List of Pollution Control Stocks
Pollution control stocks are publicly traded companies whose business involves technologies for removing or reducing the emissions of harmful pollutants, contaminants, and/or waste from human activity, or removing these pollutants from the environment or water.
This article was last updated on 6/25/2020.
Advanced Emissions Solutions, Inc. (ADES)
Advanced Disposal Services (ADSW)
Babcock & Wilcox Enterprises, Inc. (BW)
Bion Environmental Technologies (BNET)
Biorem Inc. (BRM.V, BIRMF)
Casella Waste Systems (CWST)
CECO Environmental Corp. (CECE)
CDTi Advanced Materials, Inc. (CDTI)
Clearsign Combustion Corp. (CLIR)
CO2 Solutions, Inc. (CST.V, COSLF)
Donaldson Company, Inc. (DCI)
Ecolab, Inc. (ECL)
EcoSphere Technologies, Inc. (ESPH)
Euro Tech Holdings (CLWT)
Fuel Tech (FTEK)
iPath Global Carbon ETN (GRN)
OriginClear (OCLN)
Pacific Green Technologies Inc. (PGTK)
Republic Services,...
Earnings Roundup: Metals Prices Boost Covanta and Umicore
By Tom Konrad, Ph.D., CFA
You don’t have to own mining companies to benefit from rising metals prices.
This is a roundup of first quarter earnings notes shared with my Patreon supporters over the last week. Waste to energy operator Covanta and specialty metals recycler Umicore are both benefiting from skyrocketing metals prices.
Just as renewable energy and energy efficiency stocks have long shown that investors don’t have to own fossil fuel companies to benefit from rising prices of fossil fuels, recyclers like Covanta and Umicore are showing that you don’t have to own environmentally damaging mining companies to benefit from rising...
Kadant: Will Investors Clean Up With This Bargain Green Stock?
Everybody likes a bargain. Investors really like a good cheap buy. A review of our four alternative energy industries revealed three stocks trading below industry average multiples of forecasted earnings. This is the second article in the series, thee first looked at Ormat (ORA:NYSE). A couple of weeks ago shares of Kadant, Inc. (KAI: NYSE) registered an particularly bullish formation - at least from a technical standpoint. A ‘triple top breakout’ was formed in a point and figure chart, suggesting demand for the stock outpaces supply. Given the new momentum that has developed, the stock could reach...
Plastics from Carbon Dioxide
by Debra Fiakas CFA In the last post, I promised to close out this series on carbon dioxide capture with a note on a third example of Department of Energy funding for innovations in turning carbon dioxide (CO2) into a valuable raw material. Besides changing the chemistry of inorganic compounds and feedstock for biofuel production, CO2 has some potential for plastics. In 2010, the DOE placed a bet of $18.4 million on Novomer, Inc., which is a self-described sustainable chemicals developer. The bet appears to be paying off as Novomer and its partners go into production...
Chinese and EU Clash Over Airline Emissions
Doug Young China’s increasingly contentious trade relations with Europe suffered another setback late last week, when the EU threatened to fine Chinese airlines that were refusing to comply with a new controversial program to reduce greenhouse gases. China responded with its own threat by saying it won’t accept the EU’s planned carbon tax, raising the prospect of a dangerous new trade war. This latest in a recent series of trade conflicts between China and both Europe and the US is developing into a troublesome pattern that could spin out of control, endangering the nascent global economic...
Axion Power is Poised to Dominate Energy Storage for Stop-start Idle Elimination
John Petersen After eight years of rarely speaking above a whisper, Axion Power International (AXPW.OB) has found its voice, taken the scientific wraps off its PbC® battery technology and shown potential customers, competitors and investors that it's carrying a big stick and is poised to dominate energy storage for stop-start idle elimination – a cheap and sensible fuel efficiency and emissions reduction technology that's expected to grow at spectacular rates for the rest of the decade as shown in the following forecast of battery demand in vehicles equipped with stop-start systems. In a new white...
Bion: Waste To Dollars
Earlier this week Bion Environmental Technologies (BNET) received approval of a patent for its proprietary ammonia recovery process. Bion’s technology converts livestock wastes into ammonium bicarbonate. Patent protection in the U.S. paves the way for Bion to deliver an environmentally friendly chemical to the market at attractive profit margins.
Ammonium bicarbonate is used for a variety of purposes from leavening to crop additives. It is the fertilizer market that has caught Bion’s attention. The company intends to ‘close the loop’ for the agricultural sector by helping livestock producers economically dispose of waste and then delivering a fertilizer for food crops that qualifies as organic.
It is an attractive...
