Publisher's Synopsis
This in-depth research report analyzes the key structural trends shaping the renewable energy industry's future and highlights Roger Conrad's best investment ideas (and stocks to avoid!) in generation, storage, transmission and equipment. Here are some of the topics covered in this report: Why incumbency beats financial innovation when it comes to renewable energy; Which utilities stand to profit the most from investment opportunities in clean energy; Which overhyped solar-power company has a business model that takes a page from subprime lending and loses more money with each incremental sale; The highest-percentage investment bets on energy storage, the holy grail for widespread implementation of wind and solar power; The forces driving consolidation in the electric transmission industry; and Why companies that produce solar- and wind-power components are terrible long-term holdings."
