Monthly Archives: April 2009

Lithium-ion Batteries and Nine Years of Price Stagnation

This May will mark the nine-year anniversary of "Costs of Lithium-Ion Batteries for Vehicles," a seminal study from the DOE and Argonne National Laboratory that sent America lurching down a path toward an HEV, PHEV and EV future based on Li-ion batteries. Since nine years is a respectable length of time in most industries, I thought it might be interesting to review the prevailing expectations in May of 2000, consider the cost reductions achieved over the last nine years and question whether the market frenzy over Li-ion battery companies is even close to rational. Regular readers know that I'm...

Investing In Wood Pellets, Part II – A Stock

Two weeks ago, I wrote about the emerging wood pellets industry and how this form of biomass was experiencing rapid growth as a coal substitute in power generation, mostly in Europe as a result of renewable energy and climate regulations. In the time since I wrote that article, I have been looking for ways to invest in the global wood pellets sector. Unfortunately, my search came up mostly empty (except for 1 stock discussed below). In response to my previous post, a reader pointed me to an article Joe Romm at Climate Progress had recently written...

Performance Update: 10 Clean Energy Stocks for 2009

I promised I'd do a performance update on my 10 Clean Energy Stocks for 2009 each quarter.  Here is the first (although readers got a mini-update in mid February, because I decided I didn't want to use double-shorts.) Company  Ticker Change 12/27/08 to 3/27/09 Dividend & Interest The Algonquin Power Income Trust AGQNF.PK +7.14% 5.36% Cree, Inc. CREE +59.96%   First Trust Global Wind Energy ETF FAN -10.73%   General Electric GE -32.50% 1.94% Johnson Controls JCI -25.97% 0.77% New Flyer...