While the surge in ESG investment has pushed the sector to record valuation levels, the health crisis has broken this trend.

Due to containment, the sector is now facing a historic drop in electricity consumption, which could continue beyond 2020.

However, not all players are equal in the face of current uncertainties. Supported by the legislative framework, green actors are more resilient.

But one issue remains: the potential disruption of the supply chain.

AlphaValue’s lead analyst on Utilities, Auguste Derickx Lienart, released its last strategy piece on the sector.