Opportunities in Clean Energy

NYu
3 min readFeb 21, 2020

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(notes and author’s opinions only)

qcln

alb(entry 90–80)

Albemarle produces lithium in Chile and Australia and sends it to China for final processing. The company’s lithium is used in Teslas and other EVs.

ALB is the world’s largest producer of the white metal for electric vehicle batteries

idrv

lg chem

cnxt

lit

catl

on

aces holdings

northland

brookfield

https://www.bloomberg.com/news/articles/2020-02-20/bill-gates-led-fund-invests-in-making-lithium-mining-more-sustainable?srnd=green

https://www.bloomberg.com/features/2020-green-billionaires/?srnd=green

ora

terp

TerraForm Power is an owner and operator of a best-in-class, 4,000+ MW renewable power portfolio including solar and wind assets in North America and Western Europe. These premier assets are underpinned by long-term contracts that produce stable cash flow.

https://renewablesnow.com/news/terraform-closes-100-mw-csp-buy-in-spain-687987/
http://www.terraform.com/home

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NYu
NYu

Written by NYu

I’ve been trading stocks for awhile but understandably I’m likely to trade or invest for the rest of my life. Here’s my way of thinking about things

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