ãã¤ã±ã«ã»ã¬ãã¦ã£ããæ°ã«ããå·çãRealInvestmentAdvice.comãã
AIãã¼ã¿ã»ã³ã¿ã¼ãEVããã®æ¥å¢ããéè¦ã«å¯¾å¿ãããããé»å網ã®æ¡å¼µã¨ã¢ããã°ã¬ã¼ããè¡ããããã¨ã§æ©æµãåããæè³ã¢ã¤ãã¢ã«ã¤ãã¦å¼ãç¶ãæ¢æ±ãã¾ãã
ãã®ã·ãªã¼ãºã®ç¬¬ä¸é¨ï¼æçµé¨ï¼ã§ã¯ã代æ¿ã¨ãã«ã®ã¼æºãå ¬çäºæ¥ä¼ç¤¾ãããã³é»å網ã¤ã³ãã©é¢é£ã®ä»ç¤¾ã«ç¦ç¹ãå½ã¦ã¾ãã
Parts ONEãTWOãèªãã§ããªãå ´åãç¶ããèªãåã«ãããããå§ããã¾ãã
2022å¹´ãã¨ãã«ã®ã¼çã«ããã¨ã太é½å ã風åãæ°´åãå°ç±ãããã³ãã¤ãªãã¹ããã®åçå¯è½ã¨ãã«ã®ã¼ã¯ãã¹ã¦ã®é»åçºé»ã®5åã®1ãå ãã¦ãã¾ãããIEAã¯2028å¹´ã¾ã§ã«ãã®å²åãåå¢ãã¦42%ã«ãªãã¨èãã¦ãã¾ãã太é½å ã¨é¢¨åçºé»ã主è¦ãªä»£æ¿ã¨ãã«ã®ã¼æºã¨ãªãè¦è¾¼ã¿ã§ãã
太é½å ã風åãããã³ãã®ä»ã®ä»£æ¿ã¨ãã«ã®ã¼æºãããã«ã¯å¤©ç¶ã¬ã¹ãç³çãåååã¸ã®æè³ã¯ãå ¬çäºæ¥æãåããä¸ã§ã¾ãã¾ãéè¦ã«ãªãã¾ããã¾ããç±³å½ãä»ã®å½ã ã2050å¹´ã¾ã§ã«ãããã¼ãæåºãç®æããªã©ã®ç°å¢ç®æ¨ãéæãããã¨ããå ´åãæ¢åããã³æ°ãã代æ¿ã¨ãã«ã®ã¼æºã¸ã®éè¦ãæ¥å¢ããã§ãããã
åçå¯è½ã¨ãã«ã®ã¼ã¯ã天ç¶ã¬ã¹ã¨æ¯è¼ãã¦ã¡ãªããã¨æ¬ ç¹ãããã¾ããåçå¯è½ã¨ãã«ã®ã¼ã®å¤§ããªå©ç¹ã¯ããã¡ãã«ç¤ºãããã«ã»ã¨ãã©æ¸©å®¤å¹æã¬ã¹ãæåºããªããã¨ã§ãã第äºã«ãIEAã®ä¸çã¨ãã«ã®ã¼å±æã«ããã°ã太é½å ã¨é¢¨åã¨ãã«ã®ã¼ã¯æãå®ä¾¡ãªåçå¯è½ã¨ãã«ã®ã¼æºã§ãããçç´ ãã¼ã¹ã®ã¨ãã«ã®ã¼æºãããã¯ããã«ã³ã¹ãããããã¾ããã
ãã ãããããã«ã¯å æããå¿ è¦ã®ããé大ãªæ¬ ç¹ãããã¾ãã次ã®ãã¨ãèæ ®ãã¦ã¿ã¦ãã ãããGreen Solutionsããã®æ å ±ã§ãã
天åç¶æ³ã«å¤§ããä¾åãããã¨ã éå¢ã®å¤©åæ¡ä»¶ãçºçããã¨ã太é½å é»æ± ãªã©ã®åçå¯è½ã¨ãã«ã®ã¼ãã¯ããã¸ã¼ã¯å¹æçã§ãªãå ´åãããã¾ãããã¨ãã°ãé¨æã«ã¯å¤ªé½å ããã«ã§ã¯é»æ°ãçæã§ãããå¾æ¥ã®é»åæºã«åãæ¿ããå¿ è¦ãçãã¾ãã
