Global Climate Solution Stocks
2023 List

PT Voksel Electric generates most of its revenue from building and selling power cables in Indonesia that can be used to expand the grid.

Delta Electronics is a Thai manufacturer of electronics that builds across many product lines. While it does make some products that can be used in expanding the electrical grid, it generates more revenue from its other business lines.

SCI Electric is a Thai producer of various products that are used in updating and expanding the electrical grid, a key climate solution.

PT Jembo Cable is an Indonesian manufacturer of power cables. While it also makes telecom cables, it generates most of its revenue from cables that are used to expand the electrical grid.

Bukaka Teknik is an Indonesian infrastructure company. While it generates some of its revenue from installing power lines, it generates more from its other non-climate solutions..

Kabelindo Murni is an Indonesian manufacturer of electrical cables. While some of their products are used for grid expansion, most are geared for low voltage situations like the internal wiring of a building for electricity.

ACO Group is a Malaysian provider of electrical equipment. While they made some of their revenue from grid expansion products more came from traditional household electronic appliances.

Vietnam Electric Cable makes electric wires and cables for a variety of purposes, including for small electronics. It is not clear how much of their revenue comes from cables for the electrical grid, so we exclude them.

CIC39 is a Vietnamese conglomerate that operates in construction and a range of other industries. While it generates some revenue from grid expansion, most of it comes from other parts of its business.

Taya Viet Nam Electric Wire is a Vietnamese manufacturer of power cables that are needed when expanding the grid.

MN Holdings is a utilities engineering company in Malaysia that specializes in electrical transmission cables. They also build substations for utilities. Both are needed when expanding the grid.

Viet Thai Electric cable makes a variety of cables but less than a majority of their revenue comes from cable built for the electrical grid.

Asefa is a Thai manufacturer of electrical components used in power distribution like switchboards and panels.

A. Soriano Corporation, a Filipino company, makes a majority of their revenue from making electrical wires that can be used in grid expansion projects and the general electrification of everything.

Sarawak Cable is a Malaysian producer of cables and other equipment like steel towers used in the electrical grid transmission system.

Sumi Indo Kabel is an Indonesian cable manufacturer that makes cables for a variety of purposes, only some of which are used for the electrical grid system.

JRW Utility is a Thai engineering company that builds and maintains electrical transmission systems, a necessary precursor to electrifying everything.

Sky Tower is a Thai engineering firm that builds out electrical grid infrastructure from the cables to the electricity poles.

Haiphong Electricity Water Machine Assembly is a Vietnamese provider of electrical equipment, much of which seems to be used in the electrical grid. They also provide products and services for the distribution of clean water. We could not find any additional information on their revenue breakdown between the two, so we exclude them.

Power Engineering Consulting is a design firm in Vietnam that helps design renewable energy farms (solar, wind, and hydro), as well as electrical grid projects, both important climate solutions. But they also design thermal power plants, primarily coal. They do not disclose their revenue breakdown from each (their latest annual report was from 2019), so we exclude them.

Africa Clean Energy Solutions, based in Mauritius builds and maintains clean energy systems in Africa with multiple solar and biogas farms. They do also have a biomass plant which we do not consider a climate solution, but they generate most of their revenue from their other activities.

El Sewedy Electric is an Egyptian manufacturing firm that builds wires and other equipment needed for expanding the electrical grid in Sweden. They also build renewable energy projects like solar and wind.

Alpha Namibia installs and operates solar farms in Namibian and Southern Africa.

Minera Valparaiso is a Chilean electrical utility that generates all of its electricity from fossil-fuel free sources, so we include them.

Elektro Redes is a Brazilian electricity distributor. It does not own any generator, so we exclude it.

Sigma Lithium is a pure play lithium miner in Brazil.

Cox Energy America is a pure play solar developer based in Mexico with projects around Latin America.

Rio Paranapanema Energia is a Brazilian electrical utility that generates all of its electricity from hydropower, so without fossil fuels.

Eléctrica Puntilla is a Chilean electricity utility that generates all of its electricity from non-fossil fuel sources.

CELG is a Brazilian electrical utility that generates all of its electricity from hydropower, thus passing our fossil fuel filter for utilities.

