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Renewable Energy: Green Shoots for Green Revolution

March 11, 2021 11:00 AM ET | 8:00 AM PT | 4:00 PM GMT

Renewable energy has been growing in fits and starts in the U.S. for years, but the advent of the new Biden Administration and a Blue Wave in Congress lay the groundwork for it to be truly disruptive, says CFRA. The disruption is likely to occur not just with U.S. utilities but also with the fossil fuel industry, which could see market share losses as demand consumption from both power generation and auto usage shift towards renewables and electronic vehicles. CFRA's analysts Paige Meyer, Andrzej Tomczyk, and Stewart Glickman, CFA, discussed recent developments with renewable energy, potential winners and losers from secular trends, and key risk factors to consider along the way.

During the session we:

  • Identified the key trends and events that should lead utilities and energy producers to shift capital spending towards renewables.

  • Considered lessons learned from the European experience with renewables and how that could be a U.S. road map.

  • Differentiated the early adopters from the laggards within the U.S. utility landscape.

  • Examined competitive threats to incumbent crude oil- and natural gas-focused producers.




Paige Meyer

Senior Equity Analyst, CFRA

Andrzej Tomczyk 

Equity Analyst, CFRA

Stewart Glickman, CFA

Senior Equity Analyst, CFRA.

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