A new report from SEB projects that global renewable energy investments will double by 2030, even as geopolitical tensions and regulatory shifts reshape the clean energy landscape. Europe and China are accelerating their transition to clean energy, while the U.S. risks lagging behind due to policy uncertainty. Meanwhile, sustainable finance remains strong, with $160 billion in sustainable bonds issued in early 2025, signaling continued investor confidence in ESG and carbon-neutral strategies. 

The SEB Green Bond Report highlights that advancements in clean energy technology are following a trajectory similar to computer tech—rapid improvements and cost reductions are making fossil fuels increasingly obsolete. Thomas Thygesen, Head of Strategy and Sustainability at SEB Equity Research, emphasized that “clean energy technology will be clearly superior to outdated fossil energy technology within a few years,” reinforcing the long-term viability of renewables. 

Despite political headwinds, the sustainable finance market remains resilient. The continued issuance of sustainable bonds in early 2025 highlights strong investor demand for green investments, even as governments worldwide recalibrate their climate policies. SEB’s Lead Scientist & Advisor, Gregor Vulturius, acknowledged that shifting political priorities create challenges for climate commitments but emphasized that sustainable finance remains a powerful force for driving decarbonization efforts. 

The report also examines key policy developments, including the EU’s Omnibus Bill and the Clean Industry Deal, which aims to mobilize over €100 billion for clean technology investments. These initiatives are designed to provide long-term regulatory clarity and financial support to industries transitioning toward net-zero emissions. 

Europe’s policy-driven approach to clean energy is proving highly effective, while China’s aggressive investments in solar, wind, and electric vehicle production are positioning it as a leader in the global green economy. The U.S., however, faces risks due to changing policies and reduced federal incentives for renewable projects, which could impact its ability to compete in the clean energy market. 

As businesses and investors align their strategies with carbon-neutral goals, SEB’s report underscores that investment in renewable energy will remain a top priority. Companies must integrate ESG principles into their operations, focusing on sustainable supply chains, carbon credit markets, and innovative financing mechanisms to stay ahead in a rapidly evolving regulatory landscape. 

SEB, a pioneer in the green bond market, continues to track global sustainable finance trends, providing insights that help investors navigate the transition to a low-carbon economy. The next decade will be crucial for accelerating clean energy adoption, and businesses that proactively invest in sustainability will be better positioned for long-term success. 

출처: 

https://esgnews.com/global-renewable-energy-investments-set-to-double-by-2030-reveals-seb-green-bond-report/ 

https://sebgroup.com/our-offering/reports-and-publications/sustainable-finance-research-report-the-green-bond 

https://news.cision.com/seb/r/seb-s-the-green-bond-reportgeopoliticscompetitiveness-and-decarbonization,c4114603