Shale gas is starting to affect markets….

On December 30, 2011, in Blog, by Mark Henwood

The oil gas ratio hit a new record high December 27th with gas trading at $3.11/mmBtu and WTI going for $101.25/bbl yielding an energy ratio of 5.61.   In simple terms this means gas is  trading at the equivalent of $18.05/bbl crude. The market is starting to notice this rapid shift in natural gas economics.  Back […]

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36 States now have Utility-Scale Wind Power

On April 13, 2010, in Blog, by John Addison

(4/12/10) The U.S. wind energy grew in 2009, despite a severe recession. There are 36 states that have utility-scale wind projects and 14 states are in the “Gigawatt Club” with more than 1,000 MW of installed wind capacity per state. In state rankings, Iowa leads in terms of percentage of electricity from wind power, getting […]

Key sustainable energy indices rise, LED-Lighting suffers (week ending 8/1)

On August 4, 2008, in Blog, by Mark Henwood

Author: Mark Henwood EAFA fell 2.2%; Emerging Markets, S&P500, and commodities (DJP) treaded water. The two key strategies, Renewable Electricity and Solar, posted gains for the week. Solar’s 4.1% gain reduced the index’s loss for the year to 31.7%. This highly volatile strategy saw some big gains with Day4Energy (DFE.TO) leading the way with a […]

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Solar Rises 10.8%, Renewable Elec and Biofuels increase also (week ending 5/16)

On May 18, 2008, in Blog, by Mark Henwood

Author: Mark Henwood Broad market indices (Emerging Markets, EAFA, S&P500) all rose significantly this week. Camino’s PurePlay™ indices, with the exception of Fuel Cells, were up. Commodities (DJP) retreated slightly. Solar was the story of the week with our 34 member index increasing 10.8%. Six constituents rose more than 20% with the top three, SolarFun […]

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Only Renewables Gain (Week Ending 4/25) + Solar ETFs

On April 28, 2008, in Blog, by Mark Henwood

Author: Mark Henwood Broad market indices were mixed this week and so were Camino’s PurePlay™ indices. The Solar index followed last week’s 7.0% gain with a small 0.2% decline. The index members were also mixed with 15 stocks increasing and 19 stocks declining. Most notable in the group was Centrosolar (C3O.DE) which gained 26.2% for […]

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Only Renewable Electricity Stocks Advance (Week Ending 4/11)

On April 13, 2008, in Blog, by Mark Henwood

Author: Mark HenwoodSustainable energy stocks followed the broader markets down this week with only Renewable Electricity able to show a gain.The Solar index followed last week’s 14.5% advance with a 4.7% decline. The retreat was broad-based with only 4 stocks increasing and 30 stocks declining. Aloe Solar SG (AS1.DE) led the declines falling 13.1% for […]

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The Week in Sustainable Energy Stocks (Week Ending 3/14)

On March 15, 2008, in Blog, by Mark Henwood

Author: Mark Henwood The Dow traded in a 569 range this week reflecting negative credit market news and strong intervention by government institutions. Global results were mixed with EAFA advancing and the S&P and Emerging Markets declining. The final changes were not dramatic. This translated into mixed results for the Camino indices with three indices […]

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The week in sustainable energy stocks (ending 3/7/08) ….

On March 9, 2008, in Blog, by Mark Henwood

By Mark Henwood Continuing concerns with economic conditions drove all the broad stock indicators into negative territory for the week. With one expectation our sustainable energy indices followed suit with three indices retreating and one, Renewable Electricity, advancing. The Solar index suffered another large drop of 5.9% bringing the YTD decline for the sector to […]

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The week in sustainable energy stocks….

On March 1, 2008, in Blog, by Mark Henwood

By Mark Henwood Neal says “keep going”. So let’s start with the big picture. Stocks were down – S&P, EAFA, emerging markets. Commodities advanced. The broad based ETN tracking the DJ AIG commodity index (DJP) increased 3.1% for the week. This was the week of oil history. Our sustainable energy indices were mixed with one, […]

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The week in sustainable energy stocks….

On February 24, 2008, in Blog, by Mark Henwood

Neal asked me if I would comment on the markets for sustainable energy stocks in the last week. It’s an area I follow closely so he hopes I will occasionally stumble across some nuggets. Let me start by saying I believe there is potential for good returns in sustainable energy stocks over time. In the […]

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