Nick Hodge - Angel Publishing

Investing in Smart Meter Companies

You know something is hot when even your parents are eager to try it out.

Think about it. . .

E-mail didn't really reach ubiquity until your dad got an address with an @ symbol in it.

And voicemail didn't fully replace answering machines until your mom gave hers up.

The electricity market is undergoing a similar transition right now.

Giving Up the Electricity Answering Machine

I was at my parents' last week, doing some archery hunting, when I made a stunning observation: my parents had officially adopted the smart grid.

Sure, I had already given them a programmable thermostat and set it up for them. . . but I didn't realize they would go ahead and take the full plunge.

As I was leaving, I noticed a new thermostat hanging on the foyer wall. It had come from their local utility, Delmarva Power. . . which is a subsidiary of Pepco Holdings (NYSE: POM).

And it wasn't any ordinary thermostat. It was a smart thermostat.

Even better, my parents were excited about it. I heard about how the technician programmed energy efficient settings for them. And I heard about how they'll be able to remotely control the device using a special webpage.

It was like when they realized voicemail could be checked from anywhere. . . not just from a machine on the kitchen counter. And there wasn't any fast-forwarding involved.

And just like there were investment implications associated with the rise of e-mail and cell phones (Anyone remember the Nokias and Yahoo!s of the late 90s?), there will be commensurate smart grid opportunities.

Secret COP-15 Meeting Sparks Trillion Dollar Shift

According to billionaire venture capitalist John Doerr, COP-15 signifies. . .

"Nothing less than the reindustrialization of the whole planet."

There's $45 trillion at stake as that happens. Click here to learn what's going on and how smart investors are already profiting.

A Familiar Name

Of course, as soon as I saw the new meter, I had to check it out.

And immediately upon opening the cover, I recognized a familiar name: Comverge (NASDAQ: COMV).

If you're a member of Alternative Energy Speculator, you recognize that name, too:

We've closed that stock twice for double-digit profits this year. And we're back in it again.

So naturally, when I saw Comverge made my parents' meter, I was pleased. But I wasn't surprised.

I'm quite aware of Comverge's market presence in the advanced metering infrastructure market. And I've been trying to make you aware as well.

Of course, this company's ~200% rise can be largely attributed to stimulus awards.

If you remember, the Department of Energy announced $3.4 billion worth of smart grid grants a few weeks ago. . . the bulk of which will go to pay for smart meter installations around the country.

So if you're not familiar with the smart grid — and the host of investment opportunities that come with it — you soon will be.

The Smart Grid Shuffle

Thing is, many of the uber-public smart grid companies (like Comverge) have already caught the eye of major investors. And even though the company won't be profitable until 2011, smart grid euphoria has caused those investors to drive up the price.

Quite frankly, I knew this would happen. I simply guided my readers ahead of the herd.

Now though, the herd has arrived. And it's time to start looking at the next round fast-moving smart grid stocks.

As you can see from the chart above, meter makers are starting to flatline. I'm still holding Comverge for now, but I'm turning my eyes to other smart grid players that will soon benefit from the stimulus' trickle-down effect.

Specifically, I'm looking at high-efficiency lighting providers, software developers, and the companies churning out advanced substations and other downstream grid components.

You'll want to invest in these companies now, before they run like the smart meter makers did. . . and I'll once again have to tell you about hindsight profits.

You can read about some of these up-and-coming smart grid companies here.

I'll be in California this week at GreenBeat 2009 to do even more reconnaissance for you. From Khosla to Doerr to the efficiency profiteer himself, Al Gore, I'll be getting the inside scoop word for word.

And I'll be sure to pass all the info along upon my return.

Call it like you see it,

Nick

Bullish Sentiment Reigns for the Green Sector

Welcome to the Green Chip Review Weekend Edition — our insights from the week in everything alternative and cleantech, as well as links to our most-read Green Chip Review and sister publication articles.

Good news came from a variety of sectors this week. I'll do my best to cover it all.

Monday began with a long-awaited announcement from the Environmental Protection Agency. Thanks to the Clean Air Act, the EPA has the authority to regulate greenhouse gases as long as it finds they "pose a danger to human health and welfare."

The Federal agency could do it in a variety of ways, including with cap and trade or a carbon tax. And it can do it whether Congress approves it or not.

The EPA has already submitted its decision to the White House. We'll know the results pending a review by the Office of Management and Budget.

Again on the emissions front, Monday saw the announcement of merger talks between carbon trading specialists Trading Emissions (TRE.L) and Leaf Clean Energy (LEAF.L). According to reports, any deal would "create the largest carbon-focused company listed in London."

This comes only a week after JP Morgan bought another major carbon player, EcoSecurities.

"COP-15"

It's shaping up to be the most critical energy summit of the century.

At stake: a global market worth $45 trillion.

This unprecedented meeting kicks off on December 7 in Copenhagan. You can learn exactly how it's all going to go down -- and how our first COP-15 trade could deliver you a tidy 112% -- in our new report.

Click here.

Any chance they're gearing up for a post-Copenhagen environment?

Perhaps. We know Obama is. He announced this week that he'll attend if it means getting an agreement signed.

But the most beneficial news came from the least likely of places: The International Energy Agency.

In its annual world energy outlook — one of the most respected industry reports — the IEA found that, unless a climate deal is reached, the following will occur:

World energy consumption will rise rapidly over the next 20 years, pushing up costs and increasing greenhouse gases;
The world will have to spend an extra $500 billion to cut carbon emissions for each year it delays implementing a major assault on global warming;
Increases in fossil fuel costs could double energy bills in the largest consumer countries.

Those findings should send a strong signal that it's time to regulate emissions, if not for environmental reasons, then for economic ones.

Turning now from policy to equities. . .

This week's mixed solar news highlighted the importance of Green Chip coverage.

JA Solar (NASDAQ: JASO) and Yingli Green Energy (NYSE: YGE) each reported good earnings, while their peers Energy Conversion Devices (NASDAQ: ENER) and GT Solar (NASDAQ: SOLR) lagged.

Being a member of our premium publications would've certainly given you a heads-up, and helped you prepare accordingly. I've been guiding toward JA Solar and Yingli for months now.

We're gearing up for an onslaught of solar earnings next week, including from major players like Suntech (NYSE: STP) and Trina (NSYE: TSL).

Bullishness could ensue, as there was other good solar news on the Street this week.

Taiwan solar firm Sino-American Silicon said it expects wafer shipments to rise 30% in 2010. And respected research firm iSuppli was out with a report showing thin film modules "will more than double their share of the solar panel market by 2013."

Stay tuned to Green Chip next week to see how it all plays out.

As always, I've included any articles you may have missed from the week below.

Call it like you see it,

Nick

First Wind Utah: Private Company's Wind Farm Largest in Utah
Green Chip Editor Sam Hopkins reports on Boston-based energy developer First Wind's completion of Utah's largest wind energy project.

It Is Easy Being Green: A Paltry $500 Investment Turned to $27,395.3
Playing the stock market nowadays isn't easy. . . but it is when you know which sector to cash in on, and whose advice to follow. Nick Hodge's "R-Track System" is set to close more than 60 winners this year in the renewable sector. You can join him. . .

Smart Grid Stocks: Wires, Lights, and Energy Networks
Editor Nick Hodge discusses smart grid stocks. . . and what's in store for the sector in 2010. . .

IEA Climate Change: IEA Climate Change Scenario Indicates High Cost of Inaction
Green Chip Editor Jeff Siegel poses the following to readers: for those who oppose any kind of meaningful action on global climate change, consider the latest findings on the cost of inaction.

Uncle Sam's Piggy Bank: Gov't Will Award $11.3Bil in Stimulus Dollars to Select Group of Companies
The stimulus is a pretty sizeable piggy bank. This we know. But what you may not know are the specific companies to which the gov't plans on allocating these dollars. . . and how this will drastically affect their company stock. Read this report to learn how you can cash in on Uncle Sam's allowance for these companies.

Global Desalination Investments

The Middle East has more than oil on its mind.

With demand for electricity expected to grow 7% to 8% annually over the next five years, countries in the region are spending billions on infrastructure to secure adequate supply.

And they're using oil profits to do it.

This presents an interesting investment opportunity for energy investors.

Addiction in Reverse

For years, we've been addicted to the Middle East for their precious oil. And that dependence won't wane dramatically anytime soon.

But we're starting see some signs of that trend in reverse.

A growing population and a yearning for Western culture are leading to Westernized demands. Not only is the demand for electricity surging. . . so is the demand for fresh, clean water — often hard to provide in the desert.

Producing more energy requires more water. And producing more water requires more energy.

But with oil's price back on the rise, oil-rich governments are hesitant to burn their precious commodity for electricity. . . when they could be selling it for profit.

Here's What Every Wealthy Energy Investor Already Knows...

The U.S. Department of Energy has indicated that enough electric power for the entire country can be generated by covering about 9% of Nevada with solar power systems. This is a plot of land roughly 92 miles by 92 miles.
According to M.I.T., there are over 100 million quads of accessible geothermal energy worldwide. The world only consumes about 400 quads.
The Institute for the Analysis of Global Security has stated that if all cars on the road were hybrids, and half were Plug-In Hybrids by 2025 -- U.S. imports would be reduced by 8 million barrels per day. That's about 80% of our daily consumption!

Want a million more reasons that renewable energy investors have become some of the wealthiest in 2009?

Click here for all the proof you'll ever need!

Instead, they're using oil dollars — billions of them — to secure alternate methods of electricity and clean water production.

