https://www.118westcapital.com/blog-1 daily 0.75 2023-09-22 https://www.118westcapital.com/blog-1/graphite-becomes-critical monthly 0.5 2023-09-22 https://images.squarespace-cdn.com/content/v1/5fe4f9464ec40d2172617951/5e8bb537-c69a-41a8-b64b-cae99c59bbf9/Picture1.jpg Blog - Graphite becomes Critical - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fe4f9464ec40d2172617951/59f6ef34-d868-4652-a539-e2bdcb731e8a/Picture2.jpg Blog - Graphite becomes Critical - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fe4f9464ec40d2172617951/a75b1f43-8171-4308-b34c-670fd7eb6919/Picture4.png Blog - Graphite becomes Critical - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fe4f9464ec40d2172617951/06b29aa0-faa9-40e7-814a-8cc420f08eb1/Picture5.png Blog - Graphite becomes Critical - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fe4f9464ec40d2172617951/65963ea4-e86a-4c88-bc73-6908c085a76a/Picture3.jpg Blog - Graphite becomes Critical - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.118westcapital.com/blog-1/conversation-with-moi-global monthly 0.5 2022-05-27 https://www.118westcapital.com/blog-1/thoughts-on-the-current-situation monthly 0.5 2022-05-20 https://www.118westcapital.com/blog-1/a-few-cleantech-stocks-with-moonshot-potential monthly 0.5 2021-09-17 https://images.squarespace-cdn.com/content/v1/5fe4f9464ec40d2172617951/1631905957312-UOM6HVXYFCFOKVNAW2KK/stock+chart.PNG Blog - A Few Cleantech Stocks With ‘Moonshot’ Potential - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fe4f9464ec40d2172617951/1631906303958-07DHW6HJY37UZPHEJ5ML/Picture1.png Blog - A Few Cleantech Stocks With ‘Moonshot’ Potential - Make it stand out Source: EnergySage Solar Marketplace Intel Report, Aug 2021 https://www.118westcapital.com/blog-1/dg-vs-utility-scale-solar monthly 0.5 2021-07-30 https://www.118westcapital.com/blog-1/Blog Post Title One-tpy6m monthly 0.5 2021-02-19 https://images.squarespace-cdn.com/content/v1/5fe4f9464ec40d2172617951/1613157162736-XJQRHJG40KV83JPR191H/ES.png Blog - A Case for Shorting Utility Stocks. https://images.squarespace-cdn.com/content/v1/5fe4f9464ec40d2172617951/1613157521136-9KR8EZW1QAM0TTW1QOVW/AGR.png Blog - A Case for Shorting Utility Stocks. https://images.squarespace-cdn.com/content/v1/5fe4f9464ec40d2172617951/1613156801725-GTZGU5C307WWY1C6WQY4/SCE.png Blog - A Case for Shorting Utility Stocks. https://images.squarespace-cdn.com/content/v1/5fe4f9464ec40d2172617951/1613156886184-OWRCRXSRTDC8VS7VITR2/SDGE.png Blog - A Case for Shorting Utility Stocks. https://images.squarespace-cdn.com/content/v1/5fe4f9464ec40d2172617951/1613157051440-AL8UTQYRLKODE0GP18RD/EXC.png Blog - A Case for Shorting Utility Stocks. https://images.squarespace-cdn.com/content/v1/5fe4f9464ec40d2172617951/1613157431855-DY68Y7OB85IW3BFCWD5R/NGG.png Blog - A Case for Shorting Utility Stocks. https://images.squarespace-cdn.com/content/v1/5fe4f9464ec40d2172617951/1613156516380-D8BJZW528HXPCUVXV8XB/table.png Blog - A Case for Shorting Utility Stocks. https://images.squarespace-cdn.com/content/v1/5fe4f9464ec40d2172617951/1613156673593-JBKZ863WA7ESM4A01N13/PCG.png