Brazil-July 13, 2020: In this photo illustration, the First Solar logo is displayed on a smartphone. ... [] (Photo illustration by Rafael Henrique/SOPA Images/LightRocket via Getty Images)

In recent weeks, our topics on renewable energy stocks—including US solar panel manufacturers, lithium miners, and hydrogen fuel cell producers—have performed well. The subject is still up about 25% so far this year, roughly in line with the broader S&P 500 index. In our last update in early October, the topic has fallen by about 2% so far this year. Although earnings were driven by stronger-than-expected quarterly earnings and guidance from some major companies, the regulatory situation is also looking for renewable stocks.

Last week, the US House of Representatives passed the so-called "Rebuild Better" bill, which focuses on social support and climate change. The US$1.75 trillion bill aims to invest more than US$500 billion in the climate plan and is regarded as one of the US government’s greatest efforts to address climate change and reduce greenhouse gas emissions. For example, the bill provides tax credits for the installation of renewable energy systems such as solar and wind energy and the purchase of electric vehicles. The bill also provides incentives for domestic manufacturing of renewable technologies, including solar panels and wind turbines. Although the bill will definitely undergo some changes in the Senate, it should help many companies in our subject.

In our theme, Albemarle stock is the strongest performing stock so far this year, up about 91%. The company is one of the world's largest producers of lithium, which is used in batteries for electric vehicles and power storage systems. On the other hand, Sunrun's stock has the weakest performance, with its stock price down about 21% year-to-date. The company designs, develops, installs and maintains residential solar systems.

[10/8/2021] Although renewable energy stocks have great opportunities, their development is lagging behind. Should you buy?

Our theme on renewable energy stocks—including US solar panel manufacturers, lithium miners, and hydrogen fuel cell producers—continues to underperform the market. So far this year, the subject has fallen by about 2%, while the S&P 500 index has risen by nearly 19% over the same period. The subject has been dragged down by rising bond yields, which hurts future stocks and growth stocks, and the delay in the passage of the U.S. Infrastructure Act, which specifies funds for accelerating the development of renewable energy solutions.

Leaving aside recent issues, this topic is still worth looking at for investors who wish to make a long-term transition to renewable energy. The Biden administration seriously considers doubling investment in renewable energy to combat climate change. The White House’s goal is to achieve 80% of renewable energy use by 2030, while taking into account all U.S. electricity from renewable energy sources in 2035. This will mark a large-scale transformation in a fairly short period of time, as only about 20% of the electricity in the United States currently comes from renewable sources. [1] This may provide considerable regulatory incentives for renewable energy in the next few years. According to a report by researchers from Harvard University, Georgia Institute of Technology, and Syracuse University, the estimated cost of switching to renewable energy could be about $342 billion, which translates into strong demand growth for renewable energy companies.

In our theme, Albemarle stock is the strongest performing stock so far this year, up about 52%. The company is one of the world's largest producers of lithium, which is used in batteries for electric vehicles and power storage systems. On the other hand, Sunrun has the weakest performance, with its stock price down about 37% year-to-date. The company designs, develops, installs and maintains residential solar systems.

[8/12/2021] IPCC sounds the alarm on climate change, renewable energy stocks will be selected

Our topic on renewable energy stocks—including US solar panel manufacturers, lithium miners, and hydrogen fuel cell producers—has underperformed so far this year, down about 2.5%, while the S&P 500 returns The rate is 19%, and although it has recovered since our last update in early June, it has fallen by about 15% year-to-date. Having said that, there is a significant development that provides a compelling reason for the subject of investment.

A few days ago, the Intergovernmental Panel on Climate Change issued a shocking report-considered one of the most detailed reviews of climate change in history-outlining how climate change is accelerating. For example, the report predicts that by 2030, the average temperature of the earth will be 1.5 degrees Celsius higher than the pre-industrial level, ten years ahead of the forecast three years ago. The Secretary-General of the United Nations regards this report as the "red code" of mankind and pointed out that it should sound the "death knell" for the fossil fuel industry.

We believe that renewable energy companies will benefit greatly from the urgency of addressing climate change. Although the returns for renewable energy stocks have been mixed in recent years, the time may have come for the industry due to higher costs or lower availability compared to traditional energy sources and heavy reliance on subsidies. Governments may accelerate the regulation of green energy alternatives, while increasing investment in renewable infrastructure. Companies may also do the same. The potential market is also huge, because fossil fuels are a trillion-dollar industry.

