Category: Renewable Energy
The analysis published under this category are as follows.Sunday, July 17, 2022
Wipeout! New Update on Our "Green Bond" Investing (ESG) Forecast / Companies / Renewable Energy
Excessive euphoria in financial markets is usually a big reason to be "skeptical"
Environmental, Social and Governance bonds (ESG) -- also called "green" bonds -- are offered by companies which want to advance the causes of social justice, social inclusion and green technology.
This form of debt had been steadily gaining in popularity -- going from sales of less than $100 billion in 2015 to around $800 billion in 2020.
For instance, here's an Oct. 9, 2020 headline from Pensions & Investments:
University of Toronto's $7 billion fund makes bet on ESG debt
However, the Elliott wave structure of a global green-bond index was sending a warning signal.
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Tuesday, April 27, 2021
Biden’s Green New Deal / Economics / Renewable Energy
Joe Biden came to power as the 46th US president expecting to spend more on green energy and clean technology. Just how much more is starting to be revealed.
Doubles down on emissions
This week Biden fulfilled a campaign promise in convening a “global climate summit” within his first 100 days in office. The two-day virtual meeting, attended by the leaders of a number of US allies and two of its adversaries — China and Russia — appears like many of these gatherings to be mostly a talking shop.
But a decision on Thursday is substantive, and therefore bears examination. The president committed the US to reducing its greenhouse gas emissions by 50 to 52% below its 2005 emissions levels by 2030, without revealing any details as to how this would be achieved.
The announcement also brings GHG reduction targets 20 years forward from what is set out in Biden’s $2.3 trillion infrastructure/ clean energy proposal unveiled in March. That plan commits to net-zero emissions by 2050 (net-zero refers to balancing the amount of emitted greenhouse gases with the equivalent emissions that are either offset or sequestered).
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Sunday, October 11, 2020
The Election Does Not Matter, Stick With Stock Winners Like Clean Energy / Companies / Renewable Energy
If I put the pandemic aside and ignore the current jobs picture there are many reasons that I am bullish stocks. Housing continues to remain upbeat with sales near all-time highs and consumer confidence is rising, which means investors’ sentiment will continue to trend higher. What is most important is that stocks that have outperformed in 2020 will likely continue to outperform. So my goal is to focus on the winners and avoid the laggers.
The Election Does Not Matter
It seems clear that investors don’t seem to care who wins the election. Biden is up in the polls, and even though he has repeatedly said that he will raise taxes, the market does not seem to care. If Biden wins he will sign a huge stimulus bill and likely go for an enormous infrastructure spending bill that will propel stocks even higher. If President Trump is reelected, I also expect a stimulus bill with an eventual tax cut. While at Walter Reed Hospital, President Trump tweeted that if he wins he will push for the biggest tax cut in history. The bottom line is that regardless of who wins the presidency, stock prices are likely to continue to trend higher and ignore the weakening economic climate.
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Friday, July 19, 2019
Green Tech Stocks To Watch / Companies / Renewable Energy
Technology is a space that has printed millions upon millions for investors and continues to do so quite regularly. Within this industry, there are several sub-sectors, many of which are experiencing strong gains in demand, growth across the sector, and opportunities for investors. One of these areas is green tech.Over the past decade or so, an incredible amount of light has shone onto the carbon footprint that the current infrastructure of human civilization is creating and the devastating effects that this footprint may have on the environment. As a result, we’ve seen a global push for green and clean across various sectors, including not just energy, but automobiles, construction, and many other facets of business.
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Friday, January 25, 2019
The Financial Secret Behind Germany’s Green Energy Revolution / Commodities / Renewable Energy
The “Green New Deal” endorsed by Rep. Alexandria Ocasio-Cortez, D.-N.Y., and more than 40 other House members has been criticized as imposing a too-heavy burden on the rich and upper-middle-class taxpayers who will have to pay for it. However, taxing the rich is not what the Green New Deal resolution proposes. It says funding would come primarily from certain public agencies, including the U.S. Federal Reserve and “a new public bank or system of regional and specialized public banks.”
Funding through the Federal Reserve may be controversial, but establishing a national public infrastructure and development bank should be a no-brainer. The real question is why we don’t already have one, as do China, Germany and other countries that are running circles around us in infrastructure development. Many European, Asian and Latin American countries have their own national development banks, as well as belong to bilateral or multinational development institutions that are jointly owned by multiple governments. Unlike the U.S. Federal Reserve, which considers itself “independent” of government, national development banks are wholly owned by their governments and carry out public development policies.
