Global Climate Solution Stocks
2023 List

Aztech Global is a manufacturer of IoT devices in Singapore. It also makes LED lights, but makes more revenue from their IoT devices.

Teera-Mongkol is a Thai producer of lighting products that makes a majority of its revenue from LEDs.

Dien Quang Group is a Vietnamese lighting company that generates over half of its revenue from installing high-efficiency LED lighting systems.

Lighting and Equipment Public Company is a Thai lighting designer and manufacturer. Most of their lights use LEDs which require far less power to make light than traditional power.

Trung An Hi is a producer of rice in Vietnam. We cannot find any information about their rice cultivation techniques to see if they engage in more intensive systems of rice production that produce less methane than traditional methods.

Rang Dong Light is a Vietnamese producer of LED light bulbs and lighting products that produce the same or better quality light with less electricity.

Barramundi group is an aquaculture company based in Singapore that sells barramundi and a range of other farmed fish. Aquaculture is a very resource intensive process, so improving its energy efficiency is a climate solution, but we could find no clear evidence that Barramundi Group was providing products or technologies that enable improved aquaculture, so we exclude them.

Oceancash Pacific makes felt products for us as insulation in automobiles but also homes and buildings, the latter of which is a climate solution. They also make other products like sanitary wipes, and they do not provide a revenue breakdown between the two.

Viet Nam Power Development is a Vietnamese builder of hydropower plants, thus enabling electricity to be generated without burning fossil fuels to do it.

Arkora Hydro makes hydropower plants that capture the power of flowing water to generate electricity, thus enabling hydropower without needing to build a dam.

ecoWise is a Singapore based company that builds biomass fired power plants and has an industrial recycling division. As we do not consider biomass fired power a climate solution, we wanted to see how much revenue they generate from industrial recycling. Their latest investor reports are from 2019. Given the lack of current information, we exclude them.

Superlon is a Malaysian producer of insulation materials, but they are primarily not used for thermal building insulation, but for other purposes, so we exclude them.

Mien Dong is a Vietnamese construction company. While they do build hydropower plants, they generate more revenue from more typical construction projects like buildings.

L&P Global is a Malaysian packaging company. While it generates some of its revenue from repairing pallets, thus reducing the need for new pallets, this is a small portion of its overall revenue.

Mien Trung Power Investment owns multiple hydropower plants in Vietnam and also generates revenue from building plants.

CP Power makes power supplies that convert AC to DC energy. Most of their applications are for smaller electronics and medical devices, not the electrical grid, so we exclude them.

Gai Lai Electricity is a pure play solar, wind, and hydropower project developer based in Vietnam.

Thac Ba Hydropower is a Thai construction and electricity trading business that specializes in hydropower and grid expansion projects, both important climate solutions.

Nam Mu Hydropower JSC is a Vietnamese construction firm that builds hydropower plants and manages a part of the electrical grid, both climate solutions. But they engage in a wide variety of other construction activities and business lines. As they do not differentiate their revenue, we exclude them for lack of information.

Song Ba is a Vietnamese engineering and construction company that builds hydropower plants and engages in grid expansion projects, both important climate solutions.

LafargeHolcim is a Moroccan cement producer that notably does offer lower-carbon green cement alternatives. But these products still only represent a tiny fraction of their revenue in comparison to their traditional cement products.

Cartier Saada is a Moroccan company that makes a majority of its revenue from preserving fruits that come from perennial sources like olives and tree fruits.

Miniere de Touissit is a Moroccan mining company that mines for a number of critical minerals for the energy transition like lead and zinc, but they also mine for non-critical minerals like lead and gold, so we exclude them.

Ciments du Maroc is a Moroccan cement producer. While they do have some innovative approaches to sustainability like running their CO2 emissions through an algae reactor, they do not actually make any alternative or low-carbon cement mixes.

Jet Contractors is a Moroccan construction firm. While they do operate a business line dedicated to building solar farms, they generate the majority of their revenue from constructing buildings and highways, neither of which are climate solutions.

Managem is a Moroccan mining company. While they do mine for multiple critical minerals for the energy transition like cobalt, zinc, and copper, they also extract other non-critical minerals like gold, meaning they do not pass our mining filters.

TAQA is a Moroccan electrical utility. While they do use some solar and wind in their generation mix, they use about 10x more coal, leading them to fail our utility filters.

Zellidja is a Moroccan lead smelter that has been operating since the 1940's that also generates revenue from provider copper, another critical mineral for the energy transition, to markets in Europe.

