The Week in Cleantech

The December edition of Bloomberg Markets Magazine is devoted partly to the rise of carbon capitalism. An interesting series of articles on the budding carbon economy. While there are currently few ways for North American investors to play this, I continue to believe that this is an area the environmental investor must keep an eye on. On Monday, Jim Kingsdale at Seeking Alpha discussed ethanol and biodiesel: two very different biofuels. This is an interesting piece with a bullish outlook for two biodiesel stocks. Biodiesel often lingers in the shadow of ethanol in North America, yet it is...

In Solar, John Gilluly at The Chip Stock Trader let us know that help was on the way for solar stocks. An interesting take on the solar installation business with a stock pick - Akeena Solar (AKNS). But Keith Johnson at the WSJ's Environmental Capital suggested everyone should put away the champagne: the much awaited bill extending tax credits for solar and wind, it seems, may not be passed this session. Failure to agree on a bailout plan over the weekend would just about fully re-load the gun for solar shorts to get back to work next...

Easter Treats for Energy Focus, Solazyme, Capstone, Alstom, and Iberdrola; SemiLEDS Lays an Egg

On Monday, Chris Baltimore at Reuters discussed how Democratic candidates were playing up "clean coal". It's always interesting to read about politicians courting different audiences. In this case, out of convenience, both candidates are avoiding substantive debate on energy policy, during which it would certainly emerge that clean coal is more dream than reality. On Monday, Julian Murdoch at Hard Assets Investor told us that it was in the wind. An interesting piece on one of my favorite sectors, wind, with a discussion of a few good plays. Speaking of wind, T Boone Pickens was responsible for the...

What were Cleantech bloggers blogging about in 2007?  We don't have to wonder... instead, I asked Brian, AltEnergyStocks.com's web guru, to do a special run of our Cleantech News Algorithm. The Cleantech News Algorithm automatically by scans nearly 300 cleantech blogs and news sources, selected for their cleantech content. It takes three main criteria into account: 1) what other bloggers are saying about a news item, 2) how users across the Internet prefer a news item (which we call 'social popularity'), and when the item was written.  Normally it gives high priority to fresh news items, but this...

Jeff Siegel August 21: What Will Happen to Trina Solar (NYSE:TSL)? Following the hypocritical “unfair subsidy” complaint against China solar panel producers along with the 31 percent import duty placed on them by the US government, the Chinese have now responded through their Commerce Ministry by stating that the United States must cut support for six government-backed renewable energy programs or face unspecified penalties. And so continues the trade war, which was launched by the sour-grapes management of SolarWorld,(PINK SHEETS:SRWRF) and supported by those in Washington who have no clue how bad this could be for the...

On Monday, Ian Talley at the WSJ's Energy Roundup informed us that there were no alternatives at NYMEX. While the reasons behind this delay may be unclear, the US Futures Exchange is moving ahead with what I believe are the first US wind power futures to be traded on a US exchange. On Wednesday, Dan Lewis at AEI informed us that Vestas was closing a second manufacturing plant in Australia. Not supporting the emergence of a strong renewables industry is, to say the least, an interesting policy choice on the part of the Federal and the various State...

Jeff Siegel and Tom Konrad April 16: Canadian Solar (NASDAQ:CSIQ) Soars in Pre-Market JS: Capstone Turbine (NASDAQ:CPST) announced this morning that it landed a deal with a Michigan hospital to supply a dual-mode C1000 Power Package. The unit will provide both prime and backup power to save energy and increase reliability at the facility. Not sure how much this will do for the stock today, but I still maintain that Capstone Turbine below $1.00 is a gift. Particularly for those who can exercise a little patience. Consolidation looks to continue in the...

