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Green Stocks Research
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Focused on the companies delivering the Energy Transition.
EVs, Grid, Lithium, Copper, Uranium, Renewables and emerging clean tech.
How much money will Big Oil make from green energy?
December 11, 2024 at 9:32 AM
Ken Brinsden's Lithium Market Update Q4 2024

www.youtube.com/watch?v=L3vk...
Ken Brinsden's Lithium Market Update Q4 2024
YouTube video by Green Stocks Research
www.youtube.com
December 2, 2024 at 11:42 AM
Reposted by Green Stocks Research
China’s EV price war set to intensify next year as BYD squeezes suppliers

https://www.ft.com/content/b9a02c1b-383c-48ab-a741-286f668f30df
China’s EV price war set to intensify next year as BYD squeezes suppliers
Chinese carmaker asks auto parts providers to cut their prices by 10%
www.ft.com
November 27, 2024 at 10:23 AM
Goldman Sachs sees a $74.6 trillion investment opportunity in their 2°C global net zero by 2070 scenario.

Here's the breakdown:
November 22, 2024 at 11:49 AM
The Sayona Mining / Piedmont Lithium Merger in 7 Minutes

www.youtube.com/watch?v=cZGA...
The Sayona Mining / Piedmont Lithium Merger in 7 Minutes
YouTube video by Green Stocks Research
www.youtube.com
November 19, 2024 at 3:36 PM
A different way to look at emissions - NYT
November 19, 2024 at 2:08 PM
Annual spending by major utilities to produce and deliver electricity increased 12% from $287 billion in 2003 to $320 billion in 2023 according to FERC.

Capital investment in distribution infrastructure increased by $31.4 billion, or 160% in the same period:
November 19, 2024 at 11:20 AM
Dominion Energy CEO Robert Blue updated investors on Dominion's partnership with Amazon on small modular reactors (SMRs). #smr #nuclear #amazon

www.youtube.com/watch?v=YJOX...
Dominion Energy CEO on SMRs, Amazon deal
YouTube video by Green Stocks Research
www.youtube.com
November 18, 2024 at 12:51 AM
"One of Northvolt’s main investors told the Financial Times that they thought an insolvency was likely next week and that they had written down the value of their investment to zero."

www.ft.com/content/8876...
Northvolt’s future hangs in balance as bankruptcy looms
Troubled European battery maker in race against time to secure short-term funding
www.ft.com
November 17, 2024 at 12:50 PM
BHP: Copper Portfolio Update (FY2024 Results Presentation)

#copper #bhp

www.youtube.com/watch?v=TxMm...
BHP: Copper Portfolio Update (FY2024 Results Presentation)
YouTube video by Green Stocks Research
www.youtube.com
November 16, 2024 at 6:50 PM
The FREYR Battery / Trina Solar Deal in 5 Minutes

www.youtube.com/watch?v=0tKM...
The FREYR Battery / Trina Solar Deal in 5 Minutes
YouTube video by Green Stocks Research
www.youtube.com
November 16, 2024 at 8:28 AM
Four CEOs discuss the impact of a Donald Trump victory:

0:00 - AES Corp CEO Andrés Gluski (AES)
0:35 - Nexans CEO Christopher Guérin (NEX.PA)
1:37 - Nextracker President Howard Wenger (NXT)
3:41 - First Solar CEO Mark Widmar (FSLR)

#solar #wind #renewables #ira

www.youtube.com/watch?v=KrvJ...
4 CEOs on the Trump Threat to Renewables
YouTube video by Green Stocks Research
www.youtube.com
November 15, 2024 at 5:02 PM
Generac CEO Aaron Jagdfeld discusses the impact of recent hurricanes Beryl, Helene and Milton on the company's 2024 results.

www.youtube.com/watch?v=706J...
Generac Expects $200 Million 'Upside' From Recent Hurricanes
YouTube video by Green Stocks Research
www.youtube.com
November 15, 2024 at 4:59 PM
Piedmont Lithium Refines its U.S. LiOH Strategy to Focus on Carolina

#lithium #piedmont

www.youtube.com/watch?v=p6se...
Piedmont Lithium Refines its U.S. LiOH Strategy to Focus on Carolina
YouTube video by Green Stocks Research
www.youtube.com
November 15, 2024 at 3:23 PM
Rio Tinto have announced a $6.7bn acquisition of Arcadium Lithium.

This video covers the highlights of the merger conference call with commentary from Rio CEO Jakob Stausholm and Arcadium Lithium CEO Paul Graves.

#lithium #riotinto #arcadium

www.youtube.com/watch?v=yv36...
The Rio Tinto Arcadium Lithium Merger Call in 8 Minutes
YouTube video by Green Stocks Research
www.youtube.com
November 15, 2024 at 2:33 PM
NextEra Energy CEO John Ketchum discusses what he sees as the limitations of nuclear power in meeting projected energy demand growth.

At the same time, he confirms NextEra is actively looking to restart its Duane Arnold nuclear plant in Iowa. #nextera #nuclear

www.youtube.com/watch?v=9pju...
NextEra Energy CEO on Nuclear Power and Duane Arnold Restart Plans
YouTube video by Green Stocks Research
www.youtube.com
November 15, 2024 at 2:24 PM