This Small Cap Could be the Lotto Ticket in the Emerging Carbon Capture Story (EQNR, VKIN, BEP, BE, FSLR, RUN, ENPH, STEM)

The coming decade will be defined by several major macro themes for investors. Perhaps foremost among them will be derivative themes related to the massive job of transitioning away from our collective addiction to fossil fuels. The job is enormous because it entails a complete reshaping of how we relate to the concept of energy. […]

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 […]

The Next Big Stock Trend: Carbon Capture (CEI, NRG, EQNR, FCEL, KRBN, VKIN, XOM, CVX)

News out this week from Canada points to the emergence of a super-trend in its very early innings that could direct hundreds of billions of dollars in growth over coming years for companies positioned to take advantage: Carbon Capture Sequestration, Storage, and Utilization, or CCSSU, or CCUS, or CCS, or just Carbon Capture.  Word to […]