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Investing in the Next Generation of Nuclear Power

December 17, 2022 By admin Leave a Comment

In this Article:

  • U.S. Department of Energy announced…
  • Talk about opportunity…
  • A new type of nuclear fuel…

The devil is always in the details.

This week, the U.S. Department of Energy announced that scientists achieved a nuclear fusion reaction that created more energy than was used. Make no mistake: This is a huge deal. This has never happened before.

To clarify, a nuclear fusion reaction happens when two light nuclei merge to form a single heavier nucleus.

To put it simply, this is essentially the reaction that powers the sun; when properly harnessed, it can be used to create a limitless source of energy on Earth. In fact, according to the U.N.’s International Atomic Energy Agency, nuclear fusion could generate 4 million times more energy than burning coal or oil…

But, of course, without the massive environmental and social burdens.

While I’ve never been a huge fan of traditional nuclear power — mostly because it remains cost-prohibitive without massive subsidies (far more than coal, gas, solar, and wind) — the promise of nuclear fusion has always been fascinating to me because it could potentially allow us to ditch fossil fuels altogether while creating energy in an economically and environmentally superior fashion.

It’s also far safer than traditional nuclear fission, which produces radioactive waste that, despite world governments' best efforts, creates an inconvenient safety and security risk that few ever want to talk about.

And, of course, because fusion is not based on a chain reaction like we see with fission, a nuclear accident is not actually possible. 

But I’m not here to talk about nuclear physics.

Instead, I’m here to talk about opportunity.

[Whitney Tilson: Gold 2.0 Tap Into the Most Lucrative Vein of the SWaB Revolution]

And as much as I love the promise of nuclear fusion, the opportunity to profit from this is highly unlikely because it’s highly unlikely we’ll ever actually see nuclear fusion happen for at least another 30 years — and that’s figuring conservatively. 

Like I said, the devil is in the details.

As reported in The Washington Post, the net energy gain scientists witnessed only happened at the micro level:

The lasers used at the Livermore lab are only about 1% efficient, according to Troy Carter, a plasma physicist at the University of California at Los Angeles. That means that it takes about 100 times more energy to run the lasers than they are ultimately able to deliver to the hydrogen atoms.

So researchers will still have to reach “engineering net energy gain,” or the point at which the entire process takes less energy than is outputted by the reaction. They will also have to figure out how to turn the outputted energy — currently in the form of kinetic energy from the helium nucleus and the neutron — into a form that is usable for electricity. They could do that by converting it to heat, then heating steam to turn a turbine and run a generator. That process also has efficiency limitations.

All that means that the energy gain will probably need to be pushed much, much higher for fusion to actually be commercially viable.

At the moment, researchers can also only do the fusion reaction about once a day. In between, they have to allow the lasers to cool and replace the fusion fuel target. A commercially viable plant would need to be able to do it several times per second, said Dennis Whyte, director of the Plasma Science and Fusion Center at MIT. “Once you’ve got scientific viability,” he said, “you’ve got to figure out engineering viability.”

In other words, don’t hold your breath for nuclear fusion.

Yes, it’s absolutely fascinating, and one day it’ll be a real thing.

But it’s not going to be a real thing anytime soon, and it’s certainly of no use for us as energy investors. 

[Alexander Green: The New King of LNG]

What I do find interesting, though, is that while so many people in the media are talking about nuclear fusion this week, they’re completely clueless about the next generation of realistic nuclear power, which is likely to be one of the most profitable energy investment opportunities of our lifetime.

Utilizing a new type of nuclear fuel called “Tri-Fuel 238,” this next-generation nuclear power technology is cheaper than coal and natural gas, carbon emission-free, and, unlike traditional nuclear power plants, its reactors cannot fail.

It’s by far one of the safest, cleanest, and cheapest forms of power in the world, and the best part is there’s only one company making all this possible. 

My good friend and colleague Keith Kohl actually turned me on to this company (along with its ticker symbol) earlier this year, and let’s just say that I really like looking at my trading account these days. 

While I remain bullish on solar, wind, geothermal, and battery storage, I also know a solid opportunity when I see one. And quite frankly, if you look at the details on this new nuclear technology for yourself, you’ll see what I’m talking about.

Bottom line: Nuclear fusion isn’t going to happen anytime soon, but Tri-Fuel 238 is a reality right now, and it’s going to make a lot of energy investors very, very rich.

