Stock List

Graphene is a one-atom thick sheet of carbon atom arranged in a honeycomb lattice.  It is an exceptional conductor of heat and electricity and its strength is unparalleled.  Although synthetic graphite can be used to produce graphene and it offers the benefit of consistency, natural graphite is far less expensive as a source material.  Synthetic graphite is made by combining petroleum coke with carbon black in a high heat process that burns up profits as it purifies the carbon. There are several methods for producing graphene.  Exfoliation of natural graphite is perhaps the most common alternative because it produces the least defects and leaves...

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...

Nuclear energy stocks are publicly traded companies that develop, own, or manage nuclear power plants or the technology and equipment used in such plants. This list was last updated on 2/10/2022. Ameren Corp (AEE) Areva (ARVCF) Assystem SA (ASY.PA) Brookfield Business Partners (BBU) BWX Technologies, Inc. (BWXT) Cameco Corporation (CCJ) Centrus Energy Corp (LEU) China General Nuclear (1816.HK) Dominion Energy Inc (D) Duke Energy Corp (DUK) Electricite de France S.A. (EDF.PA, US ADR: ECIFY, US OTC: ECIFF) Exelon Corp. (EXC) FirstEnergy Corp (FE) Fluor Corporation (FLR) Fortum Oyj (FORTUM.HE) General Electric (GE) Global Power Equipment (GLPW) Global X Uranium ETF (URA) GSE Systems, Inc. (GVP) Hitachi, Ltd. (6501.T, HTHIF, HTHIY) IBC Advanced Alloys Corp (IAALF) International Isotopes (INIS) Kansai Electric Power Co Inc...

Alternative energy power production stocks are companies whose main business is the production and sale of electricity from alternative energy installations, such as solar farms, wind farms, hydroelectric generators, geothermal plants, cogeneration facilities, and nuclear plants. This list was last updated on 9/11/2020. 7C Solarparken AG (HRPK.DE) Acciona, S.A. (ANA.MC, ACXIF) Atlantica Yield plc (AY) Algonquin Power & Utilities Corp. (AQN, AQN.TO) Avangrid, Inc. (AGR) Bluefield Solar Income Fund Ltd. (BSIF.L) Boralex (BLX.TO, BRLXF) Brookfield Renewable Partners L.P. (BEP) Capital Stage AG (CAP.DE) Edisun Power Europe AG (ESUN.SW) Elecnor, S.A. (ENO.MI) Foresight Solar Fund plc (FSFL.L) Global X YieldCo ETF (YLCO) Greencoat UK Wind PLC (UKW.L) Innergex Renewable Energy Inc. (INE.TO,INGXF) John Laing Environmental Assets Group Limited...

Waste-to-energy stocks are publicly traded companies whose business involves using municipal or other waste as a feedstock to create fuel or electricity.  Organic matter and plastics in a waste stream can be converted to fuel and/or electricity chemically, by means of pyrolysis, biologically such as in anaerobic digestion, or by incineration.  Alternatively, energy from waste can be captured from natural processes, such as in the collection of methane gas from landfills. This list was last updated on 6/23/2021 Active Energy Group PLC (AEG.L) Attis Industries, Inc. (ATIS) Babcock & Wilcox Enterprises, Inc. (BW) BioHiTech Global, Inc. (BHTG) Blue Sphere (BLSP) Capstone Microturbine (CPST) China Recycling Energy Corp....

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...

