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Rona Fried, Ph.D., is editor of Progressive Investor and CEO of Known for her wide-ranging, deep knowledge of sustainable business, she speaks and writes on topics related to green business, green jobs and green investing. She writes the "Investing in Clean... More
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  • China Smart Grid Market To HIt $61B by 2015

    The total value of China’s Smart Grid market is expected to rise from US$22.3 billion in 2011 to US$61.4 billion in 2015, according to a new market report.

    In 2010, China ranked number one for the first time in the world for energy consumption and total renewable energy investing. The country will hold that ranking for at least the next five years, according to analyst firm Zpryme.

    “2011 will be the year China will take a commanding lead not only in clean energy investment (which already is twice the U.S.), but more specifically the Smart Grid. Led by companies such as GE (NYSE: GE), Siemens (NYSE: SI), and IBM (NYSE: IBM), China will become the forever-hotbed for Smart Grid technologies, pilots, and overall investment" says Zpryme CEO and Director of Research Jason S. Rodriguez.

    The largest portion of China’s market is in Smart Grid T&D, which Zpryme projects will grow from US$4.5 billion in 2010 to US$21.2 billion by 2015, an annual growth rate of 36.4%.

    Because of China’s limited technological capabilities, providing IT and networking solutions to automate distribution and manage electricity demand is the best way for foreign firms to capitalize on China’s booming Smart Grid industry. Zpryme projects that the software and hardware segment of China’s Smart Grid market will grow from US$4.0 billion in 2010 to US$13.0 billion USD in 2015, an annual growth rate of 26.4%.

    Other findings from the report:

    • Chinese domestic firms serving the Smart Grid market will expand their footprint beyond their nation’s borders as their technologies and services will become increasingly competitive with their foreign counterparts.
    • The Chinese government totally supports the efforts of domestic and foreign Smart Grid and clean energy manufacturers through subsidies, R&D funding, and major lines of credit (domestic).
    • While utilities in the U.S. are updating infrastructure, China has the advantage of building Smart Grid technology into transmission infrastructure from the outset--essentially a clean slate.

    Zpryme’s report, "China: Rise of the Smart Grid", assesses the current China market landscape in China while examining the major players, trends, and drivers motivating this high-growth space.

    Earlier this month, smart meter company Landis+Gyr won a contract to supply the first phase of a smart-grid deployment in China.

    Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.
    Tags: IBM, GEEGY
    Jan 17 9:58 AM | Link | Comment!
  • Top Green Stocks for 2011

    Research firm Canaccord Genuity, who we work with to produce our green investing newsletter, Progressive Investor, offers its top green stocks for 2011.

    They expect a bullish, volatile commodity environment to drive demand and innovation in green technologies, even as political and fiscal policy issues remain uncertain.

    The Smart Grid group was in transition with investors this year because of a post-stimulus slowdown, election inertia and project delays. Valuations and relative expectations are lower, resulting in an attractive investment opportunity.

    Itron (NASDAQ:ITRI), perhaps the best known smart meter stock, is approaching bottom. Orders have been thin, but ITRI is poised to deliver solid earnings momentum and margin expansion as on-going projects proceed.

    Elster (ELT) is less well known and undervalued. It dominates in industrial gas metering solutions and has a solid backlog and project pipeline.

    EnerNOC (NASDAQ:ENOC), the industry leader in demand response, is expanding its market share in the US and abroad.

    In Lighting, Universal Display (PANL) should benefit from 2011 being a break-out year for OLEDs.

    In Recycling, metals recycler Schnitzer Steel (NASDAQ:SCHN) will benefit from strong industry fundamentals as prices are trending higher and supply is constrained.

    In Green Building, NCI Building Systems (NYSE:NCS) is positioned to capitalize on recovery in non-residential construction. The company supplies "cool" roofs, insulated metal products and other greeen building products.

    Water continues to be an attractive investment theme, even with municipal spending challenges. There's a potential push for a national infrastructure bank.

