AMC

Renewable Energy & Energy Transition Investing – July 2025

July 8, 2025Investment Analysis Team
Renewable energy infrastructure
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Australia's renewable energy sector offers compelling long-term growth opportunities. With world-leading solar resources, wind capacity, and government support for clean energy, ASX-listed renewable companies attract significant institutional capital.

July 2025 Renewable Energy Market

Key Drivers: Net-zero government commitments, falling renewable costs, corporate sustainability commitments, and infrastructure investment. Australian renewables increasingly export energy through green hydrogen and green ammonia projects.

Core Renewable Investment Vehicles

Growth Opportunity: Australian renewable energy capacity expected to reach 80% of electricity generation by 2030, requiring significant infrastructure investment.
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