To a new way of life and a new generation of wealth…

Jeff Siegel Signature

Jeff Siegel

[Nomi Prins: 10x Gains on a Small Firm Disrupting a Critical American Industry]

Read more from Jeff Siegel at EnergyAndCapital.com

Filed Under: Nuclear Tagged With: Battery, Coal, energy storage, Geothermal, Jeff Siegel, Keith Kohl, Nuclear energy, Nuclear Fusion, oil and gas, Solar, Tri-Fuel 238, U.S. Department of Energy, wind power

Solar and Semiconductor Stocks for Long Term Investors

November 14, 2022 By admin Leave a Comment

  • Many semiconductor stocks are on sale, and investors who buy low can see their returns go supersized in they play their cards right.
  • First Solar (FSLR): A new tax credit for manufacturers of photovoltaic solar modules will boost profits.
  • Pineapple Energy (PEGY): The small company has big plans for a national network.
  • ON Semiconductor (ON): The company makes semiconductors that are used in automotive, communications, computing, consumer, industrial, lighting, medical, and military applications.
  • Amkor Technology (AMKR): The company’s stock is up by 30% since July.
  • Broadcom (AVGO): This is a great way to also invest in 5G. Broadcom designs and develops semiconductors for the wireless and broadband communication industry.
  • Enphase Energy (ENPH): The company’s products allow homeowners and businesses to gather and store solar power to use during a grid failure.
  • Inpinj (PI): Its products can be used by retailers to prevent theft, food suppliers to help record use-by dates, pharmaceutical companies and fleet management.

Once considered to be a cash cow for investors, finding semiconductor stocks to buy and hold can be daunting these days.

The iShares Semiconductor ETF (NASDAQ:SOXX), an exchange traded fund that holds 30 leading semiconductor stocks, is down more than 35% so far this year as a chip shortage continues to stress the industry.

But if you’re a believer in technology and realize that semiconductors will continue to be in high demand, such a drop is pretty interesting for long-term investors.

Many of these semiconductor stocks to buy and hold are on sale, and investors who buy low can see their returns supersized if they play their cards right.

There are some indications that the chip shortage could begin to ease. The CHIPS and Science Act, passed by Congress and signed into law this year, is designed to increase semiconductor research and production in the U.S. Already, companies are making plans to expand their manufacturing bases in the U.S.

Where does that leave us? It’s time to go bargain shopping for semiconductor stocks to buy and hold.

The Portfolio Grader can be a great tool to help us find the best semiconductor stocks to buy now. The Portfolio Grader is my free tool that evaluates and grades stocks based on qualitative metrics and buying momentum.

 First Solar (FSLR)

When you think about First Solar (NASDAQ:FSLR), you probably think first about solar power and not semiconductors. That’s perfectly reasonable. FSLR is one of the most well-known solar stocks out there.

It’s also one of the best-performing stocks of the year. So far in 2022, FSLR stock is up by more than 70%, with plenty of reasons to think the trend will continue.

The company announced that it will invest up to $1.2 billion to scale production of photovoltaic (PV) solar modules, which could allow it to increase its power capabilities by more than 10 gigawatts by 2025.

The company says each of those modules features a layer of Cadmium Telluride semiconductor that’s thinner than a human hair. And it’s researching more ways to make products with an even thinner semiconductor layer.

The potential here is clear, particularly with the emergency of the Inflation Reduction Act in the U.S. that restores a tax credit for U.S. manufacturers that start production of PV projects before 2025. FSLR stock has a “B” rating in the Portfolio Grader.

[Alert: Don’t Make This Million-Dollar Mistake]

Pineapple Energy (PEGY)

This is one of the smallest and least-known stocks on this list. But never fear – even though Pineapple Energy (NASDAQ:PEGY) is a true penny stock at fewer than $3 per share, and even though it has a market capitalization of barely $20 million, there are plenty of reasons to be bullish about this energy company.

While Pineapple’s core market is in Hawaii, the company actually has Minnesota roots. Communications Systems, which previously traded on the Nasdaq exchange as JCS, bought out Pineapple earlier this year and changed its name and ticker accordingly.

Just prior to the merger, Pineapple had already bought two Hawaii solar companies, Hawaii Energy Connection and E-Gear. That gives the new Pineapple Energy a solid position in the Hawaii market.

Pineapple aims to use that as a launching point for building a nationwide footprint in offering solar solutions.

The company’s Q2 earnings report (its first since the merger) shows promise. Revenue was $5.9 million after being zero a year ago, and earnings per share was 15 cents – a welcome profit after the company lost 74 cents per share a year ago.

PEGY stock was trading at less than $1 per share at the beginning of the month but is up more than 215% since then. PEGY has a “B” rating in the Portfolio Grader.

ON Semiconductor (ON)

ON Semiconductor (NASDAQ:ON) is a much less volatile play than PEGY, but it also has more of a track record to go by. It did get a big boost this summer when it joined the all-important S&P 500 index.

While much of the market is still deep in the red, ON Semiconductor is nearly breaking even, down less than 2% so far on the year. In a year like this, having a stock that’s flat is definitely better than one that’s been handing out losses right and left.

The company makes semiconductors that are used in automotive, communications, computing, consumer, industrial, lighting, medical and military applications. That’s a great place to be in as companies are clamoring for semiconductors and the CHIPS Act makes buying semiconductors from U.S. companies easier.

Earnings in the third quarter continued the company’s winning ways – revenue of $2.19 billion beat analysts’ expectations for $2.12 billion. EPS of $1.45 per share was better than the $1.31 the Street expected.

ON has an “A”  rating in the Portfolio Grader.