According to the Wall Street Journal, the government in Abu Dhabi "continues to spend billions of dollars in oil revenues on developing industries and infrastructure to diversify the local economy and to accommodate a growing population."

But here's the best part for investors: all these expensive projects are "likely to draw interest from international developers."

And the WSJ continues, "Oil-rich Persian Gulf states such as Saudi Arabia, Abu Dhabi and Qatar have relied on foreign investors in the past. . . to build and run their power plants and water desalination facilities."

Think about that. The Middle East is opening the floodgate to Western investment.

This is your window to siphon some oil dollars back into your pocket.

Cashing In on Oil Dollars

Just this week, Abu Dhabi announced it'll spend $12 billion over the next five years to upgrade and improve its water and electricity infrastructure, with a focus on "desalination, recycling sewage water, and renewable energy."

Of course, that's just the latest in a litany of billion-dollar desalination announcements from the region.

Back in June, Dubai announced it will "invest up to $20bn in desalination over the next eight years as it moves to meet soaring demand for fresh water."

And the International Desalination Association announced this week that "the global desalination market is growing at a record rate and the Middle East region is leading the world in terms of demand and expansion."

The report cited "an explosion of demand in the Gulf region due to population growth and high oil prices."

Now, we know some of the major players that are likely to benefit.

Dow Chemical (NYSE: DOW), Fluor (NYSE: FLR), and Siemens (NYSE: SI) are always favorites.

But as established blue chip companies, they can't offer you the best bang for your buck.

Instead, I've found a tiny company supplying a crucial part to nearly every new desalination plant in the world.

It doesn't matter who builds it (be it the likes of GE or Siemens), this company's technology is going in the plant.

And I think it could triple, as a sharp focus is placed on desalination expansion — especially in the Middle East.

Take a moment to learn about this company today.

When MSNBC finally gets around to touting desalination investments. . . you'll be glad you heard it here first.

Call it like you see it,

Nick

The Nuclear Energy Industry

I'm a realist.

So naturally, when someone proposes an idea that flies in the face of known facts, I oppose it. And that's why I've discounted nuclear energy as an investment catalyst over the past few years.

I know nuclear energy is viable. I'm aware of its low cost. And, yes, I know what's being done in France.

But looking good on paper doesn't translate into tangible realities. . . Just ask AIG.

Despite a proven, scalable technology. . . nuclear hasn't received traction because of its safety stigma. And it's hard to build billion-dollar nuclear projects with every Henry Homeowner in opposition.

Not to mention the NIMBY pressure put on politicians at all levels.

Indeed, it wasn't nuclear energy that I've been against; it was its prospect for growth potential in the face of public angst that I doubted.

But I see the needle slowly starting to shift.

"The # 1 Oil Play in the Country"

With the rest of the nation in recession, one state is enjoying a real live oil boom.

It's all happening in North Dakota, where the Bakken -- a massive oil formation -- has already become a major force in our domestic energy picture.

And now, geologists tell us, we may be looking at a "second Bakken"... one that could easily double the Bakken's 4.3 billion barrels of recoverable oil.

Read on to learn more about what's being called "the #1 oil play in the country"... and the profit-making stocks behind it.

A Nuclear Renaissance Renaissance

There's been talk of a nuclear revival since early this decade. Yet such an event has remained largely elusive in the West.

To be fair, there has been growth in Eastern Europe and Asia. But even with that growth, nuclear's share of the global energy mix has remained flat — stuck at 16% — since the mid 1980s.

(And this is precisely why renewables have been a better investment. Even though they have less overall market share, they've been gaining quickly.)

But now, with energy policy on the plates of policymakers in multiple countries, and with the blessing of the Obama administration, nuclear energy could actually be ready to stage its rebirth.

Leveraging the need for more energy — induced by population growth, development, desalination, and electric vehicles — and its emission-free nature, the nuclear industry has been able to attract an increasing share of a once-wary crowd.

And, as I said, that's been the real hurdle to nuclear expansion.

Avoiding a Meltdown

A discussion of nuclear revival can't commence without the mention of Chernobyl or Three Mile Island. . . or the constant reports of improper maintenance and the lack of regulation that often under-reports it.

Nonetheless, the clean safety record over the past 20 years has done much to increase confidence. And, at least in the U.S., so has a promise for increased regulation.

What's more, this increase in public acceptance — and the political will that is following it — is leading to new research and investment opportunities in the nuclear industry.

In fact, increasing nuclear safety is one of the biggest investment drivers for the industry.

Largest Gas Find in U.S. History Sparks "Louisiana Land Rush"

This is big... real big. In the swampy outskirts of Red River Parish, Louisiana -- 271 miles northwest of New Orleans -- a group of scientists made the discovery of a lifetime...

What they found more than 1,000 feet beneath the surface is the single largest natural gas deposit in U.S. History... and so far, the fourth largest deposit ever found on earth!

The four companies at the forefront are already up 51%, 80%, 41% and 66% -- since March 2009. And they're poised to run even more.

Isn't it time you made similar gains?

Fueling Nuclear Profits

To overcome the safety hurdle, the nuclear lobby has been funding loads of research at the institutional level. Specifically, they've been looking for ways to improve the uranium fuel.

A few select companies are following this research closely. And they're helping to pioneer new nuclear fuel additives. Think STP for gasoline engines.

These new additives accomplish several things.

First, they improve thermal conductivity. That's fancy speak for absorbing the heat that is often the cause of nuclear failures. When the additives absorb heat, the core temperature of the uranium pellets is reduced, making for much safer operation.

And that's not the only benefit.

These new additives also increase an important metric in the industry called megawatt days per ton. This is like miles per gallon for nuclear energy.

By absorbing more heat, these new fuels allow more energy to be created, which greatly increases megawatt days per ton. So not only are these fuels safer, they allow plant operators to buy fuel less often — saving them money in the process.

Testing is still being completed, so I can't release the name of relevant companies just yet.

But you can bet they're rushing to get their product to market. In fact, one of the companies is already in talks with one of the largest nuclear fuel suppliers in the world.

China's planning on increasing its nuclear capacity 500% by 2020. And India wants to add between 20 and 30 new reactors by the same date.

Add to that the 25 new power plants that have been announced for the U.S — some with 2016 commission dates — and you're literally looking at 3 billion people that will soon be demanding safe nuclear power.

I'll be sure to pass along the details as they happen.

Call it like you see it,

Nick

Smart Grid Stocks

By now, you know that the smart grid is one of the main recipients of stimulus dollars.

Just a few weeks ago, Obama made a big public announcement about the $3.4 billion being used to install smart meters in 18 million homes and offices around the country.

That sum will be divided by 100 different projects in grants ranging from $400,000 to $200 million.

Not only could this mean a new smart meter for your home. . . it could also mean a windfall investment opportunity.

Because that $3.4 billion will soon be paid to companies that specialize in making smart meters, automated substations, advanced transformers, and all the software that goes with them.

These are the same smart grid companie s we've been following for years here in Green Chip Review.

More than $27,000 on a $500 Investment

Thousands of investors have had the opportunity to do it.

And I've found the stock that could do it for you.

It's a tiny Chinese carmaker that'll be bigger than Toyota by 2025.

Click here to stake your claim now.

A Bold Prediction Come True

In the last trading week of 2008, I told you that "2009 is being hailed as the year of the smart grid." In that same article, I showed you a chart of three smart grid companies. Here are those companies and what they were trading for late last year:

Comverge (NASDAQ: COMV), $4.46
Echelon (NASDAQ: ELON), $7.60
EnerNOC (NASDAQ: ENOC), $7.04

And here is their 2009 performance:

Each has at least doubled. And the biggest winner, EnerNOC, has gone from low $7s to mid-$30s — more than a 300% rise.

Year of the smart grid, indeed.

Smart Grid in 2010

Of course, 2009's performance doesn't do you much good if you weren't invested. So let's make sure you're ready for what's store in 2010.

For starters, the smart grid is now a major investment theme. While early investors enjoyed near-universal bullishness, today's smart grid success will require more research and knowledge of unexploited opportunities.

To be clear, I wouldn't expect EnerNOC to climb another 300% in the next 12 months. Instead, we'll have to seek out the next round of smart grid winners.

And I have a few ideas in mind. . .

The masses are currently infatuated with smart meters. And that's understandable, since that's the technology the administration and the media have chosen to focus on.

To stay one step ahead, we'll now have to focus on smart grid sectors that will receive secondary and tertiary benefits.

Wires, Lights, and Energy Networks

The introduction of smart meters is only the first leg of the smart grid profit race.

Remember, executives from both GE and Cisco have alluded that the smart grid will be bigger than the internet. That means there's still a lot of development and profits yet to come.

And, since the smart grid is essentially "the Internet for energy," networks are quickly emerging as a central theme.

In a nutshell, this means all of your devices will eventually communicate with each other and with the utility. Substations, meters, appliances, chargers, and lighting systems will soon all be smart, meaning they'll store information and share it to ensure maximum cost and energy efficiency.

The next round of profits will come from the companies taking these networks from theory to reality.

This will surely benefit companies like ESCO Technologies (NYSE: ESE) and Telvent Git (NASDAQ: TLVT). ESCO offers two-way power line communication systems along with the matching software and support. And Telvent specializes in IT solutions for energy management.

Lighting is also going to play a crucial role.

There's opportunity to be had in the transition away from incandescents and toward fluorescents and light emitting diodes (LEDs). And profits will also come from making entire lighting systems more efficient, say in a parking garage, office building, or grocery store freezer.

Companies like Cree Inc. (NASDAQ: CREE), among many others, are already making this happen.

