User 229640's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/229640/comments http://seekingalpha.com/article/175607-lithium-ion-batteries-and-gevs-false-gods-for-the-new-millennium?source=feed#comment-784919 784919
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But your trivial spreadsheet has it all figured out, and Mazda and Itochu are all wrong (as are AeroEnviroment, EnerDel, A123, Energy Conversion Devices, Th1nk, Japan's postal service and Family Mart, ...) ? Perhaps hype might fool a few small companies and government departments, but it is just ridiculous to claim that of the likes of Steven Chu (a Nobel-prize-winning PhD energy physicist, not a bureaucrat), and Mazda and Itochu are all missing the best bet, much less being played for suckers.

So where are the flaws in your reasoning? There are too many to list, but I'll give one example: Your spreadsheet is overly simple. Take this assumption: " and all GEVs will use electricity from utilities that emit the national average of 585 grams of C02 per kWh."

That number is already dropping as NG and zero-emission sources slowly supplant coal. NG, solar and wind have grown rapidly; no new coal generation is being built, and the oldest and dirtiest are being shut down. Project this forward a year or two to when coal-based plants are being rapidly supplanted by zero-emission sources because they must otherwise be refurbished to stay cost-competitive under carbon caps.

Good luck withstanding the "Spanish Inquisition", John.]]> Tue, 01 Dec 2009 15:31:34 -0500
biz.yahoo.com/prnews/0...

But your trivial spreadsheet has it all figured out, and Mazda and Itochu are all wrong (as are AeroEnviroment, EnerDel, A123, Energy Conversion Devices, Th1nk, Japan's postal service and Family Mart, ...) ? Perhaps hype might fool a few small companies and government departments, but it is just ridiculous to claim that of the likes of Steven Chu (a Nobel-prize-winning PhD energy physicist, not a bureaucrat), and Mazda and Itochu are all missing the best bet, much less being played for suckers.

So where are the flaws in your reasoning? There are too many to list, but I'll give one example: Your spreadsheet is overly simple. Take this assumption: " and all GEVs will use electricity from utilities that emit the national average of 585 grams of C02 per kWh."

That number is already dropping as NG and zero-emission sources slowly supplant coal. NG, solar and wind have grown rapidly; no new coal generation is being built, and the oldest and dirtiest are being shut down. Project this forward a year or two to when coal-based plants are being rapidly supplanted by zero-emission sources because they must otherwise be refurbished to stay cost-competitive under carbon caps.

Good luck withstanding the "Spanish Inquisition", John.]]> http://seekingalpha.com/article/87058-breaking-down-powershares-new-pure-play-wind-etf?source=feed#comment-214262 214262
Sorry, this guy apparently doesn't even know the basics. For example, AMSC's HTS wire is not relevant to wind power. AMSC has some control electronics that are moderately relevant to wind power, but its HTS wire isn't.

I could go on, but do you get the point?]]> Fri, 25 Jul 2008 10:00:13 -0400
Sorry, this guy apparently doesn't even know the basics. For example, AMSC's HTS wire is not relevant to wind power. AMSC has some control electronics that are moderately relevant to wind power, but its HTS wire isn't.

I could go on, but do you get the point?]]> http://seekingalpha.com/article/86760-pickens-plan-comes-in-the-nick-of-time?source=feed#comment-213644 213644
Almost every statement in your post is provably false.]]> Thu, 24 Jul 2008 14:46:41 -0400
Almost every statement in your post is provably false.]]> http://seekingalpha.com/article/86383-5-key-quotes-from-us-airways-on-the-airline-industry?source=feed#comment-212727 212727
That makes no sense as written. Probably a transcription error. Given the context is fuel economy, it probably should have been "winglets", which are small extensions which curve up from the wingtips and reduce energy lost in vortexes created as air slides sideways off the end of the wing.]]> Wed, 23 Jul 2008 17:58:36 -0400
That makes no sense as written. Probably a transcription error. Given the context is fuel economy, it probably should have been "winglets", which are small extensions which curve up from the wingtips and reduce energy lost in vortexes created as air slides sideways off the end of the wing.]]> http://seekingalpha.com/article/86453-lithium-ion-batteries-and-centerfolds-part-ii?source=feed#comment-212712 212712
(2) There is no such thing as "clean coal". It is non-existent technology, nothing but a phrase invented by Big Coal to prevent development of alternatives to filthy coal.]]> Wed, 23 Jul 2008 17:37:56 -0400
(2) There is no such thing as "clean coal". It is non-existent technology, nothing but a phrase invented by Big Coal to prevent development of alternatives to filthy coal.]]> http://seekingalpha.com/article/85973-oil-sands-will-the-greens-cause-us-to-miss-out?source=feed#comment-210701 210701
One can ignore the carbon and more general environmental impacts, until legislation changes the rules. But one cannot ignore the fact that in addition to the oil sands themselves, two other resources are required to produce syncrude from bitumen: water and natural gas. There is an unlimited supply of neither. Have you done the math to project the total amounts of those resources required to produce the syncrude supposedly available in Alberta's oil sands?

I suspect the financial viability of the oil sands resource will be limited by the cost to procure water, rather than oil sand. When transport and desalination of seawater are eventually required, it may be impossible to produce syncrude at a net energy gain. (I know that isn't stopping the corn-to-ethanol business - but absent subsidies it would, and in the meantime few involved are making money at it). And good luck maintaining water pipelines that cross the thawing tundra...
]]> Mon, 21 Jul 2008 12:20:52 -0400
One can ignore the carbon and more general environmental impacts, until legislation changes the rules. But one cannot ignore the fact that in addition to the oil sands themselves, two other resources are required to produce syncrude from bitumen: water and natural gas. There is an unlimited supply of neither. Have you done the math to project the total amounts of those resources required to produce the syncrude supposedly available in Alberta's oil sands?

I suspect the financial viability of the oil sands resource will be limited by the cost to procure water, rather than oil sand. When transport and desalination of seawater are eventually required, it may be impossible to produce syncrude at a net energy gain. (I know that isn't stopping the corn-to-ethanol business - but absent subsidies it would, and in the meantime few involved are making money at it). And good luck maintaining water pipelines that cross the thawing tundra...
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