In the US, renewable-energy developers continue to reap the rewards of favorable policies at the state and federal level. However, concerns about rising electricity costs and general opposition to government subsidies raise questions about whether this support will continue.
Although SolarCity Corp (NSDQ: SCTY) and other outfits with unsustainable business models pose the most risk to investors’ wealth, long-term contracts and the participation of utilities in the space should ensure that renewable energy won’t reprise its disappearing act from the 1980s.
Don’t be surprised if SolarCity tumbles to less than $10 per share when the going gets tough.
At the same time, because many investors view renewable energy as an opportunity for developers to usurp utilities, a good chunk of this industry trades at reasonable valuations relative to their long-run growth prospects.
This issue highlights the best opportunities and names to avoid in the following areas: yieldcos, generation, energy storage, transmission, energy retailing, regulated utilities and components manufacturers.
Shares of US refiners have outperformed since oil prices swooned. Here's why and what's to come.
How US producers responded to plummeting natural-gas prices provides useful insight into how names with an oil-weighted output mix will contend with lower oil prices.
The price of a mixed barrel of NGLs on the Gulf Coast has plummeted by 45 percent since the end of the third quarter.
Surging production in the Marcellus Shale has also created challenges for producers and has important implications for investors and natural-gas prices in other regions.
We'll be looking for value at the NAPTP's annual MLP investor conference.
The most important event of the year for MLP investors is just around the corner.
Investors are overly eager to spin even minor developments into the first signs of a V-shaped recovery in crude oil.
There's more pain ahead for the energy sector.
First Solar and SunPower Corp announced a yieldco earlier this week. Should you believe the hype?
Elliott and Roger on Apr. 7, 2015
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