Electric bucket trucks for electric grid repair n Puerto Rico

List of Electric Grid Stocks

Electric grid stocks are publicly traded companies whose business involves electric infrastructure, including transmission, distribution, pricing, conversion, and regulation.  Includes the list of smart grid stocks. Advanced Energy Industries (AEIS) AMSC (AMSC) Avangrid, Inc. (AGR) AZZ Incorporated (AZZ) China Ruifeng Renewable Energy Holdings Ltd (0527.HK) Digi International (DGII) Echelon Corporation (ELON) EMCORE Group, Inc (EME) ESCO Technologies, Inc. (ESE) Fortis, Inc. (FTS, FTS.TO) General Cable (BGC) Hammond Power Solutions Inc. (HPS-A.TO, HMDPF) Hubbell, Inc. (HUB-B, HUB-A) InfraREIT, Inc. (HIFR) Itron (ITRI) Landis+Gyr Group AG (LAND.SW) MasTec Inc. (MTZ) MYR Group Inc. (MYRG) National Grid PLC (NGG) Prysmian S.P.A (PRI.MI, PRYMF) Quanta Services Inc (PWR) Red Electrica (RE21.SG, RDEIY) Schneider Electric (SU.PA, SBGSF, SBGSY) Siemens AG (SIE.DE, SIEGY) SMA Solar Technology (S92.DE) SolarEdge (SEDG) Stella Jones (STLJF) Superconducting...

No New Transmission Means Little Renewable Energy

I'm a fan of investing in electricity transmission, both because the grid in the US is in a sad state of repair, and because considerable expansions to the grid will be needed to take large scale renewable energy (especially concentrating solar and wind) from the lightly inhabited areas with renewable energy resources to population and demand centers. Unfortunately, the need  for new transmission can put renewable energy advocates at odds with more traditional environmentalists, who are concerned about the local damage to views and habitat caused by new transmission lines.  Cases in point are opposition which looks...
Smart meter for smart grid applications

List of Smart Grid Stocks

Smart grid stocks are publicly traded companies that use or enable information technology to operate the electric grid more efficiently.  They are also included in the list of electric grid stocks. Advanced Energy Industries (AEIS) AMSC (AMSC) Arrow Electronics (ARW) Digi International (DGII) Echelon Corporation (ELON) EnSync, Inc. (ESNC) ESCO Technologies, Inc. (ESE) Itron (ITRI) Landis+Gyr Group AG (LAND.SW) Schneider Electric (SU.PA, SBGSF, SBGSY) SMA Solar Technology (S92.DE) SolarEdge (SEDG) Superconducting Technologies, Inc. (SCON) If you know of any smart grid stock that is not listed here and should be, please let us know by leaving a comment. Also for stocks in the list that you think should be removed.  

Democratizing the Grid

by Daryl Roberts In a previous article I investigated the question of whether private sector capital was being stimulated sufficiently enough to build out renewable infrastructure on pace to reach climate goals.  I found that on the upper end, giant institutional funds were only mobilizing a tiny fraction of their total Assets Under Management, due to regulatory constraints and uncompetitive yields.  On the lower end, smaller scale funding seemed to be growing, with facilitation from intermediaries, fintech aggregation services, and increased access at lower levels to complicated derisking strategies. But I now find reporting that capital is over-mobilized, that solar may...

Is Composite Technology Corporation Still a Buy?

by Tom Konrad When I asked, Alternative Energy Stocks readers overwhelmingly wanted me to take another look at Composite Technology Corp. (OTC BB:CPTC.OB)  I've discussed CPTC several times over the last year, and consider it my most speculative pick in electricity transmission and distribution.  True to the nature of a speculative stock with no current earnings which is still trying to establish markets for its products, the stock price has been all over the map. The reader interest is doubtless due to the recent sharp decline since mid January.  I personally sold a portion of...

Ten Solid, Clean Companies Ready For Stimulus, and Five That Aren’t

by Tom Konrad Last February, I wrote " I expect the Fed-induced reprieve to be fairly short lived, ten solid companies I'd be happy to buy more of if and when the bottom really falls out of the market."  When I wrote those words, the Dow Jones Industrial Average was over 12,700.  Now, it's around 8,500, and I doubt anyone remembers the "Fed-induced reprieve" I was referring to.  The "bottom fell out" in September and October.    On October 12, with the DJIA at 8451, I wrote "I don’t know where the market will go from here, but I...

My Portfolio’s Latest Casualty And Addition

The Casualty Last Monday, I discussed how I had recently reviewed Railpower Tech with a view to potentially adding to my position on grounds that: (a) the company had a fair amount of cash in the bank, which reduced the need to go to capital markets for financing for a while; and (b) that it was getting badly battered by general market conditions, potentially offering an attractive entry point. Although my portfolio has taken a beating in recent weeks, I remain ready to take small positions in stocks if I feel they are being unfairly bashed, including in...

Smart Grid’s Expected 250% 5-Yr Growth Rate is Great News for Cisco, IBM, Accenture,...

