


Six Policy Catalysts Driving the Battery Storage Industry
June 9, 2020 – On June 8th, Capstone held a conference call exclusively for clients with the Energy Storage Association (ESA) to review the federal and state policy landscape and the probabilities of congressional action to extend clean energy tax credits. We...
Business Opportunities in the Rapidly Growing Climate Adaptation and Resiliency Sector
Our Call: Capstone first wrote in January 2020 that the nascent climate adaptation and resiliency sector will experience double-digit growth in the next five years, with sustained multiyear demand cycles. The increase in resiliency spending presents burgeoning...
Utility Special Situation—SCANA
Our Call: Capstone published that shares of South Carolina utility SCANA (SCG) presented an attractive risk-reward after a significant sell-off in the shares appeared to price in an unlikely worst-case regulatory outcome. We believed state regulators were likely...