And finally, there's a host of companies pursuing other niche smart grid opportunities. In this coming energy Internet, there will be plenty of demand for switches, routers, wires, and other specialized devices.

The world may have found out about the smart grid in 2009. But 2010 can still be your year to profit from it.

Call it like you see it,

Nick

P.S. I'm heading to GreenBeat next month, self-described as the seminal conference on the Smart Grid, bringing together leading entrepreneurs, investors, utilities, technology executives, and policymakers to accelerate the development of a leaner, more efficient electrical grid. I'll share everything I learn upon my return. If you'd like to read more about the event, click here.

A Political About-Face In the Green Sector

Last week ended strongly when a report surfaced showing that solar executives from Suntech, Sharp, and BP are "bullish on 2010."

First thing this week, Republicans took away that sentiment by deciding to boycott Senate Committee work on the climate change bill. Citing cost concerns, all seven Republicans on the Environmental and Public Works committee failed to show.

Inaction prevailed as a theme early in the week. . .

On Tuesday, stories were circulating about EU Commission President Jose Manuel Barroso and his doubts about establishing a full-fledged climate deal next month in Copenhagen.

But by midweek, things were looking up. . .

Ford, Kraft, Cisco, and Toyota all posted strong earnings.

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And British climate expert Nicholas Stern came out in defiance of Barroso, claiming there is a "very good chance" of establishing a firm treaty in Copenhagen.

Further good news came from the Blue Green Alliance, which issued a report Wednesday showing that "U.S. clean energy legislation could help create 850,000 manufacturing jobs around the country."

Then on Thursday, the world's second-largest producer of geothermal energy announced a plan that could put them in the top spot. The Philippine government announced a geothermal expansion plan that could attract up to $2.5 billion in private investment.

And finally, to complete the week's about-face, Senate democrats on Thursday ignored the Republican boycott and rammed the climate change through committee without them.

According to committee Chairman Barbara Boxer, the move was a "great signal for Copenhagen that there's a will to do what it takes to advance this issue."

You can catch up on the rest of the week's events by checking out more Green Chip coverage you may have missed, below. . .

Enjoy your weekend,

Nick

Top Wind Energy Companies: These Are the Companies Running the Wind Energy Game
Green Chip Editor Jeff Siegel reveals some of the big players in wind energy.

The U.S. Army's New Solar Power Plant: Why Uncle Sam is Building a "Green Coalition"
Editor Sam Hopkins takes a look at the U.S. Army's new drive to make bases energy-independent and how global green companies play a major role.

Climate Change Debate: Climate Change Debate Furthers Complacency
Editor Jeff Siegel discusses climate change legislation on the Hill and how it has proven to be exactly what we should have expected all along: a partisan bickering match. . .

A Tiny Chinese Battery Company: What This Still-Little-Known Outfit Means for the World's Fastest-Growing Car Market
Imagine investing in Ford, before the Model T. . . Volkswagen, before the Bug. . . or Toyota, before the Camry. . . Multiply this investment by a factor of 10 — that's what's going on in China right now. We'll reveal the battery company that you don't want to be last to know about.

Sanyo Solar: Sanyo Solar Costs Could Drop by as Much as 33%
Green Chip Editor Jeff Siegel updates readers on Sanyo Solar as the company could be able to cut the cost of its solar panels by as much as 33 percent.

China Wind Power: Commerce Secretary Says China Will Lift Local Wind Requirement
Editor Sam Hopkins updates readers on news that China is moving to allow more parts from foreign manufacturers to be included in the Middle Kingdom's domestic wind power projects.

The Industry Set to Rule the 21st Century: World's Economic Powerhouses Prepare to Cash in with Cleantech
One month from tomorrow. . . corporate giants, high-ranking officials, and powerful politicians will meet in Denmark to discuss the future of this sector. Find out exactly how you can gain a profitable foothold in a market that knows no borders.

Wind Energy Stimulus: Will Wind Energy Stimulus Funds Go To Chinese Manufacturers?
Green Chip's Jeff Siegel talks about why Senator Charles Schumer (D-NY) wants the Obama administration to reject an expected request for stimulus funding for a new wind farm.

Lithium-Ion Battery Stocks: The Billion-Dollar Battery Backbone
Energy and Capital Editor Nick Hodge details the market for lithium-ion battery stocks, including his pick for the best lithium stock for the next five years. . .

Lithium-Ion Battery Stocks

Editor's Note: Rare Earth Metals (REEs) are nothing short of crucial to the way we live. In fact without them, some of our most important modern technologies could never exist: rechargeable batteries, electric motors, photo optics, and solar cells, just to name a few.

They are so pivotal to modern circuitry that industry insiders came up with a nickname for REEs: 'technology metals.' And on January 1st, Denmark will relinquish its sovereign hold over Greenland's mineral rights, making Greenland's $273 billion rare earth resources private property. To learn about the single company in control of all of it, read the following new report.

———

Fix your eyes for 5 seconds on the performance of these battery stocks:

Need I say more?

It's not even Thanksgiving yet. . . and some of these stocks have tripled since Easter.

The Billion-Dollar Battery Backbone

Here's why you need to be investing in the hottest sector on the market. . .

Clean Energy

In the past few years, the capacity of solar and wind energy has absolutely exploded. And related stocks have followed suit.

Here's the thing: The sun doesn't always shine. And the wind doesn't always blow.

But when the sun is shining. . . and the wind is blowing. . . we can't use all the electricity these sources produce.

Batteries have emerged as the solution to this problem. Utilities from Shenzhen to Seattle are increasingly using batteries to store this excess clean power so that it can be used at times of high demand.

And it's been estimated that if, over the next decade, just 1% of energy storage demand is met, the industry will be worth at least $600 billion — most of which will end up on the balance sheets of battery technology companies.

Hybrid Cars

It's now largely accepted that the future of personal transportation is electric.

The Prius and the Volt are already media whores. . . and interest is growing in the Nissan Leaf, Fisker, and Tesla.

As this happens, batteries will consistently be replacing internal combustion engines. And battery manufacturers stand to make a killing.

Surely you remember the recent mega-interest in the IPO of A123 Systems (NASDAQ: AONE), the MIT battery spin-off company. It surged nearly 40% in its first week of trading.

Smart investors see the writing on the wall.

The Stimulus

Like it or not, the federal government is doling out billions of your tax dollars to further the development of advanced batteries.

This "free" money — in the form of grants and tax breaks — is giving a boost to the companies that manufacture those batteries.

Just take a look at some of the awards given already:

Johnson Controls — $299.2 million for the production of nickel-cobalt-metal battery cells, packs, and battery separators.
A123 Systems — $249.1 million for the manufacturing of nano-iron phosphate cathode powder, electrode coatings, fabrication of battery cells and modules, and assembly of complete battery pack systems.
KD ABG MI, LLC — $161 million for the production of manganese oxide cathode/graphite lithium-ion batteries.
EnerDel, Inc. — $118.5 million for the production of lithium-ion cells and packs.
General Motors Corporation — $105.9 million for the production of high-volume battery packs for the GM Volt.
Saft America, Inc. — $95.5 million for the production of lithium-ion cells, modules, and battery packs for industrial and agricultural vehicles and defense application markets.

The list goes keeps going and going and going. . .

Charging Your Portfolio

Investors have surely taken notice of this trident battery bullishness.

As you saw above, some of these stocks have surged more than 300% — just since March.

But it's not too late to climb aboard the battery bandwagon.

In fact, I've just put together a new report that details the best battery stock you can own now — and for the next five years.

It's a small Chinese outfit that already counts revolutionizing the lithium-ion battery in its list of successes.

The first time I told readers about it, the stock quickly spiked nearly 600%.

But the stock is gearing up for another run, backed this time by none other than the Oracle himself.

The company is going to quickly corner the lithium-ion battery market. . . and it's a steal at its current price.

To read all about the stock — and how you can get in before the next 600% run — click here.

Call it like you see it,

Nick

P.S. This tiny $10 company is about to become largest, most profitable battery company in the world. But its future wasn't always so bright. To learn more about its rags-to-riches story. . . and how you can get in on the "riches" part, click here.

Bullish News for Cleantech and the Smart Grid

Welcome to Green Chip Review's Weekend Edition — our insights from the week in everything renewable and cleantech, as well as links to our most-read Green Chip Review and sister publication articles.

It was yet another good week for cleantech, with bullish news coming from both the financial and political realms.

Here's what went down. . .

On Tuesday, the President made the largest single Recovery Act announcement to date, dedicating $3.4 billion to further advancing smart grid development. The money — paid in grants of up to $200 million each — will go to pay for as many as 18 million smart meters across the country.

The Best Lithium Play on the Market

A tiny Chinese lithium play is about to corner the market.

Even Warren Buffett is excited about it. He's already bought in.

In all reality, this could be the best stock to own for the next five years.

Click here to read all about it.

That announcement sent many smart grid stocks to one-day, double-digit gains. It also foreshadowed great earnings in the same sector. . .

Seemingly on cue, Enersys (NYSE: ENS), Itron (NASDAQ: ITRI), and American Superconductor (NASDAQ: AMSC) all released positive earnings reports this week. The latter climbed over 20% in one day!

(As an aside, I've closed one of those stocks for profit in the Alternative Energy Speculator, and the other two are still open.)

And the good news didn't stop there, as cleantech continued to prove it can combat recession, create jobs, and stoke portfolios. . .

German solar firm SMA Solar Technology announced it is opening a $22 million factory in Colorado. Fisker Automotive announced plans for spending $528 million to overhaul an automotive manufacturing plant it bought from the now-bankrupt GM as part of a stimulus-funded deal.

