Energy: Down with Coal, Up with Renewables
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 20 August 2020
⏱️ 30 minutes
🧾️ Download transcript
Summary
According to the U.S. Energy Information Administration (EIA), 2020 is projected to be the first year the United States will produce more electricity derived from renewable sources will that it produces with coal. What does that mean for investment opportunities in renewable energy? Motley Fool contributor Jason Hall joins the show to share his take, as well as his elevator pitch for Vestas Wind Systems.
Stocks Mentioned: VWDRY, BEP, BEPC, AY, CWEN, CWEN.A
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Transcript
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| 0:00.0 | Welcome to Industry Focus. The podcast that dives into a different sector of the stock market each day. |
| 0:11.0 | I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seyphill. I'm Dylan Lewis. And today |
| 0:16.0 | we're talking financials. Today we're talking consumer goods. |
| 0:19.1 | Wild-Cyr. Wednesday. And we're talking energy. And today we're talking tech. Let's dive in. |
| 0:27.0 | Welcome to Industry Focus. I'm Nick Seibel. Today we're continuing our |
| 0:29.3 | explanation of the renewable energy industry. Interestingly enough with a look at coal, we'll have to |
| 0:34.0 | see what the final numbers come in this year, but it looks like this year will be the first |
| 0:38.4 | year where renewable energy production in the United States overtakes electricity energy generated via coal |
| 0:45.8 | power plants. We'll discuss what this says about the investment opportunities |
| 0:49.1 | available in renewable energy today and Jason will share his elevator pitch for Vestus Wind Systems. |
| 0:55.6 | My guest today, as I just mentioned, is Molly full contributor to Jason Hall. |
| 0:58.4 | Jason, welcome back on the show. |
| 1:00.1 | It's always great to be on with you, Nick. |
| 1:01.5 | I know we're not going to have a lot of time to talk about football, but I'm sure we'll work in a line or two. |
| 1:05.8 | Give us an opportunity. We'll find it. |
| 1:07.8 | We'll find a way to get into it. But yeah, as we talk about renewable energy, obviously people are very excited about investing in renewable energy right now. |
| 1:15.0 | If you look at estimates from the US Energy Information Administration, |
| 1:18.0 | energy uses worldwide is expected to grow by about 50% by 2050. |
| 1:23.4 | That's a lot, but if you annualize that out, |
| 1:25.2 | that's only about 1% a year or so. |
| 1:27.0 | So when you're investing in renewable energy production today, |
| 1:31.7 | you really need to be making a bet on renewables taking share and if you look at the variety of energy |
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