Monday, November 22, 2010

Who might 'win' the race for green energy?

As China and India grow their economy, they have an imperative to grow their energy availability. And, they recognize they need to do so in a way that ultimately lowers carbon production. Only thing is, China doesn't have to go through the regulatory maze we do. And their ability to get a coal plant operational in 21 months - while it takes us 10 years just to go through the regulatory mess - shows what they are willing to do to compete - and win- on the global stage.

We ought to learn.

The Atlantic has an excellent article on this topic.

Meanwhile, the US continues it's global decline:

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Wednesday, November 10, 2010

The Future of Biofuels

What's in store for biofuels? It's had fits and starts (corn-based in the U.S. gobbles up farmland for food... increasing prices) and sugar-based in Brazil leads to deforestation. Policy tries to "pick winners" - with severe unintended consequences. So, what's a person to do?

This article discusses the basic technology (in layman's terms), companies making significant progress in "drop-in" fuels, the state of technology commercialization and yes, the general bio-fuels market.

Worth reading.

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Thursday, November 04, 2010

Know any renewable energy companies looking to attract more customers?

Have them watch the video... then go here to learn more.


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Prediction: Gasoline will be over $6 a gallon by 2014... or before.

There are two main reasons for this:

[1] The Feds' recent action of "quantitative easing"* we will see more than double the current cash (M1 = currency) injected into the global financial system. This was done to hold interest rates low, so more cars and houses can be sold - jump-starting the economy. Well... cars have already increased (# sold) and house prices have been on the way up.

[2] China's and India's continued rapid economic development (and the growth of new vehicles needing oil). Research on this growth (and impact to oil prices), can be found, here.

Hold on, it's going to be an even rougher ride. Thank you, Feds.

* Also known as printing money - to the tune of $600 billion + reinvestment of previous proceeds brings the total cash being poured into the system brings the total to $900 billion!

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