What’s Next: The Global Response to Russia’s Ukraine Invasion
By Daniel Silverberg, Capstone Managing Director and head of Capstone’s National Security Team February 28, 2022 Putin’s reckless invasion of Ukraine has surprised observers not only for the fact it happened, but because it has unfolded so poorly for Russia....
Power Outages & the Army Shine a Light on Microgrids
By: Josh Freeman February 22, 2022 Capstone believes the US Army’s planned installation of more than 130 microgrids combined with burgeoning state tailwinds are positive for energy service firms, such as Ameresco Inc. (AMRC), NRG Energy Inc. (NRG), and Schneider...
Why We Remain Cautiously Constructive on FY22 Reconciliation
By Maxwell Reale February 23, 2022 History tells us there will be a successful Senate vote at some point this year on Democrats’ FY22 Reconciliation bill (“Recon 2”) though the timing and contents of that effort will remain in flux until April at the earliest. Since...
The Complex Story of the Forever Chemicals: An Interview with Gianna Kinsman
By David Barrosse, Capstone CEO February 15, 2022 — Four years ago, Capstone analysts highlighted a disturbing situation that they believed would have significant investment implications for companies and municipalities. They described a family of chemicals known as...
