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 […]

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 […]

Why Russia’s Move is the Perfect Wake-Up Call for Green Energy Stocks (NEE, ECOX, ENPH, FSLR, RUN, GE, TSLA, STEM)

Stocks are on sale and commodities are going through the roof as Russian forces cross into Ukraine and begin to excise the Ukrainian military human and equipment infrastructure. The sanctions and threats of other sanctions add up to the risk of huge disruptions in the supply of many commodities, but Oil, Gas, and Wheat are […]

Why it may be Time to Buy the Dip in Sustainability Stocks (NEE, VKIN, STEM, QS, BE, FSLR, FAN, TAN, CEI)

The sustainability movement is likely to be the most important investment theme over the next ten years. The transition away from fossil fuels is going to be expensive, and it’s likely to drive further inflationary pressure. But it’s necessary, and the vast majority of Wall Street firms and younger investors are already aligned with this […]

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 […]

Why KULR Could Become the Star of the Explosive Energy Storage Boom Ahead

It’s hard to overstate the importance for markets and the economy of the energy storage revolution now underway. We tend to underestimate the idea of “batteries” because that word has such a clear everyday meaning, and nothing about it seems revolutionary. But the idea of being able to capture and store industrial scale energy stores […]

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 […]

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 […]

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 […]

Green Stream (OTC US: GSFI) Catalysts Mount for Disruptive Solar Player at Outset of Secular Trend”

As the solar space continues to establish itself as a clear candidate for long-term ESG and growth investment flows on a structural, or secular, timeframe (rather than merely a cyclical one), investors seeking to allocate capital to relatively well supported fundamental themes are likely to continue to turn to stocks in the space. The notion […]