LATEST ARTICLES

Stock Picking For Green Investors (Presentation)

Here is a short presentation on stock picking for green investors by AltEnergyStocks Editor Tom Konrad CFA, Ph.D., with a couple stock picks.  I gave this presentation as part of a workshop on divestment from fossil fuels and investment in green stocks at the third annual Climate Solutions Summit.  The Divestment part is here.
Katelyn Kriesel

The Case of Divestment From Fossil Fuels (Powerpoint presentation)

This is a presentation from the Third Annual Climate Solution Summit by Katelyn Kriesel, Board President of the Sustainable Economies Alliance on the case for divesting from Fossil Fuels. _Divestment Presentation - New Paltz Katelyn Kriesel is an expert in the field of sustainable finance. She is a Financial Advisor with Hansen’s Advisory Services, located in Fayetteville, NY, a firm that has specialized in Socially Responsible Investing for over 30 years. She is also Board President and founder of the Sustainable Economies Alliance (SEA), a not-for-profit organization that is raising community awareness regarding economic sustainability and empowerment. She uses this expertise...

Betting On Renewable Diesel: Valero or Darling?

Valero Energy (VLO:  NYSE) recently disclosed ongoing discussions to expand its renewable diesel production to a second plant that would be built and managed by its Diamond Green Diesel joint venture with Darling Ingredients (DAR:  NYSE).  The proposed plant that would be located in Port Arthur, Texas and turn out 400 million gallons of renewable diesel and 40 million gallons of naptha per year.  As a food by-products processor Darling has easy access to low-cost used cooking oils and animals fats that serves as the feed stock for Diamond Green’s renewable diesel production.  Valero management has cited increasing global demand for low- to no-carbon...
Greystone Logistics Pallet

Greystone Logistics: Recycled Plastic Pallets

by Debra Fiakas, CFA Last month Greystone Logistics (GLGI:  OTC/PK) announced a new purchase order valued at $6.8 million to supply recycled plastic pallets to a national food and agribusiness company.  The order requires the fledgling Greystone to manufacture and deliver an unspecified number of the company’s proprietary plastic shipping pallets.  Whatever the number, the contract promises a big shift in Greystone’s prospects given that the contract value represents 9% of total sales in the fiscal year. It seems Greystone is gaining visibility in the logistics supply chain.  However, trading at less than a buck a share its stock seems to not have yet registered on the...
BioSolar battery

What Do Investors Get With BioSolar?

by Debra Fiakas, CFA Last week management of energy storage developer BioSolar, Inc. (BSRC:  OTC/PK) provided an update on the company lithium-ion battery design.  The company’s engineers along with a manufacturing partner are still making changes to the design called the 21700 cell.  Additionally, the company recently decided to take greater control over raw materials supply, potentially sourcing and processing materials in the U.S.   Engineers at BioSolar have been trying to increase the storage capacity of lithium-ion batteries by improving the anode component.  The plan is to sell 'super anodes' to battery manufacturers to make existing lithium-ion batteries work like super batteries.  Prototypes were tested in July...
earnings roundup

Living Endangeredly- Q2 Biobased Earnings Roundup

by Jim Lane In hand we now have the latest earnings reports from what you might call the 8 Pathfinders – eight publicly traded stocks whose second quarter results offer insights into the health and performance of the advanced bioeconomy as 2019 heads towards its closing crescendos. Our 8 Pathfinders – In the world of global renewable diesel at scale, Neste (Neste.HE); pure-play enzymes, Novozymes (NVMB); In pharma and synbio, Codexis (CDXS); as a hybrid play in advanced fuels, Aemetis (AMTX); in advanced marine and jet fuels, Gevo (GEVO); for biodiesel and hydrocarbons, Renewable Energy Group (REGI); in advanced began foods,...
McPhy

McPhy: Growing With Hydrogen

by Debra Fiakas, CFA Hydrogen system developer McPhy Energy SA (MCPHY: PA) recently reported impressive sales growth in the first half of 2019  -  23% higher than last year.    Sales were boosted by delivery of a refueling station in Houdain, France for a bus operation that is 100% powered by hydrogen.  New orders for projects in Germany, Bangladesh and Switzerland will keeps the company busy in the month ahead installing additional hydrogen fueling stations and electrolysis equipment for hydrogen production. Despite the success, McPhy has not achieved profitability.  Thus the company remains dependent upon financing to support operations.  In 2017, the company secured an equity sales agreement with Kepler...
10 for 19 total return through aug 31 2019

Ten Clean Energy Stocks For 2019: Will Pattern Merge With Terraform?

by Tom Konrad Ph.D., CFA August 2019 saw economic warning signs flashing and a worsening trade war with China. Unsurprisingly, this led to weakness in most stock market indexes. My broad income stock benchmark SDY was down 2.4% and the energy income stock benchmark YLCO fell 0.3% for the month. Most of the stocks in my 10 Clean Energy Stocks model portfolio continued to buck the trend, with the portfolio as a whole gaining 2.2% for the month. My real-money managed strategy, GGEIP, also turned in a solid 1.9% gain. The strong performance of my portfolios probably rises from the falling interest...
biofuel dispenser