Amkor Technology (AMKR)

Amkor Technology (NASDAQ:AMKR) packages and tests integrated circuits for chip manufacturers. The company has a pretty big footprint outside of it’s home base in Arizona, with factories also in China, Japan, South Korea, Malaysia, the Philippines, Portugal and Taiwan.

Although it has faced some challenges this year – the company’s operations in Shanghai were hurt by China’s extended Covid-19 shutdown – but the stock has rallied as of late, up nearly 30% since early July.

Third-quarter earnings of $2.08 billion and EPS of $1.25 per share easily beat analysts’ expectations and showed strong year-over-year growth (revenue was up 24% from a year ago, with net income of $306.1 million being  an increase of 69%).

AMKR stock has a “B” rating in the Portfolio Grader.

[How to Get $2,500 Back Into Your Pocket Every Year? (Without Buying a Single Stock)]

Broadcom (AVGO)

I’m a big fan of Broadcom (NASDAQ:AVGO) stock because of its position in the 5G space.

Broadcom designs and develops semiconductors for the wireless and broadband communication industry.

That’s a great opportunity for investors because I’ve long been convinced that the applications of 5G could be life-changing. The ability to get lightning-quick internet speeds even when on Wi-Fi opens the doors for smart cities, machine learning, AI, virtual reality, and more.

Broadcom is also buying enterprise software company VMWare (NYSE:VMW) in a $61 billion deal that will allow it to expand into cloud computing.

Q3 revenue of $8.46 billion and earnings of $9.73 per share beat analysts’ expectations for $8.41 billion and $9.56 EPS.

AVGO stock has a “B” rating in the Portfolio Grader.

Enphase Energy (ENPH)

Another solar energy stock, Enphase Energy (NASDAQ:ENPH) makes and markets solar energy inverters and battery storage products. The company’s products allow customers to gather solar power, store it on a battery and use it in the event of a power grid failure.

Enphase will be able to use a smartphone app to direct power to essential appliances, which will help them to maximize their power reserves.

Earnings in the third quarter topped analysts’ estimates for the top and bottom lines as Enphase stock kept its hot streak intact. ENPH is up 55% so far on the year, including an 11% gain over the last month.

ENPH stock has an “A” rating in the Portfolio Grader.

Inpinj (PI)

Based in Seattle, Inpinj (NASDAQ:PI) is a pretty cool company. It manufactures tag chips that use radio-frequency identification (RFID) technology to allow users to track an item’s identity, location and authenticity.

Its products can be used by retailers to prevent theft, food suppliers to help record use-by dates, pharmaceutical companies and fleet management. Its tags are also a critical tool for the Internet of Things, as it allows computers to track inventory and the supply chain.

PI stock has had a pretty good year as well, up 16% in 2022, and up 22% just in the last month. Third-quarter earnings also continued the company’s trend of beating expectations, as it reported $68.27 million in revenue of 34 cents EPS – both better than the forecasted $64.79 million revenue and 20 cents EPS.

PI stock has an “A” rating in the Portfolio Grader as well.

[Exclusive: Whitney Tilson – Gold 2.0 Tap Into the Most Lucrative Vein of the SWaB Revolution]

Read more from Louis Navellier at InvestorPlace.com

Filed Under: Solar Tagged With: Amkor Technology (AMKR), Broadcom (AVGO), Enphase Energy (ENPH), ETFs, First Solar (FSLR), Inpinj (PI), iShares Semiconductor ETF (NASDAQ:SOXX), ON Semiconductor (ON), Pineapple Energy (PEGY), Semiconductors, Solar

Turning Clean Energy Solutions Into Profit

September 5, 2022 By admin Leave a Comment

In this Article

  • Overtaxed Power is a National Problem
  • America’s Failing Energy Infrastructure
  • Turning Clean Energy Solutions Into Profit

California is canceling the gas car.

On August 18, Governor Gavin Newsom notched a win when the California Air Resources Board approved his plan to phase out gas cars…

Starting in 2026, 35% of cars sold must be electric vehicles (EVs). That will increase to 100% EVs by 2035.

This is the same California that’s been battling power outages every summer. In 2020, a series of rolling blackouts left over 500,000 residents without power.

Between 2017 and 2019, the state saw its blackouts increase by about 20% yearly… for a total of more than 50,000 in just two years.

But California isn’t alone here. Overtaxed power infrastructure is a national problem.

The U.S. built most of its power grids in the 1950s and ‘60s. And we only designed the grids to last 50 years before needing major overhauls.

A portion of the monthly electric rates we pay is supposed to go toward maintaining and upgrading these grids… But all too often, utility companies put off major improvements in favor of profits.

And the result is a 10x increase in power outages affecting 50,000 people or more since the 1980s.

On top of that, outages from major storms like hurricanes and blizzards have more than doubled over the past 20 years. 

In 2020 alone, the average American experienced over eight hours of power disruption – a 73% increase from 2019.

So California’s already taxed power grid will have to support the charging of an estimated 32 million EVs in the coming decade… That’s going to be a big problem.

Here’s why I’m telling you this…

As Daily editor Teeka Tiwari says, “With every big crisis comes even bigger opportunities…”

And today, we have a chance to invest in a solution for America’s energy crisis.

