Un futuro luminoso para las tecnologías limpias

MUNICH – Se podría perdonar a los observadores que piensen que ha pasado el momento estelar de las llamadas “tecnologías limpias”, o no contaminantes. En los dos últimos años, las acciones de muchas de estas empresas han tenido un pobre rendimiento. En Europa, la energía solar sufrió un fuerte golpe por la decisión de la Comisión Europea de ir reduciendo los subsidios para las energías renovables hasta su completa eliminación en 2017. En 2013, la instalación de paneles solares cayó en cerca de un 60% en Alemania y en un 70% en Italia. Mientras tanto, en el Reino Unido menos del 30% de las propuestas de emprendimientos de tecnologías limpias en etapa temprana con fondos de capitales de riesgo obtuvieron financiación.

La verdad es que ya hemos estado en ese punto. Las dificultades en este sector no son más que síntomas de un ciclo que caracteriza a las tecnologías emergentes: excitación, expectativas desmesuradas y consolidación, seguida finalmente por estabilidad y reanudación del crecimiento. De hecho, los acontecimientos que subyacen a estas noticias son señales de una transformación mucho más significativa: las tecnologías limpias se están volviendo viables en términos comerciales.

La confianza en su futuro se basa en la necesidad de soluciones sostenibles para un planeta con una población cada vez más pudiente. En los próximos 20 años, se espera que la cantidad de consumidores de clase media bordee los 3 mil millones, en comparación con los 1,8 mil millones de hoy en día. Para sus nuevos hábitos de vida se requerirán recursos, entre ellos energía.

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