Renewable project investing nearly impossible to profit; buy Brookfield instead
Decades following renewables - structurally hard to make money despite tailwinds; tiny EV project companies (WEGYF) not investable; recommends Brookfield Renewable as simple, scalable vehicle for renewable exposure.
Renewables shift from premium to discount creating investment opportunity
Renewable energy infrastructure has shifted from overpriced "green premium" to attractive "green discount" with less competition for large-scale projects, creating a favorable entry point for NBIM's scaled capital.