The Week in Cleantech (Sep. 16 to Sep. 22) - More Solar Thermal, More Storage, and a Better Grid
from AltEnergyStocks.com
On Tuesday, Andrea Quong at Red Herring told us that investors reaped returns on clean energy. A quick look at returns in the European cleantech VC and PE spaces.
On Wednesday, Emily Gertz at World Changing gave us the run-down on the legal climate on climate change. This action by NY's Attorney General formalizes what many have been saying for a while - certain power gen companies, and the investors that own them, could be exposed to serious regulatory risks related to global warming in the years ahead. Strangely, those companies and their investors often seem to favor the ostrich approach.
On Wednesday, Steve Gelsi kept up with T-Boone Pickens for us. Interesting that Pickens decided to go boutique with this IPO. This is a very interesting business model and probably a growth stock worth keeping an eye on. More broadly, it's always interesting to hear an energy legend talk about where energy is going.
On Wednesday, Todd Woody at the Green Wombat wondered whether the sun could power the US. This is article raises some interesting questions about the capacity for alternative energy combined with large-scale storage to provide reliable base-load power. As our regular readers know, Tom is a big fan of solar thermal and we both very much like storage.
On Thursday, North American Wind Power informed us that a new consortium was bring formed in California to facilitate the integration of renewable energy into the grid. This is an important piece of news. Transmission is one of the most critical hurdles to alternative energy growth, and proactive measures specifically targeted at renewable energy hotspots could be provide a major lifeline for future expansion.
On Friday, Martin LaMonica informed us that a "clean coal" start-up had just raised $100m. This outfit has some significant backers, both in the industry side (Dow, AES, Suncor) and on the VC side (Kleiner Perkins). Its target area of operation, Alberta's tar sands, is fast becoming the number one North American greenhouse gas emitting region. Investors should keep an eye on Alberta not only because of its oil sands, but also because it is a prime market for rolling out greenhouse gas control technologies.
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!
Posted by Charles Morand
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Alternative energy stocks and other renewable power investments are a core component of ethical investing portfolios. Find info on Alternative Energy websites, research solar power, locate renewable power information and solar energy companies online. Links to info on clean fuels, solar power as a peace technology, solar energy stocks and clean power mutual funds.
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Sunday, September 23, 2007
Alternative Energy Stocks provide years of upside
The Week in Cleantech (Sep. 2 to Sep. 8) - Is Geothermal Really Alternative Energy's Klondike?
from http://www.altenergystocks.com/
On Wednesday, Energy Tech Stocks gave us the heads up on a recent warning by Raymond James & Associate about declining oil production. Interesting to see a thesis that was derided as pure fantasy as recently as two years ago slowly creeping up into the mainstream.
On Thursday, Sam Abuelsamid at Autoblog Green opined that CO2 regulations in Europe could place the balance of power on the auto parts suppliers' side in the fight for profit margins. We have noted in the past how some of the most interesting (and 'safest') clean car investment opportunities rested with parts manufacturers. Besides CO2 regulations in Europe, tightening fuel efficiency standards the world over should help parts manufacturers do well relative to car makers.
On Thursday, Andrea Quong at Red Herring informed us that VCs were striking out for greener pastures. It is always interesting to know where cleantech venture capitalists are turning their attention to.
On Thursday, Biopact reported on China's latest alternative energy plans. Of course the caveat with this grand scheme is that half of the proposed US$265 billion will go toward large hydro, which tends to receive mixed reviews from just about everyone. Nevertheless, US$133 billion in investments in biofuels, bioenergy, wind and other forms of alternative energy, not to mention pollution control, will create very interesting opportunities for a variety of different companies.
On Friday, Rob Day, formerly of Cleantech Investing and now with Greentech Media, outlined for us the main barriers to adoption of energy efficiency applications in commercial buildings. An interesting piece that partly explains why, despite seemingly compelling economics, energy efficiency technologies such as smart metering aren't taking off as fast as could be expected.
On Friday, Jim Fraser at The Energy Blog reported on a small Icelandic bank's big bet on geothermal. Geothermal tends to fade in and out of the alternative energy newswire, yet it may be one of the most compelling alternative energy investment stories out there. I haven't read the report but I trust that it is packed with very useful information for the would-be geothermal investor.
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!
Posted by Charles Morand
from http://www.altenergystocks.com/
On Wednesday, Energy Tech Stocks gave us the heads up on a recent warning by Raymond James & Associate about declining oil production. Interesting to see a thesis that was derided as pure fantasy as recently as two years ago slowly creeping up into the mainstream.
On Thursday, Sam Abuelsamid at Autoblog Green opined that CO2 regulations in Europe could place the balance of power on the auto parts suppliers' side in the fight for profit margins. We have noted in the past how some of the most interesting (and 'safest') clean car investment opportunities rested with parts manufacturers. Besides CO2 regulations in Europe, tightening fuel efficiency standards the world over should help parts manufacturers do well relative to car makers.
On Thursday, Andrea Quong at Red Herring informed us that VCs were striking out for greener pastures. It is always interesting to know where cleantech venture capitalists are turning their attention to.
On Thursday, Biopact reported on China's latest alternative energy plans. Of course the caveat with this grand scheme is that half of the proposed US$265 billion will go toward large hydro, which tends to receive mixed reviews from just about everyone. Nevertheless, US$133 billion in investments in biofuels, bioenergy, wind and other forms of alternative energy, not to mention pollution control, will create very interesting opportunities for a variety of different companies.
On Friday, Rob Day, formerly of Cleantech Investing and now with Greentech Media, outlined for us the main barriers to adoption of energy efficiency applications in commercial buildings. An interesting piece that partly explains why, despite seemingly compelling economics, energy efficiency technologies such as smart metering aren't taking off as fast as could be expected.
On Friday, Jim Fraser at The Energy Blog reported on a small Icelandic bank's big bet on geothermal. Geothermal tends to fade in and out of the alternative energy newswire, yet it may be one of the most compelling alternative energy investment stories out there. I haven't read the report but I trust that it is packed with very useful information for the would-be geothermal investor.
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!
Posted by Charles Morand
Saturday, September 22, 2007
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Welcome to SolarIntell.com, your website for solar energy investing, renewable energy news, alternative power sources, natural energy such as windpower, photovoltaic solar, biomass / biofuels, hydro, geothermal, co-generation and conservation.
Feel free to post links to other pure energy and ecology resources!
Peace,
Yuya Joe
Feel free to post links to other pure energy and ecology resources!
Peace,
Yuya Joe
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WARNING: Investing in common equity of public companies is a high risk, high potential reward activity. Owning investments in individual alternative energy companies is for high risk investors only, and medium risk investors should consider green mutual funds, clean energy funds, renewable power index funds and other sector plays. Even then, these should be owned as part of a widely diversified portfolio. There is a gathering mania for investing in publicly-traded alternative energy companies, similar to the computer, technology, internet and banking / real estate booms of the past two decades. There will be some nasty corrections along the way, and some years from now when they come crashing down en masse, the world will still benefit from all the amazingly advanced clean and efficient energy technology created during the bull run. (Above note re-written March 2009 as my earlier prediction of a market top and a crash in the sector starting in August '09 was hastened by the credit markets collapse and began in August 2008, before the bubble had fully formed. Of all the sectors in the equity markets, clean energy has the best prospects to assume market leadership and public favour; we are bouncing aong the bottom still, and those who have followed our guidance to begin including (in a judiciously blended portfolio of cash, bonds, stocks and yes, um... real estate) green energy investment funds dollar-cost-averaging programs in Winter and Spring of 2009 are well positioned for longterm capital growth.)
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