Clean Energy Stocks Shopping List: Solar Stocks
The market correction I've been expecting seems to have begun. If it continues, I will start buying again. Here are five solar (and solar balance of system) stocks I'd buy at the right price. Tom Konrad, Ph.D., CFA This article continues my Clean Energy Stocks Shopping List series. So far I've brought you: Five clean transport stocks, I looked at why it makes sense to wait for better prices, Five Energy Efficiency stocks (always my favorite sector), and Five Electric Transmission Stocks. Two Landfill Gas and Three Geothermal Stocks Long-time readers will know that I don't...
$3 Billion For Cleantech & Alt Energy
Charles Morand The DOE made public earlier today the amount of money that will awarded to clean power projects in lieu of the usual tax breaks: $3 billion. This will allow project proponents to receive a direct cash grant now instead of a Production Tax Credit or an Investment Tax Credit later on. The guidance document notes the following: "Section 1603 of the Act’s tax title, the American Recovery and Reinvestment Tax Act, appropriates funds for payments to persons who place in service specified energy property during 2009 or 2010 or after 2010 if construction began...
From Solar 2009: Investment Opportunities in Solar Stocks: Solar Millennium (SMLNF.PK)
Tom Konrad, Ph.D. This is the third in a series of entries on opportunities in solar stocks, based on a panel at Solar 2009. The the first article introduced the panelists, and took a look at the solar sector as a whole. The second was about First Solar. Allen Goodman on Solar Millennium (SMLNF.PK) "Project developers stand out because of their ability to have a relationship with the customer." Peter Lynch on Solar Millennium (SMLNF.PK) "I liked Solar Millennium before it ran up to $90 last year, I liked it at $90, and I like it today at...
A Solar Technology for Every Application
Acciona's financing of Nevada Solar One, and a recent series of a financing, a prominent hire, and a big announcement from Concentrating Linear Fresnel Reflector (CLFR) developer Ausra has been keeping long-underappreciated Concentrating Solar Power (CSP) technology in the news recently. I consider this great news, because the potential for cheap thermal storage of CSP and the gigantic size of the available resource means that CSP is likely to provide the backbone of reliability for any future decarbonized electric grid where the clear skies which it requires to operate properly and sufficient transmission are available. But CSP is...
Alternative Energy Gets Real
BusinessWeek has written an article about the investment opportunities available int he Alternative Energy marketplace. Renewable energy is booming. The use of solar power has been growing by more than 30% a year and, except for a hiccup in 2004 when Congress delayed renewing a tax credit so has wind power. Ethanol is heading for record production levels. And there's no end in sight, given high oil and gas prices, an increasing number of government mandates and incentives, and the first real steps toward tackling global warming. Clean Edge Inc., a research and strategy consultant, predicts...
Power REIT’s First Solar Deal
Tom Konrad The 5.7 MW Solar Farm in Salisbury, MA is the largest solar farm in New England. The land under if was purchased by Power REIT (NYSE:PW) in December. Photo source: Power REIT I first wrote about Power REIT’s (NYSE:PW) plans to invest in renewable energy real estate in May 2012. The intent was to buy the real estate underlying a solar, wind, or other renewable energy project, charging the project owners rent. This can be done profitably because REITs often have a lower cost of capital...
Spire to Provide a PV Module Manufacturing Line to Solaria Energia y Medio Ambiente,...
Spire Corp (SPIR) announced that it has executed a contract to provide Solaria Energia y Medio Ambiente, of Madrid, Spain, a customized SPI-LINE(TM) turnkey photovoltaic (PV) module production line. Spire's advanced PV module manufacturing equipment and process technology provided will enable Solaria to manufacture state-of-the-art photovoltaic modules from solar cells to address the rapidly growing needs of the European market. The modules produced from the line will be used for on-grid and off-grid electrification projects in Spain and elsewhere.
Another State Mandate for Alternative Energy
Right on the heels of Colorado passing Amendment 37, Pennsylvania is waiting for State House approval on the passage of their own legislation mandating clean energy production. This new bill states that by 2020, utilities would be required to provide 18 percent of the electricity used in Pennsylvania from alternative sources, like wind, solar and waste coal. Wind should be the big winner for this region.