In fact, the results of cleantech funding have been so fruitful that Obama signed another spending bill into law this week — a bill that will push another $33.5 billion into everything from solar research to energy efficiency and flood control.

Just hours later, Obama's signing was followed by a Reuters report stating that solar executives from Suntech, Sharp, and BP are "bullish on 2010." According to the report, "Executives cited various forces that could drive growth in 2010, including U.S. stimulus funds for green projects, extended tax incentives and new financing."

Of course, we'll be ready to capitalize on that bullishness as it plays out.

In the meantime, you can catch up on the rest of the week's top-read stories from Green Chip and our sister publications below.

Enjoy your weekend,

Nick

What are Global Acres?: Global Acres & Ecological Footprints
Green Chip Contributing Editor Emily Rutan defines global acres for readers and discusses what our total world ecological footprint means for the planet's biocapacity.

Solar Rights: A Solar Bill of Rights
Green Chip's Jeff Siegel reports on the Solar Power International Conference this week, as the Solar Energy Industries Association details a "Solar Bill of Rights."

Smart Grid Investments: A Smart Grid Recap for Investors
Energy & Capital Editor Nick Hodge discusses smart grid investments by compiling his recent works on the subject.

Super Start-Ups: Get In Now on this $297-billion- a-year Market
Tech giants like Cisco Systems and Google will share billions of gov't stimulus dollars and make tens of billions in profit as the smart grid develops. . . but the real money is in start-up companies. There's still profit to be had in these super start-ups. . . if you act soon.

Solar Energy Stocks: The Truth about Solar
Editor Nick Hodge discusses solar energy stocks, including the rampant misinformation disseminated about the sector.

Veolia Environnement Stock: French Company's Water and Transit Projects Boost the Big Easy
Editor Sam Hopkins reports from New Orleans on the city's continuing Katrina recovery efforts and the French company being paid to finally get the job done.

23 Energy Companies You Should Know About: Share Prices to Pop from Gov't Slush-fund Boost
Knowing how much funding each company gets — and when — will be worth its weight in gold. We'll share with you this little-known list of companies in line to receive big dollars, and how you can profit from their government funding.

Smart Grid Development: $3.4 Billion for Smart Grid Development
Editor Jeff Siegel discusses the government's plans to award $3.4 billion in grants for smart grid development, and billions more in private investment dollars that will also go to the awarded companies.

Smart Grid Investments

As you may know, the smart grid made big news yesterday.

But you may not know that I've been covering the topic of smart grid — and all its investment angles — in these pages for years.

I'll get to yesterday's major announcement below. . .

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First, I've compiled a fictional interview to help you get acquainted with the smart grid — and its huge investment potential. The interview answers are all taken directly from articles I've previously written on the topic.

When was the first time you told Energy & Capital readers about the smart grid?

I first wrote about the smart grid back in May 2007 — well over two years ago. It had come to my attention that venture funding — the early, smart money — for the smart grid had grown 150% between 2004 and 2006. . . so I knew public equities in the sector would be hot soon.

Here's what I had to say then:

We're now at a critical point in the short history of sustainably-produced electricity. As it stands, we have the technology to produce electricity from wind, solar, geothermal, marine, and other well-known sources. And Green Chip investors have been profiting from them for quite some time now.

But what we're lacking are solutions for storing that electricity, for converting it, and for seamlessly introducing it to local grids—all without power interruptions and failures during peak load hours.

Of course there's money to be made on the transmission side of this issue. But I think the efficiency side will bring even greater returns.

You see, one proposed solution is the development of a "smart grid", which would enable energy-draining appliances to adjust their power consumption based on the daily fluctuations of electricity prices.

And what is the simplest way to describe the smart grid?

I've often described the smart grid as "the Internet for energy." A network of smart devices — meters, appliances, thermostats — all communicating with each other and with the utility in an effort to optimize efficiency and reduce costs.

This summer I told readers it was like the future they've been waiting for. . .

. . . Home thermostats and individual appliances that adjust automatically based on the cost of power, and water heaters that can draw power from a neighbor's rooftop solar panel. They see a time when, on a scorching hot day, a plug-in hybrid electric car charges one minute and a few moments later sends electricity back into the grid to help avert a brownout.

Also coming are utilities that get instant feedback on a transformer outage or shift easily among energy sources from wind turbines to coal-burning power plants and back to the turbines when the wind begins to blow again.

And, from miles away, power companies will peer into homes and businesses, then automatically lower thermostats or adjust power use, depending on demand and prearranged agreements.

What is the investment/market potential of the smart grid?

Earlier this year I passed along an AP article that stated:

$700 billion in new electricity generation will be needed over the next 20 years.

Overall transmission modernization, including new higher capacity lines along with the communications technology, could cost as much as $1 trillion. A promise of $4.5 billion in economic recovery money for smart grid development, much of it going to help pay for installing new meters, has produced a rush by utilities and technology companies to start or accelerate projects.

And it's all starting to come together right now.

What are the latest developments?

You probably heard the big news yesterday. Here's how I described it:

Today is the day the Department of Energy announced $3.4 billion worth of federal funding to "speed deployment of advanced technology designed to cut energy use and make the electric-power grid more robust."

In laymen's terms: the Federal government is paying for about 18 million new smart meters to be installed in homes and offices around the country.

The grants are part of the stimulus. . . and will be paid out to 100 utilities across the country in spurts ranging from $400,000 to $200 million.

For investors and consumers alike, this is the equivalent of receiving free money.

Where can investors learn more about the smart grid?

First of all, there are plenty of events coming up to learn more about the smart grid.

I'm heading to GreenBeat next month, self-described as the seminal conference on the Smart Grid, bringing together leading entrepreneurs, investors, utilities, technology executives, and policymakers to accelerate the development of a leaner, more efficient electrical grid.

I've also compiled a new report detailing how investors can profit from the smart grid. . . and the billions of dollars being poured into its development by public and private entities.

Remember, just yesterday the federal government dropped $3.4 billion to buy millions of new smart meters. All that money will be paid to companies operating within the smart grid realm, which means easy profits for investors.

This new report has all the details about smart grid investing.

Of course, I'll be covering the smart grid — as I have been for years — in these pages, and in the pages of our sister publications, Wealth Daily and Green Chip Stocks.

Call it like you see it,

Nick

Solar Energy Stocks

For some, investing in solar stocks over the past six months has delivered once-in-a-life-time results:

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Others haven't had it so good:

Indeed, playing cleantech's franchise player has proven to be a tough gig.

On one hand, you have a small group of Chinese companies on the brink of doubling or tripling in just two quarters.

On the other. . . a wild roller-coaster ride has ended as it usually does, back at the starting gate.

But what's stoking such discrepancies in a group of stocks that are so closely related?

A Lack of Solar Education

I'm convinced the reason for such volatility and variance is a lack of solar understanding and education that is worsened by constant misinformation from the media.

For the second group of solar stocks above, a downtrend since June doesn't make much sense at all. Granted, the summer months were sluggish. . . but there was a significant uptick in sales during August and September, with demand exceeding supply for several major producers.

That increase in demand should have acted as a bullish signal for major module producers and cell manufacturers.

Instead, it was the so-called second tier suppliers, like Trina Solar (NYSE: TSL), that saw a major jump.

That surge in demand should continue, buoyed by an already-passed 1 GW Chinese solar subsidy and new tax advantages included in the U.S. stimulus. An additional 1 GW subsidy could be passed by the central Chinese government in coming months.

What's more, that same increase in demand is allowing installers and distributors to mark up prices for panels, which could lead to higher average selling prices (ASPs) for suppliers down the road.

And finally, this increase in demand should bump up fourth quarter shipments just enough to beat expectations, which always leads to higher valuations.

This is probably all new information to you. And that's part of the problem. . .

Because you don't always get the full story by reading mainstream news and press releases. Consider these recent headlines from Wall Street Journal, Bloomberg, and the like:

"Glut Feeling: Solar Power's Got Too Much of a Good Thing"
"Solar Panel Glut Will Scorch Small Players"
"Watch Out: Solar Stocks Might Sink"
"Supply Glut Will Put the Heat on Solar Stocks"

With stories like these being pushed by stalwart financial news agencies in the face of contrary data. . . is it any wonder that investing in solar stocks has been a crapshoot?

Finding the Solar Truth

Perhaps the most revealing example is this gem of headline, run in some form by Bloomberg and many others: "German Solar Subsidies Face 'Enormous' Cut."

An 'enormous' subsidy cut in the world's largest solar market would be enough to make any investor shy away from the sector. . .

But it wasn't true.

After the story had been picked up by countless news agencies — even the AP ran it — and spooked countless investors. . . Reuters ran a piece entitled, "New German Government Won't Slash Solar Power Rates: Source." And, as they often do with controversial or misreported topics, they ran a factbox to clear everything up.

Now, if you were getting your solar information from me. . .

I would've told you from the beginning that the German solar subsidy would not be cut this year or next. And, even if it is cut in 2011, that would only lead to increased sales in 2009 and 2011 — ahead of any subsidy changes.

With respect to a solar glut. . . I've been saying that it's a possibility, but that any oversupply could be absorbed by global stimulus-funded projects. Increasing volume, even slightly, can be enough to maintain profitable margins.

A recent joint announcement by First Solar (NASDAQ: FSLR) and the Chinese government that they're building a 2 GW solar power plant is clear proof of that.

This is the problem with most financial news: There's no nuance. It's either black or white — bull or bear.

Hell might freeze over if they were bullish with caution or bearish with a silver lining.

