Google’s Renewed Cleantech Investment Binge

James Montgomery Google Doodle for Earth Day 2006 This week the Internet giant Google revealed that in December it invested $75 million in Pattern Energy's (NASD:PEGI) 182-MW Panhandle 2 wind farm in Carson County, Texas, northeast of Amarillo, expected to be operational by the end of this year. Pattern will hold an 80 percent stake in the project, whose owners also include Google and two institutional tax equity investors, with Morgan Stanley providing construction and equity bridge loans and a letter of credit. Google certainly has displayed a healthy...

Green Energy Investing For Beginners: Index

Tom Konrad, CFA I write about investing in Renewable Energy, Energy Efficiency, and other green technologies because I'm worried.  I'm worried that the inevitable transition away from fossil fuels driven by peaking supply and climate change could be much more painful than it needs to be because, as a society, we have massively underinvested in the infrastructure that we will need for the transition. I don't care if my readers are motivated by an altruistic wish to make the world a better place, or they just want to cash in on what promises to be the hottest stock market...

The Rare Earth Supply Chain: Ores, Concentrates, Compounds, Oxides and Metals

REE Refining 101 by Kidela Capital Group “There is a reason why the Rare Earths are called rare. They’re not called rare because they’re truly rare. They’re called rare because it’s very difficult to isolate these elements individually and it takes a lot of skill to do that.” Constantine Karayannopoulos, chief executive of Neo Material Technologies1 Rare Earth Elements have become an indispensable part of modern life, found in everyday items like computers, camera lenses and high efficiency light bulbs to complex, emerging technologies in the optics, medical and defence spheres....

2012 Energy Stock Predictions

By Jeff Siegel Domestic Oil to Reign in 2012 Last December, I made three predictions for 2011: The mounting solar glut problem would be rectified by the end of the year; Domestic oil and gas production would increase significantly, regardless of environmental concerns related to fracking and tar sands production; and With the introduction of the Chevy Volt and the Nissan LEAF, domestic sales of electric cars would reach no less than 10,000 units. Well, two out of three ain't bad! A Sad Season for Solar Toward the end of 2010,...

Climate Change & Corporate Disclosure: Should Investors Care?

Charles Morand On Monday morning, I received an e-copy of a new research note by BofA Merrill Lynch arguing that disclosure by publicly-listed companies on the issue of climate change was becoming increasingly "important". The note claimed: "e believe smart investors and companies will recognize the edge they can gain by understanding low carbon trends." I couldn't agree more with that statement. It was no coincidence that on that same day the Carbon Disclosure Project (CDP), a non-profit UK-based organization that surveys public companies each year on the state of their climate change awareness, was...

ESG5 Summit brief

A conference hosted in NYC in early April, 2019 ESG5 SUMMIT showcased the issues of current concern to institutional asset managers.  ESG as a term is a rebranding of SRI (socially responsible investing) and CSR (corporate social responsibility) now under broad headings of Environment Social & Governance, to reflect that it is more than just an investing style, but is concerned with risk management and value creation.   ESG strategies are being pursued by a range of participants, including public and private pension funds, mutual funds and ETFs, family offices and sovereign wealth funds, and advisors and advocacy groups. The goals are...

10 Stocks To Last The Decade…

Someone recently sent me a link to a Motley Fool piece entitled "10 Stocks to Last the Decade, Revisited". It appeared on Feb. 2 so some of you may have already read it. For those who have not, I thought it might be an interesting read because so many parallels can be drawn between the tech euphoria of the '90s and the cleantech euphoria of today. In a nutshell, the author looks back at a summer of 2000 Fortune article in which 10 stocks were identified as sure winners for the next decade based on how hot...

Delusions: The Secret to Lost Opportunities

By Jeff Siegel This past Thursday, as we sat down to yet another Thanksgiving feast, the obligatory What are you thankful for? question surfaced. To be honest, I've never been a fan of playing this game. After all, if you're thankful for something, why do you have to wait until November 24th to talk about it? Nonetheless, I played along that afternoon and decided I was thankful for all the great thinkers over the years that enabled progress and allowed us to enjoy the many comforts and conveniences we take for granted...

