據今日油價8月29日報道，新冠肺炎疫情爆發讓世界各個行業的漏洞都顯現出來，尤其是能源行業。它突出了缺點和市場超越化石燃料方面的失敗，這不僅對政客們，而且對希望保持資金安全的投資者來說，都應該是一個巨大的危險信號。目前市場處于一個不穩定的狀態，如果能夠做出正確的選擇，那么，現在制定的政策，以及為未來選擇投資的技術，都有可能創造一個更可持續的世界。

近幾個月來，“新能源秩序”這個詞被人們反復提及，它并非一無是處。目前，世界及各個經濟體都高度依賴不可再生的化石燃料資源。正如在3月份看到的那樣，當油價在歷史上第一次轉為負值時，依賴石油的經濟體遭受了毀滅性打擊，到目前，還有許多國家仍在艱難地恢復元氣。

但現在，盡管前景黯淡，世界有機會做出真正有意義的改變。

這是否意味著完全放棄石油?絕對不是。石油仍然是世界能源結構的重要組成部分，而且是許多經濟體的重要組成部分。放棄石油將導致數十萬人失業，不少國家將失去維持經濟增長所需的財政收入。然而，這并不意味著應該在石油市場上全力以赴。

隨著刺激法案在世界各地推出，以創造就業機會，維持企業運轉，有一些國家正在推動新的綠色議程。從補貼到對太陽能、風能和其他可再生能源項目的投資，這種綠色項目推動將在為更綠色的明天鋪平道路方面發揮至關重要的作用，并在此過程中刺激經濟。

太陽能和風能將幫助陷入困境的美國降低公用事業費用。政府對可再生能源行業的投資可以為那些迫切希望重返工作崗位的人創造數十萬個就業機會。最重要的是，這些項目將有助于減少未來的碳排放，可能可以遏制迫在眉睫的氣候災難的風險。

所有這些對投資者來說也是好消息。雖然大型石油公司今年受挫，但像Enphase能源公司、特斯拉和Jinko 太陽能公司這樣的清潔能源公司卻蓬勃發展。

就Jinko Solar而言，其股價從12.51美元的低點升至22.71美元，幾乎翻了一番。而Enphase Energy是世界領先的太陽能技術公司之一，其股價在短短幾個月內從3月的23.99美元的低點飆升至76.98美元的年度高點，股價上漲了220%，令人震驚。

然而，今年的亮點可能是特斯拉。這家全球電動汽車巨頭的股價從3月份的361.22美元的低點飆升至今日備受關注的2277.48美元。

雖然并非所有的替代能源公司都取得了同樣的成績，但沒有一家化石燃料公司像上述這些公司一樣。

在市場上，可再生能源或許不像大型石油公司那樣光彩奪目，但很明顯，變革之風正在刮起，投資者也開始注意到這一點。

王佳晶 摘譯自 今日油價

原文如下：

Which Is The Better Investment: Big Oil Or Renewables?

The COVID-19 pandemic has shot holes in every industry on the planet, but in particular, the energy industry. It has highlighted our shortcomings and our failures to move beyond fossil fuels in a way that should act as a giant red flag to not only the politicians in charge, but also investors looking to keep their money safe going forward. We are in a precarious position at the moment, and the policies enacted now, and the technology we choose to invest in for the future have the potential to create a more sustainable world if we make the right choice.

The “new energy order” is a phrase that has been tossed around a lot in recent months, but it’s not without merit. Currently, the world, and its various economies, is hyper-dependent on non-renewable fossil fuel resources. And as we saw back in March when oil prices turned negative for the first time in history, that’s not a good thing. Oil-dependant economies took a devastating blow - many of which are still struggling to bounce back.

But now, despite all of the doom and gloom, the world has the opportunity to make a truly meaningful change.

Does this mean giving up on oil entirely? Absolutely not. Oil is still a vital part of our energy mix - and moreover - a vital part of many-an-economy. Giving up on oil would leave hundreds of thousands of people jobless and entire countries without much-needed revenue to keep their economies growing.

That doesn’t mean we should go all-in on oil either, however.

As stimulus bills are rolled out across the world to create jobs, help sustain entire populations, and keep businesses afloat, there are a number of countries pushing a new green agenda. From subsidies to investments in solar, wind, and other renewable projects, this green push will play a vital role in paving the way towards a greener tomorrow. And help stimulate the economy in the process.

Solar and wind power will help lower utility bills for struggling Americans. Government investment in the renewable industry could create hundreds of thousands of jobs for people who are desperate to get back to work. And perhaps most importantly, these projects will help cut carbon-emissions going forward, allowing us to potentially curb the risk of looming climate disaster.

All of this is great news for investors, as well. While Big Oil stumbled this year, clean companies such as Enphase Energy, Tesla, and Jinko Solar have flourished.

Jinko Solar, for its part, saw its share price nearly double from a low of $12.51 to $22.71 at the time of writing.

Enphase Energy, one of the world’s leading solar tech companies, saw its share price jump from a March low of $23.99 to a yearly high of $76.98 in just a few months, representing a shocking 220 percent rise in its share price.

The story of the year, however, might be with Tesla. The global electric vehicle giant soared from a $361.22 low back in march to a headline-grabbing $2277.48 today.

While not all alternative energy companies have fared as well, there is not a single fossil fuel company that has defied the wider market like these examples.

Renewable energy might not have the glam & glitz of Big Oil’s history in the markets, but it’s clear the winds of change are blowing, and investors are beginning to take note.