Our Newest Mega-Trend Begins Jan. 1, 2020

Think back to September 2009 — how different was the world?

Could you have guessed what the next ten years would bring?

“Innovate or die” you could say has summed up this past decade…

And while some stocks like Apple, Netflix and Amazon rose to the occasion and dominated Wall Street’s attention… others fizzled out.

Today, I’d like to talk to you about one of those seemingly bright industries that fizzled out.

Because now that we are closing the chapter on this decade, this beaten-down industry is finally setting its sights on winning back doubtful investors.

And though I would normally take these sort of claims lightly, a deeper dive into the financials of this industry showed me it’s gearing up to be a cash-generating machine.

2020 will be the first year of its decade-long “roadmap”…

But the closer we get to Jan. 1, the more likely the market will start taking this opportunity seriously.

Meaning RIGHT NOW — while investors are still hesitant — is the time to start building your position…

Solar Power: Boondoggle or Bright Future?

“Expensive” and “inefficient” are two words no one wants to hear when investing in a new space.

“Government subsidies” is also a dreaded term — we would rather put our money into a company that can produce profits all by itself, with no handouts needed.

These are common misconceptions that continue to hang over the solar industry, even though it’s since outgrown all three.

And honestly, you’ve probably had the same reservations… I know I have.

When solar was just getting started, it looked a lot like an industry that needed government intervention in order to be successful.

But now, solar is so cheap, it might soon outgrow those subsidies!

Costs are down dramatically… 85% since 2010.1

Not to mention, efficiency is now over 20% per panel — meaning customers get the most out of their investment, with each solar panel producing way more electricity than panels of the past — which were closer to 5%.2

Cheap and efficient panels have driven up installations as solar breaks more into the mainstream.

And the less the industry relies on government subsidies to grow, the better.

While it still has a long way to go (last year it was only 2% of the U.S. energy-generation market), the industry’s plan for the next ten years puts solar use at 20% by 2030.

And it just unveiled a “roadmap” showing exactly how this growth will play out…

The “Solar+ Decade”

While it may have seemed like a lofty claim, it’s hard to ignore a big growth plan like this.

Solar Installation ChartClick Here to Enlarge

What the industry named the “Solar+ Decade” will have a strong start in 2020…

On Jan. 1 2020, a new California law takes effect — all homes built after that date MUST be equipped with solar.

It’s going to give a major boost to solar’s projections, right off the bat.

In addition, companies like Samsung have pledged 100% renewable energy usage by 2020.

Amazon has also jumped on the sustainability train and will run 50 of its 75 fulfillment centers off solar by 2020.

Big business is making the switch… and soon Wall Street will notice and follow.

But you don’t want to wait until 2020 when the rest of the market spots this opportunity…

Start investing in solar now while the industry is relatively cheap and you could reap the rewards as its plan picks up speed!

Yours for a bright future,

Alan Knuckman

Alan Knuckman
Floor Trader, The Daily Edge
EdgeFeedback@StPaulResearch.com

1 Solar and Wind Power So Cheap They’re Outgrowing Subsidies, Bloomberg
2 How solar panel cost and efficiency have changed over time, Energy Sage

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Alan Knuckman

Alan hails from the home of options trading in Chicago, where he began working as a clerk on the floor of the Chicago Board of Trade (CBOT). Beginning with his days on the floor, Alan’s worked with all aspects of the options markets for the past 25+ years.

Transitioning from a clerk to a floor...

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