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Robert Wagner

 
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  • Investors' Guide To El Nino, Climate Change And Summer Weather Forecast [View article]
    Global warming's little brother the fracking pollutes the water fraud just went down in smoke. Just like global warming the data just doesn't support the "consensus" of alarmists.

    Landmark fracking study finds no water pollution
    http://yhoo.it/1piFow8;_ylt=AwrBJSA_5hhUdA8A...
    Sep 16 09:41 PM | Likes Like |Link to Comment
  • Understanding Syntroleum's Lawsuit [View article]
    What did I post that was wrong? I mostly covered the margins. Almost all my articles were about IF they produced and what they would get IF they did. They ended up getting bought out by REGI, and once the Dynamic Fuels plant gets running we will see if my margin calculations were correct. If they were/are, shareholders of SYNM and now REGI should do just fine.
    Sep 16 09:34 PM | Likes Like |Link to Comment
  • Higher Soybean Prices Are Helping Renewable Energy Group's Margins [View article]
    Things are really odd now. Soybean oil is actually one of the lower cost feedstocks right now, and the flex feedstock firms don't have much of an advantage, if at all. Yellow grease still has the best margin, but soybean oil isn't far behind.

    Est Margin Calculation
    9/13/2014 SYNM SYNM SYNM REGI REGI REGI REGI
    Fuel Blend Blend Blend MW SME MW FAME MW FAME MW FAME
    Fuel $ $3.32 $3.25 $3.32 $3.31 $3.36 $3.36 $3.36
    Feedstock YG Corn Oil SME SME CWG YG Corn Oil
    FS lbs/gal 7.6 7.6 7.5 7.5 8.0 8.5 8.2
    FS $/lb $0.26 $0.35 $0.33 $0.33 $0.33 $0.26 $0.35
    FS/gal $1.99 $2.62 $2.45 $2.45 $2.62 $2.23 $2.83
    Trans/lb $0.02 $0.02 $0.02 $0.02 $0.02 $0.02 $0.02
    Trans/gal $0.15 $0.15 $0.15 $0.15 $0.16 $0.17 $0.16
    Total FS $2.15 $2.77 $2.60 $2.60 $2.78 $2.40 $2.99

    Hydrogen
    Methanol
    Catalyst/Neutralizer/O...
    Other VC/gal $0.18 $0.18 $0.18 $0.46 $0.46 $0.46 $0.46

    Est Gross Margin $0.99 $0.29 $0.54 $0.25 $0.12 $0.50 $(0.09)

    Estimated Fixed Costs/OPEX at Full Production
    Fixed OPEX/gal $0.37 $0.37 $0.37 $0.12 $0.12 $0.12 $0.12
    Glyserine $0.03 $0.03 $0.03 $0.03
    Tax Credit Adj

    EBITDA Margin $0.62 $(0.07) $0.17 $0.16 $0.03 $0.41 $(0.18)
    Sep 16 09:31 PM | Likes Like |Link to Comment
  • Investors' Guide To El Nino, Climate Change And Summer Weather Forecast [View article]
    This is no joke, it is an actual headline: I love the use of "could."

    Global Warming Could Cause More Cold Snaps
    http://bit.ly/1oROtN5
    Sep 15 07:06 PM | Likes Like |Link to Comment
  • Major Macro Investment Theme; Weakening Support For Climate Change Legislation [View article]
    The raw political handling of this nonsense is providing the enemies of these policies plenty of ammo if they ever do take power. The climate change legislation is simply an abuse of power.

    The American Petroleum Institute and renewable energy groups are furious with the Environmental Protection Agency for “playing politics” with the nation’s ethanol mandate.

    http://bit.ly/1m9p2e7
    Sep 15 06:43 PM | Likes Like |Link to Comment
  • Understanding Syntroleum's Lawsuit [View article]
    Looks like I was right on this one:

    III. CONCLUSION
    Patent Owner has not demonstrated by a preponderance of the
    evidence that proposed substitute claims 21–30
    are patentable
    .
    Therefore, we deny the Motion to Amend with
    respect to the substitution of claims 21–30. We grant the Motion to
    Amend solely with respect to Patent Owner’s non-contingent
    request to cancel claims 1–20.

    IV. ORDER
    In consideration of the foregoing, it is ORDERED that Patent Owner’s Motion to Amend is granted with respect to the cancellation of claims 1–20
    ;
    FURTHER ORDERED that Patent Owner’s Motion to Amend is
    otherwise denied ; and FURTHER ORDERED that because this is a final decision, parties to the proceeding seeking judicial review of the decision must comply with the
    notice and service requirements of 37 C.F.R. § 90.2
    .

    http://bit.ly/1oRFgEx
    Sep 15 06:34 PM | Likes Like |Link to Comment
  • Investors' Guide To El Nino, Climate Change And Summer Weather Forecast [View article]
    Yep, more bad news for the climate alarmists.

