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 a lot more mines. Lithium, nickel, cobalt, copper, manganese, graphite, even steel: just name and industri...
By Tom Konrad, Ph.D., CFA On Friday February 2nd, Brookfield Renewable (BEP and BEPC) reported earnings. Judging by the immediate stock market reaction, many investors did not like the results. Quarterly earnings actually beat expectations, but for...
By Tom Konrad, Ph.D., CFA A reader of my recent article on Yieldcos asked which share class of Clearway Energy was the better to buy for tax purposes: Class A shares (CWEN-A) or Class C Shares (CWEN). For tax purposes, they are identical. They pay t...
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 energy stocks have been this cheap. Perhaps it is worries about hostility towards clean energy under a new Trump administratio...
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 agricultural systems innovation as a method for reducing greenhouse gas emissions and other environmental harms. ...