Phycal Captures CO2 Funding for Biofuel
by Debra Fiakas CFA As part of its program to promote beneficial reuse of carbon dioxide, the Department of Energy awarded a total of $27.2 million ($3.0 million in the first phase and $24.2 million in a second phase) to a consortium led by alternative energy developer Phycal, Inc. (private). According to the DOE website, Phycal is to develop an integrated system to produce biofuel from microalgae cultivated with captured carbon dioxide (CO2). The biofuel is to be blended with other fuels for power generation or as drop-in diesel or jet fuel. It is a bit of...
The EPA’s Carbon Rule: Likely Stockmarket Winners
By Harris Roen Greenhouse gas emissions by economic sector A seismic shift in the power generation landscape is starting to sink in. It has been two weeks since the EPA announced its new proposed carbon rules, one of the flagship efforts of the Obama Administration to address climate change. This shift is meant to move the country in the direction of inevitable changes coming to the energy economy. It is important for investors to know which companies and sectors stand to benefit from the...
The Low Cow-bon e-Cow-nomy
Jim Lane This month in Finland, a team of intrepid researchers herded one thousand European cows one-by-one into a glass “metabolic chamber” to measure their methane emissions, digestion, production characteristics, energy-efficiency, metabolism, and the microbial make-up of their rumens. The Project is known as RuminOmics, but if it had been titled The Truman Show II: When the Cows Come Home, we wouldn’t have been a bit surprised. The Cow Emission Crisis. No Kidding Around. The ultimate aim of the study was to find an optimal, low-emission, high-yield cow, and the team noted in its premise that of all greenhouse...
Carbon Capture and Storage: By the Numbers
"We have over 200 years of coal reserves, and we have to/will use them." I have heard some variation of this line far too many times, and I have little patience for it. Here's why: We don't have over 200 years of reserves. The real number for economically accessible coal is less than half that. A square, 100 miles on a side in the Southwestern deserts of the US could meet the electricity needs of the entire nation, if solar energy were converted to electricity at 10% efficiency. There's a lot of desert in the Southwest, and we're...
A Concrete Proposal
The Economist recently had a story on how the cement industry is beginning to confront the fact that the industry produces 5% of the world's emissions of greenhouse gasses. Carbon dioxide is emitted not only by the fossil fuels used to create the heat used in the creation of cement, and by the chemical reaction in that process. Unfortunately for us, cement is a remarkably useful building material, not least as a structural material which can also serve as thermal mass in passive solar buildings. All the large cement firms: Lafarge, Holcim, and Cemex (NYSE:CX) have joined a voluntary...
Mantra’s Promise of Innovation
by Debra Fiakas CFA How often do we see the crowd rooting for the underdog? You could hear the cheers for Mantra Energy (MVTG: OTC) last week at the Marcum Microcap Conference in New York City. Mantra is a developmental stage company pursuing technologies to harness carbon dioxide for energy. Of course, the company has no revenue and therefore no earnings. Indeed, its technologies are so unique and as yet at such an early stage some might find them almost fanciful. Yet for some investors, a fanciful underdog is even better than another. Mantra sees itself...
Tetra Tech: Energy Engineer
by Debra Fiakas CFA In the coming years power generators will be under pressure to meet new standards for lower carbon emissions embedded in the EPA’s Clean Power Plan. Each state has to meet a set of standards set by the EPA based that state’s particular circumstances in electrical generation. The carbon pollution limits begin in 2022 and ramp to full effect by 2030. Power generators could meet standards by reducing harmful emissions from existing fossil fuel-fire plants. Unfortunately, that may prove too costly at some of the older plants. It is logical that power generators...
While Others Seek to Inject CO2, Airgas Sells It
by Debra Fiakas CFA Just one of the many suppliers of industrial and commercial carbon dioxide, Airgas, Inc. (ARG: NYSE) recently announced plans to build a new carbon dioxide plant in Houston. The press release hit news wires right along with announcements of carbon capture projects and other investments to reduce greenhouse effect from too much CO2 in the atmosphere. In one those strange twists that makes our world so interesting and vexing at the same time, is the fact that we use carbon dioxide all the while we invest wildly to reduce CO2...
Tetra Tech’s Two-Penny Disappointment
by Debra Fiakas, CFA
Tetra Tech’s (TTEK: NASDAQ) quarter earnings report last week was met with high drama as traders reacted with surprisingly vehement disappointment over the recent financial performance of the engineering and technology business. The company’s stock price gapped down in the first day of trading following the announcement, falling through a significant line of price support. The shares continued to fall and finished the week at a price not seen since mid-April 2017 before the stock began its recent drive higher.
The drama unfolded after Tetra Tech reported net earnings of $0.52 per share on $498 million in total...
