Feel the Breeze Intro
Mathew Lee and Nelson Lee
June 2, 2022
As the world seeks to transition away from fossil fuels, the installed capacity of wind energy has tripled from 2010 to 2020.1 Furthermore, the Network for Greening the Financial System (NGFS) forecasts continued long-term growth in wind energy — whether the world stays on its current trajectory or raises its ambitions for renewable energy.2 Our interactive charts can help investors examine which companies in the MSCI ACWI Investable Market Index generated the highest share of revenues from wind-related business lines (as of May 26, 2022).3
Additionally, investors can cross-reference this data with companies’ MSCI Implied Temperature Rise, which is designed to be an intuitive and forward-looking metric expressed in degrees Celsius (°C) that can help investors identify companies’ alignment with net-zero scenarios.
How to interact with this plot: Hover over a point in the scatterplots to see the company’s name and wind-related data. Click on a specific point on the graph or a bar below to highlight specific industries (click outside the dot to reset the graph). Adjust the three sliders at the bottom to set minimum or maximum filters for companies across three different criteria: estimated percent of total revenue derived from wind-related activities, wind-related revenues in USD billions for fiscal year 2021 and MSCI Implied Temperature Rise.
Data as of May 26, 2022. Companies in industries with fewer than four constituents were recategorized as “Other.” Wind-revenue estimates for 371 companies are displayed, based on MSCI ACWI Investable Market Index companies that had at least 1% of (estimated) revenue from wind-related business activities. Source: MSCI ESG Research LLC
Feel the Breeze footnote
1“Electricity.” U.S. Energy Information Administration.
2“NGFS Scenario Explorer.” International Institute for Applied Systems Analysis.
3For more on MSCI ESG Research’s analysis on the current state of wind energy, see: “Going Where the Wind Blows.” 2022. MSCI ESG Research. (Client access only.)