Electric Vehicle (EV) and Plug-in Electric Vehicle (PHEV) stocks are publicly traded companies which produce EVs or PHEVs, their components, or charging infrastructure. This list was last updated on 6/3/22. AeroVironment, Inc. (AVAV) Blink Charging Co. (BLNK) BYD Company, Ltd. (BYDDY) Enova Systems, Inc. (ENVS) EEStor Corporation (ZNNMF) Electrameccanica Vehicles Corp. (SOLO) Envision Solar International (EVSI) EVgo, Inc. (EVGO) Fisker (FSR) GreenPower Motor Co. (GPV.V) iShares Self-Driving EV and Tech ETF (IDRV) Kandi Technologies Corp. (KNDI) KraneShares Electric Vehicles and Future Mobility Index ETF (KARS) Leo Motors (LEOM) Lordstown Motors Corp. (RIDE) Navitas Semiconductor Corporation (NVTS) Nio Inc. (NIO) Nikola Corporation (NKLA) Proterra Inc. (PTRA) Tesla Motors, Inc. (TSLA) UQM Technologies (UQM) Valeo SA (FR.PA, VLEEF, VLEEY) Vision Marine Technologies Inc. (VMAR) VMoto Limited...

Biiofuel stocks are publicly traded companies whose business involves transportation fuels or any other form of liquid fuel made from plant or animal feedstocks (also called biomass).  Included (but listed separately) are ethanol and biodiesel stocks. Algae-Tec, Ltd. (ALGXY) Amyris, Inc. (AMRS) Andersons Inc (ANDE) Archer Daniels Midland (ADM) Calyx Bio-Ventures Inc. (CLX.V) Ceres, Inc. (CERE) Codexis, Inc. (CDXS) Dyadic International (DYAI) Dynamotive Energy Systems (DYMTF) Gevo, Inc. (GEVO) Green Earth Technologies (GETG) GreenHunter Energy (GRH) Greenshift Corporation (GERS) Metabolix, Inc. (MBLX) Neste Oil (NEF.F,NESTE.HE,NTOIY,NTOIF) Novozymes (NVZMY) Rentech (RTK) Viral Genetics, Inc. (VRAL) If you know of any biofuel stock that is not listed here or in the lists of ethanol or biodiesel stocks, and should be, please let...

by Debra Fiakas, CFA Greater energy density or the amount of energy stored is the mission of every battery developer.  The higher the energy density, the longer a battery can serve its owner.  Scientists have been adjusting circulating chemistry, cloaking electrodes in exotic metals, and otherwise tinkering with conventional battery designs.  Debate even spills over into the raw material supply chain as it has recently over the use of expensive and sometimes difficult to source cobalt as an additive to lithium ion battery designs.   Others are trying to tame silicon for use in battery anodes. Perhaps the most daring developers have abandoned conventional battery design...

by Debra Fiakas, CFA The post “Water:  Invisible Crisis” introduced a new series on water supply in Latin America, describing the lack of access to quality water despite a bountiful supply of rainfall and snow melt.  As the series has unfolded we have learned that water supply in Latin America is largely a local government undertaking.  Investment opportunities are limited to water management companies that sign on to operate government-owned infrastructure or water treatment solution providers. Water supply to the north has inched further into the commercial realm.  A discussion of water investment would not be completed without a look at private water suppliers in the...

Alternative Transportation Stocks are publicly traded companies that offer transportation options that use less fuel per passenger-mile or freight-mile than traditional options. Includes mass transit (both rail and bus), bicycles, and two wheel vehicles. A. P. Moller - Maersk Group (MAERSK-B.CO) Accell Group (ACCEL.AS) Blue Bird Corporation (BLBD) Bombardier Inc (BDRBF) Construcciones y Auxiliar de Ferrocarriles (0MK5.L) CSR Zhuzhou Electric Locomotive (ZHUZF) Canadian National Railway Company (CNI) Canadian Pacific Railway Limited (CP) CSX Corporation (CSX) Cubic Corporation (CUB) Dorel Industries (DIIBF) Firstgroup, PLC (FGP.L) Giant Manufacturing (9921.TW) Grande West Transportation Group Inc. (BUS.V) Great Lakes Dredge and Dock (GLDD) Greenbrier (GBX) L. B. Foster (FSTR) Merida Industry Co. Ltd. (9914.TW) National Express Group (NEX.L) New Flyer Industries (NFYEF, NFI.TO) Norfolk...