The Week In Cleantech (June 8 – June 14) – Are Large Industrials Going...
On Tuesday, Eize de Vries at Renewable Energy World described the challenges of growth for us. A very detailed article on where the main tension points are in the global wind value chain. On Tuesday, Tate Dwinnell at Self Investors told us that wind ETFs were coming. At last North American can play wind directly. On Wednesday, Energy Tech Stocks informed us that a new FERC forecast indicates U.S. demand response firms should do well this summer. An interesting piece of insight from FERC, and noteworthy that demand response is increasingly seen as an effective peak...
The Week in Cleantech: Feb. 26 to Mar. 2
The Week in Cleantech is a weekly roundup of our favorite cleantech and alt energy blog posts and stories from across the web. If you know of a good piece that you think should be included here, don't hesitate to let us know! This week, we particularly liked... On Monday, Jim Fraser at The Energy Blog warned that high grain prices could threaten the viability of ethanol. On Tuesday, Rob Day at Cleantech Investing looked at the numbers for us. On Tuesday, Dana Childs at Inside Greentech told us how an insurer warned oil...
The Week In Cleantech: March 13-19, 2012
Jeff Siegel March 13: Do Tesla (NASDAQ:TSLA) Shorts Get Burned? LED-maker Energy Focus, Inc. (OTCBB:EFOI) announced this morning that it entered into a 5-year cooperation agreement with Communal International, Inc. Under the terms of the deal, Communal will introduce Energy Focus to new potential customers in Asia and assist in reducing manufacturing cost. This is a stock we played a few years ago for massive gains after the company landed a number of deals with the U.S. Military. Not sure how today's news will impact the stock, but it could be good for a quick pop....
The Week in Cleantech (Nov. 11 to Nov. 17) – Is The Era Of...
The December edition of Bloomberg Markets Magazine is devoted partly to the rise of carbon capitalism. An interesting series of articles on the budding carbon economy. While there are currently few ways for North American investors to play this, I continue to believe that this is an area the environmental investor must keep an eye on. On Monday, Jim Kingsdale at Seeking Alpha discussed ethanol and biodiesel: two very different biofuels. This is an interesting piece with a bullish outlook for two biodiesel stocks. Biodiesel often lingers in the shadow of ethanol in North America, yet it is...
The Week In Cleantech- 4/14/12
Capstone(CPST), Siemens (SI) and China BAK(CBAK) announce deals; Brightsource withdraws IPO. Jeff Siegel and Tom Konrad April 9: Capstone Turbine (NASDAQ:CPST) Lands Another 10 Megawatts JS: Capstone Turbine (NASDAQ:CPST) announced this morning that it received about 10 megawatts worth of new orders from two oil and gas producers in the Eagle Ford shale play. For the past few years we've seen Capstone become one of the many beneficiaries of the oil & gas boom in the U.S. I expect to see Capstone continue to benefit from this space. That's the good news....
The Week in Cleantech: Feb. 19 to Feb. 23
The Week in Cleantech is a weekly roundup of our favorite cleantech and alt energy blog posts and stories from across the web. If you know of a good piece that you think should be included here, don't hesitate to let us know! This week, we particularly liked... On Tuesday, Tyler Hamilton at Clean Break told us to stop obsessing about corn. On Tuesday, Anders Bylund at The Motley Fool discussed 3 stocks that missed the mark. Stock discussed: Evergreen Solar . On Thursday, Jennifer Openshaw at TheStreet.com informed us that it might be...
The Week in Cleantech (Jan. 13 to Jan. 19) – CO2 ‘Wildcatting’: The Next...
On Sunday, Cory Jenkins at Seeking Alpha told us about the next green energy phenomenon. The carbon offset space where credit origination is coupled with commoditization of what would otherwise be 'waste' (i.e. methane from livestock can be used to produce power instead of vented into the atmosphere) is a space I am very excited about. Some of you may have read the article in the December edition of Bloomberg Magazine on privately-owned Blue Source, and, if you haven't, I'd definitely recommend it. I think the business model makes an increasing amount of sense the more whatever you initially...
The Week in Cleantech, September 1-6, 2008: Solar also Rises; Batteries are Something to...
In Solar, New Energy Finance told us that Spain had raised the cap on new solar capacity, but not enough to appease critics. Ucilia Wang at Greentech Media brought us analysts' picks for 2009's winning Solar stocks, but they didn't mention Sharp (SHCAY.PK), which GoodCleanTech told us had developed a technique to halve silicon wafer costs. In Clean Transportation, Autoblog Green brought us Insight into Honda's new Global Hybrid. And Autoboog Green also told us GM's Lutz was bragging about the Volt's "flawless" batteries, GoodCleanTech introduced Mazda's plans for a rival. Treehugger...