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Wednesday, November 28, 2018
Looking ahead: Why the Smart Money is Investing in Green Energy / Commodities / Renewable Energy
Tech industry headlines might have been focused on Apple’s recent milestone, whereby they officially became the first company in history to achieve a $1 trillion market capitalization, but the renewable energy sector had its own cause for celebration, also starting with the letter ‘t’.
The news from Bloomberg New Energy Finance (BNEF), the world’s total capacity for energy production through wind and solar has surpassed 1 terawatt, and we might not have to wait too long before we can get to the next terawatt, if the current pace of progress, uptake, and innovation keeps up into the future. As a matter of fact, the BNEF makes the surprisingly upbeat prediction that by the year 2023, we might see this achieved at only 46% of what the first terawatt cost.
Wednesday, May 10, 2017
5 Clean Energy Innovations That Could Transform Our World / Commodities / Renewable Energy
By Zainab Calcuttawala - Innovations in energy storage, smart grid, and electricity generation technologies will affect every part of the source-to-consumer supply chain for powering the planet. Energy storage tech improves the viabilities of wind and solar power – two energy sources that remain cost prohibitive due to expenses related to batteries that would store generated energy. Smart grids will regulate the movement of energy throughout a city or state, insuring the areas from crippling blackouts. Developments in electricity generation make sure we make the most out of fossil fuels and other energy sources to improve efficiency.
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Monday, February 06, 2017
Absolution, Deceit and Renewables / Politics / Renewable Energy
It’s been a while since the Automatic Earth featured an article from Energy Matters, the site run by our longtime friend Euan Mearns, Honorary Research Fellow at The University of Aberdeen, and his co-conspirator Roger Andrews, a British engineer/geophysicist, semi-retired in Mexico. But I read a piece by Roger yesterday that I like, because it allows me to rant against all the false claims emanating from countries and companies about the share of renewable power in their total energy consumption.
Roger focuses on the railway system in the Netherlands, run by NS, which recently claimed that it operates on 100% wind power. This is of course, if you know anything about electricity generation and the grid, a preposterous claim, and that the company has the guts to make such a claim can only serve to prove how little the general public knows about the topic. Or they wouldn’t dare. Green is still so sexy in certain circles, and actual knowledge so poor, that companies like the NS feel no scruples about stretching their ‘greenness’ into absurd theater territory.
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Wednesday, August 31, 2016
Green Bond Market Will Continue To Grow / Interest-Rates / Renewable Energy
If a bond has a negative yield, then the bondholders will lose their money on their investment. In the long run, their expectations are lower and consequently they lose the incentive to invest — which may have far-reaching repercussions.
Green Bonds Are Changing Investor Expectation’s
The rapid growth of the green bond market has sparked interest from many audiences.
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Wednesday, December 02, 2015
Renewable Green Energy Bankruptcies / Politics / Renewable Energy
With the approach of the much ballyhooed Paris Climate Summit, the world is being conditioned to accept the spread of the renewable energy gospel. As shams go this one is a doozy. Absent from the filtered media coverage is the actual record of failure and fraud that produces more bankruptcies than usable energy. Hold onto your socks, the waste of public money is about to accelerate. All these projects will enrich the few, while soaking the multitude. Aye, global warming is such a blessing . . .
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Friday, June 26, 2015
Renewable Energy the Fastest-Growing Energy Sector of 2015 and Beyond / Commodities / Renewable Energy
David Fessler writes: I’ve been talking about renewable energy at conferences for the last eight years. Every year, I’ve said renewables will continue to be the fastest-growing energy sector.
And every year, the data proves me right.
Renewable energy sources now generate 28% of the world’s electricity, up from 25% in 2013.
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Sunday, January 18, 2015
Why Renewable Energy Is Attracting the Smart Money / Companies / Renewable Energy
Dr. Kent Moors writes: While everyone's been fixated on oil, renewable energy has been gathering some serious steam.
Led by solar power, worldwide capital investment in "clean" energy surged by more than 16% last year.
In fact, spending on renewable energy was so strong in 2014, some have begun to label the recent rush into renewables as a "turning point" in the energy balance.
