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- How Will Obama's Administration Affect Emissions Trading Stocks?
- Charles Morand AltEnergyStocks submits: All the recent talk about Barack Obama creating a "Climate Czar" position in his administration begs the following question: will Obama dare to implement a nation-wide cap-and-trade system for greenhouse gases [GHGs] in the midst of an economic collapse? While the recent pullback in...
- External links 2008-11-18
- Climate Change and Corporate Disclosure: Should Investors Care?
- Charles Morand AltEnergyStocks submits: On Monday morning, I received an e-copy of a new research note by BofA Merrill Lynch arguing that disclosure by publicly-listed companies on the issue of climate change was becoming increasingly "important". The note claimed: "[w]e believe smart investors and companies [...] will recognize the...
- External links 2009-09-24
- Chinese Rare Earth Rationing Shouldn't Sink Wind Power Sector
- Charles Morand AltEnergyStocks submits: Once the electric and plug-in hybrid vehicle frenzy fizzles out, as cleantech frenzies typically do when reality comes knocking (i.e. corn ethanol and solar PV), the next hot thing to hit the world of alternative energy investing could very well be rare earths, or the...
- External links 2009-08-31
- Solar PV: India Joins the Party
- Charles Morand AltEnergyStocks submits: One of the, if not THE, most popular debates in solar PV circles is about when exactly the electricity produced by solar PV systems will reach "grid-parity", or become competitive with like-generation fuels (i.e. non-baseload) on a stand-alone basis (i.e. no feed-in tariffs, mandates or...
- External links 2009-07-30
- Hydro Power: The Underloved Energy Source
- Charles Morand AltEnergyStocks submits: While browsing Cleantech News, I came across an interesting post on Energy Outlook on the lack of attention hydro power is receiving in the latest of round of policy efforts aimed at greening the U.S.' energy supply and combating climate change. Besides having been...
- External links 2009-07-08
- What's In Store for the U.S. Natural Gas Fund?
- Charles Morand AltEnergyStocks submits: Natural gas is the one commodity that has mostly resisted the rally ushered in some three months ago by a growing consensus that the worst may be over for the economy. A number of reasons have been put forward to explain this, including record...
- External links 2009-06-30
- Where To Next for Solar ETFs?
- Charles Morand AltEnergyStocks submits: There was an interesting post in Barron's tech trader daily on Monday discussing how solar PV stocks are coming under pressure, in part because product prices are falling further than expected. About a month ago, I discussed the potential return effect for households in given...
- External links 2009-06-18
- Which Way Will the Wind Blow?
- Charles Morand AltEnergyStocks submits: I received a press release on Thursday about a new Emerging Energy Research [EER] study on wind power installations in the US for 2009 and beyond. EER argues that US installations could be down as much as 24% in 2009 from...
- External links 2009-06-07
- AAER: Tailwinds or Hot Air?
- Charles Morand AltEnergyStocks submits: Last week, I added a little to my position in AAER (AAERF.PK). I first took a long position in AAER, the Canadian-based MW-size wind turbine maker, over two years ago. I've since pared down it significantly, both because I wanted...
- External links 2009-05-19
- Obama's High Speed Rail Strategy: What Will Happen When the Steel Meets the Track?
- Charles Morand AltEnergyStocks submits: Over the past few weeks, John Petersen has written a number of very insightful articles on the energy storage space, with a particular focus on automotive applications. To be sure, this sector has gotten a lot more exciting since Obama's election,...
- External links 2009-04-22
- Andritz Group: Investing in Wood Pellets
- Charles Morand AltEnergyStocks submits: Two weeks ago, I wrote about the emerging wood pellets industry and how this form of biomass was experiencing rapid growth as a coal substitute in power generation, mostly in Europe as a result of renewable energy and climate regulations. In the...
- External links 2009-04-03
- Don't Bet on a Big Rally for Alt Energy Stocks This Year
- Charles Morand AltEnergyStocks submits: Last week, Jefferies & Co. held its Global Clean Technology Conference. Unsurprisingly, the tone wasn't as optimistic as in previous years, with cash and funding worries top of mind. Nearly two months ago, I discussed some tangible signs pointing to...
- External links 2009-03-26
- Every Sunset Leads to Another Sunrise
- Charles Morand AltEnergyStocks submits: Last December, I wrote about a report that claimed that solar stocks were the best play on the cleantech revolution. In that article, I analyzed the two solar ETFs: the Claymore/Mac Global Solar Index ETF...
- External links 2009-03-03
- Tidbits from the World of Carbon Emissions Trading
- Charles Morand AltEnergyStocks submits: To be sure, the near-term prospects for carbon emissions trading are bleak. Continued decline in industrial production across the world's major manufacturing economies will inevitably lower carbon emissions. The clearest indicator of this, short of directly measuring emissions, is...
- External links 2009-01-08
- Solar Stocks: The Best Play on the Cleantech Revolution?
- Charles Morand AltEnergyStocks submits: I just got around to reading a new report by Merrill Lynch link at the end of this article identifying cleantech as "The Sixth Revolution" (the other five being: Industrial Revolution; Age of Steam & Railways; Age of Steel, Electricity ...
- External links 2008-12-12
- Can the Solar PV Sector Survive Without 'The Consumer'?
- Charles Morand AltEnergyStocks submits: It's no mystery by now that the credit crisis has been nothing short of a disaster for solar PV stocks. For one thing, risk has been re-priced on an unprecedented scale, and the solar PV sector is, by most measures, a...
- External links 2008-11-24
- Peak Oil: What Is It?
- Charles Morand AltEnergyStocks submits: Peak Oil is a term that has become common currency in energy debates in last three years, due in large part to the spectacular rise in the price of crude between 2005 and the end of 2008. But what does Peak Oil actually mean and,...
- External links 2009-09-30
Additional Resources
- The Year Ahead For US Wind
- Charles Morand AltEnergyStocks submits: Even though solar, and especially solar PV, has managed to capture the lion's share of public equity investors' attention over the past three years, wind remains far more competitive with with fossil-fired power generation on a cost basis than solar, and thus presents a fundamentally...
- External links 2008-08-08
- 2 New Wind Energy ETFs: A Comparison
- Charles Morand AltEnergyStocks submits: Three weeks ago, I wrote on the year ahead for the US wind sector and said I would analyze the two new wind ETFs now available to US investors: the First Trust ISE Global Wind Energy Index Fund PWND and the PowerShares Global Wind Energy...
- External links 2008-08-22
- Power Save Energy Co: Non Existent Internal Controls
- Charles Morand AltEnergyStocks submits: Mea Culpa. We often get request from readers to add companies to our Alternative Energy Stocks list. Since the field is very active, we do some quick checks to make sure that the companies at least: by Charles Morand
- External links 2008-09-14
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