ACES News and Press, ALPS Clean Energy From 08/23/22

Shoals' Q2 revenues beat expectations while EPS fell in line. The company is experiencing increased demand for its EBOS solutions underpinned by a strong and growing backlog, likely to continue on the back of tariff exemptions. Its EBOS battery segment is now off the ground and ha...

Vanguard, one of the market’s most prominent exchange traded fund issuers, has bolstered its ESG ETF lineup to include two more funds that will trade in Europe. With the additions, the firm now has five funds that focus on environmental, social and corporate governance issues. ...

On 12 August 2022, the House passed the landmark Inflation Reduction Act, a reconciliation package that represents the United States government’s largest-ever investment in combatting climate change. We expect significant growth opportunities to emerge across a wide range of cl...

A climate mitigation policy mix of carbon taxes, green subsidies, and infrastructure investment could reduce global balances by a quarter by 2027. Global interest rates are also likely to fall in the longer term because of the decline in investment in fossil fuels, following an initia...

Siemens Gamesa released its Q3-2022 and profits are nowhere to be seen. The balance sheet is robust and liquidity is not an issue. A new restructuring program was launched with the aim of improving margins. At the current trading price, Siemens Gamesa is a HOLD. Almo...

Lucid's Q2 earnings release initially led to a post-earnings sell-off, but it saw robust buying support. Therefore, we are increasingly confident of its May long-term bottom. We urge investors to look past its near-term challenges as its mid-term milestones remain on schedule. Further...

The Russian war in Ukraine has had a massive impact on the European energy market, a result of which is runaway inflation across the continent. Nigeria’s substantial resource wealth and geographic proximity to Europe make it a very attractive partner for meeting the continent&#...

EVgo is in a fast-growing market with massive upside potential in valuation. The company has not been immune from macroeconomic trends, and its stock has reflected that. Although EVgo is heavily burning cash, their investments have made them a market leader. Introduction...

The Senate has passed the Inflation Reduction Act; amid its multifaceted, approximately $370b of energy-related spending, both the clean energy theme and the electric vehicle theme are key components of the bill and the primary focuses of this commentary. If the bill becomes law, the ...

Plug Power stock has ridden on a significant rally over the past four weeks as the market anticipated the successful passage of the climate and tax bill. Therefore, the excitement in PLUG is palpable as it heads into its Q2 earnings release on August 9. However, we believe the recent ...