Market Dip Offers Chance to Buy Green Tech Stocks on the Cheap (FCEL, ECOX, ENB, BEP, FSLR, SONY, NIO, SEDG)

Rising commodity prices and skyrocketing inflation have imposed on global policy makers the burden of an economic context not seen since the 1970’s. That backdrop is also now paired with increasing angst over the pace and status of the climate change agenda, creating a rock-and-hard-place conundrum where no one wins… except perhaps private sector investments […]

Commodity Price Shock Could Fuel New Boom in Green Tech Stocks (BLDP, ECOX, NIO, BE, FSLR, TSLA, CSIQ)

As commodity prices skyrocket higher following Russia’s invasion of Ukraine, attention in the markets is turning toward sustainability plays. The ideas are entwined. For example, one of the main hurdles to the development and maturation of the solar energy industry is the cost-effectiveness of using solar energy. This has become less important as the industry […]

Why the EV Pullback Could be a Once-in-a-Lifetime Opportunity for Investors (TSLA, DSGT, XPEV, NIO, NKLA, RIVN, BLNK, WKHS)

If there’s one stat that really shows the growth potential in the electric vehicle space over coming years, it’s this: EVs accounted for only about 4% of total vehicle sales in the U.S. in 2021. The country says that percentage will increase more than 12-fold by 2030. Similar targets have been expressed by other major […]

LI Results Show EV Stocks are Undervalued (ALB, KULR, RIVN, TSLA, NIO, LCID, QS, FSR)

Chinese EV producer, Li Auto Inc (NASDAQ:LI), electrified the EV space on Tuesday after posting impressive growth that blew away analyst expectations. It was a report that impacts the narrative for the EV and lithium-ion battery stocks in important ways. Most central to this plot twist is the fact that the company beat expectations and […]

One Stock Positioned to Win as EV Battery Recycling Becomes the Next Big Thing (RIVN,KULR)

The electric vehicle narrative is about using new technology to strike at the heart of one of the most profound drivers of global climate change: gas-powered automobiles. If that story doesn’t hold up – ie, if it turns out that massive investment and adoption of electric vehicles does not really help the environment all that […]

The EV Stock Space is Reshuffling New Leaders Emerge (TSLA, NIO, KULR, LCID, FSR, RIDE, SOLO)

This is a big week for investors, with the FOMC Taper announcement, over 200 earnings announcements, an OPEC meeting, and the monthly employment report to round it out on Friday.  However, among all of these stories, the most important for investors may well be “COP26” – the United Nations Climate Change ‘Conference of the Parties’ […]

Wall Street Braces for a Multi Trillion Dollar Catalyst (TSLA, KULR, NIO, BYDDY, BLNK, WKHS, QS, BATT)

The 2021 United Nations Climate Change Conference, also known as COP26, is the 26th United Nations Climate Change conference. And it’s increasingly being seen as a potential game-changer for major asset classes as the research foundation grows pointing to the need for more aggressive action from wealthy nations to curb emissions and transition to a […]

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 […]

Capitalizing on the Long-Term EV Investment Opportunity (KULR, TSLA, TM, ALB, BLNK, PLUG, NIO)

The broad opportunity in the electric vehicle space represents one of the few investment themes almost guaranteed to drive enormous investment returns over the next two decades. For younger investors able to ride out cyclical volatility in high-beta investments, exposure to this space is a must. But the devil is in the details.  In other […]

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 […]

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. […]