drbob66

Forget GE, These Are the Industrials Investors Should Consider Owning

Since when are construction and engineering companies (JEC, FLR, MDR, GVA) considered industrials?

And Clean Harbors...do you even know what they do? They're an environmental services company, not an industrial company...they don't MAKE anything - they dispose of stuff.

The Five Most Important Energy Forecasts of 2008

Interesting reading in those links you provided. Thanks!


On Dec 10 02:23 PM frflyer wrote:

> The hand
> You mentioned line loss over long distances.
> That's why all the sensible energy plans call for new high voltage
> DC transmission lines or HVDC to bring power from solar and wind
> farms to other parts of the country. There is much less line loss
> with HVDC over long distances. Anything over 30 miles favors DC
> in fact. Don't confuse this with the use of superconductors that
> john s. gordon mentions in his comment.
>
>
> Andy 1234 -you may be an engineer, but you are under-informed.
> The numbers have been crunched and these ideas are mostly well thought
> out. Solar thermal power plants with heat storage can act as base
> load power, as they produce a steady output of power even at night.

>
> What's more, they can store heat 20-100 times cheaper than storing
> electricity.
> They will be able to provide power at 5-8 cents a kWh once they are
> up to scale in several years.
> They are fast to build and use ordinary building materials. So low
> tech we could have done it 100 years ago. They can be air or water
> cooled, and can even desalinize water at the same time, when water
> cooled. Molten salt is the best medium for storing heat. United
> Technology's Sunstrand/Rockedyne division has developed advanced
> systems for molten salt use. They have also created a new solar
> thermal company called Solar Reserve. There are about 10 companies
> I've heard of in solar thermal.
>
> See the article in Scientific American that proposes building solar
> plants in the southwest, achieving 69% solar grid by 2050 and spending
> less in tax dollars over 35-40 years than we spent on the internet
> in the last 35 years.
> One fourth or less than we now give oil companies in subsidies and
> tax credits.
> www.sciam.com/article....
>
> For more on solar thermal:
>
> www.salon.com/news/fea...

>
>
> climateprogress.org/20.../

>
>
> solarsouthwest.org/
>
> Combining centralized solar in the southwest with distributed power
> from solar panels all over the country will give us solar on a vast
> scale. Photovoltaics are within a few years of grid parity, not
> including the external or hidden costs of fossil fuels.
>
> Wind is also much cheaper to build than coal or nuclear plants and
> about a third the cost of building nuclear. A recent govt report
> says we could have 20% wind power by 2030. Solar could be bigger.
>
>
> Geothermal with advanced technology could be huge.
>
> The costs of not switching to renewable energy far exceeds the cost
> of doing it.
>
> In the U.S. with a tiny fraction of our power coming from wind and
> solar, we talk constantly about the "intermittency&amp... of solar
> and wind.
> Meanwhile Denmark already has 20% wind power. Parts of Denmark and
> Germany have 40% wind power.
>
> Yes we need more storage solutions, better battery technology etc.
> What people don't get is that we can make a big start toward renewables
> with current technology.
>
> I would argue that solar is already cheaper than fossil fuels when
> you consider the hidden costs of those. and wind is already cheaper
> without those considerations.
>
> While there are several energy plans I've seen they all have the
> same elements. Solar, Wind, HVDC, plug in hybrids, biomass, geothermal,
> energy conservation and efficiency, etc.
>
> I recommend reading the following articles.
>
>
> www.setamericafree.org...
>
> An Introductin to Core Climate Solutions
> analyses and updates the solutions outlined in the Science magazine
> article on stablilization wedges below.
> climateprogress.org/20.../

>
>
> Science magazine article on Stablilization Wedges to solve global
> warminghttp://carbonse...
>
> climateprogress.org/20.../

>
>
> www.americanprogressac...

>
>
> climateprogress.org/20.../

>
>
>
> What makes it hard for renewable to compete with fossil fuels is
> the massive subsidies fossil fuels and nuclear receive.
>
> See my comments on subsidies at yesterday's article on solar at
> Seeking Alpha
> seekingalpha.com/artic...