isaac the terrible

Battery Investing for Beginners, Part 3

Nice Job John, thank you much.

Battery Investing for Beginners, Part 2

Sorry- "do",not "due"

Battery Investing for Beginners, Part 2

John,
I don't know if you've covered this before, but it would be interesting to know what the relative $/ Kwh/ weight is for the various technologies. Also, due you have a sense of the relative potential market for various sectors of storage- light transporation / heavy transport/ grid support?
Thanks, Isaac

Clean Energy Shopping List Series: Index and a Few Bonus Stocks

"For a guy who said at the start of the year that I wanted to reduce my individual positions to no more than 50 companies, I clearly have conflicts: I just listed 39 companies I'd like to buy (at the right price.) "

Tom- this is exactly why there are thousands of investors out here would love to find an ETF product that focused on the Energy Transmission/ Storage/ Efficiency sector. We can't practically take and monitor positions in all these companies, especially when for most of us this won't make up more than 10% of our portfolio.
Come on, I know you and John and Charles can develop an index that an ETF can be based on.

Long Live the Cleantech Revolution

Any suggestions about learning more about the state of Zebra battery developement?, who are the players in that segment?
Thanks

Smart Grid's Enabler - Alternative Energy Storage

Fitz,
I believe its alot more energy efficient (and thus cheaper) to send remotely produced electricity to battery banks that are close to the end users via transmission lines, as opposed to physically transporting the batteries- since they are heavy. I'd like to have abanl of PbC batteries right across from my NG filling port in my garage, with my plug-in NG Ford ultracapactor SUV in between.

John,
Do you think that the PbC technolgy is something that other companies can easily reproduce on their own, if axions work proves viable on a large scale?
Thanks.

Energy Storage Opportunities After the Market Carnage

Thanks for the update John. Its good to have a solid perspective from someone who has practical expertise in this segment, a segment that I wholeheartedly agree is a critical one that will draw alopt of investment dollars over the next decade.
Do you any thoughts on the suppliers of raw materials to this sector, like SQM for lithuim, LYN for rare earths, or others?