Solar power is set to boom as costs decline and battery tech makes it more accessible. Tesla's North American Solar Projects could be worth $250 billion annually in the longer term, the bank said. Goldman estimate installations will be 60% above Biden's policy aim for 500 million panels in the next 5 years. The energy transition trade is heating up, and investors are looking tap into those companies and technologies that will power the homes and cities of the future. Across the board, this has meant significant gains for companies that are focussed on sustainability. For example, shares in Danish wind power provider Orsted have rallied around 300% in the last five years, and Chinese Tesla rival NIO gained over 960% in the last 12 months alone.