Bill Paul Lux Research forecast last week that the global smart grid market will grow some 250% over the next five years, reaching nearly $16 billion by 2015 compared with today’s $4.5 billion. Interestingly, Lux further forecast that only a few select firms will take full advantage of this looming largesse. It’s understandable why the payoff won’t be widely shared. As regulated entities (on the transmission and distribution side), electric utilities have an obligation (specifically, the time-honored “obligation to serve”) that effectively requires that they be conservative when partnering with IT firms that can provide the money-saving,...

Clean Energy Stocks Shopping List: Five Electricity Transmission Stocks

We may be headed into a renewed market slump.  If so, it will pay to wait before buying, but when the time does come to buy, here are 5 electric transmission stocks I have my eye on. Tom Konrad, Ph.D., CFA On June 2, I wrote that I thought the market was near its peak.  That day, the S&P 500 closed at 944.74.  On June 12, it closed up 0.15% at 946.21, and has since trended down, currently trading down 5% as I write.  I expect further declines this year, either with the market heading straight down from here,...

Playing the ‘Global Grid Game’ – Japan’s NGK, GE Majority-Owned Indo Tech Look Strong

Maintaining and expanding the world's electric power grids in order to avoid stupendous blackouts, add gigawatts of green power, and bring electricity to a billion additional people, will cost hundreds of billions of dollars over the next 10 years. Retrofitting just the U.S. power grid will cost $130 billion, estimates the Electric Power Research Institute (EPRI). China has earmarked $135 billion to upgrade and expand its high-voltage grid. India will need to spend billions if it has any hope of reaching its goal of increasing electrical generation capacity to 200 GW by 2012 from roughly 150 GW currently. Among...

Feel-Good Government Grants Leading Cleantech Astray

David Gold Grants for smart grid projects. Grants for battery manufacturing lines. Loan guarantees for renewable energy project development. Grants to private companies for energy efficiency projects. And with each it seems that the cleantech world cheers. Yet for all our desire to create sustainability in our consumption and use of energy, this model of getting us there is not only unsustainable but is of questionable value. I want to emphasize that I am speaking about government grants to the private sector where the government is not the end customer and...

Comparing Electricity Storage and Transmission

Electricity Storage and Transmission are naturally complementary, and more of both will be needed.  But given limited time and resources, where should those of us who want to see as much renewable electricity on the grid as soon as possible concentrate our efforts?  The choice is not immediately clear. Dennis Ray, ED of Power Systems Engineering Research Center (PSERC) was quoted as saying “Regardless of contractual arrangements that are subject to environmental regulation, the ultimate dispatch pattern that will determine the actual emissions is largely dependent on transmission constraints and reliability considerations.” Horses for Courses At a basic...

Storage: The Best Renewable Energy Integration Strategy?

Tom Konrad, Ph.D. In order to electrify transportation, well need batteries, with ultracapacitors and compressed air playing supporting roles.  Based on cost, John has been making the case that the batteries for economical cars are more likely to be advanced lead-acid (PbA) than the media darling, Lithium-ion (Li-ion.)  I generally agree, especially since recycling Li-ion batteries is an expensive and difficult process, although I see a future where both cars and oil are simply more expensive, and we have far fewer of them. But transportation is only one application for energy storage...

Tres Amigas Proposes Three-way Transmission Link

by Michael Giberson If completed, the Tres Amigas project will encourage renewable power development and efficient power flows.  Publicly traded wind power and superconducting cable company American Superconductor Corp. (Nasdaq: AMSC) is a large minority shareholder and the planned supplier. Tres Amigas LLC has proposed building a three-way superconducting HVDC link between the three separate power systems that span the United States and much of Canada: the Eastern Interconnection, the Western Interconnection, and the Texas (ERCOT) Interconnection.  The three systems currently are linked by a small number of separate and relatively unimportant DC interties.  The proposed three-way...

2010: The Year of the Strong Grid? Part III

Two Strong Grid Stocks in Hiding Tom Konrad, CFA A look at two transmission (or "Strong Grid") stocks I missed previously: EMCORE Group and AZZ Incorporated. In part I of this series, I made the case that 2010 might be the year that transmission stocks caught investors' attention, as smart grid stocks did in 2009.  In part II, I looked at the transmission stocks in our Electric Grid stock list, and compared their financial strength.  My initial screen, based on Current ratio, Cash on Hand, Debt, Cash from Operations, P/E ratio, and dividend yeild allowed...

Energy Infrastructure Construction Made Easy

by Debra Fiakas CFA Electric power companies need plenty of generating plants and distribution works to bring electricity to our doors.  Electric utilities are very good at generating electricity and managing relationships with the families and businesses that use the power, but building all that infrastructure  -  drawing up plans, hauling in materials and fastening girders  -  is not necessarily a power company’s strong suit.  Enter Quanta, Inc. (PWR:  NYSE) with a full menu of design, engineering and construction services for electricity generation and distribution infrastructure. Solving problems for electric utilities is good business for Quanta.  The...