The Green Gold Rush
The transition from fossil fuels to renewable energy is one of the largest wealth transfers in history. Trillions of dollars are shifting from oil and gas to solar, wind, batteries, and electric vehicles.
The Climate Billionaires
Elon Musk (Tesla)
- Wealth from Green: $200+ billion
- Source: Electric vehicles, solar, batteries
Zeng Yuqun (CATL)
- Wealth from Green: $40+ billion
- Source: EV batteries
Lei Jun (Xiaomi EVs)
- Wealth from Green: Growing
- Source: Electric vehicle expansion
The Opportunity
Market Size
- Global energy market: $10+ trillion annually
- EV market by 2030: $1+ trillion
- Battery market by 2030: $400+ billion
- Solar market by 2030: $300+ billion
Growth Rates
- EV sales: 30%+ annually
- Solar installation: 25%+ annually
- Battery production: 35%+ annually
The Chronos Score Perspective
Climate fortunes favor younger billionaires because:
- The transition will take decades
- Early movers have compounding advantages
- Technology improvements favor patient capital
Risks
- Policy Changes: Government support could shift
- Technology Disruption: Better solutions could emerge
- Competition: Margins could compress
- Commodity Prices: Raw material costs are volatile
Conclusion
The energy transition is creating a new generation of billionaires. Those who position early and hold through volatility have the best Chronos Score potential.
Track climate billionaires with our rankings.