Renewables
11/17/2023
What is happening in the energy markets? Why is there an underinvestment in energy over the past decade? What is the risk of price fluctuations? What does this mean for prices? Adam Rozencwajg, CFA,...
11/09/2023
In 2023, renewables are grappling with rising costs and higher interest rates. The perception of nuclear power in the energy transition is shifting. Is this a long-term change? Natural gas remains a...
04/28/2023
The article below is an excerpt from our Q4 2022 commentary.Analysts constantly state that renewable energy competes favorably against natural gas and coal-fired electricity generation on an...
10/14/2022
The article below is an excerpt from our Q2 2022 commentary.Our Q4 2021 commentary was entitled “The Distortions of Cheap Energy.” In our lead essay, we explained how extremely low energy prices...
09/16/2022
The article below is an excerpt from our Q2 2022 commentary.“Are you embarrassed as an American company that your production is going up while the European counterparts are going down…. Would you...
07/26/2016
Elon Musk’s April announcement that Tesla will manufacture a $35,000 electric vehicle prompted a huge amount of discussion in the investment community regarding the coming bull market in renewables...