Echo To All

Will Electric Power Cause the Next Price Shock?

I do agree, electricity generating commodities are still a good play, but...

1. You are completely discounting the effecient use of the grid via smartgrid tech/software.

2. Wind and Solar will be continuous power sources. The highest cost here is the cap ex needed to build them. And if solar is truly decentralized, then house holds/cars can pump power into the grid. (generating credits/money)

(i can go on and on about the positives, but i'll stop it at the most obvious and relevant.)

The one thing i will say, even though i disagree somewhat with your economics, your article inadvertantly highlights the massive importance of the powr grid going forward.