The Week In Cleantech (Jul 20 to Jul 26) – Will The US Solar...

On Sunday, Edgar A. Gunther at Gunther Portfolio provided some silicon updates from Intesolar North America 2008. Solar investors never get enough silicon updates, so here's another one! On Monday, Stacy Feldman at Solve Climate told us that China was now making increasingly more wind power parts. Actually, she is reporting on an article that was written last week and that I missed because I took a break from the Week In Cleantech last weekend. With regards to Chinese companies active in wind, we already list some in our Cleantech Stocks section, and will be sure to keep...

The Week In Cleantech: March 31, 2012

Jeff Siegel March 26: Tesla Motors (NASDAQ:TSLA) Upgraded to $49 A123 Systems (NASDAQ:AONE) announced today that it will have to replace battery modules and packs that may contain defective cells. The replacement is likely to cost about $55 million. The stock is down about 4 percent in pre-market. If the broader market stays positive today, the damage could be contained. I expect to see a number of follow-up articles blasting A123 because, well, the company works in the electric vehicle space and it's received government support. The combination of the two makes it a popular target....

The Week In Cleantech (Aug. 17 to Aug. 23) – Do We Need An...

The Economist is currently running an interesting poll on whether we can solve our energy problems with existing technologies or whether we will need breakthrough innovations. Add your vote! On Sunday, Domenick Yoney at AutoBlog Green told us that electric bike sales were soaring world-wide. I'm not sure what's a good play on this, but an interesting trend to note nonetheless. On Monday, Matthew McDermott at TreeHugger told us about another biofuel feedstock we may not have considered. Earlier this summer, David Pauly at Bloomberg was telling us about yet another such potential feedstock, which apparently is...

The Week In Cleantech-4/20/12: Solar Industry Consolidation, Fact and Fiction

Jeff Siegel and Tom Konrad April 16: Canadian Solar (NASDAQ:CSIQ) Soars in Pre-Market JS: Capstone Turbine (NASDAQ:CPST) announced this morning that it landed a deal with a Michigan hospital to supply a dual-mode C1000 Power Package. The unit will provide both prime and backup power to save energy and increase reliability at the facility. Not sure how much this will do for the stock today, but I still maintain that Capstone Turbine below $1.00 is a gift. Particularly for those who can exercise a little patience. Consolidation looks to continue in the...

The Week in Cleantech: Jan. 22 to Jan. 26

The Week in Cleantech is a weekly roundup of our favorite clean tech 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, David Roberts at Gristmill gave us Vinod Khosla's forecast for 2007 (thanks to Tyler at Clean Break for this one). On Monday, Jack Uldrich at The Motley Fool noted how the solar industry is getting its lobbying act together and going to Washington. Stocks...

The Week In Cleantech (Sep. 21 to Sep. 27) – Tax Credit Or No...

In Solar, John Gilluly at The Chip Stock Trader let us know that help was on the way for solar stocks. An interesting take on the solar installation business with a stock pick - Akeena Solar (AKNS). But Keith Johnson at the WSJ's Environmental Capital suggested everyone should put away the champagne: the much awaited bill extending tax credits for solar and wind, it seems, may not be passed this session. Failure to agree on a bailout plan over the weekend would just about fully re-load the gun for solar shorts to get back to work next...

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 (Sep. 14 to Sep. 20) – White Roofs A New...

In Solar, Eric Savitz at Barron's Tech Trader Daily wondered whether stock loan deals would be repaid. It's always important for shareholders to pay attention to which financing structures companies chose. In this case, if you understood this well, it could have a been good lateral short play on Lehman's problems. However, if you were long ESLR and had not paid this financing too much attention, you were probably not pleasantly surprised. Good CleanTech let us know about a new report claiming that thin-film will make up a whooping 40% of the solar PV market by 2012....

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: May 28 to June 1 – Emissions Trading More Than...

