Sometimes, the market experiences a new turn of events, creating opportunities for investors who know what to watch out for in their market scans. Of course, these plays only become obvious when it is too late to act upon them. Today, it seems that the opportunity is spread out across a multi-year time horizon for the energy sector due to some recent events in Europe.
During the last week of April 2025, Portugal and Spain experienced a power outage due to overreliance on renewable energy. The world realized that it is too early in the adoption curve to start fully relying on renewable energy like solar and wind, since most power grids worldwide aren’t developed enough to withstand this sudden change.