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Friday, November 21, 2014
New Algae Research May Have Uncovered an “Energy Forest” Under the Sea / Companies / Renewable Energy
Dr. Kent Moors writes: I’ve never subscribed to the idea that we need a silver bullet to replace crude oil.
I’ve always believed the better solution would be to develop a working balance among sustainable and exchangeable energy sources.
Today, we have contributions from renewables like solar, wind, geothermal, biofuels, and even wave and kinetic power, to complement the energy we create from crude oil, natural gas, nuclear, and coal.
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Friday, November 14, 2014
Why Lower Crude Oil Prices Won’t Kill the Renewable Energy Boom / Commodities / Renewable Energy
Kent Moors writes: Whenever oil prices drop, everyone always wonders how it will affect wind and solar power.
It follows from the traditional assumption that renewables like these are only competitive when oil and natural gas prices are high.
After all, the early stages of wind and solar power came with a hefty front-loaded price tag, requiring massive government subsidies to both producers and end users to get off the ground.
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Friday, September 12, 2014
Is Geothermal Power About to Become The Next Great Battleground Over Fracking? / Commodities / Renewable Energy
Dr. Kent Moors writes: Of all the renewable energy sources, geothermal power remains by far the smallest.
But that may not prevent it from becoming the next energy “hot potato.”
A good example of its potential can be found in Iceland, where the entire country runs on geothermal power. Of course, it does help to have a string of active volcanoes to tap.
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Thursday, August 21, 2014
Mines That Run On Solar Or Wind Power / Commodities / Renewable Energy
Mining companies are often seen as dinosaurs when it comes to making changes that will benefit the environment, but that perception may be shifting as some companies turn to renewable energy to cut costs and lighten their carbon footprint.At first blush, mining and renewable energy seem incongruous. Mining's reputation as a voracious consumer of fossil fuels is well deserved, especially surface mining, where diesel-sucking haul trucks perform endless loops to and from gigantic pits scraped ever-deeper by immense earth-moving machines belching greenhouse gases.
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Sunday, August 10, 2014
A Pollution-Free Plan to Power 100 Million American Homes / Commodities / Renewable Energy
Oil and Energy Investor Staff write: Anyone who’s ever stood in the ocean knows its power. During a storm, ocean waves can pound houses, trees and cars into rubble. The steady waves can pulverize rocks and sweep swimmers out to sea in an instant.
But what if you could turn the pounding of the waves into a pollution-free source of energy?
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Thursday, October 03, 2013
Renewable Energy-- But Not for America / Politics / Renewable Energy
Tokelau, an independent territory of New Zealand, is a small three island archipelago of about 1,400 residents about 300 miles north of American Samoa in the South Pacific. In October 2012, the Polynesian nation turned off the last of its diesel generators and became the first country to use solar power as its only energy source.
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Friday, May 17, 2013
The UK Green Energy Policy Shambles / Politics / Renewable Energy
GREEN TAPE AND BUSINESS DONT MIX
BusinessEurope president Jürgen Thumann speaking to EurActiv at the European Business Summit, May 15, squarely blamed the European Commission for "the negative effects of green tape”, also saying EU regulations create ‘unnecessary burdensome legislative instruments in climate, energy and environment policies’. The UK Energy Intensive Users Group, an umbrella group that represents a dozen or more energy intensive sectors such as steel, cement, paper and chemicals which have no option but to compete on international markets, often have 70% or more of their operating costs swallowed by energy purchases. These industries are therefore very sensitive to the relative price of energy in the national economy. The EIUG's Director Jeremy Nicholson is outspoken on the negative impacts of Europe's "green tape", like its European continental opposite numbers which include Eurogas, the industry group representing the heavily penalized European gas industry.
Sunday, April 28, 2013
Secretary General Ban Boosts Boom In Green Energy / Politics / Renewable Energy
WELCOME TO THE BUBBLE
Lord Stern, chairman of the London School of Economics' Grantham Research Institute said this month that some 60%-80% of oil, gas and coal reserves and resources owned by the world's major stock exchange listed energy and natural resource firms "need to be left in the ground if the world wants to tackle climate change". To be sure, the market value of these companies could fall by that amount, or more, due to their forward investment spending being based on increasing future output and sales.