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FEATURED REPORT - Rising Tigers, Sleeping Giant: This vitally important research paper from The Breakthrough Institute and The Information Technology and Innovation Foundation provides the first comprehensive comparison of public investments by the United States and key Asian competitors in core clean energy technologies - and how much danger the U.S. is in of losing this race!

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Green Capital News
What Does GM Really Think About The Volt?
Thursday, 19 August 2010
John Petersen

I love IPO registration statements because they have to provide full and fair disclosure of all material facts and forward-looking statements must "bespeak caution." The following quote from the risk factors section on page 19 of the...
Read more... - What Does GM Really ...
 
Opportunities In China's Extraordinary Battery Companies
Tuesday, 17 August 2010
John Petersen

Over the last couple years I've spent enough time in Asia to be fascinated by the growth opportunities and terrified by my own ignorance of the culture and the business dynamic. Since I know that I don't understand Asia, I tend to give...
Read more... - Opportunities In Chi...
 
Earnings Season Surprises In Energy Storage
Sunday, 15 August 2010
John Petersen

Now that the earnings season is almost over, a review of surprises in the storage sector seems appropriate. Before digging into performance surprises, however, I want to share a surprising excerpt from...
Read more... - Earnings Season Surp...
 
PFB Corporation (PFB.TO,PFBOF.PK)
Friday, 13 August 2010

Tom Konrad, CFA

PFB Corporation is a manufacturer of energy efficient building materials, including SIPD and ICFs, based on expanded polystyrene.  The company's sales have fallen in response to the housing downturn, but less so than most of the housing industry, despite a...

Read more... - PFB Corporation (PFB...
 
Anxiety and optimism
Friday, 13 August 2010

Wondering what the general emotion of the cleantech venture sector is right now?

The three posts I put up today (here, ...

Read more... - Anxiety and optimism
 
A look at how bad 2009 was for solar companies
Friday, 13 August 2010

At Canaccord Genuity's very good sustainability dinner in Boston this week, I had an enjoyable conversation with CG's Marc Marano, a leader on their cleantech team.  He told me about some pretty interesting data they'd pulled together on the solar industry.

We're all familiar already...

Read more... - A look at how bad 20...
 
Learnings from the Gevo S-1
Friday, 13 August 2010

S-1s are great.  You can't learn everything about a company from them, but you can learn a heck of a lot.  And when the company is pretty indicative of an entire subsector, you can use that company's data to help illustrate trends across a market.

Read more... - Learnings from the G...
 
Why THESE companies are IPOing
Friday, 13 August 2010

As an active investor in the cleantech market I'm definitely hoping we can start to see some successful exits.  I, like others, am pining for a few successful IPOs with stellar returns that can be good beacons of hope for the rest of the sector's bets.  When there were practically zero...

Read more... - Why THESE companies ...
 
The Best Peak Oil Investments: Bicycle and Scooter Stocks
Monday, 09 August 2010
Tom Konrad CFA

When gas prices rise, more people turn to bicycles for transportation.  Will these bike and scooter stocks ride in the oil price's slipstream?

A...
Read more... - The Best Peak Oil In...
 
The other big climate policy battle
Sunday, 08 August 2010

Now that Harry "Lucy" Reid has pulled the climate legislation football away at the last minute, cleantech investors can be forgiven for taking a big sigh and forgetting about climate policy for a while.  After all, until a couple of years ago most cleantech VCs were adamant about...

Read more... - The other big climat...
 
The Best Peak Oil Investments: Six More Electric Vehicle and Hybrid Electric Stocks
Wednesday, 04 August 2010
Tom Konrad CFA

My Ten Electric Vehicle (EV) Stocks article drew considerable...
Read more... - The Best Peak Oil In...
 
Energy Storage and the Edison Blowback
Monday, 02 August 2010
John Petersen

Last week I stumbled across a disturbing quote from Thomas Edison that was published in February 1883...
Read more... - Energy Storage and t...
 
Energy efficiency: Where angels will shine
Sunday, 01 August 2010

As you pull into the parking lot, the grit of crumbling asphalt crunches under your tires. No shade trees or white curbs in this parking lot, just lines on tarmac, narrow spaces, and an unfiltered summer sun.  You get out of your car and look up at the tall, nondescript brick building, and...

Read more... - Energy efficiency: W...
 
The Pure Technologies Takeover of Pressure Pipe Inspection Company
Saturday, 31 July 2010
Tom Konrad CFA

In February, I published an interview with Sam Healey portfolio manager at Lamassu Holdings about...
Read more... - The Pure Technologie...
 
The Big Short and Picking a Money Manager
Monday, 26 July 2010
If you're going to have someone else manage your money, consider their incentives carefully.

I just finished reading Micheal Lewis's excellent book...
Read more... - The Big Short and Pi...
 
Must-read: Jeremy Grantham's take on global warming
Monday, 26 July 2010

It's already been making the rounds, but in case you missed it, here's a link to Jeremy Grantham's "Everything You Need to Know About Global Warming in 5 Minutes" that was a...

Read more... - Must-read: Jeremy Gr...
 
Battery Cost Forecasts and The Origin of Specious*
Friday, 23 July 2010
*with humble apologies to Charles Darwin
John Petersen

The Oxford Dictionary defines the adjective 'specious' as:
  • Superficially plausible, but...
Read more... - Battery Cost Forecas...
 
What climate bill?
Thursday, 22 July 2010

It's 2nd down and about 10 yards to go, and Harry Reid decided he might as well punt.

With today's news that any upcoming energy bill won't include climate legislation or even a renewable portfolio standard, cleantech...

Read more... - What climate bill?
 
The Best Peak Oil Investments: Ten Electric and Hybrid Car Stocks
Wednesday, 21 July 2010
Tom Konrad CFA

Tesla Motors (TSLA) is not the only electric vehicle (EV) stock.  Here are...
Read more... - The Best Peak Oil In...
 
Metrics for Thin Film Solar CIGS Company Comparisons
Monday, 19 July 2010

Joseph McCabe

Many people ask me, "which CIGS company is going to emerge as winner in the race towards high efficiency thin film PV's? To provide an enlightened perspective to the...

Read more... - Metrics for Thin Fil...
 
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