The Week in Cleantech (Oct. 28 to Nov. 3) - Electric Cars Plugged Into A Smarter Grid
On Monday, Hybrid Cars told us that Honda was ready to embrace the hydrogen economy. I don't believe that there currently is anywhere near enough hydrogen refueling stations in North America to make this a viable project. Nevertheless, I am impressed that Honda is ready to move on this years before anyone predicted it would happen. I still believe that hybrids and plug-in hybrids offer the most attractive opportunities in the near and medium terms, and I doubt that this will usher in a renaissance for fuel cell stocks.
On Monday, Jim Fraser at The Energy Blog discussed a new start-up that will seek build the infrastructure necessary for the electric car market to grow. This does indeed seem very ambitious but the shear amount of money thrown at this project commands a high degree of respect. To be continued.
On Tuesday, Clean Technology Investor informed us that Duke Energy (NYSE:DUK) was shopping around for solar generation assets. As I've discussed before, a wave of consolidation is currently underway in the North American alternative energy sector. Independent entities with existing renewable generation capacity or even the rights to develop projects in certain areas will command increasingly higher premiums, thus presenting interesting opportunities for investors. The main problem for public market investors is that many of these assets and/or project pipelines in the US are held by private concerns. Nevertheless, this is a trend worth keeping an eye on.
On Wednesday, GreenBiz.com informed us that Citi had just released a new report on the impact of CAFE standards on automakers. This in an interesting take on this debate, and certainly seems to run counter to what is typically argued by automakers with regards to tighter fuel efficiency standards. One thing is certain: auto investors can no longer afford to ignore the environment. It has become too salient a consideration for policy-makers and cars are an easy target. You can access the report directly here (PDF document).
On Wednesday, Justin Moresco at Red Herring profiled the latest smart grid financing deal for us. I continue to believe that the energy efficiency and smart grid spaces are going to offer very attractive opportunities in the years ahead.
The Week in Cleantech is a weekly roundup of our favorite cleantech and alt energy blog posts and stories from across the web. If you know of a good piece that you think should be included here, don't hesitate to let us know!