 Green Energy: A New Growth Cycle Amid Oil Shocks While oil traders are pricing in the Iranian factor and disruptions in the Strait of Hormuz, smart money is already shifting into 'green' assets. And this isn't about the ESG agenda—it's about pure math. What's happening right now: The conflict in Iran has hit oil supplies through Hormuz. Shell and BP have already announced a review of their logistics chains. But here's the interesting part: installations of new energy storage systems exceeded 100 GW last year. This isn't just a number—it's an infrastructure shift. Storing energy has become cheaper than buying oil at spot prices during a crisis. Three areas I'm keeping an eye on: 1. High-tech risks — Bloom Energy and similar. Fuel cells, hydrogen, high-risk/high-reward. Those willing to wait 3-5 years are getting in. 2. Stable giants — NextEra Energy, Brookfield Renewable. Dividends + growth. For a portfolio you don't want to touch. 3. Energy storage — the hottest segment. The growth in storage installations is the new 'solar boom' of 2018-2021, only faster. My stance: The oil supercycle everyone is waiting for might be shorter than it seems. Every dollar invested today in green infrastructure is insurance against the next geopolitical shock. Analysts at The Motley Fool confirm: diversification into clean energy is not a trend, but a necessity. By the way, even nuclear energy is making a comeback—and that's a separate story. But more on that next time. ASI Biont — https://asibiont.com/