Solar Headwinds, Part II
Tom Konrad, CFA Prospective investors in solar manufacturers should consider the competitive forces that constrain the industry's long-term profitability. In the first part of this series, I showed how a competitive analysis of the corn ethanol industry in early 2007 illuminated the forces that soon caused ethanol company stock prices to collapse in late 2007. I also implied that the solar cell manufacturers, including industry leaders such as Sunpower (SPWRA) and First Solar (FSLR) are vulnerable to these forces and may not be able to maintain high returns on capital over the long term. I'm not...
WorldWater & Power Corp. Wins $1.9 Million Bid from Liberty Science Center for Two...
Worldwater Corp (WWAT) announced that it has won a $1.9 million dollar bid award to design and install two solar electric systems at the Liberty Science Center, the most visited science museum in New Jersey. One photovoltaic installation, a 122 kW unit, is to be mounted on the roof of the newly expanded Liberty Science Center facility and will face the Statue of Liberty as a symbol of clean, renewable energy. The other, a 105 kW installation, is a "Solar Walkway" that will lead from the bus parking lot to the center's main entrance. Here, overhead solar panels...
Community Solar Providers In Rochester Gas and Electric Territory
See the Buyer's Guide to New York Community Solar for details on how New York community solar works and lists for other utility territories.
Updated 9/9/2020.
VENDOR LINK
PRICING STRUCTURE
ADDITIONAL COMMENTS
SPECIAL OFFERS
Ampion
10% discount subscription model
Free cancellation at any time, excess credit is banked
Astral Power
10% discount subscription model
No cancellation fee. Bill needed in customer’s name
$100 check and $100 donation to  Foodlink
Community Power Partners
10% discount subscription model
no cancellation fee with 90 days notice, no credit checks and no payment information required
Renovus Solar
Purchase Model with small annual maintenance fee. Discount subscription models also offered.
Panel custom-built to suit need, credits forwarded to electricity bill
Use code "AltEnergyStocks"...
Stock Market Advice for Solar Energy Investors
J. Peter Lynch I have been reading your articles for years and always thought your stock market related insight was interesting and helpful for me as an investor. At the current time I am worried about the market and am wondering where you think the market is currently, given the major run up we have had in the past year. I would also be curious about your view on solar stocks and what you see for them. Claude M., France. Claude, great questions. You are really going to make me think about this one. Sorry...
Solar Headwinds, Part I
How Solar PV is like Ethanol Tom Konrad, CFA High levels of competition in the the solar photovoltaic (PV) industry mean that buy-and-hold investors should look elsewhere. In May 2007, I published a competitive analysis of the corn Ethanol industry based on Michael Porter's classic Five Competitive Forces model. At the time, Ethanol stocks were flying high, but my conclusion was that "the prospective ethanol investor should be very careful about investing in corn ethanol producers at random." If anything, I understated the case. This chart shows three ethanol stocks that have survived since 2007. As...
NAI Global and WorldWater & Power Team to Provide Building Owners with Cost-Saving Solar...
Worldwater Corp (WWAT) and NAI Global have signed an agreement to introduce their solar energy technology to the NAI Global network of commercial property managers and clients. NAI Global will work with WorldWater & Power to identify prospects for the purchase of equipment, electric power or services from WorldWater & Power, a developer and marketer of proprietary high-powered solar systems. In addition, NAI Global may aid in purchase negotiations and governmental approvals necessary for the construction of projects.
DayStar Technologies Unveils LightFoil(TM) Photovoltaic Product for Military and Homeland Security Applications
DayStar Technologies Inc (DSTI) unveiled LightFoil(TM) for high specific power applications. This proprietary alternative energy solution is the first of many highly anticipated Photovoltaic Foil products expected from DayStar. Military and Homeland Security applications for LightFoil(TM) include high altitude airships (HAA), winged unmanned aerial vehicles (UAV), and orbital applications for next generation satellite craft. The product meets the low weight, high power, and form flexibility metrics required by onboard power generation systems for these weight sensitive applications.
Evergreen Solar Unveils Major Thin Wafer Breakthrough for Its String Ribbon Technology
Evergreen Solar Inc (ESLR) announced a major advance in the development of its String Ribbon(TM) manufacturing process that has the potential to produce silicon wafers thinner than 150 microns. The Company has filed a patent application for its thin wafer technology. "Evergreen Solar's mission since its inception has been to produce high-quality solar products at a fraction of the cost of conventional methods," said Richard M. Feldt, President and Chief Executive Officer. "Today we are announcing an important step in realizing that goal. With the latest enhancement to our Gemini II double ribbon growth process, Evergreen Solar has...