On Tuesday, I learned from a reader that a CO2 emissions trading platform for California, called the California Climate Exchange, had just been launched. The new California carbon bourse will look to service organizations with emission reduction obligations under the state's AB 32. Who's behind this? None other than Climate Exchange plc (CXCHF.PK), a company we've discussed on several occasions in the past. On Wednesday, Mark Gongloff at the WSJ's Energy Roundup informed us that HSBC was going green. This is the latest in a series of similar commitments by global financial institutions. Good business sense or a...

The Week in Cleantech (Sep. 9 to Sep. 15) – TXU In, SaskPower Out!

On Tuesday, Mark Gongloff at the WSJ's Energy Roundup informed us that Alcoa couldn't wait to go geothermal. This is indeed an interesting development. Aluminum smelters are some of the most electricity-intensive industrial processes around, and, in a context of rising energy prices, there are very real incentives to explore alternatives for firms in this industry. On Wednesday, Kevin Bullis at Technology Review looked into making cheaper solar cells for us. Could Heliovolt be the next First Solar (NASDAQ:FSLR)? On Wednesday, Tyler Hamilton at Clean Break warned us of the inherent limitations of so-called "clean coal". The...

The Week in Cleantech: June 4 to June 8 – Is China Really Getting...

This week, we particularly liked... On Monday, Andrea Quong at Red Herring told us how China was about to take aim at global warming. This is latest move by the Chinese government only reinforces the perception already held by many industry observers that China is on its way to becoming a true global powerhouse for alternative energy. On Tuesday, Martin LaMonica at CNET Newsblog informed us that cleantech investing was surpassing telecom and medical devices. Another day, another report report pointing to exceptional and sustained growth in the cleantech sector. This is nothing to alleviate fears...

The Week in Cleantech (Aug. 12 to Aug. 18) – Bubble or Biggest Investment...

On Sunday, Dan Lewis at AEI wondered what we could re-weight the dollar exposure of alternative energy into. An interesting take on global monetary policy and alternative energy investing. On Monday, Kevin Bullis at Technology Review informed us that novel batteries were getting a boost. This is a big vote of confidence for A123. The growing interest from consumers and policy-makers in hybrids and HEVs will make batteries an essential area to keep an eye on for the cleantech investor. On Thursday, Todd Woody at Green Wombat informed us that big banks were backing big solar. The...

The Week In Cleantech (Aug. 24 to Aug. 30) – And The Tax Credit...

On Sunday, Technology Review showed us the first tidal power generator. Harnessing the ocean's power is the next frontier in utility-scale alternative power generation, but this has so far proven difficult given all that the sea can throw at what humans try to put in it. This installation produces power at a hefty 0.30 to 0.40/kWh, but scale can bring this down to 0.20/kWh. Cut that in half again and now you're talking. On Monday, Clean Edge told us that Schott was planning a partial spin-off of its PV unit through an IPO. Given the headwinds the Eurozone...

The Week in Cleantech: Feb. 12 to Feb. 16

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, Tate Dwinnell at SelfInvestors told us how to profit from the Advanced Energy Initiative, part II. Stocks discussed: Fuel Tech , Exelon Corp , Entergy Corp , Cameco Corp , Energy Metals Corp , Usec Inc. . On Monday, George Gutowski at Financial Skeptic...

The Week in Cleantech (Sep. 30 to Oct. 6) – A Good Week for...

On Sunday, Sebastian Blanco at AutoBlog Green informed us that European biodiesel producers were intent on stopping the "US biofuel invasion". I have long argued that the drive to ramp up biofuel production in the US was more about placating the farming lobby than it was about global warming or weaning America off foreign oil. It follows, then, that just like agriculture, generous biofuel subsidies are going to lead to frictions in the international trading system. The same is true, by the way, for Europe. To be continued... On Monday, Eli Hoffman at Seeking Alpha reported that...
Close Bitnami banner
Bitnami