nakedjaybird

Welcome to a New World of Investing

I have invested in energy according to the following plan. Based on how the Democrats are aligning to my plan (glory be!), it may get some legs, contrary to the grip Detroit and Houston have had on LEADERSHIP in DC since the 1970's.

For what it's worth, it appears I have become a supporting Democrat based on my energy perspective (contrary to Kudlow's and the Republican's mantra of Drill, Drill, Drill).

So here's the plan given to the Obama team (and by the way, the basis for my plan, the Livermore National Labs and AIE's own data, is a familar source associated with the new energy czar, Steven Chu):

The attached figure (Livermore National Labs US Energy Consumption - 2002; EIA) is my basis for good energy planning for the US with the overall goals of:

I) eliminating wasted energy (56 of 97 Quads, or 58% of total US consumption is lost), and

II) leaving natural energy resources stored in the ground until we REALLY need them, while maximizing readily available and free forever solar and wind, and other alternatives (while eliminating trillions of foreign financial payments).

1. Reduce wasted energy in ELECTRIC POWER GENERATION (26 Quads or 68% of power generation energy is lost).

1.1. Promote Solar PV and Wind.

1.2. Promote pumped/stored hydro (and end-use storage technologies to handle the variability of 1.1. generation).

1.3. Permit steam-to-electricity generation in combined cycle plants only where low pressure steam is utilized (even if thermal solar; AND nuclear[?]. Nuclear is dense enough and safe enough to promote block heating in cities as in Europe, or process industrialized areas?)

1.4. Stop burning coal (and the networked supporting industries from mining, transportation, pollution, reclamation, maintenance, etc., without causing a depression - like, put the folks to work building solar and wind farms, and the new interstate power grid and electrified ferries of 1.7 below; same for the oil, gas and auto guys, etc.). Do 1.1. and 1.7.

1.5. Stop burning natural gas. Do 1.1. and 1.2.

1.6. Don't even think about processing any tar sands, oil shale, or coal gasification and liquefaction methods which are ultimately burned for POWER GENERATION or TRANSPORTATION after adding cost (not to mention all the networked industry complexities as mentioned above for coal). Consider these sources only "when there is no other way" situations: like we run out of crude oil and need plastics.

1.7. Construct the new upgraded electric power grid in, above, below, or alongside the existing interstate highway right-of-ways which lead to major cities (where energy is used while passing thru the hinterlands within 50-100 miles of future solar and wind power farms).

1.7.1. Integrate within these same interstate right-of-ways ELECTRIFIED FERRIES for cargo, vehicles and people, both two-way high speed interstate express and two-way local intrastate travel.

2. Reduce wasted energy in TRANSPORTATION (21 Quads or 80% of transportation energy is lost):

2.1. Do 1.7. and 1.7.1. for intra- and interstate travel.

2.2. Promote local transit systems within congested urban beltways, linked to the interstate highway system of 1.7.

2.3. Promote hybrid and electric vehicles for personal commuting, local fleet service and commercial delivery.

2.4 Promote biofuels for hybrids, ground, rail, air and water transportation.

Much of the above is currently valid for developing countries which are repeating the mistakes the US made which hopefully can be redirected - be it because of air pollution [China, India], government edict, new alternatives, etc.).

Much of the above already exists in Europe, Japan... So it can be done. It may take a permanent energy tax to fund the above; and as wasted energy is reduced, the tax goes away. A wonder we've not seen.

Events in Russia Could Push U.S. Toward a Clearer Energy Policy

that's bails......

Events in Russia Could Push U.S. Toward a Clearer Energy Policy

And furthermore, if one concerns himself with all the money oil, gas, coal, industries, etc., have as assets on the books; well, duh; I make poor investments all the time; and no one bales me out.

Events in Russia Could Push U.S. Toward a Clearer Energy Policy

Thinkbig - when I suggest the GRASS TANK HYBRID WITH SS-WHRe using a biofuel injector into a container with no moving parts, directly feeding the electric motor without engine, transmission, rearend, storage device, while using nearly 100% of the energy in the fuel (which immediately yields a 70% REDUCTION IN HYDROCARBONS), has to absolutely scare the hell out of Detroit to Houston and all the industries associated with exploration, drilling, mining, extraction, remediation, enriornmental, regulation, engines, transmissions, etc. All the employed folks will have to line up behind the biofuel industry and the electrify-the-new-Amer... industries - as the farmers are already equipped to farm more land and get a different kind of payment for it. Oh Happy Days......