å¹çãä½ããã¨ã æ®å¿µãªãããåçå¯è½æè¡ã¯ä¸è¬çã«å¾æ¥ã®ã¨ãã«ã®ã¼å¤æããã¤ã¹ãããå¹çãä½ããã¨ãããã¾ãããã¨ãã°ãå¸è²©ã®å¤ªé½å ããã«ã®å¹çã¯ç´15%ãã20%ã§ããä¸æ¹ãç³çã天ç¶ã¬ã¹ãå©ç¨ããå¾æ¥ã®æè¡ã¯ããããæ大40%ããã³60%ã®å¹çã¬ãã«ã«éãããã¨ãã§ãã¾ãã
é«ãåæè²»ç¨ã 太é½å ããã«ãªã©åçå¯è½ã¨ãã«ã®ã¼ããã¤ã¹ã®è£½é ã¨è¨ç½®ããã»ã¹ã¯æ¯è¼çé«é¡ã§ãã太é½å ããã«ã®è¨ç½®ã ãã§ããå¹³åã§ç´17430ãã«ãã23870ãã«ãããã¾ãã
å°ççãªå¶éã é«å質ã®åå°ã®å©ç¨å¯è½æ§ãéããã¦ãããéçºæ¥è ã¯æ°ããå ´æãæ¥ãã§æ¢ããªããã°ãªãã¾ããããã¨ãã°ããã¤ãã§ã¯ãæ³çãç°å¢ãæè¡çå¶éã«ãããé¸ä¸é¢¨åçºé»æã®é©å°ãå®è³ªçã«2%ã«ã¾ã§å¶éããã¦ãã¾ãã
主è¦åææã®ä¸è¶³ã ããã±ã«ãé ãããªã¸ã ããã©ã»ãªã¸ã ãªã©ã風åã¿ã¼ãã³çºé»æ©ã«ä½¿ç¨ãããç£ç³ã®ä½æã«ä¸å¯æ¬ ãªéè¦ãªéå±ãä¸è¶³ãã¦ãããã¨ãããã¾ãã
ä»å¾ãåçå¯è½ã¨ãã«ã®ã¼ã¯ããå¹çåãããå½ã®å ¬çäºæ¥æã®æ¥å¢ãããã¼ãºãæºããããã«æ¹åããããã¨ãæå¾ ãã¦ãã¾ããããããæè³å®¶ã¯ããã»ã©å¸æç観測ã§ã¯ãªãããã§ãã
æè¿ã®æè³å®¶ãé»å網é¢é£æè³ã«èªå°ããç©èªã¯ãåçå¯è½æ ªã«ã¯è§¦ãã¦ãã¾ããã以ä¸ã®ã°ã©ãã¯ãInvescoã®Solar ETFï¼TANï¼ã¨iShares Global Clean Energy ETFï¼ICLNï¼ã¨ãã2ã¤ã®äººæ°ã®ãã代æ¿ã¨ãã«ã®ã¼ETFã®ããã©ã¼ãã³ã¹ã示ãã¦ãã¾ãã両ETFã¯2008å¹´ã®é«å¤ã¨2020å¹´æ«ã®æé«å¤ã大ããä¸åã£ã¦ãã¾ãã
åçå¯è½ã¨ãã«ã®ã¼æ ªãå¤è§åãããETFã¯ãåçå¯è½ã¨ãã«ã®ã¼ãéè¦è¦ãããã«ã¤ãã¦é·ææè³å®¶ã«ã¨ã£ã¦åªããæè³ã¨ãªãå¯è½æ§ãããã¾ããããã«ãå½¼ãã®æ ªã¯é»å網æ¡å¤§ã®ç©èªããå©çãå¾ã¦ãã¾ããã
天åæ¡ä»¶ã«ãã£ã¦å¤ªé½å ã風åã¨ãã«ã®ã¼ã¯ä¿¡é ¼æ§ããªããããä¾ãã°ä»¥ä¸ã®å¼ç¨ãè¡ã£ã¦ãã¾ãOilPrice.comï¼
太é½å çºé»ã¯ç±³å½ã®é»åçæã·ã¹ãã ãç·è²ã«ããä¸æ¹ã§ãç¹ã«æ大ã®å¤ªé½å å¸å ´ã§ããã«ãªãã©ã«ãã¢ã§ã¯ãããä¸å®å®ã«ãªã£ã¦ãã¾ãã
ãã¨ãã°ã太é½å çºé»ã®ãã¼ã¯ã¯æ¼éã§ä½å® ã®é»åéè¦ãæå°ã¨éãªãã¾ããåå¾6æ以éã«é»åéè¦ãæ¥å¢ããã¨ã太é½å çºé»ã®åºåãä½ä¸ãå§ãã¾ãã
