Renewables, hydrogen, carbon credits, EVs, and clean energy investing.
11 posts
Enphase posted positive Q4 2025 net income; SolarEdge's earnings repair is still unfinished. Where ENPH and SEDG actually diverge in 2026.
First Solar's 2026 case lives or dies on backlog conversion, U.S. ASP assumptions, and cash discipline — measured against its own official guidance.
Plug Power's Q4 and full-year 2025 release showed 12.9% revenue growth to about $710 million, a return to positive quarterly gross profit, and $368.5 million of unrestricted cash. The 2026 issue is whether margin repair and asset monetization can reduce cash burn enough to extend the runway.
BYD's NEV scale and Tesla's BEV-only base aren't the same denominator. A filing-first 2026 read on EV mix quality and margin discipline before the headline numbers.
Carbon exposure isn't one product. Due diligence on carbon-credit ETFs, futures, platforms, and private vehicles in 2026 — structure, liquidity, regulation, and risk controls first.
EIA demand signals, LBNL interconnection-queue friction, and IRS 48E/45Y tax-credit execution rarely move together. A 2026 read on where US clean-energy winners and losers actually split.
Not all carbon credits are one quality bucket. ICVCM integrity standards, ICAO CORSIA eligibility, and Microsoft's January 2026 removal procurement, read separately for the 2026 outlook.
EU MSR policy design, report-grade price dispersion, and listed-proxy behavior don't tell one story. A 2026 read on what's actually moving carbon prices.
Built from EU Commission pages: how CBAM's 2026 definitive regime, ETS-linked certificate pricing, publication timing, and compliance calendar fit together before any importer-impact claim.
EU ETS, California, RGGI, and China's ETS, compared from official rules and auction tables — proxy prices kept separate, and no premature convergence story.
Clean-energy scale isn't automatically equity evidence. A filing-anchored read on NextEra's FPL/NEER structure, backlog, and the policy and rate risks around it.
The energy transition is creating massive investment opportunities. Carbon credit markets, solar and wind stocks, hydrogen economy plays, EV battery supply chains, and ESG trends. From EU carbon border taxes to US clean energy incentives - find out which green investments are worth watching.
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