Seeking Alpha

Clearlead » Comments » ETR

  • Plug-In Natural Gas Hybrid Vehicles: A Game Changer [View article]
    nice idea, but pure electric seems best when considering the carbon constrained world. Utilities that appear really proactive about electric car should include PG&E, Xcel (leader in wind, demand response and smart grid), and DUK. Now that said, this entire concept depends on major grid upgrades, so before this happens Gridwise companies like ABB are the key.
    Jan 29 10:45 am |Rating: +2 -2 |Link to Comment
  • Nuclear Firms Power Up - Barron's [View article]
    nuclear, love it, but agree with billp37 on the lead times...I also like Rod's suggestions, however, more short term there's a play to be had in the area of "efficiency" whether demand response or smart grid.
    Jan 11 09:39 am |Rating: 0 0 |Link to Comment
  • New Enthusiasm for Nuclear Power [View article]
    If I were going to buy into the nuclear story....which is a very long term story...I would be looking at the companies that are involved with the engineering and design issues that will be necessary to clear to get approvals from the States and the NRC. I would also look to those companies supplying the reactors.
    Jul 23 09:35 am |Rating: 0 0 |Link to Comment
  • New Enthusiasm for Nuclear Power [View article]
    I don't get this article, Duke owns nukes, so does PGN (which I believe just got state approval to build two more reactors in Florida)...I think the author needs to recognize that ETR, EXC and NRG have merchant generation, not just nukes.
    Jul 22 10:59 am |Rating: 0 0 |Link to Comment
More on ETR by Clearlead
Clearlead's
Comments Stats
48 comments
Rating: 7 (13 - 6 )