tplinston

Ocean Power, WaterFurnace and Energy Recovery: Possible Takeover Candidates?

A better way of looking at OPTT is as a cash shell with a technology it has been unable to meaningfully scale. I would expect a ocean based technology or offshore wind developer to reverse in and finally put the cash to a good use.

America Is Creating Green Energy Jobs...in China

Also interesting to point out that the A-Power kit is licensed from a Germany company Fuhrländer so a slice of your stimulus is heading there as well.

It's also worth remembering that the 86% odd of funds heading out of the country also includes larger portions given to companies such as Iberdrola. In reality these companies simply acquired an American company and still employ quite a few US people and the bulk of the money is heading back into the US to fund 2010 development. Providing futher constuction and O&M jobs.

Dig a little

Meet the Top 10 Low Carbon Footprint Vehicles of 2009

I drive a BWM diesel blue series. Luxuary car and to date I have average 59mpg on a mix of London and country roads.

This list features some of the least inspiring boxes on wheels I have ever seen. Cars are not brought just on performance you have to capture the imagination. Mass up take will require more than discounts and green fluffy hugs. Lets demand some style. Otherwise you are better off sticking to a high efficient diesel car for now. Honorable mention to the mini of course, an icon.

Don't Bet on a Big Rally for Alt Energy Stocks This Year

If not renewables then what else will suppliment the energy gap. New large scales coal has been looking dead in the water for sometime and new nuclear will be as hard if not harder to finance than wind. That leaves us with gas. The volume of new gas CCGT going in globally is set to cause a rapid price spike. Canadian supplies are in decline, as are those in norhern Europe, that leaves us with Iran and the bits of the Middle East we still like. As gas spikes the marginal cost of electricity spikes and hey presto wind is back, no?

Will this happen in 2009, no. Will investors notice the inevitable surprise on their door step and the knock on for scalable renewable energy technologies in 2009, in my view yes. I would see a rally in leading wind stocks and a rise for leading renewable focused IPP's with balance sheet strength, flexibility and pipeline in 2009.

Is Alternative Energy Dead?

Great article!

Economics always wins, coal is king for now. For alternatives to compete you have to change the way the US prices the externalities of fossil fuel generation. Subsidies can be discounted as both renewables and fossil fuels are subsidised equally in historic real terms.

Carbon at $50 a tonne should make it interesting, but if the chat of the US joining the EU system are correct you can forget that. We in the EU don’t have the fortitude to allocate credits correctly to sustain a market.

Let all support electric cars and public transport systems. The good coal mining folk in the US must be rubbing their hands together and deciding which mountain top to blast next!

U.S. In the Midst of a Revolution

Very interesting. Would the last one out of Detroit please turn of the lights

Saudis Try to Re-Invent the Internal Combustion Engine

to coin a phase means to invent one, not as you mean to use someone elses

6 Dividend Paying Stocks with Exposure to Alt Energy

I was under the impression that Timken's exposure to the wind sector was sub 5% of their annual revenues. It is a key area of expansion for them, but currently more exposed, revenue wise, to industrial lubricants than wind.