Now that equity markets have stabilized following this year’s lightning crash, clean energy stocks are once again diverging hard from…
McAlinden Research PartnersAugust 24, 2020
If 2019 was a bad year for coal miners (which it was), 2020 is going to be much worse. As…
McAlinden Research PartnersMay 21, 2020
The extent to which stocks in the wind power sector have lagged their solar counterparts this past year belies how…
McAlinden Research PartnersFebruary 10, 2020
Decarbonization appears to be this year’s cause célèbre. The topic was top of the agenda at the World Economic Forum…
McAlinden Research PartnersJanuary 27, 2020
Worldwide closures of operational coal plants and the cancelling of new capacity continued to weigh on spot prices in 2019…
McAlinden Research PartnersJanuary 14, 2020
Uranium is now long due for a market rebound. But while production cuts are helping to sop up an existing…
McAlinden Research PartnersNovember 4, 2019
Coal’s decline is about to accelerate due to plunging renewable energy costs, rock-bottom natural gas prices, rising carbon credit prices,…
McAlinden Research PartnersOctober 28, 2019
2019 is proving to be the comeback year for the solar stocks. Improving industry fundamentals and fewer political & regulatory…
McAlinden Research PartnersOctober 14, 2019
