2013 Alternative Energy Stock Predictions
Will Natural Gas Crush Alternative Energy in 2013?
By Jeff Siegel
There was a solar bull market from 2005 to 2008 ...
Solar Stocks Struggle to Survive
Solar investors looking to hit it big this year will be disappointed.
Most solar companies (primarily panel and cell manufacturers) will continue to suffer another year of unpleasant margins.
China will continue to pump more money into its solar industry which will result in two things:
First, solar prices will continue to fall, albeit probably not as fast as we saw in 2012. This will benefit solar installers that are making a killing right now in the United States.
Installation growth will remain strong, particularly with all these new solar leasing companies that are breaking records on both commercial and residential installations.
Second, with so much cash being pumped into China's solar industry (just to keep it afloat), we're definitely seeing the stage being set for a massive implosion.
China solar companies will continue to pump out cheap solar in 2013, but they'll be among the first casualties when the house of cards comes crashing down.
For investors, solar will remain tricky. The most lucrative opportunities in 2013 will continue to be in those small niche tech sectors and in installation. The latter could prove to really launch the SolarCity IPO, so definitely watch that one carefully.
SolarCity, one of the largest and most successful solar leasing companies in the nation. It's set to go public this year, and will trade under the symbol SCTY.
Wind Energy Blues
In the absence of the wind energy production tax credit, the U.S. wind industry will absolutely stall in 2013.
Publicly-traded wind development companies that are already operational, like Western Wind Energy (TSX-V: WND), will be fine, as they won't be affected by the loss of the production tax credit.
In fact, Western Wind is currently finishing up construction on a new project while its older projects are actively generating revenue via long-term power purchase agreements with the utilities.
The company's also now selling off its assets ........
Source:
2013 Alternative Energy Stock Predictions
Link: http://www.energyandcapital.com/articles/2013-alternative-energy-stock-predictions/2670
Jeff Siegel
Baltimore, MD - Publisher, Green Chip StocksJeff Siegel is the managing editor of the Power Portfolio, an independent investment research service that focuses primarily on stocks in the modern energy and infrastructure markets.
Often declaring, “Capitalism is a catalyst for positive change,” Jeff continues to spot the most lucrative modern energy and infrastructure companies in th
Every week in the Power Portfolio, Jeff shares the latest modern energy news, updates and recommendations.
Jeff also works as a consultant, has been a featured guest on Fox, CNBC, and Bloomberg Asia, and is the author of the best-selling energy book, Investing in Renewable Energy: Making Money on Green Chip Stocks.
Hey there! I will be looking forward to visit your page again and for your other posts as well. Thank you for sharing your thoughts about alternative energy tax credits. I am glad to stop by your site and know more about alternative energy tax credits. Keep it up! This is a good read.
ReplyDeleteRenewable Energy Credit is one of two main outputs or benefits from generation of new power from renewable sources. Renewable power generation creates actual power in the form of electricity, and environmental benefits to society from “green” power production – such as minimizing pollution and slowing the rate finite fuel resources are used. The actual power is sold into the local grid, and the societal benefits are sold in the form of Renewable Energy Credits or “RECs”, sold separately as a commodity into the marketplace. While RECs are not actually a measure of power, each REC represents one megawatt hour (MWh) of renewable-generated energy. For each REC purchased the customer is able to claim the equivalent MWh of energy reduction as on offset to their conventional energy use.
Let’s assume a yearly production of 200,000,000 kWh of electricity from our biomass plant. Please reference the Biomass section for how this value was calculated. Using the 2010 PTC rate of $0.022 per kWh would result in a tax credit of $4,400,000.
The stock market prediction is all about dynamics and that is why it is important to accurately forecast further movements of stock bids.
ReplyDelete