bill d

The Self-Defeating Oil Surge

jlounsbury59 says:

"In the longer run, when we have cheap electricity from the above sources, hydrogen fuel cell technology will provide a future transportation revolution. This is probably 15-20 years away from any significant implementation."

I hope your belief that the greenies are going to influence the market is correct.
When oil starts back down watch how fast your alternative solutions follow the decline. We heard the same stuff in the 70's & 80's (and that was 30 - 40 years ago ) should have resulted in giant wind machines with propellers made of solar cells. Follow the money. And keep your FSLR shorts. The price of oil will be based on how competitive your alternative forms become - It costs even more to develop them than in the past and it is a longer term investment than most investors want to make. You/they are making money on the investments themselves right now - not the long term profits (if any). Why else would you be short FSLR ?
You sound too smart for this:
"I am overweighting investments in all areas of alternative energy. While solar is the spectacular performer right now, processed coal, advanced batteries and wind/wave turbines are also going to be profitable investments."
Unless you are very wealthy and young enough and can afford to wait. Your heirs may appreciate it.
Good luck - afraid we will all need it.