Why the Climate Boom is Set to Lead the Market (ENPH, CLNV, ENB, FSLR, NIO, SEDG, NEE, RUN)

A new boom is on the way, and investors need to be ready to ride the wave.

As recently covered in the New York Times, “Some kind of climate boom is now all but assured. The investment bank Credit Suisse predicted last year that the I.R.A. would put more than $800 billion into the economy by the end of the decade, galvanizing more than $1.7 trillion in climate-friendly public and private spending overall. The law will transform the United States into the ‘world’s leading energy provider,’ the bank said. The American renewable industry alone could attract 78 percent more investment per year by 2031, according to the energy-research firm Wood Mackenzie.”

Without extraordinary investments in green energy development, we face an energy shortage over coming years that could well verge on crisis.

In other words, the stakes are high enough that one can expect governments around the world to lever their balance sheets to the max to drive the boom.

With that in mind, we take a closer look below at some of the most interesting stories in the space.


Enphase Energy Inc. (Nasdaq:ENPH) bills itself as the world’s leading supplier of microinverter-based solar and battery systems that enable people to harness the sun to make, use, save, and sell their own power—and control it all with a smart mobile app.

The company engages in the design, development, manufacture, and sale of micro inverter systems for the solar photovoltaic industry. Its products include IQ 7 Microinverter Series, IQ Battery, IQ Envoy, IQ Microinverter Accessories, IQ Envoy Accessories and Enlighten & Apps.

Enphase Energy Inc. (Nasdaq:ENPH) recently announced that Lumio, a leader in personalized renewable energy, will significantly expand its offering of Enphase® IQ8™ Microinverters and IQ™ Batteries to customers across the United States.

“We are excited about Enphase’s full suite of products including microinverters, batteries, and EV chargers that can provide our customers best-in-class home energy management solutions,” said Greg Butterfield, chief executive officer at Lumio. “Additionally, the Enphase digital platform from lead generation to permitting to ongoing operations and maintenance services offers a unique ability for Lumio to increase efficiencies and reduce costs.”

The stock has suffered a bit of late, with shares of ENPH taking a hit in recent action, down about -5% over the past week. Over the past month, shares of the stock have suffered from clear selling pressure, dropping by roughly -14%.

Enphase Energy Inc. (Nasdaq:ENPH) managed to rope in revenues totaling $724.7M in overall sales during the company’s most recently reported quarterly financial data — a figure that represents a rate of top line growth of 75.6%, as compared to year-ago data in comparable terms. In addition, the company has a strong balance sheet, with cash levels exceeding current liabilities ($1.6B against $638.2M).


Clean Vision Corp. (OTC US:CLNV) could be a very interesting spec play in the space because it has a fresh angle on alt energy through waste-plastics refining, and also has an established IP path into the hydrogen market through its proprietary AquaH™ clean hydrogen fuel.

According to the New York Times, “Over the next decade, the government is going to invest $8 billion on hydrogen “hubs” across the country, special zones where companies, universities and local governments can build the machinery and expertise that the new industry needs. Other hydrogen projects will qualify for a $10 billion pot of money in the I.R.A. or $1.5 billion in the infrastructure bill. Still others could draw from a new $6.3 billion program that will help industrial firms develop financially risky demonstration projects.”

Clean Vision Corp. (OTC US:CLNV) recently announced that its wholly owned subsidiary, Clean-Seas, entered into a definitive agreement to acquire 51 percent (51%) of Agadir, Morocco-based Ecosynergie Group.

The Agreement follows the companies’ execution of a binding term sheet to jointly develop a commercial scale pyrolysis facility that was previously announced on April 4, 2022. The deal stands to set up Clean-Seas with a new operation in Morocco turning waste plastic into valuable energy goods.

Commenting on the transaction, Mohammed El Abbassi, ESG Director and General Manager, said, “Our team believes this transaction is a big win for Morocco and for everyone involved. Combined with the Clean-Seas team and its capital commitment, we anticipate having the resources needed to reduce waste-plastic economically and profitably, while creating jobs and producing clean fuels to help offset higher energy prices.”

Clean Vision Corp. (OTC US:CLNV) CRO, Dan Harris, added, “This transaction is a terrific start to 2023, and we couldn’t be happier with our partners in Morocco. Everyone involved with this project is committed to its success, not just financially but for the positive impact it will have on the environment and the local community.”


SolarEdge Technologies Inc. (Nasdaq:SEDG) engages in the development of energy technology, which provides inverter solutions. The firm operates through its Solar and All Other segments.

The Solar segment includes the design, development, manufacturing, and sales of an inverter solution designed to maximize power generation. The All Other segment includes the design, development, manufacturing and sales of UPS products, energy storage products, e-Mobility products, and automated machines. Its products and services include photovoltaic inverters, power optimizers, photovoltaic monitoring, software tools, and electric vehicle chargers.

SolarEdge Technologies Inc. (Nasdaq:SEDG) recently announced its financial results for the fourth quarter 2022 and full year ended December 31, 2022, with highlights including record revenues of $890.7 million, record revenues from solar segment of $837.0 million, GAAP gross margin of 29.3%, and gross margin from solar segment of 32.4%.

“We are pleased with our fourth quarter results that conclude a challenging yet very successful year. The global economic and geopolitical events coupled with post pandemic dynamics created an unprecedented demand for solar energy in general and our products in particular,” said Zvi Lando, Chief Executive Officer of SolarEdge. “I am proud that our extraordinary global team of employees was able to overcome the hurdles we faced and conclude a record year in almost every element of our operations. We are excited about the opportunities of the year ahead and expect to continue our profitable growth momentum.”

The stock has suffered a bit of late, with shares of SEDG taking a hit in recent action, down about -3% over the past week. SEDG shares have been relatively flat over the past month of action, with very little net movement during that period.

SolarEdge Technologies Inc. (Nasdaq:SEDG) has a significant war chest ($880.9M) of cash on the books, which stands against about $694.5M in total current liabilities. One should also note that debt has been growing over recent quarters. SEDG is pulling in trailing 12-month revenues of $2.8B. In addition, the company is seeing major top-line growth, with y/y quarterly revenues growing at 59%.


Other key names lined up to lead in the Climate Boom include Enbridge Inc. (NYSE:ENB), First Solar Inc. (Nasdaq:FSLR), NIO Inc. ADR (NYSE:NIO), NextEra Energy Inc. (NYSE:NEE), and SunRun Inc. (Nasdaq:RUN).

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