CPST1

Too Soon to Re-enter Oil Stocks?

The option to exercise the utility for any given source of energy is certainly a credential becoming more attainable to more households, businesses, and institutions through ready advancement of technology aided combustion systems. We've also seen geo thermal work exceptionally well by reducing cost of winter heating 50% and eliminating #2 fuel. Strikingly, the conversion to LP, or wood pellet sourced fuel is tantamount to the winter heating season soon to be upon us. It's the diversification and change from doing the same routine the same way that is shifting the demand for fuels more so than the daily spot price which we all can see now is not to be relied upon. Short term supply of ethanol in abundant quantity is as yet to be fully factored because of the first signs now of a high yield corn harvest. Like a flex fuel vehicle so to can there be more diversified application of building utility self contained power systems that can optimize the need for energy as a function of that energies cost. There are so many crossroads that have never been reached before that each new generation of appliance will likely use a fuels complete functionality as it propels the appliance, it is intended to power. Back in the old days we only had use to use less gas on the pedal.

Too Soon to Re-enter Oil Stocks?

Add bio fuels because of mandates to the blend and the margins change drastically because, by law, certain fuels used for transportion are required to use ethanol. There is a reduction for gas and not for ethanol. Most ethanol is transported by rail before blending and crop (ethanol) harvest yields are expected to be at record levels this year. The jump in oil price has not withstood its value and instead reduced its demand.

Energy Stocks Are Too Cheap to Ignore - Barron's

How is the value added when oil prices go up countered when those prices reduce demand? i.e. Auto travel in the US was 12.2 billion fewer miles in June than the same month a year earlier.

(Maine, down 7 percent, and Florida, down 6 percent. Western states with wide-open spaces were also part of the trend -- down 7.7 percent in Montana, 6.9 percent in Washington, 6.8 percent in Wyoming, 6.7 percent in Nevada, 6.2 percent in Kansas and 6.1 percent in Alaska.)

> 400 million fewer gallons of gasoline and 318 million fewer gallons of diesel in the first quarter of 2008 than in the same period in 2007

Energy Stocks Are Too Cheap to Ignore - Barron's

RE: NE Energy cost and $5 diesel

$1200 to fill a logging truck with diesel fuel is not viable or sustainable. They will have to find an alternative fuel in order to continue. Same is just as true to fill a 275 gallon oil tank with home heating oil. On average, a home may well consume 1200 gallons of heating oil each heating season. Or, as stated is likely using in excess of 20% more than it should by design, or consumption. Maine households for example consume 400 million gallons of home heating oil, its institutions 100 million gallons per annum.

As a side note. The world's largest pellet mill is located in Florida. It primarily ships wood pellets of southern white pine for home heating to the EU. The home equipped with a pellet boiler in parallel or in series with an oil boiler, will require perhaps 6 tons of pellet fuel per heating season at $300/ton. Generally, a cord of wood is 155 gallons of oil, or, 1 ton of pellets are less than 1 cord of wood in terms of btu/hr.

The demand for pellet stoves, boilers, and wood pellets has temporarily exceeded current supply. The exhaust from an outdoor wood burner can be equivalent to 4 trucks idling. Cord wood cost $220 delivered.

mesys.net/index.php

Energy Stocks Are Too Cheap to Ignore - Barron's

Around here the notice has been served and that is individual households that rely 100% on petroleum to heat with, can no longer with any sense of security rely on stable oil prices. In geo-political cost there is as much to be argued and that only perpetuates the cost of the problem and often if ever does anything to resolve the problem.

The "energy" stocks do nothing more than supply product. The social impact of a destabilized market place is the one area these companies could perform and instead they accept any term or condition to produce product.

In the northeast by way of example the hyper pricing we've seen has caused near panic or more so breaking points a person or company can withstand to accept the given price for any of the products the "energy" companies supply.

Government programs that help the poor pay for heating oil will fail at the price levels of $4.50 per gallon of heating oil or above. $5 diesel simply shuts down trucking firms. Four day work weeks, lay offs, or factory shut downs are cost that displace every aspect of lifestyle and livelihood.

For the amount of profit generated is it really worth the social cost to society? I would argue respectfully there is also excessive waste of fuel and more so that most homes heated with oil are using outdated or poorly planned systems, the houses antiquated, or that waste is 20% regardless of stated efficiency. I'd argue further that the value of alternative fuels in any given area are now marked to the market and the local energy market for any given sort of fuel is an economic base not yet fully realized and in parts of the northeast for energy money to be spent on local hard goods is something never experienced on the scale as we have before us now.

The measure of change is how effectively the local markets shift away from relying on "energy" companies to provide the fuel required for their (our) own well being, and that is fundamental to any term or condition the market place is likely to move towards.

A fair and equitable means of exchange where fuel cost can be moderated given the local condition of heating or transportation. When oil runs out then of course the stock will be worth no more than the hole in the ground, and still at the cost ruin.

Wind's Our Future, but Natural Gas Is Now

www.hydrogenics.com/on...

Wind's Our Future, but Natural Gas Is Now

Wind generation used for co-generation of hydrogen is a potential that must also be factored into the viability of wind farms as is the process from which to transport hydrogen when considering it as a universal fuel.


Hydrogen potential from NG or wind farm distribution models must also be incorporated as an investment strategy in order to reach the full potential of a sustainable and renewable fuel vehicle. As much as NG is expendable, then so to is the wind.

Wind Power conversion in the form of a hydrogen fuel cell storage and power module is shown in this illustration from the following link.

hydrogenics.com/onsite...

Wind's Our Future, but Natural Gas Is Now

Fuel speculation is always attractive because it offers immediate incentives to believe the problem is solved. The next question is what is using NG that offers the return. Is it going to power an 18 wheeler down the road, or a light weight golf cart? Natural gas has virtues that allow for extration and co-generation of electricity or that NG is used directly to create mechanical motion, yet, it is the appliance or the application of NG that will emerge as the market leader and not so much the fuel. The scale of efficiency ultimately mandates that we use less fuel and not more. Using the map as shown above the proven reserves are well recorded and vast amounts of NG is consumed nation wide already, only where is the application that solves the fuel crisis as we know it today?