ripskii's Comments ripskii's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/171385/comments 12 Stocks Poised to Profit from Energy, Infrastructure in 2010 http://seekingalpha.com/article/179039-12-stocks-poised-to-profit-from-energy-infrastructure-in-2010?source=feed#comment-815685 815685
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Mon, 21 Dec 2009 10:35:24 -0500
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High Gold Prices: It's the Oil, Stupid http://seekingalpha.com/article/175002-high-gold-prices-it-s-the-oil-stupid?source=feed#comment-780291 780291 Fri, 27 Nov 2009 22:53:44 -0500 High Gold Prices: It's the Oil, Stupid http://seekingalpha.com/article/175002-high-gold-prices-it-s-the-oil-stupid?source=feed#comment-777076 777076 WPRT) and the LNG models can travel a long distance before refueling, so only a few carefully sited LNG refueling stations can support our long haul network. A number of them are in place now. See CLNE reports for current status and plans on that front. The train has already left the station and could be greatly accelerated by some wise policy decisions in Washington, which so far are lacking, Write your representatives and demand action now!]]> Wed, 25 Nov 2009 10:18:49 -0500 WPRT) and the LNG models can travel a long distance before refueling, so only a few carefully sited LNG refueling stations can support our long haul network. A number of them are in place now. See CLNE reports for current status and plans on that front. The train has already left the station and could be greatly accelerated by some wise policy decisions in Washington, which so far are lacking, Write your representatives and demand action now!]]> High Gold Prices: It's the Oil, Stupid http://seekingalpha.com/article/175002-high-gold-prices-it-s-the-oil-stupid?source=feed#comment-776359 776359
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Tue, 24 Nov 2009 22:43:23 -0500
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The Great Geopolitical Battle Over Natural Gas Transit Routes http://seekingalpha.com/article/174277-the-great-geopolitical-battle-over-natural-gas-transit-routes?source=feed#comment-770116 770116 Fri, 20 Nov 2009 22:22:05 -0500 Bright Future for Petrobras and Brazil http://seekingalpha.com/article/174228-bright-future-for-petrobras-and-brazil?source=feed#comment-768445 768445
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Fri, 20 Nov 2009 01:22:37 -0500
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Are Oil and Natural Gas Cheap or Expensive? http://seekingalpha.com/article/171769-are-oil-and-natural-gas-cheap-or-expensive?source=feed#comment-747999 747999
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Fri, 06 Nov 2009 10:41:49 -0500
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A Crude 10 Year Perspective: The DJIA, Oil and Gold http://seekingalpha.com/article/167156-a-crude-10-year-perspective-the-djia-oil-and-gold?source=feed#comment-720551 720551
We need to immediately ramp of our use of domestic gas for transport fuel as you suggest to reduce our trade deficit and improve our energy security. We also should immediately push forward on advanced fast nuclear power generation to provide base load electrical capacity and also solve our long term nuclear waste storage problem. Other counties are working on this technology (Japan, Russia, China etc.) so we won't be a leader in this for export either if we don't move forward soon. More good paying U.S. high tech jobs are at stake too.]]>
Mon, 19 Oct 2009 11:24:41 -0400
We need to immediately ramp of our use of domestic gas for transport fuel as you suggest to reduce our trade deficit and improve our energy security. We also should immediately push forward on advanced fast nuclear power generation to provide base load electrical capacity and also solve our long term nuclear waste storage problem. Other counties are working on this technology (Japan, Russia, China etc.) so we won't be a leader in this for export either if we don't move forward soon. More good paying U.S. high tech jobs are at stake too.]]>
The U.S. Dollar and Oil: Is an Endgame Near? http://seekingalpha.com/article/165251-the-u-s-dollar-and-oil-is-an-endgame-near?source=feed#comment-708153 708153 Thu, 08 Oct 2009 00:55:58 -0400 The Big Picture http://seekingalpha.com/instablog/173432-michael-fitzsimmons/30002-the-big-picture?source=feed#comment-708145 708145
Note that Europe is using diesel fuel for cars because they are so much more efficient. $7-9/gal fuel prices makes efficiency much more valuable to consumers. Honda builds a European diesel car (Accord) that achieved 90 mpg in test runs and it wasn't a hybrid either. The engine was designed by their famous race engine designer who was given a free hand at his request to build an advanced engine. Note this engine doesn't require urea to meet all the clean air requirements using the low sulfur diesel fuel. Imagine what they could accomplish do if they applied this approach to a hybrid NG design. ]]>
