份看到的那样，当油价在历史上第一次转为负值时，依赖石油的经济体遭受了毁灭性打击，到目前，还有许多国家仍在艰难地恢复元气。

但现在，尽管前景黯淡，世界有机会做出真正有意义的改变。

这是否意味着完全放弃石油?绝对不是。石油仍然是世界能源结构的重要组成部分，而且是许多经济体的重要组成部分。放弃石油将导致数十万人失业，不少国家将失去维持经济增长所需的财政收入。然而，这并不意味着应该在石油市场上全力以赴。

随着刺激法案在世界各地推出，以创造就业机会，维持企业运转，有一些国家正在推动新的绿色议程。从补贴到对太阳能、风能和其他可再生能源项目的投资，这种绿色项目推动将在为更绿色的明天铺平道路方面发挥至关重要的作用，并在此过程中刺激经济。

太阳能和风能将帮助陷入困境的美国降低公用事业费用。政府对可再生能源行业的投资可以为那些迫切希望重返工作岗位的人创造数十万个就业机会。最重要的是，这些项目将有助于减少未来的碳排放，可能可以遏制迫在眉睫的气候灾难的风险。

所有这些对投资者来说也是好消息。虽然大型石油公司今年受挫，但像Enphase能源公司、特斯拉和Jinko 太阳能公司这样的清洁能源公司却蓬勃发展。

就Jinko Solar而言，其股价从12.51美元的低点升至22.71美元，几乎翻了一番。而Enphase Energy是世界领先的太阳能技术公司之一，其股价在短短几个月内从3月的23.99美元的低点飙升至76.98美元的年度高点，股价上涨了220%，令人震惊。

然而，今年的亮点可能是特斯拉。这家全球电动汽车巨头的股价从3月份的361.22美元的低点飙升至今日备受关注的2277.48美元。

虽然并非所有的替代能源公司都取得了同样的成绩，但没有一家化石燃料公司像上述这些公司一样。

在市场上，可再生能源或许不像大型石油公司那样光彩夺目，但很明显，变革之风正在刮起，投资者也开始注意到这一点。

王佳晶 摘译自 今日油价

原文如下：

Which Is The Better Investment: Big Oil Or Renewables?

The COVID-19 pandemic has shot holes in every industry on the planet, but in particular, the energy industry. It has highlighted our shortcomings and our failures to move beyond fossil fuels in a way that should act as a giant red flag to not only the politicians in charge, but also investors looking to keep their money safe going forward. We are in a precarious position at the moment, and the policies enacted now, and the technology we choose to invest in for the future have the potential to create a more sustainable world if we make the right choice.

The “new energy order” is a phrase that has been tossed around a lot in recent months, but it’s not without merit. Currently, the world, and its various economies, is hyper-dependent on non-renewable fossil fuel resources. And as we saw back in March when oil prices turned negative for the first time in history, that’s not a good thing. Oil-dependant economies took a devastating blow - many of which are still struggling to bounce back.

But now, despite all of the doom and gloom, the world has the opportunity to make a truly meaningful change.

Does this mean giving up on oil entirely? Absolutely not. Oil is still a vital part of our energy mix - and moreover - a vital part of many-an-economy. Giving up on oil would leave hundreds of thousands of people jobless and entire countries without much-needed revenue to keep their economies growing.

That doesn’t mean we should go all-in on oil either, however.

As stimulus bills are rolled out across the world to create jobs, help sustain entire populations, and keep businesses afloat, there are a number of countries pushing a new green agenda. From subsidies to investments in solar, wind, and other renewable projects, this green push will play a vital role in paving the way towards a greener tomorrow. And help stimulate the economy in the process.

Solar and wind power will help lower utility bills for struggling Americans. Government investment in the renewable industry could create hundreds of thousands of jobs for people who are desperate to get back to work. And perhaps most importantly, these projects will help cut carbon-emissions going forward, allowing us to potentially curb the risk of looming climate disaster.

All of this is great news for investors, as well. While Big Oil stumbled this year, clean companies such as Enphase Energy, Tesla, and Jinko Solar have flourished.

Jinko Solar, for its part, saw its share price nearly double from a low of $12.51 to $22.71 at the time of writing.

Enphase Energy, one of the world’s leading solar tech companies, saw its share price jump from a March low of $23.99 to a yearly high of $76.98 in just a few months, representing a shocking 220 percent rise in its share price.

The story of the year, however, might be with Tesla. The global electric vehicle giant soared from a $361.22 low back in march to a headline-grabbing $2277.48 today.

While not all alternative energy companies have fared as well, there is not a single fossil fuel company that has defied the wider market like these examples.

Renewable energy might not have the glam & glitz of Big Oil’s history in the markets, but it’s clear the winds of change are blowing, and investors are beginning to take note.