Kev lag luam hluav taws xob hauv Asmeskas kev hloov pauv ntawm cov thee thiab mus rau kev rov ua dua tshiab yuav tsis cuam tshuam los ntawm kev txiav txim siab tsis ntev los no txwv lub Environmental Protection Agency lub peev xwm los yuam cov fossil-roj cog kaw.
Cov neeg tawm tsam tau tawm tsam qhov kev txiav txim siab, sib cav tias nws yog qhov ua rau muaj kev sib ntaus sib tua tiv thaiv lub ntiaj teb ua kom sov. Tab sis, sau Morgan Stanley tus kws tshuaj ntsuam xyuas Stephen Byrd, "Peb pom kev hloov pauv tsawg kawg rau kev siv hluav taws xob capex [ peev peev] lossis cov phiaj xwm loj hlob ntawm lub zog huv."
Kev lag luam twb tau txo qis ib nrab ntawm kev siv thee-qhov phem tshaj plaws roj qhov chaw los ntawm kev pom kev nyab xeeb-hauv kaum xyoo dhau los rau 21% ntawm kev tsim hluav taws xob. Nws siv cov thee mus rau xoom los ntawm 2035. Qhov kev hloov pauv tau pab Asmeskas kom txo cov pa roj carbon emissions ntau dua li lwm lub tebchaws txij li xyoo 2005. Gas tsim txog ib nrab ntawm cov pa roj carbon emissions ntawm thee.
Cov teeb meem tseem ceeb rau kev lag luam yog tswj xyuas daim phiaj kev cia siab thiab tuav cov nqi hluav taws xob thaum lub zog tauj dua tshiab loj tuaj.
Lub Tsev Hais Plaub Siab Tshaj Plaws koom nrog kev sib tw rau EPA cov cai los ntawm West Virginia, tus tsim hluav taws xob loj. John Bartlett, tus thawj tswj hwm ntawm Reaves Asset Management, hais tias "West Virginia yog qhov tsis txaus ntseeg,"
Reaves Utility Income
(ticker: UTG), cov nyiaj kaw kawg. "Kev txav deb ntawm cov thee muaj zog, txawm tias nyob hauv Kentucky," lwm tus tsim cov thee saum toj kawg nkaus.
Kev lag luam zoo thiab kev ntxhov siab los ntawm cov nom tswv, cov tswj hwm kev siv hluav taws xob hauv xeev, thiab cov tub ua lag luam tau ua rau muaj kev hloov pauv. Bartlett hais tias "Kev siv hluav taws xob muaj kev txhawj xeeb txog kev tshem cov thee sai heev vim tias cuam tshuam rau tus nqi hluav taws xob," Bartlett hais. "Kev siv hluav taws xob yog khoom lag luam." Cov nqi hluav taws xob twb tau nce siab vim yog nce nqi natural-gas.
Cov vev xaib ntawm ntau lub chaw siv hluav taws xob loj khav theeb txog lawv txoj kev hloov mus rau kev rov ua dua tshiab thiab deb ntawm cov thee. Florida Power and Light, muaj los ntawm
NextEra Zog
(NEE), tshem tawm cov nroj tsuag thee thaum kawg ntawm 2021.
Miskas fais fab
(AEP), lub chaw siv hluav taws xob loj hauv Midwestern, pom cov thee poob mus rau 19% ntawm nws cov roj sib xyaw los ntawm 2030 los ntawm 41% tam sim no, nrog cov khoom siv txuas ntxiv mus rau 53% los ntawm 23%.
cov
Cov Khoom Siv Xaiv Cheeb Tsam SPDR
exchange-traded fund (XLU) tau qhia txog kev lag luam hluav taws xob tiv thaiv daim ntawv pov thawj xyoo no; nws yog me ntsis hloov tawm tsam 18% poob rau hauv
S&P 500.
Kev lag luam tsis pheej yig, kev lag luam li ntawm 20 lub sijhawm kwv yees 2022 cov nyiaj tau los, tus nqi them rau tag nrho kev ua lag luam, tab sis nws qhov kev pom zoo yog qhov zoo tshaj plaws hauv ntau xyoo lawm. Kev nqis peev hauv lub zog tauj dua tshiab, cov kab sib txuas, thiab kev txhim kho kab sib chaws yuav tsum tau tsav ib nrab mus rau ib tus lej nyiaj txhua xyoo kev loj hlob thoob plaws kev lag luam.
Ib qho ntawm Bartlett nyiam yog
Ameren
(AEE), Missouri thiab Illinois cov nqi hluav taws xob uas nws sib koom ua lag luam nyob ib puag ncig $ 88, lossis 22 lub sijhawm kwv yees 2022 cov nyiaj tau los, thiab qhov twg yields 2.5%. Ameren pom 6% mus rau 8% txhua xyoo EPS kev loj hlob mus txog 2026 - thiab nws cov nyiaj faib tuaj yeem nce ntawm qhov zoo sib xws.
Sau ntawv rau Andrew Bary ntawm [email tiv thaiv]