Thu, 08 Oct 2009 00:49:35 -0400
Note that Europe is using diesel fuel for cars because they are so much more efficient. $7-9/gal fuel prices makes efficiency much more valuable to consumers. Honda builds a European diesel car (Accord) that achieved 90 mpg in test runs and it wasn't a hybrid either. The engine was designed by their famous race engine designer who was given a free hand at his request to build an advanced engine. Note this engine doesn't require urea to meet all the clean air requirements using the low sulfur diesel fuel. Imagine what they could accomplish do if they applied this approach to a hybrid NG design. ]]>
The U.S. Dollar and Oil: Is an Endgame Near? http://seekingalpha.com/article/165251-the-u-s-dollar-and-oil-is-an-endgame-near?source=feed#comment-708004 708004 Wed, 07 Oct 2009 21:13:27 -0400 How Much Natural Gas Remains in the USA? http://seekingalpha.com/article/164713-how-much-natural-gas-remains-in-the-usa?source=feed#comment-704379 704379 Mon, 05 Oct 2009 20:13:25 -0400 Battery Investing for Beginners, Part 2 http://seekingalpha.com/article/164026-battery-investing-for-beginners-part-2?source=feed#comment-699480 699480
Thanks again for inciting this excellent forum for discussion on various battery (storage) solutions. Your many contributors bring a useful and diverse experiences to the discussion along with many good insights. Having used a number of various battery technologies over many years for small capacity but demanding applications, I appreciate the auto vehicle problems where real costs are a big part of the equation (unlike many research applications). A relevant question is how much will these developments (or lack thereof) affect our economy and future? The question of natural resources is very interesting, but perhaps less than critical because we have often overcome the difficulty of providing for external resource needs. The cold war mentality promoted the concept that we must become self sufficient in everything, but it isn't always necessary for successful production of a product in demand worldwide. ]]>
Thu, 01 Oct 2009 23:16:08 -0400
Thanks again for inciting this excellent forum for discussion on various battery (storage) solutions. Your many contributors bring a useful and diverse experiences to the discussion along with many good insights. Having used a number of various battery technologies over many years for small capacity but demanding applications, I appreciate the auto vehicle problems where real costs are a big part of the equation (unlike many research applications). A relevant question is how much will these developments (or lack thereof) affect our economy and future? The question of natural resources is very interesting, but perhaps less than critical because we have often overcome the difficulty of providing for external resource needs. The cold war mentality promoted the concept that we must become self sufficient in everything, but it isn't always necessary for successful production of a product in demand worldwide. ]]>
Natural Gas Momentum Likely to Continue - Blackmont http://seekingalpha.com/article/161861-natural-gas-momentum-likely-to-continue-blackmont?source=feed#comment-682465 682465
You miss the point about full storage. If there is no place to put the NG then production must be equal demand (use) or less. The CEO of CHK has acknowledged this fact when he stated they would not further lower production until storage capacity was reached because all producers will then be forced to cut back production. ]]>
Fri, 18 Sep 2009 10:53:36 -0400
You miss the point about full storage. If there is no place to put the NG then production must be equal demand (use) or less. The CEO of CHK has acknowledged this fact when he stated they would not further lower production until storage capacity was reached because all producers will then be forced to cut back production. ]]>
Natural Gas Momentum Likely to Continue - Blackmont http://seekingalpha.com/article/161861-natural-gas-momentum-likely-to-continue-blackmont?source=feed#comment-680599 680599 Thu, 17 Sep 2009 10:27:21 -0400 Why the Sudden Run Up in Natural Gas Prices? http://seekingalpha.com/article/161489-why-the-sudden-run-up-in-natural-gas-prices?source=feed#comment-678595 678595 Wed, 16 Sep 2009 00:38:35 -0400 Why Is Congress Agnostic About Natural Gas? http://seekingalpha.com/article/160548-why-is-congress-agnostic-about-natural-gas?source=feed#comment-668727 668727
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Wed, 09 Sep 2009 11:46:55 -0400
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Natural Gas: America's Energy Salvation http://seekingalpha.com/article/159932-natural-gas-america-s-energy-salvation?source=feed#comment-665727 665727 WPRT) now produces NG engines in partnership with Cummings that are installed in many buses and trucks.