[Louis Navellier: The #1 Electric Vehicle (EV) Battery Stock of 2022]

America’s Failing Energy Infrastructure

When President Joe Biden signed the $1.2 trillion Infrastructure Investment and Jobs Act late last year, Congress earmarked about $65 billion to improve the nation’s power grid.

That number is woefully short of the estimated $7 trillion needed to modernize our current power infrastructure.

As a result, Congress has spent the months since trying to stretch those dollars by promoting “distributed energy resources,”… a fancy way of telling Americans that they’ll have to become their own mini-power grids.

California is a party to this strategy. It now offers several programs that reward homeowners for installing distributed energy resources like solar panels and energy storage systems (ESS).

Some utilities will offer a $1,000 rebate for every kilowatt-hour (kWh) of ESS installed. And California will pause property tax rate hikes until 2024 on properties that install solar panels.

Along with other federal and regional incentives, California hopes these efforts are enough to decentralize the grid for the coming EV wave… And this is where we’ll find opportunity.

Turning Clean Energy Solutions Into Profit

California is home to over 39 million people. More than Canada or Australia. And it would be the world’s fifth-largest GDP if it were a nation… so it uses a lot of electricity.

Add in the seven other states that intend to follow California’s lead… and that’s 40% of the nation’s car sales going electric over the next thirteen years.

So an estimated 57.8 million homes are likely to adopt ESS to keep them charged.

You can get immediate exposure to this trend by investing in the iShares Global Clean Energy ETF (ICLN)…

The ICLN index fund holds large, established companies. So the growth potential isn’t the same as a private start-up… But it’s up 6% year-to-date compared to the Nasdaq’s 23% decline.

It will also give you broad market exposure to companies like Enphase Energy and SolarEdge Technologies.

Enphase is one of the largest producers of home ESS. And SolarEdge builds power management systems for home solar panels.

So as waves of consumers adopt EVs and home ESS over the next two years, I believe ICLN could double your money in that same period.

And if current trends are any indication, it’s only a matter of time before even more Americans make the switch… so preparing for that today could potentially set you up for a windfall of profits in the years ahead.

Invest with conviction,

Anthony Planas signature

Anthony Planas
Analyst, Palm Beach Daily

[Nomi Prins: 10x Gains on a Small Firm Disrupting a Critical American Industry]

Read more from Anthony Planas at PalmBeachGroup.com

Filed Under: Electric Vehicles Tagged With: Anthony Planas, Australia, Blackouts, California, Canada, Electric Vehicles, energy storage, ETFs, Grid, Infrastructure, International, iShares Global Clean Energy ETF, President Biden, Solar, Teeka Tiwari

Profit from California’s Aggressive Climate Change Laws…

July 19, 2022 By admin Leave a Comment

In this Article

  • California is Incredibly Powerful
  • A Variety of Clean Energy Programs
  • Carbon Neutral by 2035

Guys like Elon Musk and Larry Ellison like to talk a lot of smack about California.

And while criticisms of overzealous regulation and high taxation are credible, I still love the Golden State.

In fact, I was in the Bay Area last weekend and loved every second of it…

The food, the people, the tremendous views of golden-hour sunsets over the ocean.

California is a magical place. It’s also an incredibly powerful state.

Boasting a GDP of $3.35 trillion, it’s the fifth-largest economy in the world. That means it's bigger than India, France, and even the U.K. This is not trivial. 

Now, one of the reasons California’s economy is so large is because it’s so well-diversified, encompassing everything from media, entertainment, and tourism to technology, agriculture, and education.

And while there have been some high-profile entrepreneurs recently leaving California for what they call more “business-friendly” environments in Texas and Florida, the influence of California’s massive economy remains strong.

This is particularly true in the case of clean energy adoption and climate change mitigation strategies, where California has long been a leader.

Under the umbrella of the state’s California Air Resources Board (CARB), which is a sort of “clean air agency” that was established under Ronald Reagan while he was governor, California has been instituting a variety of programs and legislation that puts the state in the pole position of trillion-dollar economies transitioning to a cleaner energy economy.

Here are a few examples:

  • The Greenhouse Gas Emission Reduction bill, which required California to reduce its overall greenhouse gas emissions to 1990 levels by 2020 and 40% below 1990 levels by 2030, appointing CARB to develop policies (ultimately including the state’s cap-and-trade program) to achieve this goal
  • Renewable Energy Procurement bill, which requires the state to procure 60% of all electricity from renewable sources by 2030 and 100% from carbon-free sources by 2045, double the energy efficiency of existing buildings, and allow greater electric utility investment in electric vehicle charging infrastructure
  • Sustainable Transportation Planning bill, which set regional greenhouse gas emission reduction targets for passenger vehicles and requires agencies to assess and mitigate the vehicle miles traveled (VMT) impacts of new developments
  • Energy Storage bill, which requires electric utilities to install minimum levels of grid-scale energy storage infrastructure
  • Electric Vehicle Charging bill, which requires local governments to develop streamlined ordinances for electric vehicle charging infrastructure.
  • Advanced Clean Cars Program, which was designed to reduce greenhouse gas and smog-causing emissions from California cars, including vehicle performance standards and manufacturer requirements
  • Green Building Standard program, which was designed to reduce the energy use of California buildings, including energy efficiency standards for new construction and retrofits for existing buildings
  • Low Carbon Fuel Standard program, which requires transportation fuel producers to reduce the greenhouse gas emissions intensity of their products, from extraction to refining and end use
  • Renewables Portfolio Standard, which is a statewide requirement that electricity providers procure 33% of energy from renewable sources by 2020 and 60% of total electricity by 2030. It's worth noting that the state exceeded its 2020 goal after data showed that 59% of the state’s electricity came from renewable and zero-carbon sources in 2020.

