Looking Ahead To Midterms: Clean Energy
Sharpening the knife on a top clean energy name as midterms approach
The midterms are coming.
Every clean energy name in this market is priced for a Congress that spent the last year actively hostile to the sector. It is a situation where the regulatory surprise can only come from one direction. We will be honest, clean energy is a slippery trade and has not been easy the last 5 years.
P Equity Research and I went looking early at what ideas could benefit from the midterm election results. We wanted a clean energy business that does not need Washington to change its mind in order to survive, and that has a second story aided by the data center buildout. Something where you get paid for the recovery and get the AI infrastructure angle thrown in for free.
We found a name with a pristine balance sheet and a product line aimed squarely at data center power.
Below the paywall: the full name, two expert calls including an independent power-electronics engineer who pressure-tested the architecture, the competitive map, and where I think the stock goes in a base and bull case.
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