What Shouldn’t Be in a Green Energy Portfolio
The London Accord took a look at what portfolio theory would suggest as the most effective ways to address Climate Change. Knowing which technologies don't make the cut is at least as useful as knowing which technologies do. Tom Konrad, Ph.D., CFA I recently looked at a paper from the London Accord which used portfolio theory to recommend the best mixes of technologies to deliver different levels of carbon abatement. The most useful technologies to achieve the needed levels of carbon abatement were Forestry, Hydropower, Biofuels, Wind, Efficiency, and Geothermal. I suggested stocks that investors might consider to invest in...
US Solar Manufacturing Announcements: The Real And The Hype
by Paula Mints
In 2018, the US market for PV deployment is estimated at ~12-GWp. As the US does not have sufficient domestic cell manufacturing capacity to meet its demand, most of the 12-GWp will be met by imports of cells or, modules. Following the implementation of cell/module tariffs there were, as expected, new capacity announcements in the US, primarily for module assembly. If all the current announcements came true it would add an additional 4.2-GWp of module assembly and 1.7-GWp of cell manufacturing (thin film and crystalline) capacity to the US. First Solar (FSLR) is responsible for 1.3-GWp of the new module assembly and...
Sunset for Suntech as China Solar Target Rises
Doug Young Sunset for Suntech. Photo by Tom Konrad More good news is coming for the rebounding solar sector with word that Beijing is accelerating its build-up of solar power plants in a bid to help the industry and also improve China’s dismal air quality. But that news is coming too late for rapidly disappearing sector pioneer Suntech (NYSE: STP), which has just announced it has formally launched a liquidation process that will end its life as an independent company. Suntech’s downbeat news isn’t really unexpected, and comes amid...
List of Residential Solar Stocks
Residential solar stocks are publicly traded companies that develop, install, finance, or own solar systems for single and multi-family residences.
See also the list of Solar Farm Owner and Developer Stocks, the list of Solar Manufacturing Stocks, and the list of solar and wind inverter stocks.
This post was last updated on 7/14/21.
Guggenheim Global Solar ETF (TAN)
RGS Energy (RGSE)
Solar Alliance Energy, Inc (SOLR.V)
Sunlight Financial Holdings Inc. (SUNL)
Sunrun, Inc. (RUN)
Sunworks, Inc. (SUNW)
Tesla, Inc. (TSLA)
Vivint Solar (VSLR)
If you know of any residential solar stock that is not listed here and should be, please let us know by leaving a comment. Also for stocks in the...
The Performance Of Solar PV Systems
Aug 11-09 Solar PV Charles Morand A couple of weeks ago, I noted the importance of examining parameters other than module costs when gauging the economic competitiveness of solar PV energy. I noted how multiple factors influence the levelized cost of energy produced by solar PV systems, and thus its relative cost position on the grid. Nothing new here. However, besides standard test conditions (STC) conversion efficiency, or nameplate conversion efficiency, public data on parameters other than cost per watt-peak is not always easy to come by. That's...
Solar Stocks Bask In Hawaiian “Aloha”
By Jeff Siegel I’ve been all over the world, and without a doubt, there is no place more beautiful than Hawaii, particularly the island of Kauai. The weather, the ocean, the rain forests, the food - it just doesn’t get any better. Although if state lawmakers get their way, there could soon be a cherry on top for renewable energy supporters. As recently reported in Greentech Media … Lawmakers in Hawaii passed legislation last week (in a 74-2 vote) requiring the state to generate 100 percent of its electricity from renewable energy resources by 2045. If HB 623...
China Solar Tariffs Round II, Yingli’s Smart JV
Doug Young The new year has just begun, and already we’re getting signals that 2014 will be full of new twists and surprises for the solar panel sector as it struggles to emerge from its downturn dating back nearly 3 years. A clash involving Chinese panel makers accused by western rivals of receiving unfair state support looks set to enter a new phase, based on an announcement of new action in the US by SolarWorld (Frankfurt: SWV, OTC: SRWRF), the German panel maker that has led the charge against the Chinese companies. Meantime, a separate new joint venture announcement...
First Solar Buys GE’s Tech: A Defensive Move?
James Montgomery Flexing its muscles yet again, thin-film solar PV leader First Solar (FSLR) has quietly acquired GE's (GE) similar solar intellectual property portfolio, but questions linger about whether and when the company will see the benefits. The deal includes both a specific module purchase commitment plus a longer-term commitment with agreed-upon pricing "over an extended period of years," according to First Solar CEO Jim Hughes during the company's 2Q13 earnings results. GE, meanwhile, will supply inverters for First Solar's global deployments, technology acquired through French firm Converteam, and it will seek to sell solar PV...
