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: Feb. 5 to Feb. 9
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, Tim Hussar at Finding Cents in the Market broke into biodiesel for us. Stocks discussed are: Nova Biosource Fuels and NewGen Technologies . Thanks to SeekingAlpha for this one. On Tuesday, Bret Arends at TheStreet.com told us how Cheney's fund manager wasn't too happy...
The Week in Cleantech (Feb. 24 to Mar. 1) – Solar: From Darling To...
On Sunday, TraderMark at Fund My Mutual Fund opined that the solar sector was headed for a shakeout. Well, he didn't quite opine that...he reported the major points from Greentech Media's Solar Market Outlook event. The main conclusion is that it's not only 2008 that's going to be a tough year for solar, but rather the next 3 to 4 years as the industry matures and consolidates. TraderMark argues that the solar sector will follow a boom-bust-echo path; we're currently just exiting boom times (read: incredibly rich valuations times) and the whole think is about to go bust, but...
The Week in Cleantech (Nov. 18 to Nov. 24) – Ethanol: Making Losers Of...
On Monday, Joe Carroll and Mario Parker at Bloomberg News argued that the current ethanol bust was making losers of Bush, Gates and D.E. Shaw. We are proud to say that at AltEnergyStocks.com, we have always been corn ethanol bears, even when many of these stocks were trending up. But beyond bragging about our foresight, which, by the way, was shared by several people, the current fiasco is a cautionary tale of the dangers of government trying to create a winner industry when that industry makes no sense on most levels. Things may change, but to date all that...
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...
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 (Sep. 2 to Sep. 8) – Is Geothermal Really Alternative...
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...
The Week in Cleantech (Feb. 3 to Feb. 9) – Happy Year Of The...
On Monday, Lisa Lee at Reuters informed us that banks were to weigh CO2 emissions in power lending. This is, without a doubt, the story of the week. However, anybody who has been following this space knew that the writing was on the wall. Cai Steger at The Invisible Green Hand put together a comprehensive list of coal power projects that have either been canceled or put on hold due to environmental concerns in the recent past. Somewhat paradoxically, the same week, a major US coal export terminal announced that it was boosting capacity. Don't be fooled, although coal...
The Week in Cleantech (Nov. 25 to Dec. 1) – Don’t Mess With Texas!
Many of our readers may know about this already, but earlier this week I came across The Energy Challenge, a series of articles by New York Times writers on energy and environment issues. This is a great resource for alt energy investors and aficionados. On Monday, David Biello at Scientific American discussed the state of the science for us. This is likely nothing new for many of our readers but serves as a good reminder of why I believe the cleantech space will be so strong in the next few decades. On Wednesday, Rebecca Smith and Kevin...
The Week in Cleantech (Sep. 23 to Sep. 29) – One Step in the...
On Sunday, Lascelles Linton at AutoBlog Green informed us that VW intended to offer a hybrid option for ALL of its models. I'm a big fan of electric hybrid and plug-in hybrid technologies, but this looks to me like a risky bet. VW is already a leader in fuel efficiency, which taken alone represents a competitive advantage in an era of rising fuel prices and tightening environmental standards. HEV is a whole different ball game, and it remains unclear at this stage whether this will end up being the winner technology. If I were a shareholder, I probably would...
3 EVs in the News: The Week In Cleantech: 6-15-2012
Tom Konrad and Jeff Siegel June 18: Is First Wind's New Joint Venture Worth $3 Billion? JS: First Wind Holdings, LLC (First Wind) and Emera Inc. (TSX: EMA) announced today the closing of their transaction to jointly own and operate wind energy projects in the Northeast U.S. through a new company called Northeast Wind Partners. More here. June 19: Rio Earth Summit Looks Unlikely to Mend Broken Promises TK: The optimism of 20 years ago has been replaced by disillusionment and an uncertain future. More here. June 20: Renewable Energy Industry Pushes Back Against Bad Press TK:...
The Week in Cleantech, March 9 to March 15, 2008: CARB may Kill Your...
jcwinnie at After Gutenberg detailed the Mcgyan process which promises to convert a much array of oil feedstocks into biodiesel with a reusable catalyst and less waste. AutoblogGreen plugged us in to Zap's new Prius PHEV conversion kit, but Green Car Congress brought us a study that warned we might need to do some serious water planning before such too many people start using them. On Monday, Craig Rubens at Earth-to-Tech painted a picture of a new photovoltaic coating from Corus Colors. On Wednesday, David Erlich at Cleantech.com rolled out the story of GE's...
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 August 26- August 31, 2007: Markets Closed for Blogger’s Wedding
Last Week, Jacques Diouf at Biofuel Review reminded us that biofuels are a great opportunity for the worlds poor. James Fraser at The Energy Blog told us about Penn State's new method of converting black liquor into DME for biofuel, and Green Car Congress, told us about the partnership which is exploring commercialization. On Monday, Tyler Hamilton at Clean Break told us about Vinod Khosla's big bet on Concentrating Solar Power. Excellent article, especially since Khosla slams half-measures that don't make a big difference in the global warming problem. He also...
The Week in Cleantech (Oct. 14 to Oct. 20) – High Energy Prices: More...
On Sunday, Rob Day at Cleantech Investing (now part of Greentech Media) reflected on CEO turnover in the cleantech industry for us. This is an interesting piece and a good reminder for public market investors that the management team is a key success factor for any company. The ability to execute effectively on a business plan is more than half of the equation - a good idea or technology alone won't get you very far. On Monday, Mike Millikin at the Green Car Congress us told us about a new web-based resource for carbon capture and storage (CCS)....
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...