In our theme, Albemarle is the strongest performing company this year, with its stock price up 60% so far this year. The company is one of the world's largest producers of lithium, which is used in batteries for electric vehicles and power storage systems. On the other hand, Sunrun-a company that designs, develops, installs, and maintains residential solar systems-performed the worst, with its stock price down about 29% so far this year.

[6/7/2021] Even large oil companies have begun to attach importance to renewable energy. Which clean energy stocks should you choose?

Our topic on renewable energy stocks—including U.S. solar panel manufacturers, lithium miners, and hydrogen fuel cell producers—has underperformed so far this year, falling about -15%, while the S&P 500’s With a return rate of 13%, as investors have moved from high-growth stocks to more cyclical and valuable stocks to reopen the economy after Covid-19. However, this may be a good opportunity to invest in the industry. The urgency of tackling climate change should lead to more favorable regulations, and the company also wants to increase its renewable energy footprint. For example, even large oil companies do not want to be excluded from the clean energy race. BP (NYSE: BP) plans to invest 300 to 4 billion US dollars per year by 2025 to build a comprehensive portfolio of low-carbon technologies, including renewable energy, bio-energy, and electric vehicle charging infrastructure. Even if ExxonMobil has been reluctant to double its investment in solar and wind energy until recently, after the radical fund Engine No. 1, it may also take its low-carbon investment more seriously-the fund has been pushing it in renewable More investment in energy and a shift away from fossil fuels-won three board seats at ExxonMobil's most recent annual shareholder meeting.

In our theme, Albemarle stock is the strongest performing stock this year, with a year-to-date rise of 18%. The company is one of the world's largest producers of lithium, which is used in batteries for electric vehicles and power storage systems. On the other hand, Sunrun-a company that designs, develops, installs and maintains residential solar systems-has the worst performance, with its stock price falling about 39% so far this year.

[5/12/2021] Buying renewable energy stocks on dips?

Our topic on renewable energy stocks—including U.S. solar panel manufacturers, lithium miners, and hydrogen fuel cell producers—has significantly outperformed the market, with a return rate of approximately 159% since the end of 2019. The return rate over the same period was 29%. Standard & Poor's 500 Index. However, the subject has performed poorly so far this year, with a drop of about 19%, while the S&P 500 has returned 11% as investors have moved from high-growth stocks to more cyclical stocks for short-term investments. Recovered in 19. In other words, driven by the urgency of addressing climate change and a more favorable regulatory environment in the United States, we believe that the renewable energy industry may grow substantially in the next few years. The United States has pledged to reduce its greenhouse gas emissions by half from 2005 levels by 2030, and the goal is to achieve net zero emissions for the entire economy no later than 2050. Many other countries have set similar long-term goals, which should lead to a dramatic change in the US$7 trillion global energy market, driving demand for renewable energy technologies. Below is more information about some of the companies in our theme and how they perform.

Albemarle is one of the world's largest producers of lithium, which is used in batteries for electric vehicles and power storage systems. Year-to-date, the stock has risen 7.5%.

NextEra Energy is the largest utility company in the United States by market capitalization and the largest owner of solar power capacity outside of China. The company has also invested heavily in battery storage and plans to build nearly 700 megawatts of storage projects in California before the end of 2022. The company's share price has fallen -2.4% so far this year.

Bloom Energy sells solid oxide fuel cell generators called Bloom Energy Servers, which use natural gas or biogas as fuel through a non-burning electrochemical process. The company is also developing hydrogen fuel cells-using only hydrogen as fuel. Year-to-date, the stock has fallen -27%.

First Solar is the largest manufacturer of solar panels in the United States. As the market continues to expand, the company's strong balance sheet and its differentiated thin-film solar panel technology can be applied to utility-scale projects, which should give it an advantage. Year-to-date, the stock has fallen -28%.

Enphase Energy mainly produces components such as power inverters and control systems for solar installations. These inverters convert the direct current generated by the solar panels into alternating current used by the grid and control the solar power generation system. The stock has fallen -30% this year.

Sunrun is a company that designs, develops, installs and maintains residential solar systems in the United States. The company also provides battery storage systems. With the decline in rooftop solar costs and the increase in demand from residential customers, Sunrun's revenue has grown steadily in recent years. In other words, the high valuation of the stock means that it has corrected nearly -36% so far this year.

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