rice straw

Making Cash From Rice Trash

by Jim Lane In our three-part series this month on utilizing waste resources, we’ll turn to rice straw, which is a major headache for Chinese and Indian emissions. Praj and Gevo are working hard on perfecting a technology to address this. Specifically, in the past month, Gevo (GEVO) also executed an agreement with Praj to develop jet fuel and isooctane from rice straw and other feedstocks. Gruber noted that “we believe this second-generation technology combination has great potential to address India’s rice straw burning problem and related air pollution, while generating low-carbon hydrocarbons for jet fuel and gasoline. Praj is a leader...
feedback

Updates to Clean Energy Mutual Fund and ETF Lists

Thanks an email from a diligent reader, I have just updated our lists of Clean and Alternative Energy Mutual Funds and Clean and Alternative ETFs and Other Exchange Traded Funds.  Please follow the links to the updated lists. Thanks to him and all the readers who help me keep AltEnergyStocks.com stock lists up to date with your comments and emails.  
Hornsdale tesla powerpack

Lithium Technology Dominates Large Energy Storage Projects

by Debra Fiakas, CFA Market share for lithium technology has been extended by another 22 megawatts with the selection of lithium-based batteries by Duke Energy (DUK:  NYSE) for three separate of power facilities operated by Duke Energy Florida.  Duke did not specify the source of the lithium-based batteries, but the company seems to have an affinity for Tesla’s (TSLA:  Nasdaq) battery products.  Last year Duke Energy with its partner University of South Florida chose Tesla’s lithium-based batteries for a 100-kilowatt solar project in St. Petersburg, Florida. Application of lithium-based technology in a relatively small, microgrid application like that in St. Petersburg is no surprise.  Lithium-based batteries offer high energy...
yeast feast

Enzyme Breakthroughs From The Majors

by Jim Lane Three big product announcements just in… DSM (e) breaks through on yield, efficiency with new yeast, enzyme offerings for corn fiber conversion. Novozymes (Copenhagen:NZYM-B; OTC:NVZMY) launches breakthrough techs “Fortiva” and “Innova Force”. DuPont (DD) extends with corn oil extraction tech. In Indiana, DSM leads the news out of the Fuel Ethanol Workshops with their latest yeast and enzyme offerings, eBOOST GT and eBREAK 1000F. Up to 60 percent GA reduction We’ve seen the eBOOST brand over the past year — so here’s a significant cost savings opportunity in the form of a line extension. eBOOST GT, which has been tested and qualified at commercial...

Oceanfront View On The Wave Industry

by Debra Fiakas, CFA Renewable energy developer Eco Wave Power Ltd. is reportedly planning a public offering of its common stock in Sweden.  From its base in Israel, the company has developed proprietary technology to capture the energy in ocean waves and turn it into electricity.  Eco Wave has systems in place in Gibralar and the Jaffa Port of its home country.  Its pipeline of proposed projects encircles the globe through the United Kingdom, Scotland, Mexico and China among other countries. With a building list of potential customers, Eco Wave needs capital. Management has disclosed that the 100 kilowatt wave energy installation in Gibraltar required $450,000...

Nature Conservancy Endorses Fossil Fuel Funded Trojan Horse

An article posted by ClimateLiabilityNews.org  Hearing Glosses Over Carbon Tax Proposal’s Liability Waiver  explains the ‘grand bargain’ being set forth in a proposal from the Climate Leadership Council. A Carbon Tax & Dividend plan is now being supported by big corporations, polluters and fossil fuel companies, which would seem to be a miraculous change in sentiment.  But the fine print discloses that the deal includes a liability waiver exempting fossil fuels companies from federal & state climate tort lawsuits.   The carbon tax is on the low end for “social cost of carbon” calculations, at $40/ton, so as a value...

Digital Electrification: Less Waste, More Capacity

One potentially huge contributor to decarbonization of the economy could come from dramatic efficiency gains obtainable from digitally improving the power quality of electricity, as it is being generated, transmitted & being consumed.   The enabling technology is emerging from developments in computing that is associated with the Internet of Things (IOT). DOE estimates indicate that approximately 38.2 quads of electricity are produced, from all sources, but that 25.3 quads, or 66.2% is deemed “Rejected Energy”, so only 33.8% of generated electricity is actually being used.  Within that 66% a distinction is recognized between “Losses” & “Waste”: Loss is non-recoverable, I2R...
Mersen

Vertical Integration In Graphite Industry

by Debra Fiakas, CFA Grand View Research, another industry research group, estimates that the graphite market could reach $93 billion by 2025, boosted mostly by new demand for electric vehicle batteries as well as batteries for electronic devices and grid-storage systems.  According to Technavio, an industry research firm, the graphite industry is estimated to grow more than 5% annually through 2025, largely on new demand for highly purified graphite material used in lithium ion battery anodes. Among the immediate beneficiaries of this growth trend are the established graphite producers and those among the most recent entrants that have begun ringing up sales...
Epanko

Canadian and Tanzanian Graphite Connections

A list of graphite companies covered in this series can be found here. Like performance test results, customer relationships are critical stepping stones for graphite developers.  In June 2018, Northern Graphite (NGC: TSX-V) announced a memorandum of understanding with a European trading company to sell 100% of the output from Northern’s Bisset Creek resources in Ontario, Canada.  China-based manufacturers are the intended end-users.  Northern management is using the arrangement as leverage with prospective investors to finance mine infrastructure and processing equipment.  Capital costs are expected to exceed CA$145 million. Northern claims a proprietary purification technology the company intends to use to upgrade its graphite output.    Its Bissett Creek deposit...

