lntwo

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    • Wed Jul 2nd 20:40 PM | Rating: 0 0
      Commented on:
      Solar Stocks Down on Spanish Subsidy Concerns
      correction: "since it is only...."
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    • Wed Jul 2nd 20:38 PM | Rating: 0 0
      Commented on:
      Solar Stocks Down on Spanish Subsidy Concerns
      Oil and gasoline will have minimal short term effect (guessing 5yrs.) on alt energy since they are only used for grid supply. As oil increases drive us to alt cars then it will have an effect on alt energy.

      I agree with wayfarer - long term (heck, even short term) will NG and coal get cheaper - my uninformed opinion thinks HAH! The enviro consequences alone make this a blip.
      Long alt E and long Oil and NG.
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    • Tue Jun 24th 01:52 AM | Rating: 0 0
      Commented on:
      Too Late to the Oil Party? Consider the Alternative
      Not a statistician but dont the R^2 values on the long term scatter plots seem a bit low? Might it indicate a stronger correlation exists elsewhere? Also the sample size seems too small too. Again, not sure but if you know please enlighten.
      Cheers all.

      Long on Alt. Long on oil since 02 (Bush - Cheney one more time suckers) muhahahaha.
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    • Sun Jun 15th 15:44 PM | Rating: 0 0
      Commented on:
      Gazprom Neft Aims to Become Russia’s Leading Oil Producer
      oops entropic gain that is
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    • Sun Jun 15th 15:36 PM | Rating: 0 0
      Commented on:
      Gazprom Neft Aims to Become Russia’s Leading Oil Producer
      B.P. i'll keep this quick - take some physics or P-Chem. classes There is no second law violation - net entropic loss is from E supplied by sun - earth isn't a closed system. You dont know of which you speak.
      Also read the PNAS article by the russians on geogenic oil - they make no claim to this being source on oil supplies and freely admit in the discussion section of the paper that no geogenic source of methane is hypothesized. Sheesh
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    • Fri Jun 6th 00:36 AM | Rating: 0 0
      Commented on:
      Investing Into the End of the Hydrocarbon Age
      quick 0.02 on nuclear - water (clean water) is the real pinch point in the developing world so nuc. implementation for about 2+ billion people is problematic - also building out of consequent grid backbone not a trivial proposition in India and China. Electrons do hold promise of de-localized distribution.

      jcrash - still in w/ my FSESX - started buying like a surgeon's wife when Bush was given first term (fun to profit at others foolishness) cost basis is laughable, hanging on for one more year for grins.
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    • Mon May 26th 02:02 AM | Rating: 0 0
      Commented on:
      Understanding Crude Oil Prices
      hey thanks for the article - I gave the paper a quick read and will point out to others that starting on page 19 the author takes a step back(for a non-economist like me) and gives some interesting data/perspective. i got a chuckle out of the "price stabilization" comment on p29. Here's link to an explanation of scarcity rent en.wikipedia.org/wiki/...
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    • Sun May 25th 16:30 PM | Rating: 0 0
      Commented on:
      Oil Bubble? Nope
      So rdog are there any proof-of-concept ultra deep wells (not in the off-shore sense) being drilled to extract geogenic oil? Is there evidence of this sort of oil around the multitude of volcanic regions on our planet where there is a more or less direct connection to the crust mantle interface?
      What is the hypothesized per barrel breakeven cost on these enterprises?
      From your links it seems that the refilling is deemed rare, and while exploitable at some small scale doesn't offer a meaningful alternative. Are the early wells in Pennsylvania and California full, or refilling?
      Also long term 20+yrs isn't CO2 is the dominant isssue?
      thnks for any info you have on this.
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    • Sat May 24th 14:16 PM | Rating: 0 0
      Commented on:
      Peak Oil Stocks for the Future
      thanks for the article, and the follow-up responses. Good posts brahm and rockybullwinkle. Long time liberal-environmentali... but investing realist, started reallocating from oil to NG about 6 months ago. Thanks for some ideas and points of departure for further investments. I'll stay out of the political discussion and let my returns do the talkin'.
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    • Sat May 24th 01:06 AM | Rating: 0 0
      Commented on:
      America's Energy Policy: Coming to Terms with Reality
      Spot on article - not an expert on the oil industry, so I thank those who have some expertise/knowledge on this.
      As for the left-right, good v. evil, vegetarian v. doritos thread -- i cant resist. I'm a bleeding heart liberal who learned a long time ago to vote my heart and invest with my brain. This country, people, politicians wanted the easy answers and voted accordingly - Carter was mocked when he drew the clear line in energy policy, morality and our trajectory as a nation. I own a Prius AND XOM, and when this current idiot was elected went 35% in with my retirement in FSESX - so please drill in ANWR, make the goooberment lower gas prices - i insist. While my Bush voting co-workers complain complain complain I'm raking it in with every increase - thanks suckers.
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    • Thu Apr 17th 01:24 AM | Rating: 0 0
      Commented on:
      Alt. Energy: More Technology Than Energy?
      John E. - while high oil increases awareness and development of alt energy, our cars will be ostensibly running on gas for the near future, so the link to oil price is less direct than one might think. Since wind and solar generate electricity the driving issue is coal use ( repeat after me: "would you like mercury with that") and CO2 production. I could go on about the need to limit CO2 and the revised forecasts on near term sea level rise and all the other cheerful consequences but I'm sure anyone reading this thread is familiar with these issues.

      However a point that is frequently ignored with wind and solar is the benefit to developing countries; aside from the obvious there is the water conservation aspect - coal and nuclear power generation are very water intensive, and water availability is an increasing pinch point in the developing world. Not to mention that coal and nuclear are localized, infrastructure intensive technologies.

      Long on PBW, GEX, and a variety of oil companies,

      Cheers all.
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    • Tue Mar 4th 11:07 AM | Rating: 0 0
      Commented on:
      Sprint Nextel's Internal Explosion
      0.02: No lie just observation/opinion. As far as shorting the stock at this point hmmm... seems to be more momentum investing (2-3 years late) than analysis. WiMax/backhaul tech. from what I've read appears to be the wireless data game changer but rather than invest in S why not the backhaul tech, companies that supply the tech. Pseudo is 'L' n as in natural log. Out.
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    • Sun Mar 2nd 15:01 PM | Rating: 0 0
      Commented on:
      Sprint Nextel's Internal Explosion
      The last paragraph nails it. A service industry that viewed itself as a sales industry. One might argue that these are inseparable, but Sprint chose a more sales driven model that alienated many customers.
      I work in Sprint customer care and let me tell ya the cust. svc. integration with Nextel is far from over. We're using a new cust svc. software that is far from user friendly, and as the the third party provider that runs Sprint's cust. svc. continues to bottom line the service agent wages, there will continue to be employee churn, in turn driving service issues and cust. dissatisfaction. Observing the slow motion car wreck has been fascinating.
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