AndyMan

The Truth About Fossil Fuels and Renewable Energy (Part II)

I think most of us have come to the conclusion that wind and solar are not yet viable alternatives yet.....and I agree with the author that we should remove all subsidies and see which come to the top. That goes for everything...not only energy related.

But it seems as though the stock recommendations are somewhat making bets on which fuel we are going to use in the future.....and I am sure some will be good bets (I invest in NG, oil, coal, uranium producers) but wouldn't it be a better bet to just bet on electricity demand increasing? If this is so, wouldn't companies that produce electricity benefit? They also would benefit from any advances in energy gathering/way of producing energy.

The only downfall I can think of is energy efficiency reducing demand. But if we do go to electric cars, I would imagine they would be a gold mine for an investment opportunity....and they also provide solid dividends.....plus with all the money printing going on, they typically hold a lot of debt....and they can pay this debt down with a currency which is consistently going down. icing on the cake.

So it doesn't matter what power source is used....we need power....and if electricity demand increases...we win as investors. Anything I am overlooking?

And in terms of efficiency.....thinking out of the box here. We spend a lot of the energy on moving a car and person......the car itself takes a lot of energy to move, perhaps the car and even the person doesn't need to be moved, but only the items? What if we make a infastructure where only goods are transferred from place to place...it could be a magnetic train set up, a compressed air set up, fossil fuel based, electrical, whatever. This would cut down demand HUGE. We could basically order everything over the phone or internet.

Wind's Our Future, but Natural Gas Is Now

My vote goes to all electric vehicles.

infastructure is there.

Control pollution at the power plants......add whatever you want to generate the power. its much more resiliant than NG cars.

You can add coal power plants, NG, Nuclear, wind solar, etc.

Wind's Our Future, but Natural Gas Is Now

I don't think hydrogen will really ever get off its feet. its too inefficient to break down molecules.

I mean think about all the energy lost to gather the energy....transmist the energy...and then use energy to break the molecules apart. How much power actually gets stored? like 10-25% of the initial amount of the source? This doesn't seem very efficient at all....battery technology today is MUCH more efficient than that. basically limited to the 35-40% loss of the transmission, and a little to charge the batteries.

NG may have large reserves.....and the E&P companies are proving up large reserves of shale gas. But what is the EROEI on shale gas? Are the flow rates comparable to conventional gas? Do we have enough rigs to drill to maintain growth?

We know from oil that there is a lot of shale out there....but the EROEI is low.....and the cost of infastructure is high......and to do any meaningful addition of FLOW rates to the existing production is difficult.

I feel this is the same for shale gas...although I do own the shale E&P companies for investment.

efficiency and flow rates.......