Renewable Energy

Independent research across renewable energy

Coverage and market insight across renewable energy equities and related capital-intensive markets.

Where Carbon Data Becomes Strategy

Renewable Energy Equity Coverage

Enphase Energy, Inc.

ENPH

Renewable Energy Group, Inc.

REGI

Plug Power Inc.

PLUG

SolarEdge Technologies, Inc.

SEDG

TPI Composites, Inc.

TPIC

EnerSys

ENS

Ballard Power Systems Inc.

BLDP

Ameresco, Inc.

AMRC

About Our Research

Whether it’s long-term due diligence on hard asset investments, bespoke asset valuations or fairness opinions, capital introductions, or corporate engagements, our unique position in the market gives us a valuable perspective to offer our clients.

Research Examples

Equity Research

Tankers: Let’s Go! Cosco Sanctions Create A Material Supply Catalysts For The Group

October 9, 2019

Equity Research

LNG Update: Frozen 3? Keeping An Eye On Budgeting Process For Arctic 2

December 5, 2019

Equity Research

KEX Q3 Earnings Preview: Stalled Q3 Inland Pricing May Muddle KEX’s Quarter

October 22, 2019

Equity Research

LNG Update: Cargo Shut-In At Sempra’s Cameron LNG

November 6, 2019

​Recent Highlights

Recent Insights, Datapoints & Project Updates

Key research, market intelligence, and client calls covering LNG, infrastructure, and emerging energy sectors.