Streetwise Renewable - Wind Articles
John McIlveen: Alt Energy Is Still at Value Levels
Source: George Mack of The Energy Report (2/22/11)
Jacob Securities Research Director John McIlveen was one of the first analysts in North America to specialize in renewable energy stocks. He believes these industries—particularly geothermal, solar and wind—may present unusual publicly traded opportunities for investors seeking diversification and significant capital appreciation. In this exclusive interview with The Energy Report, John shares several ideas to round out growth-oriented portfolios.
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Obama Fast-Tracks Offshore Wind Energy
Source: USA Today, Wendy Koch (2/8/11)
"Administration aims to lease wind farms off four Mid-Atlantic states by the year's end."
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UK Wind Energy Jobs Surge 91%
Source: Bloomberg, Alex Morales and Sally Bakewell (2/2/11)
"UK must derive 15% of electricty, heat and transportation from renewables by 2020."
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Obama to Eliminate Oil Subsidies; Sets 80% Clean Energy Target
Source: Energy Matters (1/26/11)
"Obama dubs clean energy development 'the Apollo Projects of our time.'"
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U.S. Wind Industry Reports Slower 2010 Growth
Source: USA Today, Wendy Koch (1/26/11)
"Lack of stable policy let wind out of the sector's sails in 2010."
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Wind Industry Seeks 'WindMade' Label
Source: EarthTechling, Pete Danko (1/19/11)
"Initiative launched to develop a standard. . ."
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U.S. Seals Energy Deals as Hu Arrives for Visit
Source: The Wall Street Journal, Bob Davis and Tenille Tracy (1/19/11)
"Both sides have been sparring over clean-energy development."
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China Number One in Wind Power Capacity
Source: Global Times (1/18/11)
"Last year, the nation increased its total wind power capacity by 62%."
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U.S. and China Clash on Energy
Source: Associated Press, Joe McDonald (1/17/11)
"The envisioned energy partnership between the two nations has largely evaporated."
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Weekly Clean Energy Roundup
Source: Sustainable Business (1/12/11)
"From car shows to wind farms, clean energy makes strides."
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Edward Guinness: A Portfolio Approach to Alternative Energy
Source: Brian Sylvester of The Energy Report (1/11/11)
Edward Guinness, comanager of the Guinness Atkinson Alternative Energy Fund, says countries will use a portfolio mix of resources to meet their power needs. Investors in the alternative energy sector are advised to take the same approach to investing in the sector. In this exclusive interview with The Energy Report, Edward tackles the skepticism about climate change, cost, volatility and liquidity and offers advice for skittish first-time investors in the sector.
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Shawn Severson: Surprising Opportunities in Cleantech
Source: Brian Sylvester of The Energy Report (9/30/10)
Cleantech goes far beyond solar power, according to Shawn Severson. As a managing director of cleantech research with ThinkEquity in San Francisco, he finds mainstream companies poised to cash in on common-sense technologies that save energy and money. In this exclusive interview with The Energy Report, Shawn makes the case that cleantech is as much about saving money as it is about saving the environment.
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Edward Guinness: Solar-Powered "10-Baggers"
Source: Brian Sylvester of The Energy Report (9/23/10)
Edward Guinness, co-manager of the Guinness Atkinson Alternative Energy Fund, says the best opportunities in the alternative energy space involve solar power. "We are unusually positive on the solar sector," Edward says, noting that power produced from solar sources will double in 2010. Edward divulges some solar-powered "9- or 10-baggers" in this exclusive interview with The Energy Report.
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MacMurray Whale: Find Energy Catalysts, Find Growth
Source: Brian Sylvester of The Energy Report (8/24/10)
Cormark Securities Analyst MacMurray Whale knows the micro and macro forces at play in a truly global sector and how those forces are affecting companies seeking growth in largely uncharted waters. It's altogether uncommon knowledge but, in this exclusive interview with The Energy Report, Whale provides a heady glimpse at some prospective alternative energy plays with tangible catalysts for growth. He likes some big-cap energy developers paying dividends and some much smaller solar plays with big upside.
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Peter Cox: Green Energy Finding Its Legs
Source: Brian Sylvester and Karen Roche of The Energy Report (5/25/10)
"Green" energy is clearly here for the long haul. People everywhere are demanding new forms of clean energy, while governments decide how to deliver it and companies seek ways to satisfy the need. The Energy Report talked with GreenTech Opportunities Analyst Peter Cox about recent developments in the nascent sector and the investment opportunities they're creating. Cox offers his exclusive take on what's ahead and how to jump on what's coming down the pike.
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Gordon Monk: The Global Movement Toward Green
Source: Tim McLaughlin and Karen Roche of The Energy Report (4/22/10)
In this exclusive interview with The Energy Report, Gordon Monk of Performance Capital Advisors discusses the worldwide movement toward green energy. Gordon explains how cobalt and lithium are linked to solar and wind power and why he prefers primary cobalt producers over those that obtain cobalt as a byproduct of other operations.
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Lawrence Roulston: An Answer Is Blowin' in the Wind
Source: Interviewed by Karen Roche, Publisher, The Energy Report (2/18/10)
In this exclusive Energy Report interview, GreenTech Opportunities editor and publisher Lawrence Roulston talks about how a virtuous circle of alternative energy is in motion and gaining momentum. Reduced costs lead to further research and development, improvements in technology, industry expansion and greater economies of scale, which lead again to lower costs, more innovation, more industry growth and cheaper energy, and round and round it goes.
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Chris Potter Eyes Opportunities in Appetites for Energy and Food
Source: Interviewed by Karen Roche, Publisher, The Energy Report (2/11/10)
For environmental, financial and political reasons—not to mention to satisfy an energy-hungry world—Northern Border Capital Management founder Chris Potter sees some interesting opportunities for investors in alternative fuels on the horizon. One of his picks is a company using plasma gasification technology to produce clean-burning fuels. In this exclusive Energy Report interview, Chris also explains why he's bullish on natural gas and agribusiness' potential for domestic potash production.
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China Bests U.S. in Clean Energy
Source: Innovation News Daily, Jeremy Hsu
"China's push for new technologies has the U.S. scrambling to catch up."
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