IBERDROLA INH. EO -_75
Commented by Nico Popp on March 6th, 2026 | 07:25 CET
"Security energies" – how to invest: RWE, Iberdrola, and RE Royalties as stable sources of returns
The energy debate has been conducted differently for some time now than it was in the 2010s. While decarbonization was long considered an ecological necessity, it has now become a question of national sovereignty under the banner of "security energies." This new perspective is being fueled by current geopolitical upheavals and the de facto blockade of the Strait of Hormuz, which once again reveals the fragility of our supply chains. With around 20% of global oil consumption passing through this bottleneck, prices for crude oil and liquefied gas have already risen significantly. In this context, German Federal Environment Minister Carsten Schneider coined the term "security energies" to emphasize the decentralized nature of renewable energy as a shield against exogenous shocks. Renewable energy projects are not subject to the logic of geopolitical conflicts and also generate added value in the region, as a wind farm, for example, can generate annual revenues of around EUR 200,000 for a municipality. Renewable energy can also become a safety anchor for investors thanks to stable cash flows.
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