    Even with very strong recent stock performance, Nalco (NYSE:NLC) continues to impress because of its core competencies in Energy and Water markets. 


    Disclosure: I am long ITRI.
    Dec 22 2:25 PM | Link | Comment!
  • Amyris Tops List of 50 Hottest Bioenergy Companies

    Renewable fuels and chemicals developer Amyris (Nasdaq: AMRS) took the #1 spot in the 2010-11 "50 Hottest Companies in Bioenergy" rankings, published today in Biofuels Digest.

    Solazyme (#2), POET (#3), LS9 (#4), Gevo (#5), DuPont Danisco Cellulosic Ethanol (#6), Novozymes (OTCPK:NVZMY) (#7), Coskata (#8), Codexis (Nasdaq: CDXS) (#9) and Sapphire Energy (#10) round out the top 10.

    Ranked #11 through #20 are Virent, Mascoma, Ceres, Cobalt Technologies, Honeywell's UOP, Enerkem, BP Biofuels, Genencor, Petrobras (NYSE: PZE) and Abengoa Bioenergy.

    Amyris has emerged as a strong green investment. since its debut on the Nasdaq in September, share prices have risen from $16 to above $22.

    The rankings, which recognize innovation and achievement in bioenergy development, are based 50% on votes from a 75-member panel of international selectors, and 50% on votes from subscribers of Biofuels Digest and Renewable Chemicals Digest. Overall, more than 1,000 companies were eligible in the rankings and 301 companies received votes. Amyris Biotechnologies ranked #1 in the international Selector poll, while Solazyme ranked #1 in the subscriber poll.

    Among the Hot 50, 37 were US-based companies and 13 were from other countries. Fifteen are active in cellulosic ethanol development (down from 19 last year), five are developing algae-based energy solutions (down from seven last year), and 16 are producing "drop-in" renewable biofuels such as biobutanol, renewable diesel, green gasoline and renewable jet fuel (up from 15 last year). Thirteen are developing capabilities to produce renewable chemicals.

    Strategic investors such as Waste Management, Chevron, and Monsanto appeared in the rankings for the first time, while Shell advanced this year and BP Biofuels reached the top 20. DuPont was an investor in two top-50 companies, DDCE and Butamax.

    New companies in the list this year include: Cargill (#36), Butamax (#38), Cosan (#40), Waste Management (#42), Dynamic Fuels (#44), KiOR (#47), Chevron (#48), and Monsanto (#49).

    The 50 Hottest Companies in Bioenergy for 2010-11 are:

    1. Amyris                    
    2. Solazyme              
    3. POET                    
    4. LS9                    
    5. Gevo                    
    6. DuPont Danisco      
    7. Novozymes              
    8. Coskata              
    9. Codexis              
    10. Sapphire Energy      
    11. Virent                    
    12. Mascoma              
    13. Ceres              
    14. Cobalt Technologies      
    15. Honeywell's UOP
    16. Enerkem              
    17. BP Biofuels              
    18. Genencor      
    19. Petrobras      
    20. Abengoa Energy
    21. Qteros              
    22. Joule Unlimited      
    23. Shell              
    24. Bluefire Renewables      
    25. Rentech      
    26. Algenol              
    27. ZeaChem      
    28. PetroAlgae      
    29. Neste      
    30. Synthetic Genomics
    31. LanzaTech
    32. Iogen              
    33. OriginOIl      
    34. RangeFuels      
    35. ExxonMobil      
    36. Cargill              
    37. SG Biofuels
    38. Butamax      
    39. Terrabon      
    40. Cosan              
    41. Verenium      
    42. Waste Management
    43. IneosBio      
    44. Dynamic Fuels      
    45. Fulcrum Bioenergy
    46. KL Energy      
    47. KiOR              
    48. Chevron      
    49. Monsanto      
    50. Inbicon              

    Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.
    Dec 07 12:03 PM | Link | Comment!
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