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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This is the biggest obstacle to electric vehicle adoption; can investors benefit from it?
“Range anxiety” is one of the scariest things about driving an electric vehicle (EV), and it’s also one of the biggest barriers to its adoption. A Consumer Report survey showed that 61% of people see charger availability holding them back from buying an EV, and the recently passed Inflation Reduction Act aims to tackle this…
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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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$1T Infrastructure bill passes — sending infrastructure-related and electric vehicles stocks up
The ~$1T infrastructure package finally passed Congress and is on its way to Biden for signing. What’s the big deal? The bill is much smaller compared to the initial $2.2T amount proposed by Biden and is expected to have a small, positive impact on growth — according to economists. The bill will include $110B for…
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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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