Companies covered: Rivian Automotive Inc. (NASDAQ:RIVN), Tesla Motors, Inc. (NASDAQ:TSLA), Lucid Group Inc. (NASDAQ:LCID), Albemarle Corporation (NYSE:ALB), First Solar, Inc. (NASDAQ:FSLR), SunPower Corporation (NASDAQ:SPWR), Sunrun Inc. (NASDAQ:RUN), Fluence Energy Inc. (NASDAQ:FLNC), Bloom Energy Corp. (NYSE:BE), Itron, Inc. (NASDAQ:ITRI), Volkswagen AG (ADR) (OTCMKTS:VWAGY), MP Materials Corp. (NYSE:MP), QuantumScape Corporation (NYSE:QS), Wallbox N.V. (NYSE:WBX), Nextracker Inc. (NASDAQ:NXT), Sunnova Energy International (NYSE:NOVA), Entergy Corporation (NYSE:ETR), WEC Energy Group Inc (NYSE:WEC), Duke Energy Corporation (NYSE:DUK), GE Vernova Inc. (NYSE:GEV), Array Technologies Inc. (NASDAQ:ARRY), Shoals Technologies Group Inc. (NASDAQ:SHLS), Aris Water Solutions, Inc. (NYSE:ARIS), E3 Lithium Ltd. (OTCMKTS:EEMMF), Electrovaya Inc. (NASDAQ:ELVA), FuelCell Energy, Inc. (NASDAQ:FCEL), Nano One Materials Corp. (OTCMKTS:NNOMF), Plug Power, Inc. (NASDAQ:PLUG), REX American Resources Corporation (NYSE:REX)