DLB40

The Electric Car Will Usher in Smart Grid 2.0

Opinions 1. Facts 0

GE Is David Hartzell's Highest Conviction Holding - Here's Why

Amen brother! Nuff said.


On Nov 23 06:01 PM User 510704 wrote:

> If things were so peachy then, why is Immelt so far up the governments
> ass that he can't see the light of day, huh? Because he knows he
> is screwed without Uncle Sam to bail him out that's why. And if I
> see one more GE commercial telling us how great they are I'm gonna
> puke...

Fuel Systems Solutions: A Winner in the Alternative Fuels Industry

FSYS bought the home refueling system from Honda this past year, and Honda still has the CNG auto. There are a few in service, but refeulings stations are tough. If I'm not mistaken Boone Pickens drives one to his office every day.

On Nov 23 01:08 PM CGP wrote:

> LNG seems to have worked in Italy for many years.
>
> If not gas from shale plays, methane was mentioned - I don't think
> we're running out of garbage or waste. Also with shale I believe
> output drops in the 50% range after the 1st year but can sustain
> at the lower level for many years. At the very least we should convert
> trucking and public transit (also FSYS plays). Why do we have to
> have a walkoff homerun solution? Can't we solve it with a couple
> of big hits?
>
> For the conspiracy theorists I believe Honda had a promising car
> and home refueling solution which died a seemingly unnatural death.

Fuel Systems Solutions: A Winner in the Alternative Fuels Industry

If you trust wikipedia, you're probably a dial up AOL user. I think I'll just go on widipedia and change us to #1. Check your facts. I'm sure your professionals all belong to the drill anywhere except in the USA crowd. As far as your low density argument Honda has been making CNG autos for some time. They sell like popcorn everywhere except here. 25% of the Fiats sold in Italy last quarter were LNG. Take a look at South America, same thing. Check out the rest of Europe. Do some research. Check your own facts!


On Nov 23 10:53 AM ricardoRI wrote:

> Check your facts: the US does not have the largest gas reserves;
> it is number 6. See en.wikipedia.org/wiki/...
>
>
> Many professionals think we may have reached peak gas, and that remaining
> US supplies may only last a decade. The shale wells currently flooding
> the market have very short lives, and the pollution effects of contaminated
> water may soon make them politically unviable.
>
> We (the US) do have very serious political problems, such as the
> $10,000 fee per engine type per conversion shop that strongly discourages
> CNG conversions. ( As mentioned by previous posters).
>
> CNG has another serious problem, especially for autos: a very low
> energy density. To get the same range, the fuel tank for CNG needs
> to be about four times larger than the comparable gasoline. It also
> needs to be cylindrical for strength, so cannot be form-fitted, like
> most gasoline fuel tanks are.
>
> There are definitely niche applications for CNG, but it is not a
> panacea. In my opinion, NH3 (anhydrous ammonia) has much better characteristics
> for most transportation fuels uses. See ammoniafuelnetwork...
> for more info.

Berkshire Well Positioned for Buffett's Prediction on Electric Cars

If the fuel supply is cut off then the oil fired utilities that supply your electric cars is also cut off. Walk to work. If the oil supply is cut off and we're using our own LNG we drive to work. My argument is sound. We're currently trading one form of slavery for another. Don't you realize how much of an electric car componentry is imported? We are a net importer.....That means our money goes out of the country! Will we have electric eventually? Sure, but not for one very long time. Consider the electric grid. How are you going to supply the power to charge 300 million electric cars. Solar, wind. After 10 years of that huge debacle we currently get less than 1% of our electricity. Apples and oranges? I don't think so.


On Nov 22 05:32 PM Road Runner wrote:

>
> DLB40, You are making a logic mistake. You are comparing a fuel to
> a technology. If the fuel supply is cut off, then the US comes instantly
> to a halt. But, if the batteries and electric car components, like
> rare metals in motors, is cut off, will can still use the ones we
> previously purchased. The US economy doesn’t come to an instant stop.
> We have time to adjust.
>
> You are comparing apples and oranges.

Fuel Systems Solutions: A Winner in the Alternative Fuels Industry

Brendan Coffey Said: "For one, Italians love natural gas powered vehicles. One recent report estimated that 25% of the vehicles sold in Italy last quarter run on compressed natural gas (or methane).

That’s an astonishing amount. And that doesn’t include the large number of after-market CNG conversions that are done to cars in Italy, too. As the largest automaker in Italy, Fiat is sending CNG-powered cars into the market. This spring, it announced six models for the Italian market that are able to run on either gasoline or natural gas."

Brendan Coffey is absolutely correct:
20 years ago I sold Hyster forklifts. We were converting the gas fired models to dual fuel at that time. No big deal. I think the cost to the customer at that time was less than $750 per unit. I'm betting that all of the forklift dealers are doing it still. FSYS owns Impco, which makes the conversion kit. (They're selling these kits all over the world today for over the road use. Except USA.) As I understand it big oil lobbying at that time made it impossible to convert automobiles in the USA to LPG or LNG.
Currently a shop or auto dealer can convert gas to LNG, but the license per car model and engine type is $10,000 per.
That means that no aftermarket shop or dealer is going to shell out over $100,000 for licenses to convert 10 different car models.

