How should investors play the clean energy sector with the passing of the major climate bill?

The climate bill will turbocharge the industry with $370B over 10 years. It includes something for nearly every part of the clean energy supply chain. Here’s what Morningstar’s Electric Vehicle Committee Chair Seth Goldstein has to say about making plays in the space (full interview): The bill should benefit the entire EV supply chain. He…

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Investing in undervalued Chinese Stocks while avoiding landmines

US-listed Chinese stocks have seen strong momentum in recent weeks — but investors are still at risk of the many landmines. One of the top-performing hedge fund managers shares his strategies for avoiding these landmines. Investing like a local Liao Maolin returned 30x over the past 5-years in his local Chinese hedge fund (BBG). Now…

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Russian invasion speeds up global clean energy plans

Lawmakers are taking steps to reduce Russian gas dependence with renewables being one solution — propelling wind and solar stocks to rise on the urgency… Accelerating a transition to green energy Europe’s oil & gas supply — over a third of which is from Russia — is at risk of a major disruption. As a…

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Energy storage stocks rides the renewable energy wave

One of the biggest problems with solar/wind energy is that when the sun stops shining and wind stops blowing — energy stops flowing. The answer (and better solution for Homer): energy storage. Can’t have solar or wind without energy storage Biden wants solar to make up 45% of US electricity by 2050 — an ambitious…

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The impact of COP26 and the global carbon market deal on stocks

The annual two-week COP26 climate summit — where global leaders lay out plans to tackle climate change — is nearing an end. And the results from the conference mean big implications for investors… Major announcements from the summit… 100+ countries vowed to end deforestation by 2030 — covering 85% of the world’s forest. 40+ countries…

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Solar stock’s breakout 2021 disrupted by supply chain issues

After a breakout 2020 for the solar industry, 2021 has been filled with supply chain and political issues. But solar stocks are finally having their moment — with the Invesco Solar ETF up 17% in the past month. Not always sunny in the solar industry 2021 was supposed to be another breakout year for solar….

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Solar stocks stands to benefit from Biden’s emission targets and policies

Solar stocks. Very nice. Solar outlook. Great Success. Last week, Biden’s administration released a study showing solar’s potential to produce 40% of the country’s energy by 2035 – building the case for further investment into the sector. Shining in the right direction The US installed ~15 gigawatts (GW) of solar power capacity last year –…

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