How Energy Deregulation Affects States and Stocks

by Elaine Thompson Bloomberg New Energy Finance, in an executive summary of its New Energy Outlook 2017 report, predicts renewable energy sources will represent almost three-quarters of the $10.2 trillion the world will invest in new power-generating technology. Analysts outline several reasons for this increase in spending, such as the decreasing costs of wind and solar and consumers’ increasing interest in solar panels. Competition between power sources also continues to grow, with products like utility-scale batteries upsetting coal and natural gas’s roles in the marketplace. But more importantly, state-driven renewable portfolio standards pave the way for additional ventures in renewable energy technologies, particularly...

Smart Grid Stocks For The Obama Stimulus Package

A few weeks ago, I wrote about how a new Obama administration would renew with Keynesianism (i.e. large-scale counter-cyclical infrastructure spending) but with a green twist to: (a) get the US economy out of its funk and (b) propel America into the 21st Century by providing a massive push for its green industries. I discussed certain rail stocks and electric grid stocks that could benefit as a result. By-and-large, I've been right on both counts about the President-elect's strategy (i.e. Keynesian and green), but I did forget to mention an important part of the plan's focus:...

SMA Solar’s Transformerless Inverter Provides Power During Outages

Ed Gunther From Solar Light Flashes: SPI12 Edition Sunny Boy TL-US Inverter SMA Solar Technology AG (ETR:S92) will begin limited shipments of the transformerless Sunny Boy 3000/4000/5000TL-US-22 inverter series for 3 to 5 kiloWatt rated AC power PV systems in 4Q12. The TL-US series has added a unique Emergency Power Supply feature providing daytime power to a dedicated power socket in the event of a grid power outage. The power socket is isolated from the grid during the outage and supplies up to 12 Amps so long as...

Understanding the Smart Grid

By Harris Roen The modernization of the electric grid is an exciting investment opportunity that promises to be one of the biggest energy investment stories of the early 21st century. Smart Grid systems will provide large growth opportunities for many companies around the globe. This is being accomplished through a combination of updating existing technologies along with the creation of new systems aimed at improving the quality of the electric grid. By understanding how the dream of a smart grid will become a reality, an informed investor will be in a very good position to...

Energy Storage on the Smart Grid Will Be 99.45% Cheap and 0.55% Cool

7.17.09 Storage Week John Petersen Infocast’s Storage Week was all I had hoped it would be, and more. While I thoroughly enjoyed serving on three discussion panels and was warmly received by roughly 250 attendees, including executives of companies that I've occasionally criticized, the most important value for me came from the opportunity to hear four days of high-level presentations by industry executives, national thought leaders and policymakers who repeatedly stressed that: From a utility perspective grid-based energy storage is the functional equivalent of an instantly...

EESAT And Energy Storage Opportunities On The Smart Grid

John Petersen Last week I appeared as a luncheon speaker at EESAT 2009, a biennial international technical conference sponsored by the DOE, Sandia National Laboratories and the Electricity Storage Association that focuses on storage technologies for utility applications. The conference included dozens of high-level technical presentations from storage technology developers and was far and away the best-organized event I've ever attended. The only notable absence was a large contingent of buyers, which left some participants wondering whether they were preaching to the choir. Nevertheless, I was encouraged by rapid growth in the number and size of utility-scale demonstration...

Demand Planning: The Future of Demand Side Management

Electric utilities have a process by which they project future expected demand for electricity, and then find resources, either new electric generation or energy efficiency (Demand Side Management, or DSM) resources to meet that expected demand, or reduce that demand.  Progressive utilities and utility regulators now include DSM among the mix of resources as a matter of course.  According to Martin Kushler, of the American Council for an Energy Efficient Economy (ACEEE) who spoke at the Southwest Regional Energy Efficiency Workshop about an upcoming report from ACEEE, DSM resources cost an average of 3 cents per kWh of energy...
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.  

