Seeking Alpha

John Addison

 
View as an RSS Feed
View John Addison's Comments BY TICKER:
Latest  |  Highest rated
  • High Growth For Wind And Solar, But Not For Their Investors [View article]
    In February I heard Solazyme's CEO Wolfson make an impressive presentation. The have top partners. They could be a 5X if their bio-chemicals and bio-materials plans happen as planned and they become profitable by 2014. If they miss targets of cost and scale, they could have a down round to raise money or worse. I don't own them, but they're interesting.
    Mar 26 10:38 AM | Likes Like |Link to Comment
  • High Growth For Wind And Solar, But Not For Their Investors [View article]
    Bartpr is correct that all energy is subsidized in the U.S. You could make a good argument to eliminate subsidies on all - from oil to solar. Globally hundreds of power plants have been replaced by wind and solar. They are real.
    Yes, last year there was over 180,000 gasoline car fires in the U.S. and one Volt fire days after a crash test. Crash a car and it might catch fire. The range issue is overblown. My wife and I have been driving the Nissan LEAF for 11 months with no range issues. If one of us goes beyond range for the day, we take the other car. The article includes a link to 100 articles about electric cars.
    Mar 16 10:34 AM | 1 Like Like |Link to Comment
  • Lithium ETF Plays Growth of EVs and Gadgets [View article]
    Excellent contributions. When a Nissan LEAF is charged after 40 miles, the typical US daily drive, the recharge is only a fraction of a full charge. Nissan puts an 8 year, 100,000 mile warranty because they believe the battery is good for well over 1,000 full cycles. When their Tennessee plant ramps to making 200,000 battery packs annually, I expect that they will drive their cost of the pack down from my guess of $17,000 to $10,000.
    True EESTOR has been showing their stuff to investors for 10 years without commercializing anything. Ultracaps, however are a growing success. Some powertools use ultracaps in combo with batteries. In the future, EV costs could be lowered with combos.
    Oct 28 11:11 AM | 1 Like Like |Link to Comment
  • 10 ETFs to Capitalize on Cleantech Growth [View article]
    Yes, many prefer to invest in the actual public companies and only use the discussed indexes to help screen for good cleantech opportunities. For decades we will use a mix of energy sources including the oil and gas that CES invests in. Renewables are forecasted for much higher growth than coal, oil, and gas. The grid needs zero overhaul for electric cars to charge at night. www.cleanfleetreport.c.../
    Sep 8 10:10 AM | Likes Like |Link to Comment
  • Shell to Gain Competitive Spot in Brazilian Fuels Distribution With Cosan Deal [View article]
    More reports about biofuels including cellulosic, algal, and biomethane are at Clean Fleet Report. www.cleanfleetreport.c.../
    Aug 26 12:17 PM | Likes Like |Link to Comment
  • Just One ETF: Emerging-Market Debt for Lower-Volatility Diversification [View article]
    Thank you for the thoughtful discussion of EMB, which I own. I picked this over PCY which you discuss. I think there is less risk in fixed income which includes emerging markets over just U.S. fixed income. On the equity side it is interesting to see emerging markets often moving faster with cleantech, the area about which I write.
    Aug 20 01:36 PM | Likes Like |Link to Comment
  • One Year Later: Market Up, Clean Energy Down [View article]
    Good caution on risks of further declines. Yes, ICLN with a concentration of solar and other stocks dependent on Europe feed-in tariffs and project finance has been hit. For long-term cleantech investors, it should be noted that PTRP in rail and other clean transporation is up 20% in last twelve months. PZD with greater diversification, more U.S., more mid-cap is up 10%.
    May 24 10:58 AM | Likes Like |Link to Comment
  • Will Google Charge Your Electric Cars? [View article]
    Thanks for the thoughtful comments. Yes, utilities will see a bigger opportunity in this decade repurposing used lithium batteries. V2G will happen gradually with large fleets such as USPS and the utilities thousands of vehicles being early adopters.
    What happens if we get to 10 percent our U.S. fleet of 240 million vehicles that now sip or gulp petroleum? Jack's comment about the declining value of regulated services is right on.
    If utility regulators allow variable time of use pricing, smart charging can occur when electricity is cheap and help flatten the peak.
    Interesting comments about Google over reaching.
    Feb 26 03:09 PM | Likes Like |Link to Comment
  • Big Oil vs. Big Ag [View article]
    Jerry DD, You said, "But John is so fun to rag on!! His premise is so flawed. He got away with it for a good while because he reported people who disagreed with him as abuse but apparently SA got wise and stopped kicking posts off.

