Authors
Asari Efiong
The focus is on the potential for greater energy efficiency across several key areas – building insulation, fuel efficiency, more effective lighting systems, reducing stand-by losses, greater energy efficiency in applications and in industrial processes. Autos, Capital Goods, Semiconductors and Building Materials are indentified as most exposed to this theme. This represents a significant market opportunity as policy changes look set to force a structural shift in demand. Energy efficiency has long been a factor driving product replacement cycles, but the pace of renewal is accelerating adding another strong structural driver to the growth rates of companies exposed to this theme