Trump Takes Down Ethanol in Pincer Move

by Debra Fiakas, CFA The Trump Administration is using tariffs on China goods as a trade war tactic to pressure China into relenting to U.S. trade policy demands.  Unfortunately, the fallout has been heavy and widespread.  Farmers have taken the heaviest hits as China has dropped orders for corn and soybeans.  Ethanol producers have been ensnared in the trade war skirmish as well and in recent weeks have been caught an uncomfortable ‘pincer-like’ squeeze by the Trump Administration. Trump’s Environmental Protection Agency has continued its practice of granting waivers to oil and gas refiners, eliminating the requirement to blend biofuel with the refiners’ petroleum...
solar walmart PR

Walmart vs Tesla

by Paula Mints Walmart takes on Tesla Solar for Poor Quality Installations and Components Early in August, after several quarters of slowing sales, Tesla (TSLA) announced a restart of its residential solar lease, referring to it as solar system rentals. Around the same timeframe, Tesla stated that it had no timeline for the availability of its solar tiles. On August 20, Walmart (WMT) filed a breach of contract lawsuit against Tesla/SolarCity in the commercial division of the New York State Supreme court claiming “years of gross neglect” leading to several fires at its facilities. According to court documents, one fire took place after...

The Basics of Residential Clean Energy For Realtors and Homeowners

Note: The following is a handout written by AltEnergyStocks Editor Tom Konrad at the request of a leading local Realtor where he lives in Ulster County, NY.  It is intended as a handout that local Realtors can give to new homeowners who express an interest in reducing their home energy use and using renewable energy.  Some of the information and may not be applicable if you live in other areas because of varying climate, energy costs, and regulation.  While most of the locally specific has been removed from this version, and the remainer is broadly applicable, homeowners in other...
Packaged Mechanicals from Factory Zero used by Energie Sprong

The Challenge of Scaling Up Building Energy Retrofits

It’s almost always easier and cheaper to build an energy-efficient building in the first place than retrofitting existing structures. But humanity doesn’t always have that luxury. by Tom Konrad, PhD., CFA The sheer number of older, inefficient buildings means retrofits must be a critical part of decarbonizing the world’s building stock. There’s a pressing need, then, to develop new techniques for performing large numbers of energy-efficiency retrofits quickly and cost-effectively. The average age of a U.S. home is nearly 40 years, while nearly 40 percent of homes in the U.K. were built before World War II. Most building energy retrofits are one-off affairs...
NuScale SMR

NuScale’s Small Nuclear Reactors Land A Big Investor

by Debra Fiakas, CFA NuScale Power is in a new pact with South Korea’s Doosan Heavy Industries and Construction Co. to support development of NuScale’s small modular reactor (SMR).  In addition to direct investment of $40 million in NuScale, Doosan has agreed to provide parts and equipment for the innovative nuclear power reactor valued at a total of $1.2 billion. NuScale has been working on its power reactor for several years.  The new design is based on pressurized water reactor (PWR) technology that has been used to power nuclear submarines and naval vessels.  The design uses ordinary water as a coolant rather than ‘heavy’ water used by...
Mycorrhizal root animation

Gevo’s Soil Amendment

by Debra Fiakas, CFA In a series that began in March 2019, with the article titled “Vagants on the Earth,”  we looked companies offering products that address the building problem of top soil degradation and loss.  In the four articles that followed we explored forestation technology, environmentally-friendly timber harvesting, and modern soil fallowing programs.  Unfortunately, we found few companies where investors could get involved quickly as minority investors.  Another company has joined the movement to build topsoil.  This one has publicly traded stock! Last week Gevo Corporation (GEVO: Nasdaq) announced commencement of a trial for a soil treatment at its Luverne, Minnesota facility.  The treatment developed by Locus Agriculture Solutions (Locus...
July 2019 chart 10CES

Ten Clean Energy Stocks For 2019: Marginally Hotter

by Tom Konrad Ph.D., CFA July 2019 was “marginally” the warmest month on record. Meanwhile, the stock market was also inching to new highs, and the real, sweltering evidence of climate change continues to let clean energy income stocks turn in a blistering performance. While my broad income stock benchmark SDY was up 16.0% through the end of July (0.9% for the month), my clean energy income stock benchmark YLCO is up 23.4% through July (0.4% for the month,)  My 10 Clean Energy Stocks model portfolio is up 28.3% (1.3%) and my real-money managed strategy, GGEIP, is up 26.4% (1.2%) for...
garvin jabusch

Creating a Climate Resilient America: A Green Investment Adviser Testifies To Congress

The prepared remarks of Garvin Jabusch, Chief Investment Officer of Green Alpha Advisors before the House Select Committee on the Climate Crisis in Washington, DC, July 25th, 2019. Chairwoman Castor, Ranking Member Graves, committee members, thank you for the opportunity to testify and contribute to this important conversation. Climate disruption and resource degradation present significant threats to and opportunities for American business. Every sector and industry are affected, and my industry of asset management, in its role deploying capital across the economy, is directly exposed to it all, risks and opportunities inclusive. First, risks. The purpose of investing is to preserve and...