Power trip: Energy transition opens investing opportunities in small-to-mid-sized Canadian companies

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SMBs are better positioned to build revenue models on clean energy

5 min readClimate resilience has emerged as a key theme shaping government policies and transforming markets. A recent report byestimates extreme weather — the fires, hurricanes, floods, and tornados that have been front-page news all summer — could clip more than five per cent from economic activity by 2050, even as the low-carbon transition evolves.

Most countries are seeking to electrify and decarbonize their economies. Under the previous administration, the United States was a laggard in this regard, but the Joe Biden administration has taken a leadership position and made some important changes to address global warming.

Altius Renewable Royalty Corp. is a renewable energy royalty company whose investments create gross revenue royalties and royalty-like structures related to wind, solar, battery storage and other types of renewable energy projects. Altius has 33 renewable energy royalties representing 2.1 gigawatts of renewable power on operating projects and an additional approximately six GW on projects in construction and development phase across several power pools in the U.S.

Aecon Group Inc. provides construction and infrastructure development services to private- and public-sector clients and is positioned to harness opportunities from the transition to a net-zero economy. Sixty per cent of its revenue in 2022 was tied to sustainability projects, including utilities , civil and industrial , nuclear and urban transportation solutions is a global bus and motor coach solutions provider with 450 years of combined experience across its portfolio companies.

 

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