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  • Opportunities in the Wind Energy Value Chain [View article]
    Thanks for the useful analysis!
    Nov 12 11:42 am |Rating: 0 0 |Link to Comment
  • Positioning for When Water Runs Out: Part II [View article]
    I have no knowledge of BWEL as a business, but if your recommendation is based on its access to Kings River water, I'd be extra cautious. The southern Sierra snowpack, which feeds that river, looks like a prime candidate for destruction by warming climate-- the same warming climate that makes water so valuable where it can still be reliably sourced.
    Jun 26 16:30 pm |Rating: +6 -2 |Link to Comment
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