Eine glänzende Zukunft für saubere Technologien

MÜNCHEN – Es ist durchaus nachvollziehbar, dass Beobachter auf den Gedanken kommen könnten, die Stunde der so genannten „sauberen Technologien“ (Clean Technologies oder kurz Cleantech) sei vorbei. In den vergangenen beiden Jahren hat die Kursentwicklung vieler Cleantech-Aktienindizes enttäuscht. In Europa hat die Solarenergie einen Dämpfer erlitten, nachdem die Europäische Kommission beschlossen hat, Subventionen für erneuerbare Energien bis 2017 schrittweise abzubauen. In Deutschland ist die Installation von Sonnenkollektoren 2013 um 60% zurückgegangen, in Italien um 70%. Im Vereinigten Königreich sind unterdessen weniger als 30% der Cleantech-Vorhaben in der Frühphase mit Wagniskapital finanziert worden.

Tatsache ist, dass wir schon einmal an diesem Punkt waren. Die Erschütterungen im Cleantech-Sektor sind schlicht Symptome eines Zyklus, der für neue Technologien charakteristisch ist: Begeisterung, übertriebene Erwartungen und Konsolidierung – bevor schließlich Stabilität einkehrt und erneut Wachstum einsetzt. Tatsächlich liegen den aktuellen Entwicklungen Anzeichen eines weitaus bedeutsameren Wandels zugrunde: Saubere Technologien werden wirtschaftlich tragfähig.

Das Vertrauen in die Zukunft der Cleantech-Branche beruht auf der Notwendigkeit, nachhaltige Lösungen für einen Planeten zu entwickeln, auf dem eine stetig wohlhabender werdende Bevölkerung lebt. Es wird erwartet, dass die Zahl der Verbraucher aus der Mittelschicht von heute 1,8 Milliarden in den kommenden 20 Jahren auf rund drei Milliarden steigen wird. Ihr neuer Lebensstil wird Ressourcen erfordern, unter anderem Energie.

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