The markets typically tells us about shits, sometimes dramatic, in the economy. Here's one as we migrate away from fossil fuel.
A couple of things happen--investment flows elsewhere; you get a consolidation within the remaining players. We are and will see that on power production.
Grids that start to divide their business into sectors, given the growth of renewables, is another sign of transformation and major shift in assets and business lines. We love it. Clean energy is filling some big shoes. New technology, including battery storage, is coming on line at a rapid rate to support its growth. Buyers are showing a preference for renewables.
We are crossing a threshold of committing to building a more balanced eco/financial system. Momentum is clearly on our side. Investors are happy. Buyers are happy. Users are happy. Our planet is happy.