Friday, December 15, 2017

Energy Alternatives I: Mothers of Invention

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 Mothers of Invention Index focuses on companies that are finding new ways to store, distribute and apply energy.  The index also includes innovators that are finding new chemical processes and materials that make it possible to use valuable resources more efficiently and with lower energy requirements.
Visit the Crystal Equity Research website to see the updated Mothers of Invention Index, including the following groups:

Fuel Cells
Emissions Control
Storage
Carbon Capture
Smart Grid
eCycling
Efficiency Solutions
Materials
Electric Vehicles



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