11.25.2020

Energy is where investors send money 'to die' but there is one stock to like in the space, trader says - CNBC

"The S&P energy sector is on pace for its best month ever after rallying nearly 40% in November."

 

Tesla's Relentless Surge Propels EV Peers Amid Growing Optimism - Bloomberg

"The rally in electric-vehicle stocks received a fresh boost of confidence on Monday from Wedbush Securities, which said there is now a "major inflection" in EV demand globally."

 

There's Not Enough Copper for a Green Wave. Buy These Miners, Says Jefferies. - Barron's

"The shift to renewable energy is here and only getting stroner, investors can't seem to get enough of it. But the industry faces a big problem: it's heavily reliant on copper and there is a shortage."

 

Big Oil's Lessons for the New Green Supermajors - WSJ

"The decline of oil-and-gas supermajors over the past two years has been matched by the rise of previously obscure utility companies. In Europe, Enel and Iberdola have emerged as green-energy giants, in part by taking leaves out of the big-oil playbook."