A Solar Penny Stock Worth Watching?
Dana Blankenhorn As a rule "penny stocks," public companies routinely selling for less than $1 a share, and sometimes just a few pennies, make me nervous. While the intent is laudable – to give small investors a chance to bet on long shots just like the boys on Sand Hill Road – the result has always looked like a rigged casino. Because of its low capitalization and small float it's easy to “pump and dump” a penny stock, boosting its value with some publicity, then selling it short. And if the deal were worthwhile, why isn't the smart...
New Energy Exchange Limited Has A Market Cap of $3 Million, But Owns $54...
Esplanade Capital Issues Open Letter to the Board of New Energy Exchange Limited Urges the Company to Reregister with the SEC to Maximize Value for Shareholders Esplanade Capital LLC, a significant shareholder of New Energy Exchange Limited (OTC PINK: EBODF), announced today that it has issued an open letter to the Board urging the Company to reregister with the SEC in order to maximize value for shareholders. The full text of the letter follows: April 25, 2017 New Energy Exchange Limited (f.k.a. Renewable Energy Trade Board Corp.) Board of Directors Shun Tak Centre West Tower...
EU, LDK & Suntech Undermine Solar Recovery
Doug Young The war of words against Chinese solar panel makers is heating up from both sides of the Atlantic, with growing signs that Europe may reconsider anti-dumping duties as the US moves closer to imposing its own new duties on the beleaguered manufacturers. Meantime, 2 of the biggest Chinese victims of the sector’s recent turmoil have risen from the ashes, with LDK (OTC:LDKSY) and Suntech (OTC:STPFQ) both announcing new moves more than a year after each became insolvent. Among those 2 moves, LDK’s looks the most worrisome, potentially bringing major new volumes of polysilicon, the main ingredient in...
Bejing Should Oust Shi to Save Suntech
Doug Young New developments have come rapidly over the past week at Suntech (NYSE: STP), leaving the former solar superstar on the brink of collapse as its founder Shi Zhengrong blocks a potential government rescue. Shi’s exit is believed to be a main condition for the government bailout, and his refusal to leave could well result in the failure of a company that is otherwise an industry leader with strong potential. To prevent such a collapse, the government should take the unusual step of forcing Shi to go so that Suntech can begin a desperately needed reorganization....
Hopping On The Short Enphase Bandwagon
On July 25th, Prescience Point Capital Management recently released a report accusing Enphase energy Inc. (ENPH) of earnings manipulation. Prescience is an investment manager with a reputation for strong short-side analysis. I was intrigued, and decided to investigate Prescience's claims for two reasons:
I am generally concerned about overall market conditions, so adding a short position to my portfolio is attractive in the current market environment.
As an analyst who specializes in clean energy stocks, I have suspected that Enphase would not survive much longer because I believe that its core technology is no longer the best solution for...
Chinese Solar Blows Hot and Cold
Doug Young Bottom line: Solar products maker Tianwei is likely to get a government bailout before it defaults on an upcoming bond payment, while a massive 2 GW solar farm being built by a new private equity fund is likely to get completed. Two solar news items are drawing attention to both the opportunities and challenges facing this increasingly schizophrenic sector in China. A new mega-project is spotlighting the huge opportunities for new construction in the space, with word that a recently launched private equity fund plans to build a massive solar farm with a whopping 2...
Introducing PERGY
Impressed by the number of stocks in the Crystal Equity Research alternative energy indices that have delivered exceptional price appreciation, the last few posts have been on a quest to find fundamental characteristics that could give an advance signal of a future star. The post “Alternative Returns” on May 8th introduced the series identified future growth as a precursor of strong stock performance. The next post “Quest for Growth” on May 11th looked at stocks with above average growth predictions. Then the post “Alternative Bargains” looked at stocks in the alternative energy indices that are trading at below average price-earnings multiples.
There is a...
Energy Conversion Devices (NASDAQ:ENER): Jefferies Vs. Cramer
Two different opinions on Energy Conversion Devices came out last Thursday (Jan. 11). Analyst Jeffrey W. Bencik at Jefferies & Co said that ENER was one his top 2 picks in the solar industry for '07, opining that despite continued volatility this should be a rewarding year for ENER investors. He believes that attention will "shift from company specific performance to a top down focus on the evolution of solar incentive schemes." Jim Cramer, on Thursday's Mad Money, said he could not, "in good conscience, recommend that stock with oil at $51, going to $49. So,...