In the long term NG is a transition fuel and while we must aggressively develop its use now we must also develop advanced nuclear reactors such as the IFR design to provide clean sustainable base load electricity for our future. The IFR design can burn accumulated nuclear waste as fuel converting it into much shorter half-life material. Davewmart has accurately described some of the many roadblocks to this progress that much be removed. Since this is a long term development it must be started now in order to be in place when we need it not to mention secure the U.S. future in the industry which is sure to grow. ]]>
Mon, 07 Sep 2009 22:55:53 -0400 WPRT) now produces NG engines in partnership with Cummings that are installed in many buses and trucks.

In the long term NG is a transition fuel and while we must aggressively develop its use now we must also develop advanced nuclear reactors such as the IFR design to provide clean sustainable base load electricity for our future. The IFR design can burn accumulated nuclear waste as fuel converting it into much shorter half-life material. Davewmart has accurately described some of the many roadblocks to this progress that much be removed. Since this is a long term development it must be started now in order to be in place when we need it not to mention secure the U.S. future in the industry which is sure to grow. ]]>
Energy Secretary Chu Wimps Out Again http://seekingalpha.com/article/158800-energy-secretary-chu-wimps-out-again?source=feed#comment-654108 654108
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Mon, 31 Aug 2009 00:25:46 -0400
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Energy Secretary Chu Wimps Out Again http://seekingalpha.com/article/158800-energy-secretary-chu-wimps-out-again?source=feed#comment-651565 651565
Clearly most of the current efforts to reduce our use of imported oil are politically driven and appear under control of the status quo lobbyist. If an oil to gas price ratio of a historic 24 cannot increase our use of the lower cost alternative one has to question the entire system.]]>
Fri, 28 Aug 2009 17:02:36 -0400
Clearly most of the current efforts to reduce our use of imported oil are politically driven and appear under control of the status quo lobbyist. If an oil to gas price ratio of a historic 24 cannot increase our use of the lower cost alternative one has to question the entire system.]]>
How PHEVs and EVs Will Sabotage America's Drive for Energy Independence http://seekingalpha.com/article/158422-how-phevs-and-evs-will-sabotage-america-s-drive-for-energy-independence?source=feed#comment-649970 649970
First class article and good analysis. Unfortunately you also bring to the forefront the problems associated with technical solutions that are driven by short term political considerations to the exclusion of solid long term science. If the objective is to substantially reduce our use of imported oil (to reduce our trade deficit) then natural gas fueled vehicles are the obvious near term solution. All the technology now exists and could be combined with various hybrid technologies to further reduce consumption.

The other issue not often discussed is the cost of electrical energy required to supply PHEV and EV's. Those rates vary by area and are rising along with the general energy complex. In order to support a large number of PHEV and EV's serious electrical grid improvements are needed that entail large costs.

www.eia.doe.gov/cneaf/... ]]>
Thu, 27 Aug 2009 20:58:53 -0400
First class article and good analysis. Unfortunately you also bring to the forefront the problems associated with technical solutions that are driven by short term political considerations to the exclusion of solid long term science. If the objective is to substantially reduce our use of imported oil (to reduce our trade deficit) then natural gas fueled vehicles are the obvious near term solution. All the technology now exists and could be combined with various hybrid technologies to further reduce consumption.

The other issue not often discussed is the cost of electrical energy required to supply PHEV and EV's. Those rates vary by area and are rising along with the general energy complex. In order to support a large number of PHEV and EV's serious electrical grid improvements are needed that entail large costs.

www.eia.doe.gov/cneaf/... ]]>
Debunking PHEV Mythology http://seekingalpha.com/article/157764-debunking-phev-mythology?source=feed#comment-644540 644540
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Mon, 24 Aug 2009 22:20:36 -0400
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Natural Gas: Was Thursday Capitulation Day? http://seekingalpha.com/article/157601-natural-gas-was-thursday-capitulation-day?source=feed#comment-640559 640559
"We're gonna be full up on storage by the end of the year," McClendon said. "It'll cause involuntary curtailment. There's no reason for us to voluntarily curtail gas when pretty soon everyone will have to do it on an involuntary basis. We didn't see any reason to take it on the chin for the team right now."