The Pope and the Climates of Justice

by Jake Raden Pope Francis’s encyclical on global warming and environmental degradation, Laudato Si, identifies our disruptive effects on our climate as social justice and spiritual issues. “Those who possess more resources and economic or political power seem mostly to be concerned with masking the problems or concealing their symptoms,” he writes, lamenting that those with privilege lack a “sense of responsibility for our fellow men and women upon which all civil society is founded.” (Image Courtesy of: http://www.cgdev.org/page/mapping-impacts-climate-change) The image above is from the Center for Global Development and it’s one in a series that ranks...

How Likely Is A Big Rally For Alt Energy Stocks?

Last week, Jefferies & Co. held its Global Clean Technology Conference. Unsurprisingly, the tone wasn't as optimistic as in previous years, with cash and funding worries top of mind. Nearly two months ago, I discussed some tangible signs pointing to looming problems in the industry. However, despite all the gloom, it seems as though several firms (and investors!) are expecting the American Reinvestment and Recovery Act (ARRA) to provide the industry with a lifeline. But will this really be the case? For one thing, the major environmental spending programs in the ARRA are relatively...

Renewable Energy Stocks By Dollars Per Watt

Tom Konrad CFA Disclosure: I and my clients own HASI and BEP. I have short call positions in NYLD and PEGI, and short put positions in PEGI. Dollars per watt ($/W) is a lousy measure of the economics of solar, but it persists. Most likely, it persists because it seems familiar.  We can pay $4 for a watt of solar, or $4 for a Iced Hazelnut Macchiato at Starbucks.  Unfortunately, while the analogy may seem apt, this is a lot like knowing you’re getting a Macchiato without knowing if it’s a Tall, Grande, or Venti.  The actual energy production from a...

Watt’s Watt?

Watts are standard, but the way we talk and write about them is not.

AltEnergyStocks.com’s Ten Best Competitors

When I began writing about clean energy investing in 2006, my competition was sparse.  The quality blogs with industry heavyweights were either not focused on investing, or were primarily focused on venture capital.  Now the world has changed.  I keep finding new blogs and writers with a strong focus on both clean energy and public companies.  Here are a few I'd like to share with readers: Dedicated Blogs Energy Tech Stocks - Three articles a day can be a little daunting, but that's what happens when you try to cover everything. Camino Energy - Their PurePlay indices are a...

Why Alternative Energy Stocks Are Down Despite An Obama Victory

By Harris Roen If you follow the energy sector closely, then you know that many questions regarding the direction of alternative energy companies were looming during the 2012 campaign season. Was the country going to continue with the Obama Administration’s “all-of-the-above” strategy with its strong emphasis on renewables, or would there be an accelerated domestic drilling and pipeline bonanza under Republican leadership. When the election finally ended last week, many pundits expected investors to pour money into the beleaguered alternative energy sector resulting in a surge of stock prices. So why, instead, did alternative energy...

Alternative Energy Stock Returns, Past and Future

By Harris Roen Alternative energy became a serious market player after the turn of the millennium. Since that time, solar, wind, smart grid and other alternative energy stocks have experienced both strong up and down trends. The forces at work driving these markets are complex, counterintuitive, and sometimes mysterious. This article looks at what has been driving the price of alternative energy markets, and as a result, alternative energy company stocks. Looking ahead, we will also consider what should affect the direction of alternative energy stock prices. Past trends in Alternative Energy Stocks The Wilder Hill...

Six Questions to Ask a Venture Capitalist in the First Five Minutes

David Gold So, you’re at a networking event and you get an opportunity to talk with a Venture Capitalist (VC) for just a few minutes. After breaking the ice with quick introductory formalities, you present your elevator pitch, right? Wrong. How can you possibly capture that VC’s interest if you don’t know what excites them? Would you try to sell meat to a vegetarian or bricks to a carpenter? Not if you knew a little about their needs and interests!  When you are raising money, you are selling yourself and your company to your prospective...
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