Commodity Price Shock Could Fuel New Boom in Green Tech Stocks (BLDP, ECOX, NIO, BE, FSLR, TSLA, CSIQ)

As commodity prices skyrocket higher following Russia’s invasion of Ukraine, attention in the markets is turning toward sustainability plays. The ideas are entwined. For example, one of the main hurdles to the development and maturation of the solar energy industry is the cost-effectiveness of using solar energy. This has become less important as the industry […]

Green Tech Rides Tailwind as Trillions Flow to Infrastructure (MASN, NEE, TSLA, ENPH, CLNE)

The trillion-dollar bipartisan infrastructure bill looks to be a done deal. Attention now turns to Biden’s $3.5 trillion reconciliation measure that will expand the budget and earmark a ton more money to human infrastructure and climate change projects. That places a bull’s-eye squarely on the green tech space for equity investors. The group could light […]

Why Infrastructure Talks are the Next Big Catalyst for EV Stocks (KULR, PLUG, TSLA, CLNE, FCEL)

The news cycle for the EV plays keeps ramping up. On Monday, we saw a group of 28 U.S. House Democrats ask congressional leaders to back $85 billion in funding for electric vehicle charging infrastructure, a big jump over funding proposed in a bill before Congress. That enters into a dialogue with a current $1 […]