Now, I understand that some folks don’t think much of these types of programs and laws that seek to address climate change.

And that’s fine.

[Exclusive: 1-Stock With Potential 10x Gains (Yes, Even In This Market)]

To be honest, I really don’t care what your thoughts are on climate change-related laws and mandates because I’m not here to convince you to hug trees or recycle. I’m here to convince you that if you play it right, you can make a lot of money by investing in the companies that are going to benefit from California’s very aggressive clean energy and climate change laws — especially now that some of those laws are about to get even more aggressive.

You see, in an effort to counter the Supreme Court's recent decision to restrict the EPA’s ability to regulate greenhouse gas emissions, California is now making moves to become carbon neutral by 2035 — which is 10 years ahead of the state’s current target. And some have suggested that the state may also try to reach its 100% clean energy portfolio by 2030, which would be five years ahead of schedule. 

A lofty goal, to be sure, but not impossible to reach.

In fact, earlier this year, on May 8, California produced enough renewable electricity to meet 103% of consumer demand. 

So much renewable electricity was generated that day that the California Independent System Operator even exported some of it to other western states. 

Still, in order to speed up the state's renewable energy goals, it will need to build solar and wind projects three times faster than they’re being built now, and battery storage projects need to be built eight times faster.

I’m not fully convinced that the state will be able to pull this off, but I do know enough about California’s aggressive climate change mitigation strategies to understand that those leading the charge here are going to make a very serious effort. This, of course, will result in certain renewable energy projects and technologies getting a very serious shot of steroids.

Translation: Savvy investors are about to make a ton of cash. 

Might as well be you, right?

[Nomi Prins: 10x Gains on a Small Firm Disrupting a Critical American Industry]

To a new way of life and a new generation of wealth…

Jeff Siegel Signature

Jeff Siegel

Read more from Jeff Siegel at EnergyAndCapital.com

Filed Under: Analysis Tagged With: California, clean energy, Climate Laws, electric vehicle, elon musk, energy storage, Jeff Siegel, Larry Ellison, renewable energy, Solar, wind power

Tesla Finds New Growth in Residential Solar Energy?

July 12, 2022 By admin Leave a Comment

In this Article

  • 1 Stock Here to Stay
  • This is a Global Boom
  • Renewable Energy Market Size
  • Power Up Your Portfolio with New Energy
  • Stock of the Week

She said what?!

I received an exciting phone call over the weekend from a dear friend.

And it’s clear that something is brewing . . .

A new energy revolution!

They just signed a contract to install 70 solar panels on their roof.

I told my husband we were not keeping up with the Joneses on giving our house an energy upgrade!

This is their first step toward attaining complete energy independence.

Next up? They plan to install a Tesla Powerwall to charge their electric vehicle (EV).

Sound familiar? Yes! Paul lives this life every day. He walks the walk of the new energy revolution.

Paul drives around his new Tesla Dory, plugs her in to charge at home, then goes inside to power up his house from solar energy.

Then when his Tesla Powerwall has extra power to spare, he sells it back to the utility companies.

But Paul and my friend are not alone.

Despite ongoing supply chain challenges, the residential solar market “saw record-setting growth in first quarter (Q1) 2021 as customer demand and sales pipelines continue to increase.”

Just check out the U.S. Solar Market Insight report— numbers don’t lie.

New Energy adoption is happening FAST! And I don’t want you to miss out.

1 STOCK HERE TO STAY — LEAD — NEW ENERGY REVOLUTION

One thing we look for in a bear and bull market is growth.

How’s this?

Solar installations topped 1.2 GWdc (gigawatts direct current), a 30% increase over Q1 2021 and a 5% increase over Q4 2021 according to the SEIA.

Overall, solar accounted for 50% of all new electricity-generating capacity added to the U.S. grid in the first quarter of 2022.

[First Look: Love investing in disruptive new companies? Your shot at the next Tesla!]

source: banyanhill.com

This is a global boom…

Bloomberg data shows solar installers in Germany are booked out for rooftop jobs through 2023.

But harnessing solar power energy is so diverse.

Tesla just revealed a solar range extender trailer with Starlink at the “IdeenExpo” in Hanover, Germany.

While Tesla’s latest innovation could be the future, one thing is sure: The demand for solar energy solutions is through the roof!