Here at Green Chip, we take a different angle. We want to make money as much as you do. And only telling one side of the story doesn't contribute to that end.

Instead of telling you a "Supply Glut Will Put the Heat on Solar Stocks," I've been warning against a potential oversupply, while still highlighting the best investment opportunities and maintaining a bullish outlook.

I'm not saying to dismiss other news agencies and websites. I'm simply suggesting you make sure to get the entire story — every time.

Not doing so could mean missing a great investment opportunity. . . such as the six-month ~200% runs by Canadian Solar and Trina Solar.

But you wouldn't have wanted to invest in them. . . there was a massive solar glut at the time, right?

Call it like you see it,

Nick

P.S. After writing this article, I came across a new article on Barron's about the German solar subsidies. Direct quote: "The agreement does not call for immediate cuts in the so-called feed-in tariff for solar projects." Maybe they're learning.

P.P.S. I've been using this straightforward approach to lead investors to cleantech profits time and time again. . . no matter what the other outlets are claiming. I've closed 45 winners this year, including several solar stocks at a time when there was supposedly a "glut." If you're tired of the spin, and just want profitable investment information, this approach is definitely for you.

Stimulus Grants

You should've been waiting for this day to come. . .

Because today is the day the Department of Energy announced $3.4 billion worth of federal funding to "speed deployment of advanced technology designed to cut energy use and make the electric-power grid more robust."

In laymen's terms: the Federal government is paying for about 18 million new smart meters to be installed in homes and offices around the country.

The grants are part of the stimulus. . . and will be paid out to 100 utilities across the country in spurts ranging from $400,000 to $200 million.

Like Putting Cash in Your Pocket

For investors and consumers alike, this is the equivalent of receiving free money.

As a consumer. . . you could be the recipient of one of these free smart meters. That would enable you to save hundreds of dollars on your utility bills through better energy understanding and management.

I know I'll be getting one, since my local utility, Baltimore Gas & Electric, has been awarded $200 million.

But it gets even better for investors. . .

You see, the government — by giving money to utilities — is about to purchase billions of dollars' worth of new equipment for the electric grid.

And, thanks to new transparency requirements associated with the stimulus, I've been able to find out exactly which companies will be the beneficiaries.

Now, I shouldn't have to tell you what happens to the stock of companies that receive free government cheese. Be it for lucrative defense contracts or biotech research grants. . . when government funding is announced, stocks fly.

This time, it just happens to be energy's turn. And over the past few months, I've compiled a list of companies certain to receive stimulus payouts.

The investment potential here is massive. Just imagine having a list of companies guaranteed to get government funding. . . along with the exact date on which they'll receive it.

It's the kind of information that can lead to early retirement. So, it goes without saying that I've been keeping it closely guarded.

But now that the Department of Energy has made a formal announcement, I'm giving away the list to all who want to read it.

Simply click here.

Call it like you see it,

Nick

The Debate over Emissions

The debate over emissions is coming clearly into focus ahead of the December COP-15 meeting.

This week at the October meeting of the Business Council (a group of executives from the 120 biggest U.S. businesses), PG&E CEO Peter Darbee was quoted saying:

No one among the group was arguing the science of climate change. That debate, at least in that forum, appears to be over. The discussion was really about, 'climate change is happening, it is a challenge of vast proportions and it will require an effort on the part of mankind to respond to this challenge.'

Support for emissions regulation also resurfaced in Congress this week. . .

Reuters reported, "The White House is encouraged by progress on a climate change bill in the U.S. Senate and is working to advance it even if a December deadline passes."

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Just to recap:

The House passed a climate and energy bill in June. And similar legislation is currently being debated in Senate committee. Senator Barbara Boxer is still claiming she'll have it to the floor by December.

But as I've been saying. . . don't hold your breath. There is still much opposition to regulating emissions. . . even if the opposition is political and partisan.

Senator McCain has been very vocal about his reservations. He was quoted this week saying no progress has been made, while claiming that Democrats are beholden to environmentalists.

I didn't know the CEOs of the 120 largest companies in the U.S. were "environmentalists." I think it's more likely they just want clear policy instead of murky debate.

And the climate debate, in my opinion, couldn't get any murkier. . .

Case in point: The Government Accountability Office this week released a report urging the White House to prepare now for climate change. It called for Congress, along with state and local governments, to "develop a national strategic plan that will guide the nation's efforts to adapt to a changing climate."

On the same day, a Pew poll was released showing "57 percent of Americans see 'solid evidence of warming,' compared to 71 percent in April 2008, and 77 percent in August 2007."

This presents an honest question: How can elected officials be expected to pass a measure to combat a problem that a growing proportion of their constituency believes doesn't exist?

I suggest framing the debate purely in terms of energy. That data set is much less susceptible to manipulation by politicians, special interest groups, and lobbyists.

Of course, whether providing solutions for climate change or for energy independence. . . cleantech comes out a winner.

Expect more on recent solar and electric vehicle developments next week, and catch up on all of this week's coverage below.

Enjoy your weekend,

Nick

Novera Wind Energy: Novera Lands Financing for Wind Project
Green Chip's Jeff Siegel reports on a $59.5 million debt facility for Novera Energy to begin construction of the Glenkerie wind farm in Scotland.

Smart Grid Stocks: The Trillion Dollar Transmission Horse
Energy & Capital Editor Nick Hodge discusses smart grid stocks and the coming $1 trillion investment that will send them higher. . .

Global Warming Research: More Americans Believe Climate Change Has Nothing to Do with Them
Contributing Editor Tom Schueneman offers his take on the latest global warming research.

Solar Thermal Energy Companies: Siemens Acquires Solel for Solar Market Strength
Editor Sam Hopkins points out industrial giant Siemens' recent moves to make itself greener, and how you can profit.

Suntech Solar Reliathon: Suntech Goes Utility-Scale with Reliathon
Editor Jeff Siegel discusses Suntech Power's launch of a new product, Reliathon, in an effort to expand into the U.S. utility-scale solar market.

Where Capital Dollars Go: We've Identified More Than $1 Trillion Being Poured into This Sector
No matter how skeptical people are about the green sector, fact is alternative energy use will double several times over in the next 15-20 years. And we'll share with you our renewable sector stock picks set to skyrocket. . .

Smart Grid Companies: Stocks like EnerNOC Continue to Benefit
Energy and Capital Editor Sam Hopkins highlights the performance of a few select smart grid companies heading into autumn.

Smart Grid Stocks

You need to know about the grid.

It's the endless network of power plants, wires, towers, meters, and software that you've come to rely on, every time you flick a light switch.

And it's closer to failing than you think. . .

Consider this nugget from the American Society of Civil Engineer's (ASCE) most recent infrastructure report card:

The transmission and distribution system has become congested because growth in electricity demand and investment in new generation facilities have not been matched by investment in new transmission facilities. This congestion virtually prohibits outages required for proper maintenance and can lead to system wide failures in the event of unplanned outages.

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System-Wide Failures

Listen, 70 years ago. . . before microwaves, iPods, cell phones, laptops, plasmas, and LCDs. . . only 10% of our energy use went toward producing electricity.

By 1970, that number had grown to 25%.

And today — as I write this on my two-screened computer, with a cell phone in my pocket and a GPS in my bag — the production of electricity requires 40% of America's total energy use.

But capacity is not the problem. . .

As you read in the quote above, distribution is our real problem. We've invested billions in generation, but have lacked with respect to transmission and distribution.

How bad is the discrepancy? Back to the ASCE:

Electricity demand has increased by about 25% since 1990 while construction of transmission facilities decreased by about 30 percent.

If we continue on our current path. . . there will come a day when you flick the switch and the light does not turn on. But it won't be a case of a burned-out bulb — it'll be a system-wide failure.

The Trillion Dollar Horse

As you know, the past 40 years have been all about energy production. We've built nukes; we've built coal plants. We've built giant dams.

More recently, we've deployed thousands of megawatts of solar, wind, and geothermal in an effort to go green.

And all that stuff is great.

But it seems now that we may have been putting the energy horse in front of the distribution cart.

Think of it like this:

In the Midwest, there are dozens of wind farms turning out several gigawatts of electricity. But in New York City. . . there are no wind farms.

Which location uses more energy and has a much denser population?

If you can understand that. . . you can understand the problems facing our current grid. The large generation sources — wind farms, nuclear plants, coal plants — are mostly located far from where most of the energy is needed.

And it gets worse. . .

Not only do we have inadequate transmission capabilities for a growing nation. . . what we do have is nearing the end of its useful life.

Again, to the ASCE:

Because the existing transmission system was not designed to meet present demand, daily transmission constraints or "bottlenecks" increase electricity costs to consumers and increase the risk of blackouts. The need to expand the distribution infrastructure and install new distribution equipment to meet population and demand growth will require continued investment.

The man who designed our current grid is the same man who perfected the first light bulb. He couldn't have imagined — let alone designed a grid for — everything we'd need electricity for today.

How can we press into 2010, and all the gadgets that come with it, when we're relying on an electric grid that was planned when outhouses were still in use?

We can't.

It's going to take a massive overhaul of our grid to what is now known as the smart grid.

And Uncle Sam, along with dozens of specialized companies, is making it happen. The stimulus alone poured more than $6 billion into smart grid funding.

But it'll take much more than that. In fact, the ASCE concludes:

While annual investment in new transmission facilities has generally declined or been stagnant during the last 30 years, there has been an increase in investment during the past 5 years. Substantial investment in generation, transmission, and distribution are expected over the next two decades and it has been projected that electric utility investment needs could be as much as $1.5 to $2 trillion by 2030.

Read that again. . . $1.5 to $2 trillion by 2030.

