Energy Storage Stocks SOAR Even While the Market Sinks Just a few months ago, the U.S. Senate passed a landmark piece of legislation that set the stage for a particular group of stocks to soar 75X over the next several years.
That may sound hyperbolic. But its true. And since that legislation has been passed, those stocks have been soaring – even as the market has struggled against the backdrop of roaring inflation, an aggressive Fed, and a slowing economy.
One of these stocks is up 189% since early May. Another is up 154%. Another is up 73%. All while the market has dropped over that same time frame! 
So… what stocks am I talking about here?
Only the best stocks to buy play the enormous energy transition underway across the global economy: Energy storage stocks.
Say Hello to the New Energy Economy Before we talk about energy storage stocks and why they represent the best investment opportunity on Wall Street right now, let’s first talk about the broader movement that energy storage stocks are a part of: The New Energy Economy.
In short, the world doesn’t have enough energy. We have too little energy production for far too many people. We need more energy. Some folks think that means more coal power plants. Some think it means putting solar panels and wind turbines everywhere. Some think it means restarting nuclear plants, or introducing hydrogen as an energy source.
In reality, the New Energy Economy is about doing all of that together – and the U.S. has made it clear that way it intends to grow energy production is through clean energy technologies.
Just two months ago, the U.S. Senate passed the world’s largest climate bill, allocating almost $400 billion to the U.S. energy sector.
Some of the spending is going towards the oil and natural gas industry. The bulk of it, however, is being pumped into incentivizing the production of alternative energy sources.
There are a lot of moving parts, but at a high level, this legislation will: - Extend 30% investment tax credits (ITCs) for solar another 10 years into 2033.
- Introduce a new 20% ITC for standalone energy storage.
- Create additional potential ITCs of up to 20% for clean energy projects that meet certain labor and location requirements.
- Introduce a new 10-year production tax credit (PTC) for green and blue hydrogen.
- Extend the EV tax credit indefinitely, remove the EV tax credit cap on manufacturers that have sold more than 200,000 EVs, and allow that EV tax credit to be applied at the point-of-sale.
- Introduce a new EV tax credit for used EV sales.
That’s a lot. You can see now why we are calling this one of the most important pieces of legislation in U.S. history. It is the largest-ever climate bill to be passed by the U.S. Senate at a time when the incentive, urgency, and need to reinvent America’s energy system has never been greater (between soaring gas prices, rolling blackouts, and sky-high electricity bills, none of us are happy).
Consequently, many analysts project that – as a result of this legislation – the Clean Energy Revolution will experience an unprecedented boom in the 2020s. 
We agree. This legislation sets the stage for rapid and robust uptake of hydrogen, electric vehicles, solar, and energy storage technologies over the next decade.
While most of the media attention over the past few months has been focused on the EV tax credit, we actually think another tax credit in the bill is far more important – and represents a far bigger investment opportunity. The Best Clean Energy Sector to Invest in Today On the heels of the Senate passing this new legislation, investors have a multitude of options to choose from when it comes to investing in the accelerated Clean Energy Revolution.
You have solar stocks, which we like because solar is the cheapest clean energy source in the world and has robust power potential. Plus, the recent bill just extended massive ITCs for solar by a decade.
You have wind stocks, which we also like because wind farms can generate power on a massive scale and wind turbines can be built offshore.
You have hydrogen stocks, which we really like because hydrogen – unlike solar and wind – is transportable and ultra-dense. Not to mention, the new climate bill creates the first-ever PTC for clean hydrogen.
But our favorite niche of the Clean Energy Revolution, which we believe will yield the biggest stock market winners, is the energy storage sector. 
The story here is shockingly simple.
Of all the knocks against clean energy, only one of them really has any merit, and that’s the intermittency issue.
That is, solar and wind are intermittent energy sources. The sun doesn’t shine every day, nor does it shine at all hours of the day. And, when it isn’t shining, there’s no guarantee that the wind is blowing – because the wind, like the sun, is intermittent, too.
By themselves, then, clean energy sources cannot power the world at all times of the day, all days of the week, and all weeks of the year. It’s scientifically impossible. They need help.
Energy storage is that help.
Energy storage technologies allow humans to store excess solar and wind energy in things like batteries on really sunny or windy days, so that the energy can be deployed on cloudy or windless days, thereby enabling continuous power output at all times.
Energy storage technologies solve the huge intermittency problem of clean energy sources, and ultimately make them as reliable and consistent as fossil fuels.
So, let me state this clearly…
Clean energy can power the world, but only with the enormous help of energy storage solutions.
Therefore, if the New Energy Economy will be one defined by tons of clean energy (which the recent climate bill ensures that it will), then the New Energy Economy will also be one defined by tons of energy storage capacity.
We’re talking small-scale energy storage batteries at every house with solar panels… mid-scale energy storage technologies at every office and commercial building powered by clean energy… and large-scale energy storage systems at every solar and wind farm.
We’re talking energy storage solutions everywhere there is power – so, quite literally, everywhere.
That may sound outlandish today. But think about it – there are already dozens of batteries in your home. There’s one in your iPhone. There’s one in your computer. There’s one in your electric car. What’s another one in your garage to power your home?
It’s nothing – and that’s why energy storge technologies will become globally ubiquitous. The Fastest Growing Industry in the 2020s On its march towards global ubiquity, the energy storage industry will turn into the fastest growing industry in the 2020s.
Let me repeat that: If energy storage technologies do become globally ubiquitous, the energy storage market will emerge as the fastest growing industry in the world throughout the next decade.
Here are the numbers.
At the end of 2021, global installed energy storage capacity measured about 46 GWh, which according to our analysis, means less than 1.5% of renewable energy production in the world is backed by energy storage today.
We think that, by 2030, that number grows to 800 GWh of energy storage capacity. We’re not alone in that thinking. Bloomberg New Energy Finance is targeting at least 800 GWh of global energy storage capacity by 2030. So is every other major clean energy market research firm.
That means this market is going to grow from 46 GWh of capacity in 2021, to 800 GWh of capacity in 2030 – representing a 17X gain in 10 years.
To our knowledge, no other industry is due for 17X growth over the next decade.
And believe it or not, that’s just the tip of the iceberg…
Because at 800 GWh of installed capacity in 2030, only about 10% of the renewable energy capacity in the world will be backed up by energy storage technologies. That’s not enough for a net-zero society. We need a number closer to and above 30%.
That’s exactly where we believe our society is headed. By 2050, we believe global installed energy storage capacity will back-up around 30% of global renewable energy installed capacity, equating to around 6,000 GWh of energy storage capacity. 
That’s more than 75X growth from 2020 levels.
That bears repeating: 75X growth into 2050.
Again, to our knowledge, no other industry in the world is positioned to grow this much, this quickly.
All that growth starts now.
You see: Crisis is an impetus. It provides a motivation to change. What consumers in Europe and America are feeling today through weekly trips to the gas station and their monthly electric bills is personal financial crisis. It is providing motivation to change – to find energy solutions that won’t cut their disposable income in half.
Those solutions revolve around energy storage systems.
To that extent, we believe the energy storage “mega boom” starts right now!
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