Why Power Grid Tech Plays Could be the Deal of the Lifetime as the Market Goes on Sale (ETN, VKIN, WWD, NGG, CLSK, IESC, CGRN, OPTT)

With the combination of escalating climate change and massive and growing energy supply and distribution challenges all around the world, it’s a good bet that the energy grid is set to see increasing attention from investors over coming years. It’s a precarious system. And, in the US, unlike most other countries, it’s basically all a […]

How the Oil Spike Could Spur a Stampede into Alternative Energy Solutions (CCJ, VKIN, NEE, ENPH, FSLR, RUN, GE, ETN, TAN, URA)

One of the more interesting upshots of Russia’s invasion of Ukraine has been a big shift to the game theory landscape in the energy industry, sharply incentivizing investments in alternatives to crude oil following the spike in oil prices that has resulted from sanctions against Russia. WTI Crude Oil prices have spiked as high as […]

Investing in the World’s Most Important Technology… the Power Grid (CEI, ETN, VKIN, WWD, NGG, CLSK, IESC, CGRN, OPTT)

The electric grid is probably the most important piece of infrastructure we have. At base, it’s a network that connects nearly 10,000 power producing units covering well over a half million miles of power transmission lines across the United States. Every piece of that puzzle is critical to maintaining daily life – powering how every […]