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.

$300/Barrel Oil Is Coming - Barron's Interview

tough to say where oil goes long term.....in terms of price.

But I can say that oil is getting heavier.....we are going to deeper waters, taking on more expensive projects....and exporting countries are all cannabolizing their exports with growing internal demand....and/or declining production aside from a few countries.

in 5-7 yrs....$300 is easily doable.

The deep sea oil fields will be getting smaller and smaller....mexico will be a net importer of oil....all new hybrids or NG cars will not be phased in to make up the lost amount of oil...etc.etc.etc

Oil Manipulations Exposed

For abiotic oil to save the day....the rate of that would need to regenerate itself at hundreds of millions of barrels a day.

I highly doubt that we can grow exponential and have the RATE of oil production meet our demand......abiotic, if true, could only cover a very small portion of demand.

There is nothing on this earth or solar system that can cover exponential growth.....the argument can be food, metals, energy, etc. Sure we can probably produce a lot more of food or energy...or possibly metals from other metals....but we aren't god...and we cannot make something from nothing when it comes to that point.