Blog - A Case for Shorting Utility Stocks. https://images.squarespace-cdn.com/content/v1/5fe4f9464ec40d2172617951/1613156969183-O37WC1UWLVIGCHNL9NYS/AEE.png Blog - A Case for Shorting Utility Stocks. https://www.118westcapital.com/blog-1/blog-post-title-two-h4mn8 monthly 0.5 2021-02-19 https://images.squarespace-cdn.com/content/v1/5fe4f9464ec40d2172617951/1613158541726-H7OQ8O64MU32M43H5AGT/wake.jpg Blog - Wind resource is still poorly understood. </a> Source: Twistedsifter.com / Christian Steiness https://images.squarespace-cdn.com/content/v1/5fe4f9464ec40d2172617951/1613158442263-3G23CSIPF4P5VCYTPTWR/blockage.png Blog - Wind resource is still poorly understood. </a> Source: DNV-GL. https://www.118westcapital.com/blog-1/a-hrefhttpssea-heartsquarespacecomblog2019627the-stock-prices-of-lithium-producers-have-cratered-presenting-a-good-buying-opportunitystock-prices-of-lithium-producers-have-cratereda monthly 0.5 2021-02-24 https://images.squarespace-cdn.com/content/v1/5fe4f9464ec40d2172617951/1614127702000-A7TROH338KILYUEH547Z/table.PNG Blog - <a href="https://sea-heart.squarespace.com/blog/2019/6/27/the-stock-prices-of-lithium-producers-have-cratered-presenting-a-good-buying-opportunity">Stock prices of lithium producers have cratered</a>. https://images.squarespace-cdn.com/content/v1/5fe4f9464ec40d2172617951/1614127585376-MH9SY0QI3MBEC3YDZOGF/lithium+price.png Blog - <a href="https://sea-heart.squarespace.com/blog/2019/6/27/the-stock-prices-of-lithium-producers-have-cratered-presenting-a-good-buying-opportunity">Stock prices of lithium producers have cratered</a>. https://images.squarespace-cdn.com/content/v1/5fe4f9464ec40d2172617951/1614127522145-3TI0IROMWVKDMVXPV7HB/stock+chart.PNG Blog - <a href="https://sea-heart.squarespace.com/blog/2019/6/27/the-stock-prices-of-lithium-producers-have-cratered-presenting-a-good-buying-opportunity">Stock prices of lithium producers have cratered</a>. Source: Yahoo Finance https://www.118westcapital.com/blog-1/does-it-make-sense-to-short-coal-stocks monthly 0.5 2021-02-26 https://images.squarespace-cdn.com/content/v1/5fe4f9464ec40d2172617951/1614129543783-LZ1BGZZHNXONO3DU3PKI/HNRG+10-K.png Blog - Does it make sense to short coal stocks? https://images.squarespace-cdn.com/content/v1/5fe4f9464ec40d2172617951/1614129731509-KN9O7T6GYH56I5HKUMTN/CCR_YahooFinanceChart.png Blog - Does it make sense to short coal stocks? Source: Yahoo Finance https://images.squarespace-cdn.com/content/v1/5fe4f9464ec40d2172617951/1614129611336-3KWB02KIKORJ37WKDDHR/IEFFA+chart.png Blog - Does it make sense to short coal stocks? https://www.118westcapital.com/blog-1/a-hrefhttpsthecleantechinvestorcomblog2018928opportunities-in-cleantech-stocks-amidst-the-bear-market-in-chinaopportunities-in-cleantech-stocks-amidst-the-bear-market-in-chinaa monthly 0.5 2021-02-24 https://images.squarespace-cdn.com/content/v1/5fe4f9464ec40d2172617951/1614191773203-CITNNG54FFMLC4JPVYN0/Table.png Blog - <a href="https://thecleantechinvestor.com/blog/2018/9/28/opportunities-in-cleantech-stocks-amidst-the-bear-market-in-china">Opportunities