Archive for the ‘ Manufacturing and Industrial ’ Category

Capturing the value in Efficiency

Reducing energy use through improved efficiency measures is often a better investment when compared to investing in cleaner energy generation sources as we have noted on this blog. While the returns to the consumer are documented well in our previous posts (3.0x-4.0x ROI)- how do investors capture these excellent returns? Let’s first identify the business. [ READ MORE ]

Batteries, Lithium Ion and the Automotive Industry

MEET (Muenster Electrochemical Energy Technology), Germany is getting ready to launch a new 2000sqm research hub focusing on battery technology, most likely a significant effort will go into lithium-ion. Professor Winter (recently at Graz, Austria) will chair the workgroup at MEET (homepage). Research-in-Germany.Org gives a summary of the plans and objective proposed by MEET. We [ READ MORE ]

Incandescent lights to start dimming

On the continued theme of the superior value of efficiency plays, news breaks out just this week that Toshiba will halt production of their incandescent lighting business, a product they have sold since 1890. The company will now focus on LED lights instead. For reasons of: consumer preferences, government legislation and frankly, common sense, the [ READ MORE ]

Porsche 918 Spyder vs Tesla Motors

Lets be humble: the Porsche 918 Spyder is a sexy car. Don’t get me wrong, we have favoured Tesla for a long time due to its economics and IPO outlook. But now, Porsche is putting its cards on the table. Yes, the Spyder still uses a 3.4litre V8 engine with some 500bhp so it may [ READ MORE ]

Start Ups vs. Large OEMs

Before one can invest in a technology or firm, an investor must first believe in the relevant sector. If this prerequisite is satisfied to a high degree, the next logical step is to decide how to best capture the upside of the sector. In Clean Technology many start up firms hope to be bought out [ READ MORE ]

The Great, Fake Lithium Supply Scare

“But there’s not enough lithium for all those batteries- and now you’ll switch dependency to a few lithium supplier countries!” That is the claim less informed journalists and hacks often make when they need a counter point to balance their first article on the emerging, electrified transportation sector. Why do we care? Because if true [ READ MORE ]

Clean Invest Poll

(Check all that apply)[ READ MORE ]

Breaking new wind

An expert in the aeronautics industry during World War 2 probably could be forgiven if they believed that fighters such as the P-51 Mustang or an RAF Spitfire were close to being the fastest and most advanced planes technologically possible. That is, until the Luftwaffe introduced the world to the jet engine turbine system. Similarly [ READ MORE ]

Which way, Toyota?

If everything goes according to plan, Toyota will make hydrogen fuel cell vehicles available to private buyers within six years. The company that pioneered the hybrid, made it popular, economical and sexy- is now moving forward with fuel cell vehicles as well as a plug in version of the Prius. Is Toyota now advancing from [ READ MORE ]

CleanTech Investing in 2009 & 2010

356 investments in CleanTech occurred in 2009, a new high. However the dollar amount is down to $4.85B from $7.6B in 2008 over 350 deals comparatively, according to a new report from GreenTech Media. The downward trend over more deals may reflect the global capital markets as much as it does the CleanTech sector itself. [ READ MORE ]

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