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keithfeather

keithfeather
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  • Alternative Energy Storage Is an Investment Tsunami [View article]
    Timely article. Is it even remotely possible that the hydro storage the US currently has will ever be allowed by the US Corp or land owners to fluctuate enough to act as a viable storage system? Your analysis is on the mark in my opinion.
    Nov 30, 2008. 03:39 PM | Likes Like |Link to Comment
  • Nuclear Energy and the Next American President [View article]
    Undoubtedly the most powerful article i have ever read on SeekingAlpha. Thank you.

    Keith Feather
    Nov 25, 2008. 09:44 AM | Likes Like |Link to Comment
  • Alcohol Can Be a Gas: Debunking Myths About Ethanol [View article]
    Robert, I read the article, which is well written. A common thread in most of the discussion on plant based ethanol is a lack of a common basis for evaluating the products. Energy, whether food for fuel, is measured in calories, BTU, KWH and the like. Fundamental thermodynamic laws insist that if one were to remove energy from the plant in any form, then that energy is no longer available for any other use. The energy balance for agriculture insists that the calories going to fuel are no longer available for food. A comprehensive energy balance, done properly, is a minimum requiredment before betting dollars on technology. It is absolutely true that ethanol can be produced commercially using agricultural products, as shown by Brazil in the 70's using the most efficient sugar producer, cane. But if one uses mechanized agriculture and synthetic fertilizers, and compounds this with an inefficient sugar producer, corn, the energy balance is negative.

    On the plus side, investing in the equipment suppliers to the ethanol industry when tax breaks are doled out, and identifying the industries which will purchase the closed ethanol plants when the subsidies are eliminated could be a bonanza.
    Nov 22, 2008. 10:13 PM | 1 Like Like |Link to Comment
  • Solar Companies Overseas: Where the Sun Don't Shine No More [View article]
    If PV was competitive, the production plants would be off the grid, no? Even if just as a PR ploy, since that would not iinclude the fossil fuel used to mine, transport, bring employees to the site, ship, etc. But it just won't work where one can be on the grid.

    Misinformed? no. Analytical
    Nov 21, 2008. 01:19 PM | Likes Like |Link to Comment
  • A Smart Electricity Solution for Transportation [View article]
    Great comments john s gordon.

    The author misses the intent of peak shaving which I assume is the crux of the project discussed.
    Nov 21, 2008. 11:05 AM | 1 Like Like |Link to Comment
  • Blood from a Stone and Oil from Shale [View article]
    It's energy ratio. If the KWH input exceeds the KWH output, including the power to purify water, build the equipment, refine the steel in the mobile equipment used, etc. then is just doesn't make sense. The price of crude oil has little to do with this equation in the long run.
    Nov 21, 2008. 11:01 AM | Likes Like |Link to Comment
  • Black Swans and Greenwashing Solar and Wind [View article]
    Without nuclear, France would be 100% dark. Honest scientists understand this reality regardless of the presumed risks.
    Nov 21, 2008. 10:56 AM | 2 Likes Like |Link to Comment
  • Solar Companies Overseas: Where the Sun Don't Shine No More [View article]
    If PV made sense, the production plants would not be connected to the grid. Until then, it is merely a transfer of peak power to opportunity power; a sham.
    Nov 21, 2008. 10:52 AM | Likes Like |Link to Comment
  • Alcohol Can Be a Gas: Debunking Myths About Ethanol [View article]
    Ethanol is circular logic. Prior to synthetic fertilizer production from natural gas/coal/oil there was a serious concern that the earth's population would exceed its ability to produce food to support mankind in this century. Because we divert these fuel stocks to produce fertilizer, we can feed the world for several more centuries. Taking the food we produce from these diverted carbon sources and then reverting them to transportation fuel is in itself ludicrous.

    Nov 21, 2008. 10:47 AM | Likes Like |Link to Comment
  • Alcohol Can Be a Gas: Debunking Myths About Ethanol [View article]
    Ethanol will be viable when we can make it from nuclear power.
    Nov 18, 2008. 01:52 PM | 1 Like Like |Link to Comment
  • Investing in Water - It's Not Just for Drinking [View article]
    Dirty water + energy = clean water. We have plenty of dirty water.
    Aug 28, 2008. 08:21 AM | Likes Like |Link to Comment
  • Oshkosh's Diesel Electric Hybrid Monster Truck [View article]
    Who supplies the capacitor?
    Jun 17, 2008. 05:51 PM | Likes Like |Link to Comment
  • Fuel Tech, or 'Fool's Tech'? Valuation Suggests the Latter [View article]
    Detailed informative information. Fueltech has been benefitting from its past ownership by Nalco, undoubtedly the best sales force in this industry. GE/Betz with FuelSolv is an easy decision now with the turbine and boiler link. The article neglects to mention that historically, the trials and optimization are run with these specialty chemical companies, and high margins, but the big utilities eventually switch out to commodity materials. That's why FuelTech "owns" the feed systems. Now that FuelTech no longer has the Nalco sales team, I believe that the author is correct.
    Dec 5, 2007. 03:50 PM | Likes Like |Link to Comment
  • Terra Nitrogen Co.: Intriguing Fertilizer Manufacturer [View article]
    You have missed the boat, my friend. To correctly value this company on dividends, you must read the covenants of the LP. The reason the payout to unitholders is so high is that there is a shortfall of previous payouts, noted during the low payouts on your chart. Once that shortfall has been paid back to unitholders, (about $6 more) then a sliding scale of distributions to unitholders starts. What appears to be a 8% dividend is likely to be 4% in July, unless the profit margin falls, in which case it is less. Invest your time before your money.
    Nov 20, 2007. 02:40 PM | Likes Like |Link to Comment
  • Thoughts on Crude Oil's Record High Above $88 Per Barrel [View article]
    The price increase in oil has been significant, though less spectacular, when priced in Euro. The devaluation of the dollar compounds the price increase in oil as it is a quickly consumed, and primarily imported, good. The continuing devaluation of the dollar will tend to accentuate the price increase goin forward.
    Oct 18, 2007. 06:40 PM | Likes Like |Link to Comment
COMMENTS STATS
106 Comments
141 Likes