Tribulations of a Meter Reader

by Debra Fiakas CFA Last week Badger Meter (BMI:  NYSE) joined a building fraternity:  companies reporting strong year-over-year sales growth, but delivering weaker than expected earnings.  However, the Badger Meter actually increased earnings by a greater magnitude than it grew sales.  The Company reported $83.5 million in net sales, representing 16.3% growth over the same quarter last year.  Net income grew by 59.3% year-over-year to $4.6 million or $0.32 per share.  As impressive as these results appear to be, the consensus had been for earnings per share of $0.41.  The stock declined sharply as investor registered their displeasure...

Alternative Energy Storage: Enabling the Smart Grid

America’s electric power grid is subject to immense inefficiencies that arise from the interplay between centralized power generation, local power consumption and on demand utility service. To put things into a broad perspective, the nameplate capacity of U.S. generating facilities is about 1 million Megawatts (MW), so if all of our power plants ran 24/7 we would have a theoretical annual generating capacity of 8.7 billion Megawatt-hours (MWh). Since demand for electricity fluctuates on both a daily and seasonal basis, total electric power generation in 2007 was only 4.2 billion MWh, or less than 50% of nameplate...

Wise Energy Use Stocks Part 4: Metering and Energy Management

A look at Itron, Echelon, Woodward Governor, EnerNOC, and Energy Recovery

The War On Net Metering

by Paula Mints Net metering and interconnection are rights afforded distributed generation (DG) residential and commercial solar system owners through the U.S. Energy Policy Act of 2005. The act required publically owned utilities to offer net metering and left the various policies up to the states to enact. In 2004, before that energy policy was enacted, 39 states had net metering and interconnection standards and policies. At the beginning of 2016, 43 U.S. states and three territories had net metering policies, and four states had policies similar to net metering that the Database of State Incentives for Renewables...

Solar Inverter Shakeout: 3 Survivors, 2 Buyers, a Loser and a Wildcard

Tom Konrad CFA Inverter for a solar array. (Photo credit: Wikipedia) Solar inverter stocks are looking cheap, but until the weaker players are forced out, they are likely to get cheaper. The major publicly traded solar inverter companies are Power-One (NASD:PWER), Satcon (NASD:SATC), SMA Solar (OTC:SMTGF), Siemens (NYSE:SI), Advanced Energy Industries (NASD:AEIS), Schneider Electric (OTC:SBGSF) and upstart Enphase Energy (NASD:ENPH).  Over the  last year the industry has faced eroding margins and an increasingly competitive environment.  This parallels the problems of solar manufacturers: the industry has too much...

How to Invest in the Pickens Plan

A friend recently asked me how to invest in the Pickens Plan.  I named a stock (see below). He then surprised me by saying "You are the fifth person I've asked, and no one else knew how.  Several said it could not be done." You can invest in T. Boone Pickens's plan.  Here's how: The Plan T. Boone's plan is both simple and audacious.   We will build wind farms all over the Great Plains. Build the necessary transmission to get that electricity to cities, displacing natural gas used in electricity generation for the use in automobiles.   This will...

Two Stocks For Grid Storage – ZBB Energy and Axion Power

John Petersen On March 4, 2011 the Pacific Northwest National Laboratory published a comprehensive review of "Electrochemical Energy Storage Technologies for Green Grid" that is a must-read for serious investors who want to understand the technical and economic intricacies of the energy storage sector. It explains why storage is a key enabling technology for wind and solar power, the smart grid, efficient transportation and a legion of high-technology manufacturing and service enterprises that can't survive without reliable power. It also explains why energy storage is an investment mega-trend that will endure for decades. While I normally try to...

The Case For Transmission, and Transmission Stock List

by Tom Konrad CFA We cannot choose between transmission and renewable distributed electricity.  Local renewable generation requires long distance transmission to even out variations of supply.  Hence, both advocates of distributed renewables and large wind and solar farms should support transmission improvements.  Here are a few stocks which should benefit from such investments. Shortly after I launched Clean Energy Wonk, Blogger took the site down because I made the mistake of including both the words "Cheap" and "Free" in the title of an article about Energy Efficiency.  Since it can apparently take up to 2 months for a human...