Jeff Siegel August 15: First Solar (NASDAQ:FSLR) Moves to Thailand In an effort to continue its steady expansion, First Solar (NASDAQ:FSLR) has set up a Thailand operating subsidy and has officially opened its Bangkok office. The Thai subsidiary is charged with the responsibility of expanding FSLR's market for utility-scale solar projects. Senior Manger of Business Development told reporters. . . “The long-term energy fundamentals in Thailand are very favorable for a solar power solution to meet their growing energy needs, and we will continue to invest here as part of our strategy to develop sustainable,...

Many of our readers may know about this already, but earlier this week I came across The Energy Challenge, a series of articles by New York Times writers on energy and environment issues. This is a great resource for alt energy investors and aficionados. On Monday, David Biello at Scientific American discussed the state of the science for us. This is likely nothing new for many of our readers but serves as a good reminder of why I believe the cleantech space will be so strong in the next few decades. On Wednesday, Rebecca Smith and Kevin...

On Monday, the Boston Globe told us about a new report that sheds some doubt on contentions that cleantech is the new darling of venture capitalists. Thanks to the WSJ's Energy Roundup for this one. Red Herring also published an article on this report last week. On Monday, Eli Hoffman at Seeking Alpha told us about Barron's latest five cleantech stock picks. Of those, I am particularly familiar with SunPower (NASDAQ:SPWR) and Fuel Tech (NASDAQ:FTEK). Both are a bit rich at the moment but I like Fuel Tech's exposure to China, especially at a time when the country...

The Week in Cleantech is a weekly roundup of our favorite cleantech and alt energy blog posts and stories from across the web. If you know of a good piece that you think should be included here, don't hesitate to let us know! This week, we particularly liked... On Monday, Jim Fraser at The Energy Blog warned that high grain prices could threaten the viability of ethanol. On Tuesday, Rob Day at Cleantech Investing looked at the numbers for us. On Tuesday, Dana Childs at Inside Greentech told us how an insurer warned oil...

Jeff Siegel August 1: Siemens (NYSE:SI) Lands Major Australian Wind Turbine Deal Yesterday morning, New Jersey's Public Service Enterprise Group announced that it's now looking to invest up to $833 million for an expansion of the the utility's solar power programs. This investment seeks to facilitate the developing of an additional 233 megawatts of solar capacity. The expansion is expected to create about 300 direct jobs annually over the next five years. In 30 days, Mitsubishi Motors will launch its all-new Mirage global compact car in Japan. At a cost of between US$12,800...

Jeff Siegel and Tom Konrad June 4: Public Transit Ridership Rising Sharply The American Public Transportation Association reported Monday that Americans took almost 125 million more rides on public transit in January, February and March than they did in the same period last year an increase of 4.98 percent, the largest since the first quarter of 1999.  The rise was due to a combination of high gas prices and economic growth.  Good news for mass transit stocks, like New Flyer (NFYEF), which just unveiled a battery-electric bus prototype. June 5: World Environment Day TK: ...

Jeff Siegel September 17: Will LDK Solar (NYSE:LDK) Become a Penny Stock? LDK Solar (NYSE:LDK) has sent a revenue warning and cut its full-year revenue forecast for the second time this year. The company is now expecting Q3 revenue to come in at between $220 million and $260 million. Analysts were expecting more than twice that on the low-end of LDK's estimates with $453.6 million. And to add insult to injury, I overhead an analyst last week saying China solar companies, like LDK, are on a one-way track to penny stock status. Ouch! I was actually at...

On Tuesday, Mark Gongloff at the WSJ's Energy Roundup informed us that Alcoa couldn't wait to go geothermal. This is indeed an interesting development. Aluminum smelters are some of the most electricity-intensive industrial processes around, and, in a context of rising energy prices, there are very real incentives to explore alternatives for firms in this industry. On Wednesday, Kevin Bullis at Technology Review looked into making cheaper solar cells for us. Could Heliovolt be the next First Solar (NASDAQ:FSLR)? On Wednesday, Tyler Hamilton at Clean Break warned us of the inherent limitations of so-called "clean coal". The...