Implicit Climate Subsidy Exceeds Profits at 20 Top Fossil Fuel Companies

August 14, 2015 by Chris Hope

Subsidies and Fossil Fuel Companies

I recently published a paper, along with my colleagues Paul Gilding and Jimena Alvarez. For 20 leading fossil fuel producing firms, we measured the economic cost to society of the climate change impacts caused by the use of their products, and compared this with their profits in each year from 2008 to 2012.[read more]

How to Beat the Street to North American Energy Profits: Interview with Phil Juskowicz

May 21, 2014 by Jim Patrick

Philip Juskowicz, CFA, is a managing director in the research department at Casimir Capital, a boutique investment bank specializing in the natural resource industry. Juskowicz began his career at Standard & Poor's in 1998. From 2001 to 2005, he worked in equity research at both First Albany Corp. and Buckingham Research.[read more]

How Utilities Can Stop Losing Revenue and Start Making Money on Solar Energy

May 21, 2014 by Herman Trabish

Utilities, Solar, and Profits

While some people may talk about the necessity and importance of developing new utility business models, solar energy finance and installation leaders are actually making it happen right now taking action, like forging partnerships with retail electricity providers.[read more]

Buy Small for Deep Profits: Interview with Mike Breard

March 15, 2014 by Jim Patrick

Mike Breard graduated from Rice University in 1963 and got an MBA from Stanford in 1965. He worked for several brokerage houses in Dallas, including Eppler, Guerin & Turner and Schneider, Bernet & Hickman, as an energy analyst and institutional salesman before joining Hodges Capital in 1997.[read more]

3 Models That Could Help Utilities Make Money From Solar Energy

March 3, 2014 by Martin LaMonica

When the world wide web first came onto the scene, the dominant supplier of proprietary software, Microsoft, was forced to adopt the internet to stay relevant. Could there be a lesson here for utilities grappling with the disruptive nature of distributed technologies like solar?[read more]

Will Plug Power Be the First Profitable Fuel Cell Company?

October 27, 2013 by Eric Wesoff

Plug Power Profitability?

Plug Power's CEO, Andy Marsh, is looking for profitability for his fuel cell firm in 2014. A profitable quarter for a publicly traded fuel cell company would break a 100-year drought in the sector. But several other large fuel-cell firms may be on the brink of profitability in 2013 or 2014, as well.[read more]

Goldman Sachs Finds Window For Profitable Investment In Coal Mining Is Closing

August 13, 2013 by Joseph Romm

No Future Coal Profits?


Goldman Sachs has put out a must-read research paper, stating that the window for thermal coal investment is closing. Thermal coal is primarily used to generate power. The U.S.-based multinational investment bank has some sobering findings for the dirtiest fossil fuel.[read more]

Systems-Level Thinking: Distinguishing Potential and Profitability

July 24, 2013 by Christos Makridis

News affects markets because they react to new information indicative of future profitability. The clean tech industry is often in the middle of all of this, as there’s a lot of action happening in the industry.[read more]