The Inflation Reduction Act (IRA) of 2022 has been a powerful tailwind in First Solar’s (NSDQ: FSLR) sails. As recently as last July, the share price was under $70. In just eight months, FSLR has blown past the $200 mark. The new law earmarks around $370 billion for climate change… Read More
Archive
Filter
Franco-Nevada (NYSE: FNV) is a long-time favorite gold stock of ours. As a royalty/streamer, the company finances projects (most of them in early developmental stages) in return for either royalty payment or the right to purchase metal at an agreed-upon, below-market, price. Investment in the stock provides leverage to precious… Read More
Our newest addition Fluence (NSDQ: FLNC) is a leading global provider of energy storage products and services as well as AI-enabled digital applications. At the end of its fiscal 2022 (ended September 2022), Fluence had 1.8 GW of energy storage assets deployed worldwide and another 3.7 GW of contracted backlog… Read More
Buy Fluence (NSDQ: FLNC). In order for the world to reach sustainability run primarily with renewables, energy storage is clearly going to be of paramount importance. For example, the Sun does not shine and the wind doesn’t blow all the time. Surplus energy need to be stored for use when… Read More
Buy Nel ASA (OTCMKTS: NLLSF). Nel ASA is the largest hydrogen electrolyzer manufacturer in the world. Green hydrogen, the type of hydrogen produced via the splitting of water molecules using electricity, is carbon emission free. Hydrogen is both an energy carrier and a medium of energy storage, one that’s more… Read More
The Biden Administration has stressed the need to invest in to strategic metals and creating a “Made in America Supply Chain.” However, on the same day that the White House issued such a statement ten months ago, it also effectively suspended work on the Ambler Road project by calling for… Read More
Buy Cameco (NYSE: CCJ). There are some pretty optimistic projections out there regarding how quickly the world can transition to renewable energies. One such forecast was presented in June 2020 by well-respected Stanford University professor Mark Jacobson and others. They project that wind, water, and solar (WWS) could provide 100%… Read More
The pace to a new monetary system appears to be accelerating. I think gold will almost surely be at its center, as the linchpin of a basket of a basket of currencies linked via blockchain. Recently the World Gold Council, the trade group for all things gold, suggested that gold… Read More
Russia’s invasion of Ukraine in late February came shortly after a February 8 meeting between Putin and Xi on the sidelines of the Beijing Olympics. While I wouldn’t argue that the entire war was scripted at that meeting, I think both sides agreed a catalyst was needed to de-dollarize the… Read More
Buy ERO Copper (NYSE: ERO) In recent months copper prices have been weak due to recession fears. While such fears are not without merit, for the reasons I have discussed repeatedly in this space, in the long run if the world is to realize its clean energy goals (assuming that… Read More