New Small-Cap Opportunities Emerge in the Multi-Billion-Dollar Carbon Capture Space (FLR, VKIN, CLNE, NEE, NRG, OXY, WY)

The world is scrambling to manage the process of transitioning away from fossil fuels over the coming decade. We know that’s where we’re headed. But there’s no way to just cut it off “cold turkey”. In fact, demand for oil is still growing on a global scale. In other words, the transition will take more […]

Green Tech Stocks are Back in Favor (CLSK, ECOX, FCEL, CLNE, PLUG, BE, BEP, ENPH)

Looking ahead over the next five years seems like an eternity for postulating portfolio management strategies when it comes to sector allocation. But we can hang our hat on certain key principles. First off, where will see the biggest growth? One can look toward a few key themes as top candidates: Metaverse, Genomics, DeFi, Edge […]

Clean Energy Stocks on Sale and What to Do About It (CLNE, VKIN, NEE, FSLR, ENPH, BEP, BE)

As growth stocks sell off, investors have the opportunity to gain exposure to the secular narrative around clean energy, which is destined for leadership in the market over the coming decade as trillions of dollars in investments flow toward sustainable technologies aligned with the ESG investing theme. The Environment, Social, and Governance (ESG) investment theme […]

Top Clean Energy Stocks are On Sale and Structurally Favored (CLNE, CEI, NEE, FSLR, ENPH, BEP, BE)

The great transition away from fossil fuels is now well and truly underway following this year’s climate conference at COP26, which established stepped-up objectives for the developed world. That means trillions in added investment flows into clean energy plays. This is on top of the ESG movement, which has been driving new capital flows into […]

Emerging Energy Stock Opportunities in the Wake of COP26 (NEE, HNRC, STEM, GFL, VTNR, CLH, CLNE)

The Environment, Social, and Governance investment theme – also known as ESG investing – is anticipated to power as much as $67 trillion in investment flows over the next decade, according to research from Morgan Stanley. This estimate is driven by what may be the most significant long-term force driving finance over the next ten […]

Will Carbon Capture Emerge as Next Big Thing Growth Theme at COP26 (NRG, VKNG, CLNE, EQNR, BEP, NEE, MSFT, TSLA, CEI)

This week is “COP26” – the United Nations Climate Change ‘Conference of the Parties’ 26th annual summit – and it represents perhaps the most important week in six years when it comes to shaping the narrative around the sustainable energy theme. This is more important now than ever given the context – with a bull […]

How Big Money is Lining Up to Power Carbon Capture Stocks (TSLA, MSFT, BEP, VKIN, NRG, CLNE, EQNR, NEE, CEI)

Huge capital is pouring into a niche that has yet to become crowded with speculative money during this bull market: Carbon Capture. Carbon capture technology involves finding innovative strategies to capture and store CO2 emissions before they escape into the atmosphere. According to the experts, we already have technology capable of capturing up to 90% […]

Why Carbon Capture is the Next Big Thing (FLR, CLNE, NEE, EQNR, ENPH, BEP, BE, NRG, VKIN)

We recently unveiled our new emerging thematic investment idea for the next year: Carbon Capture. In our last piece, we talked about Canada’s landmark mandate in this arena. However, we would be remiss to avoid mention of another dynamic here – Elon Musk’s pledge from months ago to grant a $100 million prize to whoever […]

Interesting Players in the $68 Trillion Clean Energy Premise (VKIN, CLNE, NEE, ENPH, BEP, BE, CEI)

The transition to the clean energy paradigm is one of the most surefire secular investment premises in play today, mostly due to the fact that – according to Morgan Stanley data – millennials will inherit over $68 trillion in generational investment wealth over the coming 10 years, and there’s plenty of data showing where attitudes […]

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 […]

Inergy (NYSE:NRGY) Announces Fiscal Fourth-Quarter Profit- NRGY, CLNE, SRE, EQT, OKE

Inergy, L.P. (NYSE:NRGY) announced on Tuesday its fiscal fourth-quarter profit, as the energy firm declared a gain from selling its retail propane business, whereas natural-gas-storage and transportation business Inergy Midstream LP disclosed slightly lower earnings. Inergy Midstream and Inergy earlier current month decided to purchase Rangeland Energy LLC, the owner and operator of the Colt […]

Icahn Acquires Stake in Greenbrier to Push Merger with American Railcar Industries (ARII)

Billionaire investor, Carl Icahn, announced Tuesday in an SEC filing that he now owns a 9.99% stake in Greenbrier (NASDAQ: GBX). Icahn acquired a 9.5% stake in Greenbrier in 2008 and pushed for a merger with American Railcar (NASDAQ: ARII), in which he has a majority investment of 55.6%. However, that deal fell through because […]