Disruptive Theme of the Week: Clean Energy
It may not have been on your investment bingo card, but one of the surprising outperforming investment themes this year has been clean energy. One catalyst has been the growing electricity demands related to the rise of AI.
FAN: I Expect A Downdraft Later This Year
Wind energy stocks have rallied recently, but I view this as a temporary surge rather than a sustainable turnaround. Wind faces structural economic challenges, including high input costs, complex logistics, and increasing opposition. Recent U.S. legislation accelerates the phaseout of wind and solar tax credits, threatening the viability of hundreds of planned renewable energy projects.
Real Asset ETFs: Really Underappreciated
Last week, I moderated two panels on real assets and infrastructure for completely different sets of panelists and audiences. Despite the differences, there were many similarities among the two panels.
FAN: Explore The Future Of Energy
FAN ETF tracks the ISE Clean Edge Global Wind Energy Index, offering investors exposure to companies in the wind energy industry worldwide. Oersted A/S is a major player in offshore wind farm development, while EDP Renováveis focuses on wind energy projects globally. Vestas Wind Systems A/S is a leading company in wind turbine development, with a focus on innovation and efficiency.
Unusual Machines Selected to Provide the First Drone for Red Cat's FAN(TM) Line of First-Person View Lethal Strike Systems
ORLANDO, FL / ACCESSWIRE / June 21, 2024 / Unusual Machines, Inc. , (NYSE American:UMAC) ("Unusual Machines" or the "Company"), a drone and drone components manufacturer, today announced it will provide the first drone and components in Red Cat's new FANG™ line of First-Person View (FPV) systems. This partnership underscores Unusual Machines' commitment to onshoring drone and component production, as well as its expertise in FPV technology.