Some smart grid stocks have already doubled as investors anticipate that level of spending. I've cashed out of a few myself.

But this is just the beginning of a two-decades-long profit event. The next three smart grid stocks I'm eyeing up could very well put my readers on the path to early retirement.

Read this report to get more details on our current grid problems. . . and the companies that will surge as they engineer solutions to fix them.

Call it like you see it,

Nick

Climate Change Stocks

Welcome to the Green Chip Review's Weekend Edition — our insights from the week in everything renewable energy and cleantech, as well as links to our most-read Green Chip Review and sister publication articles.

Emissions continued to be a driving theme this week. And that's expected, given the rapid approach of high-level climate talks in December. This meeting to be held in Denmark is known as COP-15.

Billionaire George Soros was in Denmark over the weekend to offer a bit of foreshadowing. It was there that he announced a $1 billion personal foray into the cleantech space. He'll invest $1 billion of his own money for profit, while funding his newly-created Climate Policy Initiative with an additional $100 billion.

He also underscored the need for swift action on climate change.

Goldman Sachs also extended their reach into the carbon game this week by selling $12 million worth of carbon credits in conjunction with offset provider Blue Source. The credits were sold to CE2 Carbon Capital.

This is another anticipatory move ahead of international climate talks and pending U.S. legislation in the same vein. As you know, the House passed a climate bill back in June. And it was announced this week by Barbara Boxer that her committee will pass a companion bill that could hit the Senate floor by December.

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"Certainly before Copenhagen," she said. While it would be nice. . . I doubt we will see passage of such a bill until next year, what with everyone's attention still firmly on health care.

But the week wasn't all about emissions. . . the solar sector fell victim to some conflicting news this week, too. On Sunday, Reuters reported that a leadership change in the German government would not lead to a slashing of their support for solar.

According to the source, a member of the new party coalition: "We're not going to take an axe to the EEG and we obviously won't agree to any changes that would damage such an important sector."

But by midweek, solar stocks were trading lower, based on rumors that the new government would, in fact, drastically alter the German tariff model. I'd have to say this was a case of solar bears exercising their right to free speech in an attempt to sway the market.

I suppose we'll learn the truth soon enough.

But rumors weren't enough this week to deter two of the world's largest industrial conglomerate from taking bold action in the sector. . .

GE announced it is taking a stake in Israeli start-up SolarEdge, which is promising increased module efficiency, and also in Tendril, a maker of communication equipment for the smart grid.

For its part, German-based Siemens announced a $418 million acquisition of Solel Solar Systems Ltd., yet another Israeli solar company.

I guess market rumors aren't nearly enough to scare away these juggernauts from what they know is a profitable sector.

In case you missed any of this week's most-read Green Chip articles and those from our sister publications, you can catch up on them, below.

Call it like you see it,

Nick

Investing in Battery Stocks: Making the Sun Shine at Night
Green Chip Review Editor Nick Hodge discusses investing in battery stocks after major global electronic companies take a plunge into the sector.

Siemens Wind Turbines: $888 Million for New Siemens Wind Turbines
Editor Jeff Siegel discusses how millions of dollars worth of orders further solidify Siemens's position as a leading turbine supplier.

Wind Power Stocks: How Wind Energy Leads to Yachts
Energy & Capital Editor Nick Hodge comments on recent renewable energy activity with special focus on the rapid expansion of wind energy and wind power stocks.

Make 32% a Month: How to Profit with Booming Cleantech and This System
Green Chip's Nick Hodge reveals how to use a new system to capitalize on the cleantech boom. So far, his readers have reported earning 32% in 30 days by using it! This system is sure to deliver more winners as more capital pours into the sector.

California Water Crisis: "Water is Our Future; Water is Our Economy," Governator Says
Editor Sam Hopkins reports from San Francisco on California's potential $9.4 billion addition to the water stock bull market.

$45 Trillion Rides on this Copenhagen Meeting: Secure Your Front Row Seat to Cop-15
On December 7, a group of the world's most influential leaders in politics, business, and policy will meet in Denmark to discuss the future of energy. What you should know about an event that could earn you a piece of a global market worth a staggering $45 trillion. . .

Cleantech Investing: Soros Pays $1 to Go Green
Wealth Daily Editor Nick Hodge discusses billionaire George Soros's recent $1 billion foray into clean energy.

Wind Power Stocks

Have you ever tried to argue a point that your counterpart simply doesn't understand?

This is how I often feel when arguing the bullish case for renewable energy. Though I must admit, it's getting easier.

For all the times my take on renewable energy has been met with responses like, "It will never work. . . renewable energy won't make a dent in supply," I simply think to myself, "How can it never work if it's already working?"

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If renewables can't make a dent, why are they being installed faster than any other energy technology, producing more energy now in the U.S. than even nuclear?

And why have billionaires like Bill Gates and Warren Buffett already invested willfully in clean technologies. . . and gone on to profit handsomely?

Quite frankly, if you haven't yet invested in renewable energy or at least come to the realization that it's worth pursuing, if only for the profits. . . you take your place among those to which I once referred as silly readers.

And I'll spend no further time trying to convince you.

But for those interested in making some of the easiest money around, I've got to tell you. . .

Renewable Energy is Booming

For starters, renewable energy captured more venture capital in the third quarter than both the biotech or software industries. This is the first time that's ever happened.

So the smart early money has already developed a healthy appetite for this sector. Venture capitalists poured $1.2 billion into cleantech last quarter, with the bulk of the money going to solar, biofuels, and smart grid technologies.

And the momentum doesn't stop there, it continues on down the chain. . . to public markets to steel in the ground. Every cleantech sector is reporting stellar growth.

The U.S. Geothermal Energy Association reported this month that their namesake sector has installed capacity of more than 3 GW. That will double in the next few years to more than 7.1 GW as new projects come online in California and Nevada.

And global solar capacity will do even better. With about 19.5 gigs already installed, capacity is slated to surge 1,037% in the next decade to well over 220 GW. . . led by the United States and China.

Solar stocks could see gains of equal percentage. Some — like the two I talked about last week — have surged more than 200% already this year. . . during a recession. . . and with every naysayer with a keyboard writing about a solar glut!

And the less-talked-about smart grid will be an $8 billion per year market, starting this year. Stocks in that sector have doubled this year, too.

All this bullishness ensues, and yet, what I really want to talk to you about is wind energy. Other cleantech sectors may be more explosive, but none can match wind's installed capacity, massive deals, and steady returns.

Wind Reigns Supreme

If solar is impressive with a projected 220 GW installed by 2019, wind capacity should be staggering. By that time, wind turbines will be churning out over 635 GW.

That'll be up from ~150 GW this year, which implies 323% growth.

And the industry is so big now that single deals are often measured in billions. In fact, the wind industry has spawned its own lucrative sub-industries.

I've taken profits from companies like American Superconductor (NASDAQ: AMSC), which do well just providing niche parts for the wind industry. This particular company is up more than 100% in the past year, and rumors are circulating about a buyout by ABB, GE, or even Siemens.

And speaking of Siemens. . . the world's largest supplier of offshore wind turbines announced six orders this week totaling nearly $1 billion dollars. They will supply 250 turbines with a capacity of 565 MW to customers in the U.S. and Canada.

Duke Energy, one of the largest coal-burning utilities, is one of those customers — a fact that should bring further validity to this industry.

And all this without even mentioning China, the nation boasting this year's biggest wind market, with 10 new GW installed. But that's tiny compared to what the Middle Kingdom has planned. . .

They just began construction on the first of six 10 GW wind farms. That's right — each of those six farms will have a capacity equal to the total amount of wind power installed in China this year.

It's part of their plan to have 100 GW of wind installed by 2020.

In Britain, an upcoming round of funding (of which Buffett is already involved), will fetch $160 billion to deploy 25 MW of offshore wind. Many more billions will be spent to get them to their 40 GW by 2020 offshore target.

Wind energy is everywhere. Turbines are going up faster than ever, creating fortunes and jobs along the way.

I even heard about a Vancouver-based yacht builder the other day that has laid off hundreds of people since the start of the Great Recession. Through a $1 million federal stimulus grant, the company has retooled to build components used in wind energy. . . and will rehire 200 people.

And the wind success stories go on. . .

Especially for those that have invested in the sector. I already mentioned American Superconductor, but I've also told my readers to buy the First Trust Global Wind Energy ETF (NYSE: FAN). Look how they've performed over the past six months:

There's plenty of time to buy and hold that ETF to reap the benefits of wind growth in the coming years. In addition, I've found a few other wind stocks that I think will do very well as the number of billion-dollar turbine deals increases. You can read about those coming wind winners here.

Call it like you see it,

Nick

Cleantech Investing

George Soros, like most of us, loves money.

And he has a lot of it. With a net worth of $11 billion, Forbes ranks him as the 29th richest man in the world.

You don't get that rich by making bad financial decisions. . .

Recently, it was reported that Soros was connected to a tentative financing deal related to the sale of the St. Louis Rams to an investor group that counts Rush Limbaugh as a member.

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That's a big change for a man who once said getting George W. out of office was the central focus of his life! I guess when it comes to making serious money, ideology takes a back seat to the bottom line.

This is, after all, the same man who reportedly made $1 billion betting on the devaluation of the pound sterling, the currency of his adopted nation.

And this is the same Soros who, in 2008, wrote about a 25-year "superbubble" that was about to burst.

So when this guy acts, you can bet he acts with calculated precision. . . And you'd better pay attention to what he's doing.

This week, Soros made his market presence known with a major energy announcement.

