In my article Winning at Climate Change Investing,
I broke down the different technology stages for companies involved in
this business into Evolutionary Applications, Novel Adaptations, and
Revolutionary Developments. I have written about a company
that I believe to be just on the cusp between a Novel Adaptation and a
Revolutionary Development: Carbon Engineering. Today, I wanted to focus
my attention on a few companies in the Evolutionary Application
category.
These are companies that are improving present products or processes to allow current systems to operate more efficiently.
One company at which I have been looking is Shiloh Industries SHLO. This is a small-cap name that focuses on material sciences and design changes to specialize in creating strong, lightweight auto components.
While this may not strike you as a climate change related business, by
decreasing the weight of automobiles, fuel-efficiency is improved for
gas-powered vehicles and range increases for electric ones.
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