in Cleantech Stocks Amidst the Bear Market in China</a> * The competitors do not explicitly state their production costs or delivery volumes, so these figures are approximations based on available disclosed information. ** In addition to raw polysilicon, GCL-Poly produces and sells wafers (the next step in the process of turning polysilicon into solar modules), so this comparison is likely not apples-to-apples. They do not break out their cost of producing wafers vs polysilicon. https://images.squarespace-cdn.com/content/v1/5fe4f9464ec40d2172617951/1614191688996-QIKFCC1AR4J5IQDIY5NI/Wacker+chart.png Blog - <a href="https://thecleantechinvestor.com/blog/2018/9/28/opportunities-in-cleantech-stocks-amidst-the-bear-market-in-china">Opportunities in Cleantech Stocks Amidst the Bear Market in China</a> https://www.118westcapital.com/blog-1/a-hrefhttpsthecleantechinvestorcomblog2018719cost-curves-for-solar-pv-and-batterieswill-batteries-follow-the-same-cost-curve-as-solar-pva monthly 0.5 2021-02-24 https://images.squarespace-cdn.com/content/v1/5fe4f9464ec40d2172617951/1614194718920-LTVN2WQY33F41A3OP7TA/lithium+reserves.png Blog - Will Batteries Follow The Same Cost Curve As Solar PV?</a> https://images.squarespace-cdn.com/content/v1/5fe4f9464ec40d2172617951/1614194646599-ZA8JB232DHEI703RCKDI/lithium+prices.jpg Blog - Will Batteries Follow The Same Cost Curve As Solar PV?</a> https://images.squarespace-cdn.com/content/v1/5fe4f9464ec40d2172617951/1614194427259-C59EFGT9P8NJIV31VDMB/battery+prices.png Blog - Will Batteries Follow The Same Cost Curve As Solar PV?</a> https://images.squarespace-cdn.com/content/v1/5fe4f9464ec40d2172617951/1614194217778-PY9OY0DF7DUSFCMNLYXM/poly+price.jpg Blog - Will Batteries Follow The Same Cost Curve As Solar PV?</a> Source: Bloomberg News / The Washington Post July 23, 2013 https://images.squarespace-cdn.com/content/v1/5fe4f9464ec40d2172617951/1614194783700-U8XO2KF4MWGTDL6LPRCK/lithium+cost+curve.jpg Blog - Will Batteries Follow The Same Cost Curve As Solar PV?</a> https://images.squarespace-cdn.com/content/v1/5fe4f9464ec40d2172617951/1614194351865-TZ80XTDOLOTQF1IBJQFO/poly+capacity.jpg Blog - Will Batteries Follow The Same Cost Curve As Solar PV?</a> https://images.squarespace-cdn.com/content/v1/5fe4f9464ec40d2172617951/1614194496103-KEHKKZG5OCTYBV996P3P/battery+volume.jpg Blog - Will Batteries Follow The Same Cost Curve As Solar PV?</a> Yoshino, A. 2012. The Birth of the Lithium‐Ion Battery. Angew. Chem. Int. Edit. 51:5798–5800 https://www.118westcapital.com/blog-1/introduction-and-pioneers monthly 0.5 2021-02-24 https://images.squarespace-cdn.com/content/v1/5fe4f9464ec40d2172617951/1614195355335-UE0N62IT96GJCZVE4GS6/market+cap+table.png Blog - Introduction and Pioneers https://images.squarespace-cdn.com/content/v1/5fe4f9464ec40d2172617951/1614195593727-U9KB6N3X4FSKM8PIXQT8/Shah.jpg Blog - Introduction and Pioneers Credit: PV Magazine https://images.squarespace-cdn.com/content/v1/5fe4f9464ec40d2172617951/1614195652992-KFVWVC7PHHBGHPFCYTWU/Rosenfeld.jpg Blog - Introduction and