The Week In Cleantech: March 24, 2012
Jeff Siegel March 20: Another Solar Stock Disappoints IBC Advanced Alloys Corp. (TSX-V:IB) (PINK SHEETS:IAALF), a beryllium alloy producer that's doing some ground-breaking work in the world of nuclear fuels, announced this morning that its advanced castings are being supplied for the European Space Agency's Automated Transfer Vehicle, which is expected to dock with the International Space Station in a little over a week. For the sake of clarification, IBC serves a variety of industries, including automotive, telecommunications and a number of industrial applications. But I actually started following this one after discovering the...
The Week In Cleantech (May 3 – May 10) – Big News For Energy...
On Sunday, Jim Fraser at Energy Blog reported a claim by Sungri that it can produce 5-7 cents per kWh CSP. This is quite the claim, and if true, would represent nothing short of big bang for the solar space. Nevertheless, I remain wholly unconvinced. On Sunday, John Laumer at TreeHugger told us that Waste Management was going to fuel Altamont (CA) area trucks with landfill-harvested liquid natural gas. Landfill gas (LFG) can be used for both power generation and for liquid fuel production. I did a bit of research into this a few months ago and, with...
The Week in Cleantech (Jan. 20 to Jan. 26) – Renewable Energy Is Coming...
On Tuesday, Todd Woody at Green Wombat told us the the clock was ticking on the crucial solar investment tax credit. When the solar ITC was dropped, the potential impacts were unclear although many folks had a good idea of what might happen. It now seems as though this is indeed throwing a spoke in the wheel of more solar development in the US, although industry leaders apparently remain sanguine. Given the amount of debt financing solar developments typically get, throw on top of ITC concerns high levels of uncertainty in capital markets over the direction of the...
The Week in Cleantech: Apr. 23 to Apr. 27 – An Ethanol Conspiracy Theory?
The Week in Cleantech is a weekly roundup of our favorite cleantech and alt energy blog posts and stories from across the web. If you know of a good piece that you think should be included here, don't hesitate to let us know! This week, we particularly liked... On Tuesday, Tyler Hamilton at Clean Break informed us that solar growth was expected to shine strong. The numbers are very impressive indeed, but it could be argued that a lot of that future growth is already priced in many of the more high-profile solar plays. On...
Two Perspectives on A123, Solar’s Strong Showing in Q1: The Week In Cleantech: 6-15-2012
Jeff Siegel and Tom Konrad June 11: A trade complaint may filed against Chinese solar manufacturers in the EU TK: The EU is still a much larger market than the US, which already has countervailing duties. China's largest panel makers, will likely shift their focus to China's domestic market while boosting production. More here. June 12: A123 (AONE) announces battery new technology TK: A123 (NASD:AONE) says their new Nanophosphate EXT technology will allows lithium ion batteries to operate at extreme temperatures, eliminating the need for liquid cooling systems in EVs, and reducing the cost...
The Week in Cleantech (Nov. 4 to Nov. 10) – Cellulosic Is Here!
On Monday, Richard Stuebi at Cleantech Blog highlighted the extent to which NBC is in the dark about energy efficiency. I couldn't agree more with Stuebi here - this idea is so painfully bad that it's a bit of a mystery why anyone in their right minds would agree to it. In the space of a few minutes, GE likely managed to undermine over two years of flashy press events and other publicity stunts aimed at convincing investors and the populace that "green is green." If Alt Energy Stocks awarded a prize for misplay of the week, this would...
Solar Installations Booming, EV Sales Soar: The Week In Cleantech, 12-15-2012
Jeff Siegel December 10: 47,500 Electric Cars Electric Car Sales Soar. . .Again In case you missed it, Todd Woody over at Forbes reported last week that electric car sales reached a record in November for the fourth consecutive month. Total sales of electric cars for 2012 are now up to 47,500. You can read the entire piece here. Chinese Win Bid for US Battery Maker Well, we thought Johnson Controls (NYSE:JCI) was going to take the lead on this one. We were wrong. Wanxiang America Corporation has just picked up nearly all...
The Week in Cleantech: Apr. 30 to May 4 – Are We In A...
The Week in Cleantech is a weekly roundup of our favorite cleantech and alt energy blog posts and stories from across the web. If you know of a good piece that you think should be included here, don't hesitate to let us know! This week, we particularly liked... On Monday, I received an email from the good folks at Lux Research informing me that they had just released a study looking into the 2006 cleantech VC investment numbers (PDF document). Before I had a chance to go over the press release, The New York Times had...