Tuesday, December 26, 2017

Energy Alternatives: Electric Earth

The development of fossil fuel alternatives provides investors with a unique opportunity to participate in an important wave of value creation in the world economy. We have been following the progress of developers spanning a wide range of fuel and energy technologies. From photovoltaic cells to algae-based fuel to biodiesel from municipal waste, entrepreneurs are hard to work. There are also impressive innovations that help consumers and industry use less energy day to day.
Over the past several years Crystal Equity Research has been following a diverse group of companies involved in developing and producing alternative fuels and chemicals as well as those producing energy without fossil fuels.  The company names and website have been shared in a set of four novel indices:  The Atomics, Beach Boys, Electric Earth and The Mothers of Invention. 

At first the indices grew dramatically in numbers as inventors were drawn to a wide open market for renewable energy, environmental sustainability and energy conservation.  For every fledgling company that failed a couple more new start-ups would appear.  However, in the last couple years the number of companies has contracted as a wave of consolidation has swept across alternative energy sectors.  The indices now include a total just over 700 different companies around the world.
The Electric Earth Index focuses on companies that are attempting to capture earth’s energy in mechanical designs from wind mills, to wave machines, to solar concentrators.  Many investors will miss the solar cell producers.  We have included photovoltaic solar cell developers in The Atomics Index, where they fit well with other companies harnessing the power of the atom.
Visit the Crystal Equity Research website to see the updated Electric Earth  Index, including the following groups:
Wind
Ocean
Geothermal
Hydropower
Solar-Concentrating


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