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Report title
:
US Alternative Energy
Report Subtitle
:
Hydrogen Conference Recap: Poised to Turn a Corner, Quickly in 2024
Report Published on
:
Dec 21, 2023
Analyst name
:
Julien Dumoulin-Smith
Key Takeaways:
-Our H2 conference highlights critical developments in 2024 to move green hydrogen economy down technological learning curves -The final US Treasury guidance for 45V will be critical for scale of green hydrogen opportunities - will the draft change? -Increasing technological preference emerging. Scale economics are needed to cost reductions to manifest.
Report title
:
US Alternative Energy
Report Subtitle
:
SolarFlash: Hydrogen/solar tax credits, solar imports/FSLR, Cali resi, & more
Report Published on
:
Dec 11, 2023
Analyst name
:
Julien Dumoulin-Smith
Key Takeaways:
-Big week with expectation of hydrogen and solar manufacturing tax credits. Degree of qualification a key variable to watch. -Imports of solar panels into the US using Chinese poly have pressured FSLR: question is whether this will be a growing trend. -Wind and solar jobs the fastest growing - more inflation and compensation. Development company acquisition datapoint.
Report title
:
US Alternative Energy
Report Subtitle
:
Flight to quality at the ‘23 Renewables Conference; Hoping for a better ‘24
Report Published on
:
Dec 05, 2023
Analyst name
:
Julien Dumoulin-Smith
Key Takeaways:
-2023 challenges likely linger into 2024, and supply chain is front and center; transformers and breaker boxes are pinch point -Resi turmoil continues; we lack confidence in destock & recovery timelines; interest rate pressure is salient, loans lagging -Flight to quality is broad based; companies with balance sheets and track records are positioned to succeed and take share
More
Primers
Report title
:
Metals Strategist
Report Subtitle
:
Tech goes metals
Report Published on
:
Oct 06, 2023
Analyst name
:
Global Commodity Research
Key Takeaways:
-We give an overview of green technologies and metals contents. PMSG wind = REE. Topcon PV = silver. Nuclear = steel -Transmission cables = steel/ aluminium. Distribution and inter-array/ export cables= copper. Hydrogen storage = platinum -Charging infrastructure = copper. We are updating demand for Net Zero 2050 and renewable cost models/ LCOEs
Report title
:
Capital Goods - Global
Report Subtitle
:
**STARTING IN 1HR** - It’s electrifying: Grid Investment primer picks
Report Published on
:
Jul 10, 2023
Analyst name
:
Alexander Virgo
Key Takeaways:
-Join us to discuss the conclusions from our Primer on accelerating electricity grid investment... -... and the implications for key beneficiaries in the supply chain among equipment & software vendors, operators & utilities -The call will be **STARTING IN 1HR** - Monday 10th July at 3pm London, 10am EST
Report title
:
Capital Goods - Global
Report Subtitle
:
**TODAY** - It’s electrifying: Grid Investment primer picks
Report Published on
:
Jul 10, 2023
Analyst name
:
Alexander Virgo
Key Takeaways:
-Join us to discuss the conclusions from our Primer on accelerating electricity grid investment... -... and the implications for key beneficiaries in the supply chain among equipment & software vendors, operators & utilities -The call will be **TODAY** - Monday 10th July at 3pm London, 10am EST
More
Latest Reports By Julien Dumoulin-Smith
Report title
:
US Utilities & Clean Tech
Report Subtitle
:
2024 Power x Data Center Conf Recap: Harder to Achieve than it Looks
Report Published on
:
Mar 27, 2024
Analyst name
:
Julien Dumoulin-Smith
Key Takeaways:
-We present the full takes from our inaugural Power x Data Center Conference week. Execution on build will not be easy. -See Datacenter build adding roughly 1% p.a. to grid demand, but likely concentrated in key PJM (PA/OH) & ERCOT (TX) markets. -Still see best play as PEG given among largest US nuclear plants; see improving narrative for LT renewables via NEE.
Report title
:
US Utilities & IPPs
Report Subtitle
:
Power Points: Missouri Regulation, WA Fuel, HE letter from Congress, XEL Wildfire
Report Published on
:
Mar 26, 2024
Analyst name
:
Julien Dumoulin-Smith
Key Takeaways:
-Missouri backdrop continues to improve; see legislation as potentially '25 backdrop, including forward test year/adjustments. -Denial of PCAM adjustment by Washington UTC, highlights challenge facing Avista Corp in its ongoing rate case -Congressional investigation of Maui fires continues; flag April 17th release of AG report on Maui fires as key risk for HE.
Report title
:
US Clean Tech
Report Subtitle
:
Solar FLASH: AY refresh, Reads to FSLR, lingering NOVA pressure
Report Published on
:
Mar 26, 2024
Analyst name
:
Julien Dumoulin-Smith
Key Takeaways:
-NOVA: See operational issues at core of payment delays; see recovery in shares as likely w/o any NT liquidity concerns -Panel pricing: Awaiting a ramp in domestic cell & module capacity - will help resi more so; limits FSLR competition nearterm -AY: We refresh our estimates, reduce PO to $20 from $22 prior. Reiterate Buy as shares trade at near 20% discount plus 10% DY
More
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