Pioneers https://images.squarespace-cdn.com/content/v1/5fe4f9464ec40d2172617951/1614195457135-UIZ2FY6C6RXINBDHRV6Z/Polsky.jpg Blog - Introduction and Pioneers Credit: Invenergy https://images.squarespace-cdn.com/content/v1/5fe4f9464ec40d2172617951/1614195537792-VE0CUHPQILOPJZOSV5CP/Swanson.jpg Blog - Introduction and Pioneers Credit: SolarPowerWorld https://www.118westcapital.com/home daily 1.0 2022-06-01 https://images.squarespace-cdn.com/content/v1/5fe4f9464ec40d2172617951/1608842700028-0Y44SZDICT1YWZMG0D63/02+Grid+SMALL.png 118 West Capital Management https://images.squarespace-cdn.com/content/v1/5fe4f9464ec40d2172617951/1608842634674-WI6Y2V6JWYMG03AZO8BW/03+Solar+SMALL.png 118 West Capital Management https://images.squarespace-cdn.com/content/v1/5fe4f9464ec40d2172617951/1608842588498-L9XQTDBSE29F0HI5ZQJ6/01+Elec+Fuel+SMALL.png 118 West Capital Management https://www.118westcapital.com/investment-thesis daily 0.75 2021-02-26 https://images.squarespace-cdn.com/content/v1/5fe4f9464ec40d2172617951/1611336352673-VECNVG4IR83DUILCXFAG/Solaor+Usage+Chart+v2.png Investment Thesis Source: NREL https://images.squarespace-cdn.com/content/v1/5fe4f9464ec40d2172617951/1614362438915-JJC3DNYSHF6T6RCBNAFK/iStock-1173740574_LoRez.jpg Investment Thesis https://images.squarespace-cdn.com/content/v1/5fe4f9464ec40d2172617951/1608846035195-KKDZD69FOOFOBCSI3YKR/US+Renewable+Map_18MAY20.png Investment Thesis Source: National Conference of State Legislatures https://images.squarespace-cdn.com/content/v1/5fe4f9464ec40d2172617951/1609089511513-YY4JEDGNMLY13P8MGKS5/Wind+Usage+Chart+v1.png Investment Thesis Source: IRENA https://images.squarespace-cdn.com/content/v1/5fe4f9464ec40d2172617951/1614362471551-DTF3L3PPNRSFTOZ47CV5/iStock-642628704_LoRez.jpg Investment Thesis https://images.squarespace-cdn.com/content/v1/5fe4f9464ec40d2172617951/1610045204406-EJFWE722YMEK99NYGFPK/Chart+04+v+2B+No+Title_23MAY20.png Investment Thesis https://images.squarespace-cdn.com/content/v1/5fe4f9464ec40d2172617951/1608851207172-J8NCTBQRZ8I150W0BLIG/Runs+with+Wind+CROP.jpg Investment Thesis https://images.squarespace-cdn.com/content/v1/5fe4f9464ec40d2172617951/1608846371794-K17X10UAZCZ6QUQFPHP3/Chart+04+ORIGINAL+v1.png Investment Thesis https://www.118westcapital.com/consulting daily 0.75 2021-09-01 https://images.squarespace-cdn.com/content/v1/5fe4f9464ec40d2172617951/1611369122927-YTBO2BA1PDNDDLQVX6JR/iStock-875087884.jpg Consulting https://www.118westcapital.com/contact daily 0.75 2023-04-10 https://www.118westcapital.com/strategy daily 0.75 2021-02-26 https://images.squarespace-cdn.com/content/v1/5fe4f9464ec40d2172617951/1608850266029-738H8GUMI4DOAPPST09F/Chart+07+v1.png Strategy https://images.squarespace-cdn.com/content/v1/5fe4f9464ec40d2172617951/1608850424470-B8HGNS58APLNQ0SZ7I3L/Chart+08+v2.png Strategy https://www.118westcapital.com/broaddisclaimer daily 0.75 2021-02-12 https://www.118westcapital.com/specificdisclaimer daily 0.75 2021-02-12 https://www.118westcapital.com/blogdisclaimer daily 0.75 2021-02-16 https://www.118westcapital.com/esg-policy daily 0.75 2021-09-03