Yankee Graphite

Several graphite developers have made plans to integrate forward into the hottest segment of the market  -  battery-grade graphite.  According to Industrial Minerals, spherical graphite suitable for lithium ion battery anodes is priced in a range of $2,700 to $2,800 per metric ton in China where many battery manufacturers are located.  This compares quite well to the range of about $655 to $790 per metric ton for flake graphite concentrate. The integration strategy has sent the sector into a frenzy of activity to prove their graphite meets expectations of battery manufacturers.  The only graphite deposit in the U.S. mainland is under development by Westwater Resources...
Lithium Ion Battery Diagram

Graphite Developers Eye Large Growing Market

The post “Integrated Graphene Producers” featured several graphene producers with novel business models that marry captive graphite sources to the technology and knowhow to produce graphene.  These are not the only graphite producers.  Although not as elegant as graphene with its svelte single-atom profile, the market for graphite has its appeal as well. Graphite has been a staple in steel industry crucibles, foundry molds and automobile brake linings.  These days graphite has moved into another even more important place in cars  -  lithium ion batteries that make electric vehicles viable as replacements for gas guzzling cars and trucks. Spherical graphite is especially desirable because the graphite anodes hold...
cdg roles

Clearing Up Some Confusion Over Community Solar In New York

Community Solar in New York has a messaging problem. It is confusing, and even some industry professionals have given up in disgust because of aggressive marketing and a lack of clarity. Fortunately, aggressive marketing is not universal among community solar developers. Unfortunately, the lack of clarity is almost universal. How Community Solar Works in New York The system the New York utility regulator set up for community distributed generation (CDG, a term which includes community hydropower and community wind as well as community solar) is counter intuitive for most potential customers. As shown in the diagram above, the electric utility pays for a project's...
albany graphite

Crystalline Graphite

ZEN Graphene Solutions (ZEN:  TSX-V) recently teamed up with the University of Manchester, seat of the two Nobel Prize-winning scientists who are credited with isolating graphene.  ZEN management hopes to work with Manchester on commercialization of graphene for a variety of applications, including concrete, composites, membranes, and sensors. ZEN’s Albany graphite project is located in southeastern Ontario.  In March 2019, the company completed tests on a production process to purify graphite concentrate from its mine.  The purified graphite was near 99.8% carbon per gram and will be used as a precursor material for ZEN’s graphene.   The company plans to use a chemical exfoliation process to convert...
10 for 2019 YTD total return

Ten Clean Energy Stocks For 2019: April Ascent

In April, my 10 clean energy stocks model portfolio continued to power ahead, despite the concerns about market valuation I expressed last month.  As I said at the time "me being nervous about the market is not much of an indicator that stocks are going to fall" at least in the short term.  So I continue to trim winning positions and increase my allocation to cash as stocks advance. Both the model portfolio and the Green Global Equity Income Portfolio (GGEIP) were up 4.5% and 3.6% respectively in April.  This was solidly ahead of their clean energy income benchmark YLCO...
ADM HQ

ADM Separates Ethanol Business

Prelude to a spin-off? by Jim Lane The Archer Daniels Midland Company (ADM) is breaking news of breaking off their ethanol unit…and a tumbling 40% decline in profit. In Chicago, Archer Daniels Midland Company reported their financial results for the quarter ended March 31, 2019, but most interesting to us, they are looking at separating their ethanol business with the option of spinning it off completely. They are also taking other actions to restructure and deal with challenges they say include weather issues and trade pressures. ADM announced a “series of measures to continue to underpin long-term-value creation” which included: “First, to meet growing customer...
covanta rookery project

Covanta’s Q1: Ten Clean Energy Stocks For 2019

by Tom Konrad Ph.D., CFA Covanta Holding Corp. (NYSE:CVA) 12/31/18 Price: $13.42.  Annual Dividend: $1.00. Expected 2019 dividend: $1.00.  Low Target: $13.  High Target: $25. 3/26/19 Price: $17.86. YTD Dividend: $0.25. YTD Yield: 1.9%  YTD Appreciation: 33.1% YTD Total Return: 34.9% Leading waste-to-energy operator Covanta's stock has been the second best performing holding in my 10 Clean Energy Stocks for 2019 model portfolio.  While in many ways the company is similar to the clean energy Yieldcos that dominate the model portfolio, it is different in that it develops its own projects, while most Yieldcos depend on a sponsor to develop projects which...