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Dana Blankenhorn  

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  • The Political Backlash Against Renewable Energy Comes Too Late [View article]
    The regulatory pendulum has not moved tighter. Unenforced regulations are huge cost drivers. Ask BP, or the company whose Pacific coast pipeline busted this week. Or the people running those bomb trains with Bakken Oil.

    Sorry if that angers some, but it's not the main point. The main point is the immense amount of sunk-cost infrastructure fossil fuels have, which are all that's keeping them competitive right now, given the fact that solar and wind have yet to create this. Notice whenever the subjects are discussed we get oil bulls screaming about "batteries" and "intermitency" as reasons to dismiss this kind of power? It's because they already have the pipelines and refineries and distribution systems, pre-built. Renewables have to build them.

    That represents a much bigger subsidy than any we might discuss.
    May 26, 2015. 03:36 PM | Likes Like |Link to Comment
  • The New Oilpatch Buzzword Is Efficiency [View article]
    It almost sounds like you'd be against exporting crude. But you're right. Exporting refined products is far more profitable than exporting raw anything.
    May 26, 2015. 01:49 PM | 1 Like Like |Link to Comment
  • The New Oilpatch Buzzword Is Efficiency [View article]
    No, I don't. Infrastructure is needed to create efficiency. Infrastructure represents big sales. But you bring up an interesting point, one that's bearish for SLB. If we're focused mainly on efficient pulling of reserves we have, why do we need to seek out new fields?
    May 26, 2015. 01:48 PM | Likes Like |Link to Comment
  • The New Oilpatch Buzzword Is Efficiency [View article]
    Efficiency is indeed very new in the oil patch. A few years ago folks in the Bakken were running oil out on trucks, not conditioning it (making it more dangerous), and ignoring costs entirely. This has changed.
    May 26, 2015. 01:46 PM | 1 Like Like |Link to Comment
  • The End Of Hardware [View article]
    No they're not.
    May 26, 2015. 12:27 PM | Likes Like |Link to Comment
  • Time Warner Cable Will Be Bought [View article]
    After a year hanging, TWC was too wounded to survive on its own. Now it gets to cripple Charter, and Malone will eventually get it. Watch and see.
    May 26, 2015. 12:25 PM | Likes Like |Link to Comment
  • The End Of Hardware [View article]
    I often agree. As in this case, the secret sauce of Seeking Alpha lies in the comments.
    May 26, 2015. 07:10 AM | 1 Like Like |Link to Comment
  • The Political Backlash Against Renewable Energy Comes Too Late [View article]
    One thing I've learned over the years is that politics follows economics. It doesn't lead economics. It follows. There remains a lot of oil money sloshing around, money that dominated our politics past its sell-by date, until the economy crashed in 2008 and their politics had no answer -- it didn't even know the question.

    Today technology calls the tune. And it's technology's choice that will drive politics going forward. Not because the techies are smarter than the oil boys. They have the money. Money equals power.
    May 25, 2015. 08:12 PM | Likes Like |Link to Comment
  • Buy Whirlpool Despite The Drinks Machine [View article]
    Warren Buffett tells investors not to worry about waiting for dips. He thinks it's a mug's game. If you like the stocks, if you like its prospects over the next year, two years, or five years, buy. The difference won't matter.
    May 25, 2015. 08:10 PM | Likes Like |Link to Comment
  • Tesla: Mr. Musk's Wild Ride Continues [View article]
    I have a sister named Michael. Michael Mary. But we've always called her Michael. The boys called her Mike.
    May 25, 2015. 08:08 PM | Likes Like |Link to Comment
  • Growth In The Era Of Human Capital [View article]
    We know all people are different.
    May 25, 2015. 07:43 PM | Likes Like |Link to Comment
  • Growth In The Era Of Human Capital [View article]
    The kids are all right.
    May 25, 2015. 07:43 PM | Likes Like |Link to Comment
  • Tesla: Mr. Musk's Wild Ride Continues [View article]
    If those are small kids attacking you, take pictures and enjoy. If those are adult kids attacking you, call 911. <g>
    May 25, 2015. 09:09 AM | Likes Like |Link to Comment
  • The End Of Hardware [View article]
    I disagree. There is always an opportunity to use more power. Learned it the hard way 20 years ago. I wrote a time travel novel based on the idea that there was nothing else to do with the power of a Pentium II.
    May 25, 2015. 09:07 AM | Likes Like |Link to Comment
  • The End Of Hardware [View article]
    You think you can do a clone of iOS? Go right ahead. There are many lawyers anxious to see you try.
    May 25, 2015. 09:05 AM | Likes Like |Link to Comment
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