And Tesla plans to carve out even more market share in the New Energy revolution by offering solar roofs. Tesla’s solar roof is beautifully designed and serves as an easy-to-manage power source.

But did you know there are other ways to harness the power of sun?

  • A shed or garage.
  • A home’s awning or overhang.
  • A pergola or carport.
  • A solar tree.

Live in an apartment? Consider portable solar panels!

New energy innovations are here to stay.

It’s transforming how we power everything, from cars and homes to public buildings and commercial facilities.

The global new energy market, valued at $952 billion in 2021, is projected to reach nearly $2 trillion by 2030. That’s growing at a compound annual growth rate of 8.6%.

[Don't Miss: Click Here for Details on the Shocking New EV]

source: banyanhill.com

POWER UP YOUR PORTFOLIO WITH NEW ENERGY

These are all signs that renewable energy — a key pillar of America 2.0 — is already transforming the global energy grid and moving us to a more sustainable, clean-power infrastructure.

It may be the best example of how the mega tech trends of the future are changing life for the better while savvy America 2.0 investors reap the benefits.

The No. 1 way for you as an investor to reap the rewards of this shift is by buying stocks in the companies leading the revolution.

Supply chain issues, inflation, high gas prices? Solution: new energy.

Bloomberg data forecasts “rapid solar growth, easing supply-chain disruptions and a potential reversal in commodity prices” has the potential to boost new energy stocks’ overall financial performance over the next year.

We believe this transition is going to be huge. It was my prediction for 2022 that we’d see a new energy boom.

And I think it’s happening now.

So for your stock of the week … drumroll! The king itself:

source: banyanhill.com

Until next time,

Amber Lancaster

Amber Lancaster

[Shocking: Tesla's Worst Nightmare? (Coming True Right Now)]

Read more from Amber Lancaster at BayanHill.com

Filed Under: Solar Tagged With: Amber Lancaster, electric vehicle, Inflation, Solar, Starlink, Supply Chain, tesla

The Hydrogen Economy is on the Cusp of an Enormous Tipping Point

July 11, 2022 By admin Leave a Comment

In this Article

  • Technological advancements and falling renewable energy costs have led to a new era of scalable “Green Hydrogen” production.
  • Thanks to its unmatched energy density, hydrogen outplays battery electricity when it comes to range, recharging times and emissions.
  • Hypergrowth investors should take a good hard look at these emerging hydrogen stocks

Today, electric vehicles are all the rage. They’re at the epicenter of the world’s shift to cut carbon emissions dramatically and rapidly for a cleaner future. But EVs weren’t always at the forefront of the Clean Energy Revolution. Indeed, back in 2003, it was all about hydrogen.

In his 2003 State of the Union address, then-President George W. Bush said, “the first car driven by a child born today could be powered by hydrogen and [be] pollution-free.”

He was half-right. There are a lot of pollution-free cars out there today. And many children born back in 2003 are driving them. But for the most part, they’re powered by electric batteries, not hydrogen fuel cells.

Where did it go wrong?

In the words of Matthew Blieske, Shell’s (NYSE:SHEL) global hydrogen product manager, “… there was always something missing.”

The History of Hydrogen

In the early 2000s, hydrogen fuel cells were hyped up for their ability to reduce energy dependence. That was at a time when crude oil prices were north of $50 and rising. But falling oil prices in the late 2000s and early 2010s sapped some of this hype. And it dramatically slowed the Clean Energy Revolution.

Then the world started getting serious about decarbonization again in the back half of the 2010s. And hydrogen was but one of many zero-emission energy sources out there, alongside solar, wind, and electric batteries.

And relative to those other energy sources, hydrogen has proven to be less efficient and more expensive.

That’s because hydrogen, while the most abundant element in the universe, doesn’t exist in its pure form on Earth. So, producing it requires a complex, multi-step process. And that results in significant electricity loss and requires tons of added infrastructure – and dollars.

Not to mention, to offset these extra costs, most companies have turned to producing hydrogen from cheap natural gas. That means that most isn’t zero-emissions at all.

Net net, hydrogen has gone from being the epicenter of the Clean Energy Revolution to just a niche afterthought.

But that’s all about to change.

The Hydrogen Economy is on the cusp of an enormous tipping point.

For the first time in its choppy history, the time has come for this clean energy source to reign.

[New Battery Breakthrough: Could Revolutionize the $2 Trillion Automotive Industry]

The Drivers Have Arrived

As every country works toward a net-zero emissions target, the global political stage is set for mass decarbonization.

Economies of scale have led to the cost of hydrogen fuel cells dropping 60% over the past decade. Deloitte expects those costs to drop below electric battery and combustion engine costs within just a few years…

Technological advancements and falling renewable energy costs have led to a new era of scalable “Green Hydrogen” production. And now it can be cost-effectively produced from renewable energy sources, like solar and wind.

In other words, all the drivers have finally shown up to the party at the same time.

In the words of Blieske: “[In the past] there was a policy missing, or the technology wasn’t quite ready, or people were not so serious about decarbonization. We don’t see those barriers anymore.”

