Whoever emerges victorious from the 2021 federal election, the green transformation of the economy is moving forward relentlessly. The goal of climate neutrality has been set. Crucial on the way there is the energy issue. One thing is certain: the demand for green power will increase massively. "This brings great opportunities for investors in a market that has now matured", says Markus W. Voigt, CEO of the aream Group.

Politicians have recognized climate change as a threat and climate protection as a growth driver. Now they are pushing the pace: According to the European Green Deal, the EU is to become climate-neutral by 2050; in Germany, this goal is being targeted five years earlier. This means that the economy will have to be restructured and, above all, the energy supply will have to be changed: fewer fossil fuels such as oil, coal and gas and instead more sustainable energy sources.

"This makes it clear that the demand for electricity will increase sharply", says Voigt. Firstly, this is due to digitalization. Storage and transfer of data as well as the production of information and communication technology increase electricity consumption. The switch to e-mobility is working in the same direction. Next is the transformation of the heat supply. And finally, conversions in corporate production are leading to an "electrified economy". 

It is not only politicians who are driving this process forward; the business community is also responding. A growing number of large companies have set themselves the goal of climate neutrality, including BMW, Coca-Cola, Google and Ikea. To achieve this, they are securing electricity supplies - increasingly from renewable sources. "In the process, high demand is having an impact on prices: Green electricity is likely to become more expensive in the future", says Voigt.

Prices are also rising under PPAs, multi-year electricity supply contracts that enable companies to secure their long-term electricity supplies and operators of solar and wind power plants to reduce their electricity price risk. In Germany, for example, the average prices at which market participants would be willing to conclude a ten-year PPA, as measured by the Pexa Price Index, rose by almost seven percent between April and May 2021 alone. Compared to the beginning of the year, the increase is around 13 percent.

For investors, this offers a broad investment field that now includes a wide variety of risk-return variants. "In addition, the industry has proven to be crisis-proof even in the Corona pandemic - the value of production assets is measured according to long-term criteria and is insensitive to short-term fluctuations", says Voigt.

A further reduction in risk results from the investment policy: "We are among the pioneers of renewable energies and implement investments not only as individual projects, but also as a portfolio for diversification reasons", says Voigt. This, he says, significantly reduces the risks for investors. One example is aream's renewable-focused Clean Energy Future Fund, which meets strict EU regulations and is therefore a "deep green" investment. The fund's primary goal: to increase the production and availability of renewable energy, thereby reducing greenhouse gas emissions and fossil fuel consumption.