Scrappy Companies For Scrappy Investors
Alternative Energy Stocks
by Tom Konrad Ph.D., CFA
1M ago
By Tom Konrad, Ph.D., CFA Supply and Demand One uncomfortable fact for green investors is that the clean energy transition is going to require a lot more mines.  Lithium, nickel, cobalt, copper, manganese, graphite, even steel: just name and industrial commodity, and we’re probably going to need a lot more of it. Total mineral demand for clean energy technologies by scenario, 2010-2040 IEA, Total mineral demand for clean energy technologies by scenario, 2010-2040, IEA, Paris https://www.iea.org/data-and-statistics/charts/total-mineral-demand-for-clean-energy-technologies-by-scenario-2010 ..read more
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The Brookfield Renewable Energy Corporation Premium
Alternative Energy Stocks
by Tom Konrad Ph.D., CFA
1M ago
By Tom Konrad, Ph.D., CFA On Friday February 2nd, Brookfield Renewable (BEP and BEPC) reported earnings.  Judging by the immediate stock market reaction, many investors did not like the results.  Quarterly earnings actually beat expectations, but for Yieldcos like Brookfield, cash flow numbers and revenue (which can be more indicative of the company’s ability to pay and raise dividends) can be more important.  These fell short. The company attributes the cash flow shortfall to its own clients delaying payments at the end of December, in order to make their own financial statemen ..read more
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Yieldco Valuations Look Attractive
Alternative Energy Stocks
by Tom Konrad Ph.D., CFA
2M ago
By Tom Konrad Ph.D., CFA Despite a run-up in the fourth quarter of 2023, it has been a long time since valuations of clean energy stocks have been this cheap.  Perhaps it is worries about hostility towards clean energy under a new Trump administration, or disappointment at the slow implementation of the Inflation Reduction Act.  Whatever the cause, prices are low, and many clean energy stocks are likely to  produce good returns even if the political climate turns further against them. This is especially true for companies that are less dependent on favorable policy or subsidies ..read more
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EATV: An ETF for Investing in the Agricultural Transition (Interview)
Alternative Energy Stocks
by Tom Konrad Ph.D., CFA
5M ago
I met VegTech Invest CEO, Elysabeth Alfano at the 2023 ESG for Impact Conference, where she made a strong case for investing in food and agricultural systems innovation as a method for reducing greenhouse gas emissions and other environmental harms.  I wanted to learn more about the specific innovative companies she thinks are worth investing in, and so I interviewed her and VegTech Invest Chief Investment Officer, Dr. Sasha Goodman about these themes.  The interview follows.   Tom Konrad Ph.D., CFA – Elysabeth Alfano Editor  Q: Thanks for taking the time to speak with ..read more
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Transmission – The Bottleneck We All Saw Coming
Alternative Energy Stocks
by guest
1y ago
by Paula Mints Transmission and distribution is the process of getting electricity from the point of generation to the point of use. Unfortunately, upgrades, maintenance, and the need to extend the electricity infrastructure from point a to point b are often ignored. Also ignored are infrastructure designs that support a distributed grid with renewable energy sources of electricity. Transmission bottlenecks are the utterly foreseeable consequence of accelerated solar and wind deployment. As countries worldwide were announcing RE goals, holding auctions, and providing incentives, system operato ..read more
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2023: Looking Up Like the 2009 Disney Movie
Alternative Energy Stocks
by Tom Konrad Ph.D., CFA
1y ago
There is no shortage of things to worry about as we start 2023.  The Federal Reserve is (rightly, in our opinion) worried about inflation becoming entrenched, and so is likely to continue hiking interest rates for much of 2023.  Putin looks unlikely to concede defeat in Ukraine, and his desperation may lead to escalation, potentially even of the nuclear variety.  California seems to be washing away while remaining in a drought.  China has loosened the zero-Covid policies that helped the country continue functioning during the first stage of the pandemic, while much of the r ..read more
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How New Battery Applications Will Disrupt the Home Generator Market
Alternative Energy Stocks
by Tom Konrad Ph.D., CFA
1y ago
By Tom Konrad Ph.D., CFA The market for reliable back-up power in homes and businesses is booming. With more people working from home and increasing news coverage of power outages due to severe weather events and public safety power shutoffs in California (not to mention domestic terrorism), power reliability seems like it’s destined for a long term boom. New Competition A decade ago, if you wanted backup power, a generator was the only option.  Now, there are an increasing number of battery-based alternatives beginning to compete with generators to provide back-up power.  While most ..read more
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Ten Clean Energy Stocks of 2022/3 – July Returns
Alternative Energy Stocks
by Tom Konrad Ph.D., CFA
1y ago
Here are the numbers.  I hope to write some market commentary to go with them soon. Disclosure: Long all the stocks in the 10 Clean Energy Stocks model portfolio. The post Ten Clean Energy Stocks of 2022/3 – July Returns appeared first on Alternative Energy Stocks ..read more
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Five Green REITs
Alternative Energy Stocks
by Tom Konrad Ph.D., CFA
1y ago
by Tom Konrad Ph.D., CFA Why Green Buildings are Profitable Buildings Buildings are responsible for approximately a third of greenhouse gas emissions, so making buildings more efficient and switching them to renewable sources of energy is an essential part in addressing climate change. Fortunately, new technologies such as cold climate heat pumps, heat pump water heaters, induction stoves, as well as the ever falling cost of renewable electricity and improvements to insulation and building envelopes often provide opportunities to improve buildings while achieving extremely attractive investmen ..read more
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10 Clean Energy Stocks for 2022-2023: The List
Alternative Energy Stocks
by Tom Konrad Ph.D., CFA
1y ago
By Tom Konrad, Ph.D., CFA With the launch of my (green dividend income focused) hedge fund early this year, I had to take a hiatus from publishing my annual list of 10 Clean Energy Stocks that I feel will do well in the coming year.  Since my duty to clients takes precedence over readers, I could not tell people about stocks I liked before buying them for the fund. As we complete the first half of the year, the fund is now largely invested, although I am still keeping some buying power back in anticipation that the overall market could easily fall further, leading to even better opportuni ..read more
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