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Decarbonization appears to be this year’s cause célèbre. The topic was top of the agenda at the World Economic Forum and it is already driving changes in the food, fashion, auto, and airline industries. This bodes well for clean energy companies and not so well for those focused on fossil fuels. Those two segments of the energy industry, represented by ICLN and XLE, began to decouple a year ago, and that divergence is visibly accelerating.

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