Thursday, April 18, 2024
Renewable energy companies have been hit hard by the recent increases in interest rates. Many of these companies borrowed a lot of money to build out their energy projects, with debt at very low-interest rates. Higher interest rates put the business models at risk, as they are forced to refinance when the debt matures. But […]
There was a recent major development that many investors have almost completely ignored: the U.S. government is getting into the domestic mining and battery industries. As part of the Inflation Reduction Act (IRA), the Department of Energy handed several companies big lumps of cash in mid-October, ranging from $50 million to $316 million, adding up […]
The United States is one of a number of countries worldwide that are shifting to a lower carbon energy mix. This is great news for a few companies that will be the beneficiaries of the modernization of the electric grid, and the drive for renewable energy generation more broadly. One such company is a big […]
Dear Investor, Recent global events have made it clear that the world’s economies are a long way off from producing the necessary energy from entirely renewable sources. European countries were too quick to shut down coal and nuclear power plants to focus on wind and solar renewable energy sources. The transition was not close to […]
Investors may want to pay close attention to solar energy stocks as energy producers, particularly in Europe, scramble to reduce dependency Russian oil and gas. With the war between Russia and Ukraine raging, renewable energy stocks, like Sunrun (RUN), First Solar (FSLR), and Enphase Energy (ENPH) are moving higher, quickly. That’s because, as Joe Keefe, […]
With global leaders demanding millions of electric vehicles (EVs) hit the roads over the next decade, Market Research Future predicts the electric vehicle market will soar to $957.42 billion from $208.95 billion, as noted by TheStreet.com. “Tax breaks, non-monetary benefits such as new car registration and carpool lane access, increased vehicle range, active participation of […]
ChargePoint Holdings (CHPT) is an established U.S. electric vehicle charging leader with a recognizable brand and strong customer relationships. Founded in 2007, the company started publicly trading on the New York Stock Exchange following the completion of its previously announced business combination with Switchback Energy Acquisition Corporation. Special purpose acquisition companies (SPACs) were big news […]
2021 is off to a bewildering start. While the world is mostly focused on what’s going on in Washington, the stock market has also been charting its own tortuous course. Stocks tend to be forward-looking, but it’s always interesting when there seems to be a major disconnect between what happens in the financial markets and […]
Solar stocks have been some of the hottest opportunities on the market. Look at SolarEdge Technologies (SEDG) for example. Over the last few weeks, the SEDG stock price jumped from a Nov. 2020 low of $220 to a recent high of $326.66. From here, the stock could potentially see higher highs on a few big […]
I take most predictions concerning future business conditions with a grain of sand. Every investor and every pundit in the investing world tries to guess what will be the “next big thing.” The hot idea of 2018, cannabis investing, has crashed and burned. I don’t see 5G as coming through for investors looking for the […]
