Since the summer, leading public solar and clean energy companies have been brutalized by the market.
If the megatrends for cleantech are so good, why are investors taking their money out of the space in droves? There are many different answers -- some to do with broad market sentiment, and some to do with the specific fundamentals of individual companies.
In this week's edition of the Interchange, we talk with Julien Dumoulin-Smith, the executive director of UBS' utilities and cleantech research practice, about what started the downward spiral. Then we'll discuss the positive and negative performance of individual companies, and ask what each of them are doing differently.
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The YieldCo Bubble Has Popped. Is a Market Rebound on the Way?
Solar Stocks Continue to Plummet in a ‘Bizarre Confluence of Contradictory Events’
SunEdison Seeks to Reassure Investors About Its Growth Path: ‘We’re Going to Acknowledge Reality’
UBS Analysts: ‘Large-Scale Power Stations Could Be on a Path to Extinction’