    One-half of CO2 doubling achieved

    Detectable impacts on the climate are yet to be seen

    When the CO2 level in the atmosphere surpassed 400 ppm a short time ago, many alarmists would celebrate this symbolic achievement. Oh, the CO2 concentration is so high! It's a signal from the heaven, a shot from the Aurora telling us to start another world revolution because our previous one, that of 1917, has already faded away and it wasn't enough for us, anyway. The number is so round, and so on. Of course, nothing new happens when the CO2 level reaches 400 ppm – it's just another number that only looks special because of an arbitrary decadic numeral system we happen to use today. The Earth has seen concentrations around 6,000 ppm as well and 4,000 ppm would be just fine for all life forms we know today. By far the closest worrisome CO2 concentration is 150 ppm in which most existing plant species stop growing (ice ages have only forced them to easily withstand 180 ppm or so).
    http://bit.ly/1oREabO
    Sep 15 06:28 PM | Likes Like |Link to Comment
  • Investors' Guide To El Nino, Climate Change And Summer Weather Forecast [View article]
    Oh my, another real scientist actually looked at the data. The bad news just keeps rolling in.

    Science is never settled, but the current state of “climate change” science is quite clear: There is essentially zero evidence that carbon dioxide from human activities is causing catastrophic climate change.

    Yes, the “executive summary” of reports from the UN’s International Panel on Climate Change continues to sound the alarm — but the summary is written by the politicians. The scientific bulk of the report, while still tinged with improper advocacy, has all but thrown in the towel.

    Oregon-based physicist Gordon Fulks sums it up well: “CO2 is said to be responsible for global warming that is not occurring, for accelerated sea-level rise that is not occurring, for net glacial and sea ice melt that is not occurring . . . and for increasing extreme weather that is not occurring.”

    Consider:

     According to NASA satellites and all ground-based temperature measurements, global warming ceased in the late 1990s. This when CO2 levels have risen almost 10 percent since 1997. The post-1997 CO2 emissions represent an astonishing 30 percent of all human-related emissions since the Industrial Revolution began. That we’ve seen no warming contradicts all CO2-based climate models upon which global-warming concerns are founded.
    Rates of sea-level rise remain small and are even slowing, over recent decades averaging about 1 millimeter per year as measured by tide gauges and 2 to 3 mm/year as inferred from “adjusted” satellite data. Again, this is far less than what the alarmists suggested.
     Satellites also show that a greater area of Antarctic sea ice exists now than any time since space-based measurements began in 1979. In other words, the ice caps aren’t melting.
     A 2012 IPCC report concluded that there has been no significant increase in either the frequency or intensity of extreme weather events in the modern era. The NIPCC 2013 report concluded the same. Yes, Hurricane Sandy was devastating — but it’s not part of any new trend.

    http://bit.ly/1oRDQd6
    Sep 15 06:27 PM | Likes Like |Link to Comment
  • Investors' Guide To El Nino, Climate Change And Summer Weather Forecast [View article]
    This Climate Change movement is simply dirty and corrupt/ing:

    eport – emails reveal ‘collusion’ with green activist groups over EPA climate agenda
    Anthony Watts / 2 hours ago September 15, 2014

    NEW REPORT: FOIA’d Emails show outside ‘green’ lobby groups staffed up, collude with Obama EPA, calling rules’ legality into question

    For Immediate Release:September 15, 2014 |

    Obama’s EPA in collusion with “green” lobby groups — Report details the conflicts of interest, “unalterably closed minds”, internal activism and influence of outside interest groups on the Obama Administration EPA. Documents raise questions re EPA rules legality
    http://bit.ly/1m9nfpB
    Sep 15 06:24 PM | Likes Like |Link to Comment
  • Investors' Guide To El Nino, Climate Change And Summer Weather Forecast [View article]
    " There is a big ozone hole over the Antarctic, which allows atmospheric heat to escape"

    Really, I thought that banning CFCs was supposed to fix all that. BTW, Ozone is way up in the stratosphere and has nothing to do with the ground temperatures. Sorry, but your argument is nonsense. You should do your homework before you post. You simply destroy your own credibility.

    The ozone hole does not directly affect air temperatures in the troposphere, the layer of the atmosphere closest to the surface
    http://bit.ly/1s4xecs
    Sep 15 06:22 PM | Likes Like |Link to Comment
  • Investors' Guide To El Nino, Climate Change And Summer Weather Forecast [View article]
    "I'm not aware of any scientists that suggest El Nino is related to climate change."