Fabrica Nacional de Acumuladores is a Peruvian provider of batteries. We could find no information of what types of batteries, so we exclude them for lack of information.

Eletrobras Participacoes is an electricity distributor in Brazil. As it does not generate any of its own electricity, we exclude it.

Aeris Industria is a Brazilian manufacturer and maintenance provider for wind turbines.

Companhia Energética de Minas Gerais is a Brazilian electrical utility that generates all of its electricity from fossil-fuel free sources: solar, wind, and hydropower.

Brookfield is an yieldco that is focused on generating electricity from renewable energy assets. 100% of its revenue comes from generating renewable power.

Tropical Battery Company only sells traditional automobile batteries which require internal combustion engine cars, so we exclude them as they have no climate solution.

Industrias del Cobre Sociedad is a Peruvian cable company that generates over half of its revenue from cables used in the electrical grid system.

Vale is a Brazilian mining company that while it does mine many critical minerals, it also mines many others like iron and gold.

Litoral Transmission is a Chilean electrical utility. They do produce power but they do not disclose how, so we do not include them.

Neoenergia operates as a Brazilian electrical utility that only generates power from fossil-fuel free sources: hydro, wind, and solar.

Rede Energia Participacoes is a large Brazilian electrical utility. They do generate electricity, but do not disclose from what sources, so we exclude them.

Invexans is a Chilean conglomerate. While they do make copper cables that can be used in expanding the grid, they also own many Shell branded gas stations in Chile. They do not disclose their revenue breakdown from each (their latest reports are from 2020).

Auren Energia is a Brazilian electrical utility that generates all of its power from fossil-fuel free sources: solar, wind, and hydropower.

Trina Solar is a Chinese solar cell manufacturer that makes multiple components that are used to construct solar panels.

Pylon Technologies is a Chinese manufacturer of battery powered energy storage systems that enable renewable electricity to be stored and then deployed when needed.

Wuxi Autowell specializes in making automated processes for the production of solar panels in China, thus helping drive down the costs of the solar supply chain and making solar more affordable to deploy around the world.

Artech Solar is a Chinese manufacturer of solar tracking systems that help solar panels shift over the course of the day so they get optimal output as the sun moves across the sky.

Ningxia Jiaze Renewables is a Chinese renewable energy developer with a growing portfolio of wind, solar, and energy storage projects in China, thus enabling the Chinese electricity grid to operate with fewer fossil fuels.

GoodWe is a Chinese manufacturer of solar inverters in China, a key part of building a solar farm that converts the solar energy into usable electricity.

Beijing SinoHytec is a Chinese pureplay manufacturer of fuel cell systems that can generate power by burning hydrogen, a fuel that releases no GHG emissions when burned.

Ningbo Ronbay is a Chinese supplier of cathode battery materials that are a key component in making batteries for EVs and energy storage.

China National Nuclear Power Co is a Chinese developer, owner, and operator of nuclear power and clean energy projects in China, both zero-carbon sources of electricity

Hangzhou First Applied Material makes films specifically for the solar industry that help protect solar panels from the elements.

Jinko Power is a Chinese manufacturer of solar panels and also develops solar projects.

CECEP Wind-power is a Chinese pure play wind energy developer that builds, owns, and operates wind farms.

LONGi Green Energy Technology is a Chinese manufacturer of components that are used to construct solar panels.

Nuode New Materials makes copper foils that are a key component in lithium-ion batteries, an important climate solution.

China Southern Power Grid Energy Storage Co owns a series of hydroelectric plants in China, many of which have pumped storage, and they also build and maintain extensive electricity power grids, a necessary piece of infrastructure for the electrification of everything.

Jiangsu Haili is a Chinese pure-play manufacturer of wind turbines building each part of them from the base to the blades.

Zhejiang Provincial New Energy is a Chinese zero-carbon utility that derives all of its electricity from zero carbon sources like hydro, renewables, and hydrogen.

CNGR is a Chinese provider of multiple base ingredients for batteries that are used in EV's and Energy storage applications, both critical climate solutions.

Contemporary Amperex Technology (CAT) is perhaps the largest manufacturer of EV batteries in the world, thus empowering a critical climate solution to scale at an increasingly affordable price.

Jolywood Sunwatt is a Chinese pureplay manufacturer of various components that are used in the construction of solar panels.