Demand for clean electricity and hydrogen is set to rise strongly in the coming years if European aviation decarbonises; to trade this, investors should copy the US AI lesson and buy the firms that build the equipment and infrastructure needed to scale electricity production and overcome bottlenecks, rather than renewable energy stocks per se Despite rising electricity generation, global renewable energy stocks have slid since 2021; in a regulated and competitive sector, profits don’t automatically track demand, so price doesn’t