Huge Group operates out of South Africa. They are involved in many industries with a minority of their revenue coming from their renewables and batteries business.

Al Khair River operates in land restoration, a climate solution, but they provide no online information to verify this, so we exclude them.

Ellies is a solar company in Southern Africa, that helps homes and businesses get stable electricity production through solar and battery systems.

Despite its name, Renergen seems to only be investing in natural gas extraction and distribution.

Euro-Cycles is a Tunisian manufacturer of bicycles. While it is assembling more electric bicycles, these still seem to be a small portion of their sales, so we exclude them.

Eveready East Africa is a Kenyan provider of car and individual batteries. It is expanding into LED lights and solar, but has not seemed to make up the majority of revenue from climate solutions yet.

Mpact is a cardboard manufacturer in South African with over 50% of their pulp coming from recycled paper, thus reducing the need for new trees to be used in cardboard creation.

Bushveld generates a majority of its revenue from producing vanadium, which is not a critical mineral for the energy transition.

Copper 360 is a South African copper mining company, a critical mineral for the energy transition.

Umeme Limited is an electrical utility in Uganda that generates revenue from expanding the grid, a key climate solution.

CIE is an electrical utility operating in the Ivory Coast. They do generate their own power and some is from fossil fuels, so we exclude them.

Metair is a South African provider of energy storage systems for homes and buildings, serving multiple markets.

Plaza builds shopping and commercial plazas. We could find no way they were integrating climate solutions into their business.

Compania Minera San Ignacio is a Peruvian mining company that explores for two critical minerals: lead and zinc, both of which are needed in far greater quantities for the energy transition.

Aclara Resources is a mining company focusing on rare-earth minerals in Chile and Brazil, which are critical minerals for the energy transition.

Fossal is a Peruvian mining company that primarily explores for Phosphate in Peru. While Phosphate is needed in the energy transition, it is not one of the core minerals required, so we exclude it.

Rigolleau is a glass manufacturer in Argentina. They do not provide any information on the types of glass they produce and how much is high quality glass for buildings that improves insulation vs. other types of glass like glass bottles.

Electro Dunas is a Peruvian distributor of electricity. They also work to expand the grid. As they do not disclose their sources of generated electricity, we exclude them.

Fruticola Viconto is a Chilean grower of various stone fruits, apples, and nuts. Because stone fruits, apples, and nuts can produce calories each year without being harvested we include them as a climate solution. The trees are also less likely to be tied to the destruction of rainforests like tropical plantations are such as palm oil, coffee, and cocoa.

Leyden is a provider of electrical capacitors in Argentina. They make a full range of electrical equipment, only which a minority is used on the electrical grid.

La Reserva Forestal is an Ecuadorian company that seems to be in the food production business. They have no additional information that indicates they are actually involved in reforestation projects, so we exclude them.

Compania Electrica del Litoral is a Chilean electrical utility. They do not provide a breakdown of the sources of their generated electricity, so we exclude them.

Consolidated Water Co builds water distribution systems in the Caribbean. While their desalination products certainly will be more in demand in a warming world, they do not actually provide services that increase water efficiency, so we exclude them.

Fábrica Nacional de Vidrio is a Venezuelan glass maker. As they have no additional information provided, we do not know if they make glass bottles (not a climate solution) or high performance glass that insulates buildings (climate solution), so we exclude them.

Omega Energia is a Brazilian renewable energy developer that has built over 79 solar, wind, and hydro projects.

Wigton Windfarm owns and runs three windfarms on the island of Jamaica enabling residents there to use electricity without needing to burn fossil fuels.

MPC Caribbean Clean Energy is a pure play solar and wind energy developer in the Caribbean based out of Barbados.

Orizon Valorizacao de Residuos is a Brazilian waste management company that captures the methane from their landfills so that it can be burned, avoiding the much greater emissions from methane vs. CO2.

AES Brasil Energia is a renewable energy developer in Brazil that builds and operates solar, wind, and hydropower plants in the country.

CEB is a Brazilian electrical utility that does not disclose where it generates its electricity from, so we exclude it for lack of information.

Chijet, based in the Cayman Islands, has partnered with a major Chinese automaker to produce a range of electric cars, SUVs, and small trucks.

WEG is a major Brazilian manufacturer or motors and other industrial power equipment. While they do make electric motors and products used in the electrical grid, they generate more revenue from their traditional motors business.

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.