Investing Topics: Renewable energy
Uncle Sam Up-ends US Solar: Here’s How to Navigate the Fallout
By
Roger S. Conrad on
Apr. 26, 2022
The Obama Administration called its energy policy for America “all of the above,” promoting breakthrough research on cleaner sources while sanctioning unprecedented construction of needed infrastructure including pipelines. Trump clearly favored “drill baby drill” over new wind and solar.
Under Biden, however, what we’ve seen for policy is often “none of the above.”
Talking China: There’s a Big Opportunity in Energy
By
Roger S. Conrad on
Mar. 3, 2022
The eyes of the world are on fallout from Russia’s invasion of Ukraine. But energy investors would do well to instead check out my key takeaways from this week’s “U.S.-China Regional Dialogue Series: Forum on Innovation in Energy, the Environment and Sustainability.”
Utilities Will Beat Inflation in 2022
By
Roger S. Conrad on
Jan. 18, 2022
With inflation again on the move, it’s fair to ask how vulnerable the Utilities sector is to another 70s-style meltdown.
The Hydrogen Economy: Reality and Hype
By
Roger S. Conrad on
Dec. 18, 2021
It’s been more than four decades since the Hindenburg disaster slammed the brakes on the era of hydrogen-fueled dirigibles. But nature’s lightest element continues to capture the world’s imagination as a clean, plentiful and potentially cheap energy source.
S&P Global Clean Energy Index: Making the Case for Picking Your Own Stocks
By
Roger S. Conrad on
Oct. 23, 2021
Is it possible to invest effectively in renewable energy without the stocks of world’s two largest producers of wind and solar? Standard & Poor’s apparently wants us to find out.
Energy Transition and Cycle: Huge Winners from Dissonance
By
Roger S. Conrad on
Oct. 20, 2021
This morning, America’s leading wind and solar power producer NextEra Energy (NYSE: NEE) announced outstanding Q3 results. This first major renewable energy producer to report gives solid confirmation that the global energy transition is alive and well, no matter what happens at the ongoing UN Climate Change Conference.
Renewable Energy Yieldcos: Expecting IPOs
By
Roger S. Conrad on
Apr. 19, 2021
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.
Renewable Energy Reboots: What to Buy
By
Roger S. Conrad on
Mar. 14, 2021
Our advice to heed the lessons of Robinhood.com has already proven timely: Build capital gains on solid business fundamentals, cash out of high-flyers and invest in successful adopters of wind and solar.
Why I Bought More Dominion Energy
By
Roger S. Conrad on
Feb. 15, 2021
Dominion will be an early beneficiary of Biden Administration energy policies regarding permitting for offshore wind facilities.
Renewable Energy: Lessons from Robin Hood.com
By
Roger S. Conrad on
Feb. 11, 2021
Writing under the famous pen name Mark Twain, Samuel Clemens coined the phrase “history doesn’t repeat itself, but it often rhymes.”
I’m not the first to apply that bit of country wisdom to investing. But it’s always worth revisiting in the aftermath of extraordinary market events.
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Warning: Falling Dividends.
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Roger's current take and vital statistics on more than 200 essential-services stocks.
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