Bloomberg New Energy Finance reports 5.8 gigawatts of operating US solar generation is now co-located with energy storage as of May 2021. And there’s another 28 GW combined with 39 GW hours of battery storage in some stage of permitting and securing financing for start up in the next couple years. Including storage capacity at facilities is the biggest step yet tackling what’s still solar energy’s biggest hurdle to growth, intermittency. And as battery technology develops, the industry will near its ultimate goal of making solar plus storage actually dispatchable to grid operators.
Next Issue : Jul. 5, 2021View Past Issues 
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News and Analysis
Utility Bonds: Navigating Risk in a Low Reward Market
With companies ramping up investment on everything from renewable energy to storage and grid upgrades, utilities will eventually come back to the debt market. I expect many will favor low-cost green bonds
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News and Analysis
5G Spectrum Auction Winners: Maybe Not Who You Think
The results are in for the most expensive wireless spectrum auction in US history. The question for the Big Two is whether their huge outlay will produce the revenue and cash flow to be worth it.
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News and Analysis
Why I Bought More Dominion Energy
Dominion will be an early beneficiary of Biden Administration energy policies regarding permitting for offshore wind facilities.
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News and Analysis
These Offshore Wind Stocks are Still Cheap
Renewable energy stocks were popular well before the recent US elections. Since then they’ve really blasted off, but one group of renewable energy stocks have yet to feel the love.
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Investment Strategy
MDU Resources: Low Risk Bet on an Infrastructure Boom
At first glance, MDU Resources (NYSE:MDU) shows a fairly discouraging investment profile. But there are three very good reasons to expect much better in the next 12 months.
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Income Insights
Bidding War! Midstream M&A’s Train Picks Up Steam
Too many small owners lacking critical scale, and unprecedented roadblocks to new energy pipeline infrastructure was at the core of the wave of US oil and gas midstream dividend cuts and bankruptcies of the past few years. But now those same forces are spawning something considerably more positive for investors.
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Income Insights
What to do With AT&T
In the May 18 Alert “Hold AT&T for Now,” I advised “sticking with our shares until the immediate market reaction shakes out.” That remains my advice for four reasons.
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Income Insights
AT&T Inc’s Q1: Answering the Doubters, Gearing Up for Growth
There’s no doubt AT&T Inc (NYSE: T) faces some steep challenges in early 2021. Just days before the company announced Q1 earnings last week, a Wall Street Journal piece featured the views of a prominent bear under the headline “Is AT&T a Train Wreck?”
The company’s Q1 numbers and updated guidance, however, paint a far different picture.
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Income Insights
Kinder Morgan’s Big Q1: More Than a One-Time Windfall
Even without a repeat of the company’s Q1 windfall, the benefits to Kinder Morgan Inc.’s (NYSE: KMI) underlying business and balance sheet are likely to continue flowing throughout the rest of 2021 and beyond.
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Income Insights
Renewable Energy Yieldcos: Expecting IPOs
Yieldcos made their debut in the middle of the previous decade, as renewable energy’s answer to master limited partnerships but waned in popularity as MLPs collapsed, and the Trump administration instituted policies unfriendly to renewable energy. But there are two very good reasons to expect an eventual return of yieldco IPOs.
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