Green Stimulus: Life, but not as we know it

The COVID-19 pandemic appears on track to trigger an economic contraction more severe than the 2008-09 financial crisis, perhaps even worse than the Great Depression. Yet amid great uncertainty, there are known knowns: post-lockdown life will be different from what came before; the specter of climate change will remain; and governments will do their best to revive floundering economies through stimulus policies. But which specific ideas can most effectively drive clean growth? This brief examines the best opportunities across the power, transport, buildings, and industrial sectors.