Latest ideas and analyses related to clean energy

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CEG

+18 pts



Modeling the Clean Hydrogen Opportunity for Nuclear Power

By mooreideas on Sept. 12, 2022, 11:41 a.m.
Tagged topics: hydrogen , clean energy

Views: 13, Votes: 3, Responses: 0, Attachments: 1
BE

+53 pts



Supply Chain Improves in 2Q; Pending Tax Credit Set to Boost U.S. Electrolyzer Demand

By P on Aug. 11, 2022, 9:30 a.m.
Tagged topics: clean energy , renewables

Views: 9, Votes: 4, Responses: 0, Attachments: 1
AMRC

+33 pts



As SoCal Battery Build Nears Completion, Proposed Tax Credit Would Boost U.S. Storage Demand

By RayHold on Aug. 6, 2022, 9:52 p.m.
Tagged topics: clean energy , renewables

Views: 9, Votes: 4, Responses: 0, Attachments: 1
XYL

+31 pts



Good to See Supply Chain Loosening Up... Not as Good: 5 Years Since the Last Sizable M&A Deal

By Thomasidea on Aug. 6, 2022, 9:38 p.m.
Tagged topics: clean energy , renewables

Views: 7, Votes: 2, Responses: 0, Attachments: 1
PLUG , ENPH , SEDG

+18 pts



ENPH seems likely to grow fast in tandem with the acceleration in rooftop solar market. Especially in EU where gas prices is high and largely...

By sobrimustafa on Aug. 5, 2022, 2:58 a.m.
Tagged topics: clean energy , RePowerEU

Views: 23, Votes: 7, Responses: 0, Attachments: 0
AMRC

+31 pts



As SoCal Battery Build Nears Completion, Proposed Tax Credit Would Boost U.S. Storage Demand

By Thomasidea on Aug. 2, 2022, 7:58 p.m.
Tagged topics: clean energy , renewables

Views: 9, Votes: 2, Responses: 0, Attachments: 1
XYL

+34 pts



Good to See Supply Chain Loosening Up... Not as Good: 5 Years Since the Last Sizable M&A Deal

By RayHold on Aug. 2, 2022, 7:55 p.m.
Tagged topics: clean energy , renewables

Views: 18, Votes: 4, Responses: 0, Attachments: 1
US Macro

+34 pts



RENEWABLE ENERGY AND CLEAN TECHNOLOGY|POWER

By P on July 25, 2022, 7:15 a.m.
Tagged topics: clean energy , renewables

Views: 12, Votes: 3, Responses: 0, Attachments: 1
ARRY , SHLS , STEM , NEP , AES , NI

+43 pts



Solar - Biden exempts tariffs; sooner/better than expected clarity on investor overhang - upside for ARRY, SHLS, STEM

By ethonomics on June 6, 2022, 5:22 p.m.
Tagged topics: clean energy , solar power

Views: 40, Votes: 5, Responses: 0, Attachments: 1
US Macro

+75 pts



RENEWABLE ENERGY AND CLEAN TECHNOLOGY | POWER by Raymond James

By Thomasidea on May 23, 2022, 8:38 a.m.
Tagged topics: clean energy

Views: 29, Votes: 5, Responses: 0, Attachments: 1
CLNE

+58 pts



Adjusting Estimates and Price Target to $12.5 (CLNE)

By toastcrunch.info on May 19, 2022, 6:14 a.m.
Tagged topics: clean energy

Views: 18, Votes: 4, Responses: 0, Attachments: 1
ARRY , AY , SEDG

+58 pts



clean energy 2022 NTC conference Takeaways

By toastcrunch.info on May 19, 2022, 4:50 a.m.
Tagged topics: clean energy

Views: 24, Votes: 5, Responses: 0, Attachments: 1
PLUG

+36 pts



$PLUG 1 GW Electrolyzer Order in EU an important win

By CdnInvstr on May 18, 2022, 2:03 p.m.
Tagged topics: contract win , clean energy

Views: 126, Votes: 5, Responses: 0, Attachments: 1
SEDG , ENPH , PLUG

+37 pts



RePowerEU Largely as Advertised, but Highlights Potential for Rooftop Solar/H2

By CdnInvstr on May 18, 2022, 1:54 p.m.
Tagged topics: clean energy , RePowerEU

Views: 26, Votes: 3, Responses: 1, Attachments: 1
STRATEGY

+32 pts



Sales deferred for micro batteries

By Thomasidea on May 18, 2022, 4:08 a.m.
Tagged topics: clean energy , UK

Views: 15, Votes: 3, Responses: 0, Attachments: 1
MCHI

+33 pts



What did we learn from the 4Q21/FY21 results season?

By KHUN on April 14, 2022, 8:42 a.m.
Tagged topics: clean energy

Views: 38, Votes: 3, Responses: 0, Attachments: 1
FLNC

+1 pts



Just posted here https://street-guru.com/opinion/flnc_flnc-reports-as-requested_20220413_557/...

By realjoe on April 13, 2022, 12:30 p.m.
Tagged topics: clean energy

Views: 1, Votes: 1, Responses: 0, Attachments: 0
FLNC

+2 pts



Anyone has $FLNC report

By malcolmstem on April 13, 2022, 10:22 a.m.
Tagged topics: clean energy

Views: 12, Votes: 1, Responses: 1, Attachments: 0
SEDG , ENPH , ARRY

+11 pts



Super useful report. I’m hoping solar is getting ready for a new run higher. It’s well off from lows, but has been lagging other energy,...

By realmomobags on March 30, 2022, 8:19 p.m.
Tagged topics: clean energy

Views: 3, Votes: 2, Responses: 0, Attachments: 0
SEDG , ENPH , ARRY

+47 pts



Assessing the impact of volatile macro - oil, commodities & EU in focus; raise demand view thru 2025

By ethonomics on March 30, 2022, 5:25 p.m.
Tagged topics: clean energy

Views: 45, Votes: 3, Responses: 1, Attachments: 1