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Actually, today I want to share something I see as a major trend - clean energy stocks. After last year's international situation, global energy prices kept rising, leading many countries to start switching to clean energy instead of fossil fuels.
The real story is that clean energy stocks are not just about the environment. It’s also an economic matter. The cost of clean energy has fallen below traditional energy, and there are four main factors driving this business growth - government policies, improved technology, lower costs, and increasing customer demand.
Thailand itself is becoming more interested in this topic. I see GULF and BGRIM as key players in the Thai market. GULF aims to produce 1,000 megawatts of clean energy within five years, while BGRIM announced a major investment to increase renewable energy capacity to 10 gigawatts. Both companies are continuously expanding.
But speaking of the global market, Brookfield Renewable Partners is a major player, owning one of the largest renewable energy assets. NextEra Energy is a leader in the United States. Even after experiencing a storm, they remain committed to expanding renewable energy.
Regarding technology, Enphase Energy impresses me. They pioneered microinverters for solar systems, making installation easier and more efficient. And of course, Tesla remains a symbol of the shift to clean energy, whether in electric vehicles, batteries, or energy solutions.
What I see is that clean energy stocks are not just future hopes; they are a necessity today. Old energy sources will run out, but energy demand continues to grow. Therefore, clean energy is the inevitable answer.
Another important point is that pollution and global warming caused by old energy sources truly have widespread impacts. Clean energy is not only a good business but also a responsibility for the future. I believe investing in clean energy stocks long-term is a choice that makes both financial sense and social meaning.