The Pullback Shopping List: EV Stocks for the Win (LIT, TSLA, ALB, FCEL, XPEV, KULR, NKLA)

According to a recent report from power-technology.com, the EV space has surged, with growth in all three top auto markets: China, the US, and Europe. Sales in the space jumped 160% to 2.6 million units in the first half of 2021 compared to year-ago data, representing 26% of new sales in the global automotive market. […]

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 […]

Investors Should Prepare for the Green Age (GSFI, ENPH, FSLR, FCEL, PLUG, NEE)

One of the sure-fire thematic investment themes lining up across markets over the coming decade is green-age technology, which includes EVs, solar power, alternative energy solutions, power grid AI technology, and a host of other smaller thematic puzzle pieces that represent new ways of solving old problems with a negative carbon footprint over time. This […]

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 […]

KULR Tech (KULR) Grabs Mojo with Another Big DoT Deal in EV Battery Race

Oddly enough, it will likely turn out that batteries are the next big thing. It shouldn’t be so surprising given that the big idea here is really about the storability and transportability of energy to power the world. The global market for lithium-ion batteries was valued at $108.4 billion in 2019 and is expected to […]

KULR Ripe for Interest from Thematic ETF Managers Following Uplist? (LIT, TSLA, ALB, PLUG, FCEL)

In case you hadn’t noticed, the EV battery tech ETFs have been on fire lately. Take a look at the Global X Lithium & Battery Tech ETF (NYSEARCA:LIT) chart – it has gone parabolic over recent weeks. This is also evident in the Amplify Lithium & Battery Technology ETF (NYSEARCA:BATT). In the age of thematic […]

Top Ideas for the Emerging Energy Paradigm (GSFI, CSIQ, RUN, JKS, FCEL, PLUG)

Last week’s OPEC meeting turned out to be quite a bit bumpier than expected as members argued over a number of points, with the decision being delayed by days. Looking ahead, OPEC’s job is going to continue to get more and more difficult because the 20th century energy model is headed for the scrapheap. Pulling […]

Are EV Battery Stocks Primed to Explode on Growth Rotation (FCEL, BYDDY, KULR, PLUG)?

One of the most important inputs in the jigsaw puzzle of top-down financial analysis so far this year has been interest rates at the long end of the US yield curve. As rates go higher (generally on inflation expectations), money tends to rotate out of so-called “Growth Stocks” into so-called “Value Stocks”. And vice versa. […]