    That is the whole problem with this field of climate "science." They totally overlook the obvious causes and only look at CO2. The oceans are the earth's thermostat. What warms the oceans warms the atmosphere. Not vice versa. Al Gore made his entire argument based upon the El Nino year in the 1990s. He picked an ocean driven temperature spike in temperatures and attributed it to man made CO2. That is how pathetic this field of climate "science" is.
    Sep 14 09:42 AM | 1 Like Like |Link to Comment
  • Investors' Guide To El Nino, Climate Change And Summer Weather Forecast [View article]
    Gasp!!!! Antarctic Sea Ice is hitting a record HIGH!!! This must be undeniable of global warming!!! The proof is irrefutable. Global warming results in increased polar ice, yea, that is it, CO2 caused global warming caused an increase in global ice. It is simple common sense physics, ice increases as the earth warms due only to man made CO2. That is surely a "scientific" theory worthy of a Nobel Prize in "Science." Hurry up, this is an emergency of global proportions, we must pass higher taxes, increase regulations and allow the Government more controls over our lives before the Antarctic Ice grows so large that it covers the entire S Hemisphere. We must stop global warming to stop the ice from growing...yea, that is it. Makes all the sense in the world...to those who are gullible enough to believe such nonsense.

    Antarctic Sea Ice Extent Sept 13 2014 – NEW ALL-TIME RECORD!!!!
    http://bit.ly/1qzQ13Z
    Sep 14 09:38 AM | 1 Like Like |Link to Comment
  • Global Warming "Science"; What Investors Need To Know, Don't Just Trust The "Experts" [View instapost]
    Yep, you got it. As per "Scientific Consensus" we should be ice free sometime soon in the future. This climate "science" is a joke.

    Antarctic Sea Ice Extent Sept 13 2014 – NEW ALL-TIME RECORD!!!!
    http://bit.ly/1qzQ13Z
    Sep 14 09:31 AM | Likes Like |Link to Comment
  • Investors' Guide To El Nino, Climate Change And Summer Weather Forecast [View article]
    ""If humanity’s greenhouse gas emissions continue to increase, the average temperature of the Earth’s lower atmosphere could rise more than 4°C (7.2°F) by the end of the 21st century. But what does a global average temperature rise really mean? How would we experience it on a daily basis?"

    Really, we have 800k years of ice core data and 800 million years of geological CO2 and temp reconstructions. Care to point out where CO2 drove temperatures higher? Simply show me the data of higher CO2 LEADING to higher temperatures. I can show you when 4000 PPM CO2 resulted in an ice age. Care to point out where 400 PPM resulted in abnormal warming? Just show me the data, not come corrupt and biased "scientists" failed model and forecast, show me the actual data.


    BTW, this is just out: Your "science" is a joke.

    A new paper published in Climate of the Past compares temperature reconstructions of the last interglacial period [131,000-114,000 years ago] to climate model simulations and finds climate models significantly underestimated global temperatures of the last interglacial by ~0.67C on an annual basis and by ~1.1C during the warmest month.

    This implies that climate models are unable to fully simulate natural global warming, and the error of the underestimation is about the same as the 0.7C global warming since the end of the Little Ice Age in ~1850. Thus, the possibility that present-day temperatures could be entirely the result of natural processes cannot be ruled out in comparison to the last interglacial period.

    Further, during the last interglacial, Greenland temperatures were naturally up to 8C higher and sea levels up to 43 feet higher than today. And, during another interglacial, all of Greenland and West Antarctica melted & sea levels were 79 feet higher. Since this low-CO2 global warming occurred entirely naturally, there is no evidence that global warming during the present interglacial is unnatural or man-made.

    http://bit.ly/1sY0fYU
    Sep 13 04:32 PM | Likes Like |Link to Comment
  • Investors' Guide To El Nino, Climate Change And Summer Weather Forecast [View article]
    If climate "science" was a real "science" this finding would pretty much mean put a fork in the AGW theory, but it won't even phase the climate alarmists. This is a political movement and they will milk it for all its worth. The one thing I like is that the people that are planing to protest in NYC during an unusually cold spell simply look gullible, and the pictures that get printed simply show America and the world some people will just believe anything. Most people with an ounce of common sense can figure out the truth, and the truth doesn't side with the climate alarmists.


    A new paper published in Climate of the Past compares temperature reconstructions of the last interglacial period [131,000-114,000 years ago] to climate model simulations and finds climate models significantly underestimated global temperatures of the last interglacial by ~0.67C on an annual basis and by ~1.1C during the warmest month.

    This implies that climate models are unable to fully simulate natural global warming, and the error of the underestimation is about the same as the 0.7C global warming since the end of the Little Ice Age in ~1850. Thus, the possibility that present-day temperatures could be entirely the result of natural processes cannot be ruled out in comparison to the last interglacial period.

    Further, during the last interglacial, Greenland temperatures were naturally up to 8C higher and sea levels up to 43 feet higher than today. And, during another interglacial, all of Greenland and West Antarctica melted & sea levels were 79 feet higher. Since this low-CO2 global warming occurred entirely naturally, there is no evidence that global warming during the present interglacial is unnatural or man-made.

    http://bit.ly/1sY0fYU
    Sep 13 04:27 PM | Likes Like |Link to Comment
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