Berkshire Well Positioned for Buffett's Prediction on Electric Cars

Batteries will only change our dependence on Overseas oil from the Oil cartel ,to dependence to China and their Battery cartel. BTW please check on the pollution from battery component mining and the battery production pollution. Net gain for the USA is Zero. Natural gas is ours. Net gain to the USA 100%


On Nov 22 12:09 PM JCC wrote:

> Interesting is that we now have an opportunity for two competing
> transportion fuels that would dramatically cut our oil imports.<br/>
>
> 1. Electric vehicles - This trend is on the way, and unless something
> changes it will come to pass. This will involve massive industrial
> and distribution changes that would benefit the USA.
>
> 2. Natural Gas- We now have over 100 years supply, and have largely
> quit exploring. This would also involve massive industrial and distribution
> changes that would benefit the USA. For natural gas to become a major
> player, legislative incentives will probably be necessary.
>
> It is nice to have two possibilities, both of which would end our
> dependence upon imported oil.

Berkshire Well Positioned for Buffett's Prediction on Electric Cars

All of the batteries are imported. China jobs=Lots. US jobs=Zero.


On Nov 22 08:50 AM ECONOMICS 101 wrote:

> Joseph Mancinelli and Cosmo Mannella of LIUNA applaud any good idea
> that will create more jobs for North Americans.
> This concept that hopefully becomes a reality is excellent.
> It will create many jobs from the auto industry, retail gas bars,
> battery manufacturing, in/out battery stores, etc..
> "we will watch anxiously as this unfolds, we believe in Mr. Warren
> Buffett" says Joseph Mancinelli and Cosmo Mannella

Is the Market Reversal Already Happening?

This is without doubt the most insightful comment made concerning this article. Good job Bull Run


On Nov 22 10:43 AM Bull Run wrote:

> I agree Peter; there is NO shame in taking money off the table, particularly
> before the fund manager sell, at years end.

Tax Credits Could Help Boost U.S. Solar Industry

I think the government should offer the same giveaway incentives to the people who mow the lawns, wash the windows, pick up the trash and clean the buildings at these companies. They give 30-40% incentives to the mfrs. and also give 30-40% incentives to the buyers. Wow what a business model. And these are the guys who want to take over healthcare! "I'm from the government and I'm here to help."
Oh by the way aren't these incentives our tax dollars??

GE to Close Its Only U.S. Solar Panel Factory

Yes let's keep roaring ahead with wind and solar. Do they account for more than 3/4 of 1% of our energy production yet? Will they get to 3% in ten years. I doubt it.
Come on people......Get real!! the ChiComs are drilling 90 miles from Florida in Cuban waters, and have also secured all of the Canadian Oil that is being developed. They're locking up control of oil resources all over the world. The Russians are roaring ahead and are now or will soon be the #1 oil producer in the world. What in the world con possibly cause any of you to talk about the wind solar gibberish when we're rapidly becoming a has-been 3rd world power who will be 20 Trillion Dollars in debt in 10 years?

Green Energy Investing for Beginners, Part I

" My ten green stocks for 2008 lost 55% that year, but this was still better than all the ETFs and all but one of the mutual funds in 2008. Most of these lost between 60% and 70% of their value in 2008. In the first three quarters of 2009, my ten picks returned 41.5%, handily beating the green ETF I chose as a benchmark"

Wow I can hardly wait for the new list!!!

Fuel Systems Rockets Higher: Wish We Had More Exposure

LPG is only going to get larger. Pay attention to Pickens Plan and what's happening in congress with the bill he's pushing. My 3 largest positions are FSYS, CLNE, and WPRT. Pay close attention to Ford and GM. (Not to buy their stock) I read recently somewhere that they are slowly starting to offer LNG on a select few of their pickups. I think only for fleet or corporate customers. If anyone has more info on that in particular. Let's hear from you.

Three Macro Musings

Sorry that you aren't long FSYS. They knocked the cover off the ball this quarter. My 3 largest positions are FSYS, CLNE, and WPRT. Pay close attention to Ford and GM. (Not to buy their stock) I read recently somewhere that they are slowly starting to offer LNG on a select few of their pickups. I think only for fleet or corporate customers. If anyone has more info on that in particular. Let's hear from you.

Exelon CEO Asks Senate to Put Nukes in Renewable Portfolio Standards

We shouldn't worry. Pretty soon wind power will leap to almost 1% of our needs, and when you add in another 1% for solar we're almost home free. Our future energy needs will be met as follows. We will all have electric cars powered by Chinese built batteries. That'll teach OPEC. We need to stick by our new Asian friends. What could possibly go wrong?