    People other than me need to ask him just where are all the orders he says are coming are coming from to keep him honest.

    But he needlessly attacks EV's, PHEV's so he'll catch it from me on where he is wrong."

    If you are referring to me, your attack is wrong. As anyone can see by looking at comments for all my articles, I do not ask SA to delete those who disagree. I do no not make needless attacks on EV's. Google "electric cars 2010" and read my reports. If you are attacking a different John, be clear about to whom you refer and be factual.
    Feb 16 10:40 AM | Likes Like |Link to Comment
  • U.S. Wind Energy Breaks Record in 2009: Can Wind Power Continue to Grow? [View article]
    Good discussion. Yes, we benefit not just from the growth of wind power, but also from other renewables such as solar PV, solar CSP, biomethane, bioenergy from wood and waste, small hydro, etc.. Most importantly energy security and less emissions benefit from energy efficiency. More on renewables = www.cleanfleetreport.c.../
    Feb 3 10:54 AM | 1 Like Like |Link to Comment
  • Examining the Holdings of Powershares Global Progressive Transport Portfolio ETF [View article]
    Good profile. PTRP (which I own) has increased 50% in the past 12 months. Oil prices have doubled since last March. U.S. car ownership dropped 3.5 million in the past 12 months. www.cleanfleetreport.c.../
    Jan 25 09:44 AM | Likes Like |Link to Comment
  • Top 10 Electric Car Makers in 2010-11 [View article]
    Thank you for the added comments and insights, especially the discussions about competitive advantages.

    The opening paragraph of this post states that it is a forecast for the U.S. market, not the world market.

    Yes, all kinds of exciting innovation is happening in Asia, as I have described in other articles and in my book. Asia has over 80 million e-bikes and e-scooters on the road. This explosion in demand has lead to over 3,000 models of EVs offered in Asia.

    Mitsubishi iMiEV has done well in Japan and leads in fast charging. The are showing reluctance to go after the U.S. market before 2012 with more than fleet and utility pilots.
    Jan 4 02:59 PM | Likes Like |Link to Comment
  • Duke's Electric Vehicle Future [View article]
    Jerry, thank you for adding to the post. I appreciate the compliment - yes I do try for accuracy.

    Good point about NG 50 to 60% efficiency by using cogen. RE can really take-off if utilites can be allowed to shift to a distributed generation model and upgrade to a smart grid.
    Oct 21 01:41 PM | 2 Likes Like |Link to Comment
  • Ford Plans Both Electric Vehicles and Plug-In Hybrids [View article]
    Davewmart, once again you are on the money. To give lithium batteries long-life, the state of charge window will not use the entire battery. After a few years, its ability to fully recharge could deplete 20 percent. It could then be used in stationary applications such as backup power or spinning reserves. Subscription agreements are not a done deal; look at how PPAs accelerated the adoption of solar power. Use of lithium batteries in EVs does not imply that there are not plenty of applications for lead-acid. Mayascribe, we are starting to see hybrid natural gas heavy-duty vehicles from buses to trash trucks. There are different solutions for different needs.
    Aug 27 08:31 PM | 1 Like Like |Link to Comment
  • 2010 Nissan LEAF EV: Coming to a Freeway Near You [View article]
    Thanks for the added info and dialog. A typical engine powered vehicle is 15% efficient; an EV 65% efficient. Even with coal power at the other end you lower GHG on a lifecycle basis. Check out the Greet models at Argonne. Most early EV adopter fleets that I meet are also early adopters of solar and other RE for charging.
    Aug 6 08:59 PM | 1 Like Like |Link to Comment
COMMENTS STATS
24 Comments
9 Likes