The Great Reset
2020 made us redefine things. First, we appreciated everyday things like a simple walk, a handshake, dinner out. Second, we realized that Businesses can operate differently, in a more disciplined and organized fashion, taking advantage of the technology’s full potential (5G signal, 200Mbps internet speeds). Third, data transfer demand grew exponentially, as the extensive use of digital platforms, teleworking, e-teaching, and digital entertainment became compulsory world-wide. Last, for the first time we saw the positive impact in the environment from the global lockdown which helped us become more sensible and environmentally conscious. Renewable energy possibilities were brought closer both as concept and necessity. Somehow, this whole tragic event, made us more mature. It made us stop, realize the way we do things, and have the chance to restart, re-adjust.
We ‘re stepping into a new era of high-tech, energy source change and environmental care altogether and on a global scale. Investment wise, anything related to this, is and will further become more attractive and profitable.
We are talking about a mixture of advances in artificial intelligence (AI), augmented reality (AR), robotics, the Internet of Things (IoT), 3D printing, genetic engineering, quantum computing, smart living, and other technologies.
2021 is expected to be a fascinating year that signifies the beginning of a long overdue energy resource shifting in an environmentally conscious world, at the dawn of the 4th industrial revolution…
Oil companies improve their products (low sulfur fuel oil surplus is produced for IMO2020 regulations) and focus more on natural gas, while getting closer to renewable energy solutions. Car makers close new deals (i.e. BMW arranges to produce its electric-cars with – Great Wall Motor, China plant) and go full speed with electric cars. Tesla stock spikes during covid-19, as the only fully electric car company leading the way in the car industry. Electreon WS, expands and tests its electric vehicle road charging projects in several European cities. Gas carrier market is thriving and prospects are expected firm. On the same positive side containership charter rate index is continuing to rise, now standing at 92 points, the highest level since 2008 and up 43% on start Q4.
Emerging investment opportunities will arise in segments of the shipping industry, in high-tech startups / existing innovative companies and in the car-tech industry among other markets. Related applications of the latter, like electricity charging road networks and stations and renewable sources, limitless AI auto-driving and AR implementation, are probably tomorrow’s bluechips.
2021 is expected to be a fascinating year. A year that signifies the beginning of a long overdue energy resource shifting in an environmentally conscious world, at the dawn of the 4th industrial revolution…