1.1 Billion Reasons Soros Loves Cleantech

Speaking in Denmark over the weekend, Soros announced his plans to invest more than $1 billion of his own money in clean technology.

He's just the latest member of the billionaire parade to march toward cleantech for its lucrative returns — even during a recession: Buffett, Khosla, Gates, Pickens, and Turner have all turned over million- and billion-dollar green leaves.

Soros, for his part, will look for "profitable opportunities" in the field through a $1 billion personal investment. He's also creating a foundation called the Climate Policy Initiative and will fund it to the tune of $100 million over the next decade.

Now we know that these men are not sandal-wearing hippies, keen on saving the world.

Instead, they're focused on turning a tidy profit. . . and they know cleantech is one of the easiest ways to do it.

They don't know anything we don't. I've been telling anyone who will listen to invest in clean technology. These billionaires are simply doing what they do best: recognizing profitable trends early. . . and capitalizing on them.

Venture Tested, Venture Approved

Consider this nugget from a recent Reuters report:

Clean technology has for the first time become the top category in U.S. venture capital investment, eclipsing biotech and software, as private money follows the government's lead, the Cleantech group reported.

In the third quarter, clean technology earned 27% of all venture investment, beating out biotech (24%), software (18%), and medical devices (17%). Logic indicates, then, that the world's most sophisticated investors regard clean technology as worth more than a cure for cancer or the next Google.

In total, there were 112 cleantech deals worth $1.9 billion in Q3. That's 60% better than the $1.2 billion that changed hands in the second quarter. If you remember, even Exxon is in on this action, having committed $300 to research algae biofuels a few months ago.

So far in 2009, over $4 billion worth of cleantech venture deals have been completed.

And the bullishness continues. . . right up the chain to private equity and onto the public markets.

In fact, The Cleantech Index (^CTIUS) has outperformed both the Dow Jones and S&P 500 so far this year. Take a look:

These are all facts you can't afford to ignore. Cleantech, in all reality, could be the market's hottest sector. . . attracting billionaires and billions in venture capital alike.

As Soros has just proven, it's not too late to get a piece of this red-hot sector. His billion dollar investment, coupled with the billions in venture and global stimulus dollars, will help this bull run for years to come.

As it happens, Soros will be speaking later this week at The Buttonwood Gathering in New York, a sold-out summit of the world's leading economic minds. Our new analyst, Adam Sharp, has reserved his seat at this highly-secured event, where the theme is "Fixing Finance."

He'll be there reporting in person, as Soros, Ross, Geithner, and others offer their opinions on topics ranging from international regulatory schemes to golden parachutes for failed bankers. And Adam will pass along his findings — separating the truth from the hype — in a special report for Wealth Daily readers as soon as he gets back.

Call it like you see it,

Nick

P.S. As capital continues to pour in, taking gains from clean energy stocks has never been easier. In fact, I've designed a unique system that takes all the guesswork out of it. My readers have used it to add 32% to their portfolios every single month for the past year. Isn't it time you — like these savvy readers and the world's richest individuals — started making easy gains like these?

Investing in Battery Stocks

One of the most glaring — and accurate — criticisms of solar energy is the simple fact that there's no sunlight at night.

In most cases then, solar is an intermittent source of power. It's a reliable power source during the day, but requires some sort of back-up or reserve power source once the sun sets. . . usually natural gas.

Solving the problem of solar energy for nighttime hours has been the cleantech industry's white whale. But a recent advancement by a Japanese firm may hold the key to a solution.

19 Straight Closed Winners since January 2009

And the availability of solar energy at night will be the development that takes the industry to the next level, cranking up sales and stock prices alike.

Making the Sun Shine at Night

Last week at the Cutting-edge IT & Electronics Comprehensive Exhibition (CEATEC), Panasonic (NYSE: PC) unveiled a 1.5 kWh battery made by binding together standard lithium-ion battery cells.

This is big news for several reasons.

First, it marks the first time a global electronics stalwart has focused exclusively on advanced batteries for the cleantech industry.

This brings validity to a business that has been marginalized at every turn — labeled as "tree-hugging," "non-profitable," and "government-supported."

Until now, batteries of this kind have been pursued largely by specialized start-ups or cleantech-focused companies.

The entrance of global conglomerates —focused more on profits than altruism— is a strong signal of the level of business maturity cleantech has reached.

Second, the availability of these batteries at the retail level will spur demand for residential cleantech products, like solar panels and small-scale wind turbines. As I said, being able to use solar power when the sun isn't shining is one of the last remaining hurdles before widespread adoption is possible.

For green investors, an onslaught of affordable energy storage would be a boon not just to battery stocks, but to the smart grid, solar, and auto markets, as well. In fact, Panasonic has already been selected to provide batteries for Tesla's upcoming sedan.

Going Bonkers for Batteries

As you can probably tell, batteries are going to be big business, generating hundreds of billions in revenue. In fact, it's been estimated that even if only 1% of energy storage demand is met in the next decade. . . the industry will be worth at least $600 billion.

So it's no surprise that behemoths like Sony, Samsung, and LG have already thrown their hats into this ring.

Uncle Sam knows the importance of batteries, too. . .

$2.4 billion from the stimulus has already gone to fund advanced battery and electric drive projects, including:

$45.1 million to UQM Technologies (AMEX: UQM)
$34.3 million to Exide Technologies (NASDAQ: XIDE)
$118.5 million to Ener1 (NASDAQ: HEV)
$299.2 million to Johnson Controls (NYSE: JCI)

And the recently IPOed A123 Systems (NASDAQ: AONE) was awarded $249.1 million.

Even Warren Buffett has embraced batteries, turning a $1 billion profit in less than a year on an investment in Chinese battery maker BYD (1211.HK).

The Coming Battery Boom

If recent activity is any indication, batteries are in for a long and sustained bull run. Take a look at the performance of this group of battery stocks over the past few months:

And all this is happening before the market is even fully developed. Panasonic's home storage battery, for example, is four years away from hitting shelves.

The 50-200% surge evidenced above was largely hype-driven. I expect gains much higher than that once products are fully developed and sold.

Using dips to get into these stocks now should be an integral part of any cleantech investment strategy.

Call it like you see it,

Nick

P.S. No matter how you slice it, battery development is a key piece of the developing smart grid. The American Society of Civil Engineers estimates $2 trillion will be spent on this endeavor in the next two decades. And in addition to the battery stocks above, I've already generated a few triple-digit winners from this booming sector. This report reveals how to to turn the battery boom into personal profits.

Green Chip's Weekend Edition

If I had to sum up the week in a one word, it would be emissions.

It began Monday, when Apple became the latest company to renounce membership in the U.S. Chamber of Commerce. Apple joins Exelon, PG&E, and PNM Resources, who quit last month. Nike resigned from the board at the end of last month.

All this because of the Chamber's negative stance — and lobbying against— any progressive climate legislation, namely the regulation of carbon emissions.

It's a big win when you've got major energy and technology players in your corner — especially when climate legislation would impose regulations on some of their businesses.

Seemingly on cue, President Obama ordered federal agencies on Monday to set a goal for cutting emissions within the next 90 days. Every agency will have to "measure, manage, and reduce greenhouse gas emissions toward agency-defined targets."

Silver Stock Pays 852% Annually for 9 Years Straight. . .

Early investors made profits as high as 7,667%.

Every $12,875 invested turned into $1,000,000.

And now the same institutions that bankrolled this company are betting millions on another small silver stock. . . One that will increase silver production by 18,339% over the next 12 months.

Read More. . .

I guess higher ups in the business and political world are tired of the U.S. being criticized on an international scale for its action (or lack of action), concerning climate change. In this week's jab, Mexico called us a "stumbling block" to U.N. climate talks.

Other nations and even carbon intensive businesses are taking action. Russia announced this week that it will ban incandescent bulbs after 2014.

And in a surprise move, the Canadian government promised Royal Dutch Shell $823 million to develop carbon capture and storage at its Albert tar sands operation.

I mention all this for one reason: clean technology being used to curb emissions all over the globe.

Recognizing this trend — and acting on it by investing — is already generating wealth across the globe. . . for everyone from residents of developing nations to managers of billion-dollar hedge funds.

And, week after week, the evidence of this happening is mounting.

This week, for example, Reuters reported that solar and wind executives are almost giddy about the projects taking shape as the result of stimulus dollars in the U.S. and China. Efforts in the Middle Kingdom will make it the largest wind market this year, with about 10 GW of new installed capacity.

Solar installation will grow over 250% globally by 2015.

And, it was announced by Geothermal Energy Association this week that U.S. "installed geothermal capacity is set to increase more than threefold in the coming years."

The smart grid, for its part, is making all this possible by improving the grid, reducing demand, communicating with utilities, and generally making it easier for renewable energy integration.

Perhaps that's why the head of the Federal Energy Regulatory Commission was singing smart grid praises this week, saying demand reduction could reduce U.S. electricity consumption by 20%, in addition to facilitating the introduction of more clean power.

"You've got EnerNOC, you've got Comverge, you've got 10 other companies that are out there now doing this on a very robust basis, because they understand that they could make money at it," he said.

Green Chip investors are making money from this ongoing transition as well.

In case you missed our most-read articles from Green Chip and our sister publications, you can check them out below.

Call it like you see it,

Nick

Investing in Combustible Ice: The Role of Flaming Ice as an Energy Solution
Wealth Daily Editor Christian DeHaemer talks about methane clathrate's potential as a future energy source and the compound's effects on climate.

Solar Stocks for 2010: Delivering Next Year's Winners. . . Right Now
Energy & Capital Editor Nick Hodge shares his top solar stocks for 2010.