ä¾ãã°ãã«ãªãã©ã«ãã¢ã§ã¯ããéè¦ããã¾ããªãæ´å¤©ã®æ¥ã®æ¥ã«ã¯é»æ°ä¾¡æ ¼ããã¤ãã¹ã«ãªãã太é½çºé»ã¯åãæ¨ã¦ãããªããã°ãªãããæ¬è³ªçã«ç¡é§ã«ãªããã¨ã¨ãã«ã®ã¼èª¿æ»æ(IER)ã¯è¿°ã¹ã¦ãã¾ãã
ãã®ãããã¦ã¼ãã£ãªãã£ã¯ãä½å°ãªåçå¯è½ã¨ãã«ã®ã¼ããã¼ã¯éè¦æã天åãçºé»ã«é©ããªãå ´åã®ä½¿ç¨ã®ããã«å¹ççã«èããããã®ããå¹ççãªããããªã¼ãå¿ è¦ã§ããå¹çã®è¯ãããããªã¼ããªããã°ãç°å¢ç®æ¨ãè¦æ±ããã»ã©ä¿¡é ¼æ§ã®ãªã代æ¿ã¨ãã«ã®ã¼æºã¯ååã«å©ç¨ãããªããã¨ã«ãªãã¾ãã
ã¨ãã«ã®ã¼èç©ã«é¢ä¸ããä¼æ¥ãç¹ã«ããå¹ççãªããããªã¼ã®çç£ããªã¼ãããä¼æ¥ã«ã¯å¤§ããªå©çãè¦è¾¼ã¾ãã¾ãããã ããæªç¢ºèªã®æè¡ã«ã¯æè³å®¶ã«ã¨ã£ã¦é大ãªãªã¹ã¯ãä¼´ãã¾ããä¾ãã°ãå¤ãã®æ°ããããããªã¼æè¡ãéçºããã¦ãã¾ãã
ã©ã®ããããªã¼ãåå©è ã¨ãªãããã¨è¨ããã»ã©ç°¡åãªãã¨ã§ã¯ããã¾ãããããã«ããã®ããããªã¼ã®ä¸»è¦ãªçç£ä¼æ¥ãã©ãã«ãªãããè¦æ¥µããã¨ããåä»ãªèª²é¡ãããã¾ããããããªã¼æè¡ã¨æ¥çã®ãã¼ãã¬ã¼ã¤ã¼ã«ã¤ãã¦è¦èãããã¨æãããéããå¤æ§åããããããªã¼ETFãæè¯ã®æè³çµæãæä¾ããã§ããããããã«ã大æããããªã¼ETFãå¤æ§åããããªãã¦ã ãä»ã®éå±çç£æ¥è ã¸ã®æè³ãå«ã¾ãã¦ãã¾ããæ®å¿µãªããããã®åéã®ETFã¯éããã¦ãã¾ãã
Global X Lithium & Battery Techï¼LITï¼ã¯ãã»ã¼15åãã«ã®è³ç£è¦æ¨¡ãèªãæ大ã®ETFã§ããæ°ããããããªã¼æè¡ãæã¤ä¼æ¥ã«æè³ããä¸æ¹ã§ããéå±ã®æ¡æã精製ããããããªã¼çç£ã¾ã§ã®ãªãã¦ã å ¨ä½ã®ãµã¤ã¯ã«ã«æè³ãã¾ãããããã3ã®ä¿ææ ªã¯ãªãã¦ã çç£æ¥è ã§ãã
Amplify Lithium and Battery Technologyï¼BATTï¼ã¯ãããã8900ä¸ãã«ã®è³ç£è¦æ¨¡ã§2çªç®ã«å¤§ããªETFã§ããLITåæ§ãBHPãAlbemarleãªã©ã®ãªãã¦ã çç£æ¥è ã«æè³ãã¦ãã¾ãã
åã ã®ä¼æ¥ã«æè³ãããå ´åãããããªã¼ãã¯ããã¸ã¼ã®åéã§TeslaãLG ChemãSamsung SDIã¯æ¥çã§å¥½ä½ç½®ã«ããã¾ãã
The leading economics blog online covering financial issues, geopolitics and trading.… More