This is an interesting development and could be an important breakthrough. However, from what I gather, there’s a lot scepticism from physicists and the research has not been peer reviewed.
Despite being the clear direction of travel, it’s so tricky to invest in the environment and clean energy. While there’s money to be made, I cannot say who the winners will be with any confidence.
It’s such a minefield of greenwashing, duds and highly speculative/risky plays. Even if a technology is truly ground-breaking, there’s no guarantee that associated business models will make money.
Judging by the performance of ETFs like INRG, buying the haystack doesn’t seem to work well either.
So, what’s an investor to do? The best I can come up with is an active fund. I figure it’s worth paying the best part of 1% for a manager which has real expertise and a long track record in this area.