At the current rate of injection we should reach full within the next three months unless a hurricane shuts in GOM production.]]>
Fri, 21 Aug 2009 19:06:01 -0400
"We're gonna be full up on storage by the end of the year," McClendon said. "It'll cause involuntary curtailment. There's no reason for us to voluntarily curtail gas when pretty soon everyone will have to do it on an involuntary basis. We didn't see any reason to take it on the chin for the team right now."

At the current rate of injection we should reach full within the next three months unless a hurricane shuts in GOM production.]]>
Natural Gas Could Cure What Ails America http://seekingalpha.com/article/157537-natural-gas-could-cure-what-ails-america?source=feed#comment-640135 640135 Fri, 21 Aug 2009 14:16:50 -0400 Is Copper Running Out of Steam? http://seekingalpha.com/article/156169-is-copper-running-out-of-steam?source=feed#comment-630626 630626 Fri, 14 Aug 2009 21:08:20 -0400 Today in Commodities: Less Bad Is Good? http://seekingalpha.com/article/156015-today-in-commodities-less-bad-is-good?source=feed#comment-629304 629304
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Fri, 14 Aug 2009 00:06:04 -0400
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The Chevy Volt Could Transform Fuel Economy http://seekingalpha.com/article/155636-the-chevy-volt-could-transform-fuel-economy?source=feed#comment-628320 628320 Thu, 13 Aug 2009 11:42:43 -0400 How Natural Gas Can Save the U.S. Economy http://seekingalpha.com/article/155434-how-natural-gas-can-save-the-u-s-economy?source=feed#comment-627558 627558
On another point I don't believe the disaster at Kingston TN by the coal industry is well known and I've never seen a cost applied to it. This is just another example of ignoring the total cost of a particular solution. ]]>
Wed, 12 Aug 2009 21:24:52 -0400
On another point I don't believe the disaster at Kingston TN by the coal industry is well known and I've never seen a cost applied to it. This is just another example of ignoring the total cost of a particular solution. ]]>
How Natural Gas Can Save the U.S. Economy http://seekingalpha.com/article/155434-how-natural-gas-can-save-the-u-s-economy?source=feed#comment-627236 627236
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Wed, 12 Aug 2009 16:01:46 -0400
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Oil Is Still the Key to U.S. Economic Future http://seekingalpha.com/article/153353-oil-is-still-the-key-to-u-s-economic-future?source=feed#comment-615357 615357
Davemart: Thanks for posting the thorium reactor info and links. It appears that the concept is similar to the IFR reactor program that was shut down in the 1990's. Both approaches are breeder types that use liquid salt cooling systems so the reactor can operate a low pressure and are very much more efficient users of the radioactive materials. I feel that advanced fast reactors are the long term solution for most of our base load electrical generation since they can burn the accumulated light water reactor waste so we must get going on the necessary development to finalize a workable design. GE has a version of the IFR reator, but of course nothing has been done on that front for a very long time. Natural gas is a good transition fuel to solve our immediate problem, but we need to define what the transition is to and develop a workable plan to arrive there before the time expires to accomplish a good solution.

bravenewclimate.com/20.../]]>
Tue, 04 Aug 2009 18:11:09 -0400
Davemart: Thanks for posting the thorium reactor info and links. It appears that the concept is similar to the IFR reactor program that was shut down in the 1990's. Both approaches are breeder types that use liquid salt cooling systems so the reactor can operate a low pressure and are very much more efficient users of the radioactive materials. I feel that advanced fast reactors are the long term solution for most of our base load electrical generation since they can burn the accumulated light water reactor waste so we must get going on the necessary development to finalize a workable design. GE has a version of the IFR reator, but of course nothing has been done on that front for a very long time. Natural gas is a good transition fuel to solve our immediate problem, but we need to define what the transition is to and develop a workable plan to arrive there before the time expires to accomplish a good solution.

bravenewclimate.com/20.../]]>