With those barriers removed, the Hydrogen Economy will tip into its long overdue renaissance in the 2020s. And that will create what Morgan Stanley (NYSE:MS) sees as an $11 trillion market in the coming decades.

Source: InvestorPlace

[Exclusive: Company Pioneering this New Battery could be the Investment of a Lifetime]

Where will all this hypergrowth come from?

We’ll see it in high-usage and long-range energy and transportation markets. That’s where hydrogen’s advantages over electric batteries shine brightest.

You see, when it comes to cost, efficiency, safety, and public roads infrastructure, battery electricity wins out. To that extent, battery electricity will likely be the dominant clean energy source for passenger cars and last-mile delivery vans.

But thanks to its unmatched energy density, hydrogen outplays battery electricity when it comes to range, recharging times, and emissions. So, in heavy-usage and long-range situations, hydrogen is best in class. Therefore, those fuel cells will likely be the dominant clean energy source for industry, stationary and cross-country haul.

Think forklifts in warehouses, trucks that travel across the country, and ships that sail across oceans. And what about data centers that have to be “always on”?

Indeed, hydrogen fuel cells are on the cusp of disrupting those industries over the next decade.

Who is at the forefront of this multi-trillion-dollar disruption?

Plug Power (Nasdaq:PLUG) is. The company started out supplying hydrogen fuel cells for forklifts to warehouse operators like Walmart (NYSE:WMT) and Amazon (Nasdaq:AMZN). Now Plug Power is morphing into an all-in-one, vertically integrated powerhouse at the epicenter of the Hydrogen Economy.

Needless to say, Plug Power stock is a long-term winner.

But other names are also piquing interest in this hypergrowth space…

Like Ballard Power (Nasdaq:BLDP), who’s making hydrogen fuel cells for buses, trucks, and trains. And Bloom Energy (NYSE:BE) is creating energy “boxes” powered by green hydrogen to help replace grid power.

With these hypergrowth stocks, you have three of the highest-quality plays on the multi-trillion-dollar Hydrogen Revolution. And they’re three stocks that could easily rise several hundred percent in the 2020s.

Hypergrowth investors should take a good hard look at these emerging hydrogen stocks.

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On the date of publication, Luke Lango did not have (either directly or indirectly) any positions in the securities mentioned in this article.

Read more from Luke Lango at InvestorPlace.com

Filed Under: Hydrogen Tagged With: amazon, Ballard Power, Batteries, Bloom Energy, clean energy, electric vehicle, Hydrogen, Luke Lango, Morgan Stanley, Plug Power, Solar, Walmart, wind power, Zero-Emissions

This “Tiny” Tech will have a Huge Impact on Energy and Beyond…

May 4, 2022 By admin Leave a Comment

In this Article

  • Just How Small Is Nano?
  • This Revolutionary Technology Will Change Lives
  • Big Money Is Flooding Into Nanotech
  • How to Get in On This Revolutionary Trend

I grew up as an “IBM” kid. My dad worked as a leading statistician and programmer at one of the main IBM plants in my hometown of Poughkeepsie, New York.

While other kids played with dolls or toy trains, my dad would take me to IBM’s offices and show me all sorts of computer developments.

And later on, my first internship and job were at IBM.

In 1989, IBM made a technological quantum leap that made science fiction a reality…

IBM scientist Don Eigler became the first person to control individual atoms.

Eigler assembled 35 atoms to spell out “I-B-M” in a precise arrangement.

“We wanted to show we could position atoms in a way that’s very similar to how a child builds with Lego blocks,” he said.

Nanotechnology is the practice of manipulating individual atoms and molecules. But up until Eigler’s successful experiment in 1989, it existed only in theory.

Authors like renowned sci-fi writer Neal Stephenson painted a glorious picture of its applications in his 1995 book, The Diamond Age. He wrote about a world where your every want is possible, from machines that heal our bodies from the inside to buildings made of diamonds.

And now, more than 30 years after Eigler’s accomplishment, we are on the verge of a nanotech revolution.

That’s because we are beginning to see the kind of change some futurists predicted will come from the near-atomic-scale engineering discipline of nanotechnology.

And savvy investors stand on the cusp of huge profit…

Just How Small Is Nano?

Throughout the 20th century, engineers tried to make things smaller. After all, the smaller a piece of hardware, the less time it would take for the electrons to go from one place to another.

And so, for example, we’ve seen the computer go from the size of a room to the size of your back pocket…

As a result, electronics have become lighter, cheaper, and more efficient. So this approach made sense.

But nanotechnology takes the opposite approach. It’s about engineering things from a molecular level. It’s about building things from the bottom up, atom by atom… manipulating matter on the nanoscale.

So how small is nanoscale, exactly?

Let’s break it down…

A centimeter is one-hundredth of a meter… There are 100 centimeters in a meter.

A millimeter is one-thousandth of a meter… There are 1,000 millimeters in a meter.

A nanometer is one-billionth of a meter. There are 1 billion – 1,000,000,000 – nanometers in a meter.

