By Tom Konrad Ph.D., CFA
The market for reliable back-up power in homes and businesses is booming.
With more people working from home…
There is no shortage of things to worry about as we start 2023. The Federal Reserve is (rightly, in our opinion) worried about inflation becoming…
by Paula Mints
Transmission and distribution is the process of getting electricity from the point of generation to the point of use. Unfortunately, upgrades, maintenance,…
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I met VegTech Invest CEO, Elysabeth Alfano at the 2023 ESG for Impact Conference, where she made a strong case for investing in food and…
By Tom Konrad Ph.D., CFA
Despite a run-up in the fourth quarter of 2023, it has been a long time since valuations of clean…
By Tom Konrad, Ph.D., CFA
A reader of my recent article on Yieldcos asked which share class of Clearway Energy was the…
By Tom Konrad, Ph.D., CFA
On Friday February 2nd, Brookfield Renewable ( BEP and BEPC ) reported earnings. Judging by the immediate…
By Tom Konrad, Ph.D., CFA
Supply and Demand
One uncomfortable fact for green investors is that the clean energy transition is going to require…
The House version of Donald Trump’s “Big Beautiful” budget bill almost completely repeals the provisions of Joe Biden’s signature Inflation Reduction Act (IRA). In particular,…