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

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 ...

Elevated inflation, slowing global economic growth expectations, and reduced central bank liquidity remain the key economic considerations. The policy interest rate divergence between the U.S. and Europe is likely to increase amid heightened recession risk in Europe. We expect mar...

First Solar ( NASDAQ: FSLR ) surges to a new YTD high Monday, +9.2% , following the weekend passage in the U.S. Senate of the climate and energy bill , which Democrats called the largest investment in fighting climate change ever made by the U.S. The stock also won t...

Growing rapidly, multi-faceted, and with green products and services permeating throughout markets, the green economy’s development increasingly resembles that of the tech sector. The green economy is now the equivalent of the fifth largest industrial sector by market value &#x...

Lucid cuts its production outlook a second time. The company now expects an annual production volume of only 6-7 thousand electric vehicles, despite surging reservations. Because of logistics and supply challenges, the delay in production will push revenues into the future, which ...

U.S. Senator Kyrsten Sinema said Thursday night that an agreement was reached to remove an increase in taxes on carried interest income in the pending tax and climate plan, potentially resolving a key issue in the effort by Democrat leadership to pass their agenda. "We have agre...

Shares of solar and renewable energy companies are surging in early trading Thursday after Senator Joe Manchin and Majority Leader Chuck Schumer announced a surprise deal that includes $369B for "energy and climate change ." Solar stocks trade broadly higher but many have pulled...

Solar stocks are moving higher after-hours on news that Senator Joe Manchin reached an agreement with Senate Majority Leader Chuck Schumer to vote on a package aimed at supporting alternative energy and lowering healthcare costs while reducing the federal deficit. Among other th...

Inflation is running at levels not seen in 40 years; whether or not it has peaked, we believe that moderation will be a long process.1 Despite the challenges inflation presents for the broader economy, there are several long-term structural themes that we believe could provide some resili...

Man-made climate change has led to a dramatic increase in temperature, extreme weather events, fires, and sea level rise. President Biden is likely to declare a "climate emergency" soon, which unlocks Presidential powers to implement a wave of decarbonization policies. Solar, wind...