For perspective, one strand of human hair is 50,000 to 100,000 nanometers wide.

So, we’re talking microscopically small.

But this “tiny” technology will have a huge impact…

[New Battery Breakthrough: Could Revolutionize the $2 Trillion Automotive Industry]

This Revolutionary Technology Will Change Lives

Nanotech applications have an almost infinite variety of uses in virtually every field.

One of the most promising applications is medicine.

Doctors could send nano machines through your arteries to clear plaque. This could help prevent heart attacks and strokes.

These machines could repair damage within every single cell in a human body. They could even assemble new organs to replace aging ones – with perfect precision.

And they could be used to deliver drugs – chemotherapy, for example – on a targeted basis.

But nanotechnology has applications outside of healthcare, too.

Nanomachines could help solve environmental problems by breaking down pollutants and toxins. They could even reassemble them into useful materials.

And nanotechnology is revolutionizing manufacturing as well.

In 2004, scientists at the University of Manchester isolated a layer of carbon just one atom thick. This is called graphene.

Graphene is the thinnest material known to man. It is six times lighter than steel, but 200 times stronger. Adding a miniscule amount of graphene to concrete can reduce the amount of concrete needed in construction by up to 20%.

And graphene is almost entirely transparent. It absorbs only 2% of light. It can be used as a non-reflective covering for solar cells. This helps solar panels absorb much more energy.

The field of nanotechnology is progressing at breakneck speed. It is being incorporated into areas as diverse as clothing, furniture, paint, and computer processors.

And as I show in the next section, research into nanotech is escalating.

So we can expect to hear a lot more about this fast-moving field in the coming years…

Big Money Is Flooding Into Nanotech

Globally, the nanotech market has taken off in recent years. As you can see from this chart, the overall nanotechnology market has nearly quintupled in value since 2010. In 2021, it was worth $85.4 billion.

And it’s growing rapidly. It could reach $289 billion by 2030, according to market research company Precedence Research. That’s an increase of roughly 240% from 2020.

One of the things that ensures growth in any market is continuous patent development.

Patents are often used by companies to show investors they have the exclusive rights to the product they’re developing. Defending this intellectual property (IP) with a patent is critical in the nascent nanotechnology industry.

The U.S. Patent and Trademark Office (USPTO) is the most popular patent register worldwide. Most companies (U.S.-based and non-U.S.-based) register their patents there.

In 2021, a total of 23,750 nanotechnology-related patents were registered with the USPTO. This has been growing steadily in recent years, as you can see from this next chart…

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Most of these were registered by organizations in the U.S., China, South Korea, Japan, and Taiwan.

There is huge interest in nanotechnology from some of the tech industry’s biggest champions.

Leading the way are tech giants IBM, Samsung Electronics, and Intel. Combined, the three tech giants had 1,666 nanotech patents in 2019. This was up from a combined 556 patents between them at the start of the decade.

And the U.S. government is also investing heavily in this sector. In 2021, it spent about $1.7 billion on nanotech research & development (R&D) via its National Nanotechnology Initiative (NNI). And it is poised to spend about $2 billion this year.

In fact, since its inception in 2001, the NNI has invested more than $30 billion in nanotech R&D. It has helped develop nanotech applications in areas as diverse as energy, aerospace, sporting goods, agriculture, vaccine development, and consumer electronics.

Public and private investment will drive this ground-breaking technology in the years to come. The nanotech megatrend will revolutionize multiple industries.

And it will create economic value worth trillions of dollars in the process.

How to Get in On This Revolutionary Trend

The best way to get exposure in your portfolio is to buy shares in nanotech-related companies. Unfortunately, many such companies are small, private, and have little-to-no revenue.

So even if you can find any to invest in, they come with a degree of risk only suitable to those with a taste for the higher-stakes table.

A somewhat less risky way would be to buy shares of ProShares Nanotechnology ETF (TINY).

It’s a straightforward investment you can access in your regular brokerage account. As an exchange-traded fund (ETF), it also carries less company-specific risk than investing in individual companies.

But with just $2.7 million of assets under management, it’s tiny. This means there will be considerably lower trading volume than you might see in other ETFs in your portfolio. And because the ETF is so small, you’ll likely have to stomach some volatility.

If this isn’t your cup of tea, you can consider investing in a company like IBM (IBM). It’s a blue-chip technology company with stable profits.

It has invested significant resources in innovation to position itself as a leader in nanotech.

Happy investing, and I’ll be in touch again soon.

Regards,

signature

Nomi Prins
Editor, Inside Wall Street with Nomi Prins

[Don't Miss: Tim Bohen – Last Call Before Elon’s “Project X” SHOCKS the World (Again)]

Read more from Nomi Prins ar RogueEconomics.com

Filed Under: Future Tech Tagged With: China, Construction, Graphene, Healthcare, IBM, International, Japan, Manufacturing, Medicine, Nanotech, National Nanotechnology Initiative, Nomi Prins, Patents, ProShares Nanotechnology ETF, Solar, solar power, South Korea, Taiwan, TINY

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