Archive for Renewable Energy

ARRA Symposium notes, March 10 2009

I’ll be referencing these notes in an article to be published on AltEnergyStocks.com as What the ARRA Means for Clean Energy: One State’s Example on March 15th.

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Renewable Energy Funds

I’ve posted an updated and more in-depth look at clean energy and renewable energy mutual funds. Also of interest may be an article on how actively managed clean and renewable energy funds compare to the passively manged/index variety.

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Renewable Energy (and other) ETFs

I’ve published an updated run-down of Clean Energy Exchange Traded Funds, as well as a look at those clean energy ETFs which have Exchange Traded options on them (and why you might care.)

On the subject of ETFs, I was shocked when I took a closer look at Doubleshort and Ultra ETFs, and this led me to do a couple reshuffles of ETFs in my portfolio.

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Investing in Obama’s Stimulus Plan

Since Obama’s election, my partent Charles and I have been looking at what Obama’s refreshing attitude towards Renewable Energy and Energy Efficiency, combined with the credit crunch, will do for some of our favorite stocks… here are the highlights:

Companies that may benefit from a solar glut

How Oil prices affect Alternative Energy Stocks

Emissions trading stocks under Obama

What might happen to Solar Photovoltaic companies if consumers pull back

Charles and I expect divened paying companies to come back into vogue. He has a few dividend paying alternative energy companies and I have a couple dividend paying energy efficiency companies to consider.

I also revisited my list of Blue Chip Alternative energy companies to see which ones might benefit from the expected stimulus package, while Charles looked at Smart Grid stocks that might benefit from a stimulus package. One technology I’m betting on is Geothermal heat pumps.

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Votes for Clean Energy in Colorado

I vote in Colorado, and we actually have more initiatives on the ballot than in California. Again, from the perspective of a voter primarily concerned about climate change and clean, renewable energy, here are the propositions that are relevant. (I’ll spare you my opinion on if eggs should be people.)

Amendment 52 – Redirect severance tax revenues for road repairs. No.
A quick look at who’s backing this thing is enough to convince me it’s crazy. See my article on Colorado Republicans.

Amendment 58 – Ends a tax subsidy for the oil and gas industry. The saved money would be used to expand college scholarships, preserve wildlife habitat, support clean energy projects and help local communities deal with the impacts of oil and gas drilling. Yes.
I looked into this in detail as Policy Committee Chair for the Colorado Renewable Energy Society (CRES), which endorses the bill. Naturally the oil and gas drillers want to keep thier subsidies, which is why you’ve probably seen more ads against it than for it. See A Smarter Colorado for the other side’s take.

Boulder Initiative 1A. Yes. This would allow Boulder county to issue municipal bonds and use the proceeds for loans to help fund home energy efficiency and renewable energy improvements in residents’ homes. CRES has also endorsed this one, for pretty obvious reasons.

And, of course, if you care about clean energy, you’ll be voting for Mark Udall and Barack Obama. I used to like John McCain, and once even voted for him in a primary… back when he was a maverick. Now he’s just old, and in the pocket of his party.

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Votes for Clean Energy in California

I’m not a California voter, but my father is, so he asked me my advice on the energy propositions. Here are the intiatives I see as affecting the clean energy global warming picture.

Prop 1: High Speed Rail Bonds. Yes. Rail is the most efficient form of transport we have.

Prop 7: Renewable Energy Generation Initiative Statute. Yes. This bill raises targets for CA’s RPS, but lowers the level of penalties for noncompliance. However, it does make the penalties slightly more enforcable. See CEERT for more details.

Prop 10: Alternative Fuel Vehicles and Renewable Energy Bonds Initiative Statute. Nah. This bill would mainly subsidize conversion of vehicles to natural gas and subsidize natural gas transport infrastructure. This would be an improvement over gasoline, but is not renewable. It would also be a windfall for T Boone Pickens and his Pickens Plan. Clean Energy Fuels, a company which Pickens Controls (and I own some stock in) would be the greatest beneficiary… it’s also the primary funder.

In addition, there are some worries that California would be subsidizing conversion of vehicles to natural gas, and then the vehicles would leave the state. If your main concern is global warming and energy security, however, natural gas vehicles would help both, no matter where they are in the country. But it is rather unfair to ask CA to subsidize the rest of the nation. I’d like this much better if it were a national initiative, rather than just California; the fairness issue bothers me most.

My dad’s voting for Prop 10… but he’s more enthusiastic about natural gas vehicles than I am, and seems unfazed by the fairness issue.

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Ten Renewable and Energy Efficiency Companies To Buy In a Downturn

I Just completed a series on Ten Renewable and Energy
Efficiency companies to buy when the market hits bottom.  These are solid
companies, and a market downturn is a great time to aquire any and all of them.

I also mentioned a few more which almost made it into the
list in the introduction and also here.

Note: I and/or my clients have positions in all the stocks mentioned.

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