Profiting with the Smart Grid: These 3 Stocks have Already Tripled
Over the past 10 months, GE, Google, IBM, and Cisco have invested $3 billion in a new technology that Energy Secretary Steven Chu has called an "urgent national priority." We reveal information you can't afford to miss about smart grid stocks.

Green Job Creation: The Latest on Green Job Creation
Editor Jeff Siegel explains the results of a University of California study regarding greenhouse gas emissions, and what it will mean for the state's economy.

Canadian Wind Energy: Plutonic Power and Enbridge: Canadian Energy's Odd Couple
Editor Sam Hopkins reveals the key players behind a massive expansion of Canadian wind energy investment and capacity.

Apple Climate Change: Apples Leaves the U.S. Chamber of Commerce over Climate Change Position
Green Chip's Jeff Siegel talks about Apple's announcement to join the ranks of businesses leaving the Chamber.

You Have 82 Days: That's All the Time Remaining to Buy this Stock Before it Soars 112%
The 8th-largest economy in the world will mandate the use of this company's wind power. . . but there's still time for you to get in on this moneymaker.

DOE Geothermal Research: DOE to research Geothermal Potential in Oil Production
Editor Kyle Haas discusses a joint project between the DOE's Office of Fossil Energy and Office of Energy Efficiency and Renewable Energy for geothermal research.

Solar Stocks for 2010

With third quarter numbers starting to surface this week, it's not too early to start thinking about next year. . .

And there's plenty to think about.

Stocks in general are sitting on 52-week highs, leaving even the most ardent bulls with a finger on the sell button, ready to take profits at the first sign of trouble.

"COP-15"

The quarterly reports coming out over the next few weeks could be that sign, since this earnings season will still see a lot of purging — even with the recession waning.

If you know what's in store for the long term, any earnings-induced sell-off could present a monumental buying opportunity. Over the next few weeks, I'll examine a variety of energy sectors and give you my take on the 2010 picture.

Solar Stocks: A Recap

Upon review, the second quarter wasn't at all bad for solar stocks.

Most household names reported earnings higher than Street estimates, including First Solar (NASDAQ: FSLR), Suntech (NYSE: STP), and SunPower (NASDAQ: SPWRA) — all of which turned a profit.

Several companies also reiterated or raised forward-looking guidance.

But I'd be remiss if I didn't say there was a feeling of anxiety brewing. Some second-tier companies lowered gross margin outlook as a result of falling average selling prices (ASPs). Module prices fell ~9% in the quarter, ranging anywhere from $2.50-$3.00/W, and were expected to decline further in the second half of the year.

Further up the supply chain, prices were also falling for polysilicon, the industry's raw material. Prices have been reduced by more than half and are now hovering in the $50-$60 per kilogram range. Producers like MEMC (NYSE: WFR) need prices above ~$28 to turn any kind of profit.

So the pressure was mounting. And the strategy, by most accounts, was to increase volume to offset falling prices. Global stimulus packages were created to help do just that.

Upcoming earnings numbers will show whether or not that strategy worked.

Solar Stocks for 2010

There is certainly much to consider when looking at stocks with a 12-month lens. For some time now, I've been using a proprietary system to weigh some of those factors for me.

It's called the "R-Track," and it takes into consideration — among other things — the projected future earnings of related groups of stocks.

From what I can tell so far, there's a dark horse that could be best performer in 2010.

The company is Trina Solar (NYSE: TSL), and it's already shaken off the recession like nobody's business:

Upon beating earnings estimates in the second quarter, they confirmed third quarter guidance of 90-110 MW shipped, with a decline in ASP of 10-15% from $2.32/W in Q2.

What's more, the company reiterated full 2009 shipments of 350-400 MW, which would require significant growth in the fourth quarter. A 200-MW backlog should help out.

Trina is also lowering in-house costs, guiding to $0.80/W from $0.86/W at the same time polysilicon prices are falling. This will help keep the gross margin stable.

And surprising — even to me — is the fact that Trina has one of the best long-term revenue and earnings growth rates. In the second quarter, they earned twice as much as SunPower and 17 times more than Suntech.

Look for them to remain quietly dominant over the next year.

Another company I expect to do well is Canadian Solar (NASDAQ: CSIQ). They, too, have shown strength of late, outperforming more well-known domestic names.

Chinese solar suppliers in general have been steeling market share from European and American competitors.

The company reported higher-than-expected sales and margin after the second quarter, and actually increased its 2009 shipment guidance by more than a quarter. The company picked up 15 new customers earlier this year, and is increasing sales across Europe, Asia, and the U.S.

And like Trina, Canadian is rapidly reducing costs. In fact, they're already beating Trina with a $0.60/W processing cost, brought on by its ramp of internal wafer capacity.

If the past six months are any indication, Trina and Canadian could outperform their peers over the next year:

A Final Word

While Trina and Canadian Solar have the potential to outperform next year, there are plenty of other solar stocks from which to profit.

The two I chose to highlight have great fundamental pictures. But getting cozy with the entire sector is a sure path to frequent profits.

For example, I've used my "R-Track" system to close 17 winning solar stocks so far in 2009. I closed Canadian Solar for 20% and I'm up about the same in Trina.

But I've also played several other solar stocks for profit — from both China and the U.S. — by using data compiled from my "R-Track."

I want you to invest in cleantech stocks with the same frequency and precision.

To that end, I've prepared a full report that describes the system I've designed, and how you can use it close winner after winner in the clean energy sector.

Taking advantage of the "R-Track" system today is the only way to get constant profits from the renewable energy boom that is fully underway.

Call it like you see it,

Nick

P.S. I know the information needed to consistently trade winning energy stocks can be confusing. EPS, ASPs, gross margins, megawatts shipped, peer pricing. . . it can all be a bit overwhelming. The "R-Track" system I've devised takes all the guesswork and uncertainty out of energy investing, giving you the power to buy and sell winning stocks at will. Make sure you read about this new way of investing before you buy another energy stock

A Week of Mixed News for Solar

This week was dominated by new worries for the solar industry.

It started on Monday with a bearish report by Barron's. It was an interview with analyst Gordon L. Johnson II, who bashed the industry the entire time, calling for a top-to-bottom oversupply of everything from polysilicon to modules.

He sees falling prices for silicon that would put pressure on supplier margins. And he sees module supply of about 7.1 GW in 2010 severely outpacing his demand forecast of 4.4 GW.

Of course, those are his estimates. With stimulus-funded projects popping up around the globe, it's really anyone's guess how the supply/demand picture will work out. China, for example, announced a project this week that will total 10 GW.

With projects like that being announced frequently. . . the demand picture can change in a hurry.

In a bit of surprising news this week, the New York Times reported that the solar importers could be hit with $70 million in unexpected tariffs from the U.S. Customs agency. They claim "because the panels contain a basic electronic device for safety and energy efficiency, they would be treated as electric generators, subject to a duty of 2.5 percent."

It seems frivolous and the solar industry is already fighting it. We'll have to wait and see how it turns out.

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Some less-than-good green news from this week: water made headlines several times because of its relationship with energy. First, because of the high amounts used to cool solar thermal systems in the Southwest; later because of the pollution associated with extracting newfound sources of natural gas.

But there was also some good news. . .

The number of cleantech financing deals soared in the third quarter to 112-worth a total of $1.9 billion. That the third quarter of consecutive growth, from $836 million in the first and $1.2 billion in the second.

Also worth noting is a climate/energy bill introduced in the Senate by John Kerry. It's a companion bill to the one passed by the House in June, calling for emissions reductions via cap-and-trade and increases in renewable energy through a renewable portfolio standard.

Finally, even if Congress fails to act, the EPA made clear this week that it will regulate emissions one way or another, using Clean Air Act authority if they have to.

In case you missed our most-read articles from Green Chip and our sister publications, you can check them out below.

Call it like you see it,

Nick

Exelon Climate Change: Exelon Climate Change Decision Further Erodes U.S. Chamber of Commerce Credibility
Editor Jeff Siegel comments on Exelon's announcement this week that it will be leaving the U.S. Chamber of Commerce, following in the footsteps of PG&E just last week. Jeff also covers Nike's resignation from the board of directors on Wednesday.

China Green Business Academy: Chinese Green Academy to Teach Western Execs
Green Chip Editor Sam Hopkins discusses China's plans to draw 2,000 business managers per year to its Institute for Sustainable Communities Environment, Heath and Safety Academy.

Investing in Geothermal Energy: Cashing in on Nevada's Geothermal Jackpot
Energy & Capital Editor Nick Hodge discusses investing in geothermal energy, with special attention paid to Nevada...

The R-Track System: Delivering Investors 32% Every Month
Readers following this system closed 45 winning trades in the last 12 months. . . and we'll tell you about #46.

Water Infrastructure Stocks: Using the "Philly Plan" for Profit
Green Chip's Nick Hodge discusses water infrastructure stocks through the lens of a recently announced $1.6 billion project. . .

Alternative Energy Funding: Where Alternative Energy Companies Can Get the Funding They Need
Green ChipEditor Jeff Siegel comments on the difficulty small alternative energy companies are having raising capital or getting credit, and offers a suggestion for these cash-strapped companies to get the funds they need.

Thomas Friedman Green China: NYTimes Columnist Sums Up China's Green Imperative
Green Chip's Sam Hopkins comments on Friedman's take on China's Green Revolution and offers his own insight.

EPA Could Regulate Greenhouse Gases: the EPA's Carbon Trump Card
Guest Editor Emily Rutan talks about the EPA's trump card when it comes to regulating greenhouse gas emissions.