Events in Russia Could Push U.S. Toward a Clearer Energy Policy

And the GRASS TANK HYBRID engine will not be an engine! It will be a CAN; A CONTAINER; WITH NO MOVING PARTS; WITH A BIOFUEL INJECTOR; ENCAPSULATED WITH SOILD STATE DEVICES TO CONVERT WASTE HEAT DIRECTLY TO ELECTRICITY AS DEMANDED BY THE ELECTRIC MOTOR (THE 'gas pedal").

Events in Russia Could Push U.S. Toward a Clearer Energy Policy

Think big; anything to get Pelosi out of office.

We might as well feed Boone who will do something worthwhile vis-a-vis feeding all the others...................

We don't need to do the natural gas vehicles, except it will be the transition away from oil/gasoline, while we go warps-speed for the alternatives hybrids with solid state waste heat recovery to electric (SS-WHRe)

And biofuel hybrids with solid-state direct coversion of waste heat to electric drives will be the final answer.

The onboard storage device will be a GRASS TANK! Filled at the pumps the way we do gasoline/diesel/ethano... today. No battery, no H2, no LPG or CNG, no liquifaction/gasificat... of coal (add effort and energy to then burn them?? = duh!).

Careful who you talk to in DC, they may do what you ask.

Think bigger...................

Events in Russia Could Push U.S. Toward a Clearer Energy Policy

Go Boone!

AndI I like the the concept "GRASS TANKS".

Along with "ELECTRIFIED RAILS".

And "ELECTRIFIED INTER/INTRASTATE FERRIES".

"BULK ELECTRIC STORAGE".

They all fit so well with SOALR AND WIND FARMS.

And make so much more sense than "DRILL, DRILL, DRILL" - DUH!!!

And beyond "BURN, BURN, BURN".

And I'm not a greenie.....

All anyone has to do is look at France (their nucs), Germany, Switzerland, Holland, Brazil, ETC., for energy LEADERSHIP that leads to INDEPENDENCE; or we can continue to accept our lack of LEADERSHIP (and be DEPENDENT ON BURING, BURNING, BURNING OIL, GAS, DIESEL, COAL AND NG, IN THE ICE).

Events in Russia Could Push U.S. Toward a Clearer Energy Policy

Mayabe even a Macarthur.

Events in Russia Could Push U.S. Toward a Clearer Energy Policy

Act like a Russian (but be right).

Events in Russia Could Push U.S. Toward a Clearer Energy Policy

Some of you are a bunch of Dr. Spocks; afraid to tell your kids no and to change their behavoir with a good swat.

Stop the popcicle treat gimmicks of government (like carbon credits, tax credits, r&D deducts etc., and just go make the changes required - stop the camaflauge).

We need a few of "the buck stops here" Trumans, and Pattons, and Boones.

Events in Russia Could Push U.S. Toward a Clearer Energy Policy

And PAUL, you are finally coming around to why we need a Manhattan Project empahsis and mentality - it is focused and determined and real and here and now (being 5-10 years).

It only takes GE and Warren to electrify the railroads; and as you say, we only have to go BACK in time to put in electrified trolleys.

Events in Russia Could Push U.S. Toward a Clearer Energy Policy

Gordon - My second HERO for the day. Way to go pure-electric!

Events in Russia Could Push U.S. Toward a Clearer Energy Policy

Jim - MY HERO!

You are the first official SA Editor publishing my mantra (instead of Kudlow's, et.al).

Now, to beat your timeline, let's have a Manhattan Project or Moon Shot emphasis, be it from Boone and Warren or "I can't believe it" DC; we've already got a portion of Gore.

Do We Need an Alternative Energy 'Manhattan Project'?

Muddling - the result we got was the NEA and what it's produced; oh, yes, and we got welfare: just nothing comparable.

Do We Need an Alternative Energy 'Manhattan Project'?

Did the railroads or airlines whine about the proposed interstate hiway plan??

Did small towns??

Did small town businesses??? (this is not the fast food or big box store battles, yet).

Did the farmers and landowners (that had their lands divided, or homes destroyed)????

How about the developers??

How about the asphalt and cememt industries??

Steel??

Engineering/Constructi... Cat? Deere?

Where were all the lobbiests lined up?

How open were all the politicians pockets??

So, let's do ALTERNATIVE ENERGY!!

The resistance is no different except in form or location.