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Will Deliver

Will Deliver
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  • Time To Get TAN? [View article]
    STP for one has building integrated PV products. Whole roof structures and windows that generate electricity are just two products.
    Jan 14, 2013. 05:59 PM | Likes Like |Link to Comment
  • Dominion - Well Managed Utility With Natural Gas Upside Option [View article]
    No mention of the plan to build a fuel cell based power plant. FCEL will provide the fuel cells.
    Jan 12, 2013. 08:14 PM | Likes Like |Link to Comment
  • Stock Watch Thursday, 3 January [View article]
    Jan 3, 2013. 12:33 PM | Likes Like |Link to Comment
  • Understanding The Future Of Solar [View article]
    @gatlingg: I get alerts on this article, so I'll play too;)
    I agree with your observations. FSLR is getting tiresome... Time of day useage matches solar fine. Solar hot water heaters on rooftops are the cheapest storage. Solar hot water to supplement domestic hot water expenses should be cost effective now. Battery storage of solar PV is too expensive for large scale adoption, but considering the big storms and frequent power outages in the Northeast US over the last 4 years, I don't know why more home owners don't have solar back-up generators with storage batteries.
    I think it is the utility industry that makes the biggest noise about alternative energy. Generally, their cheapest energy is coal and natural gas. Hydropower in the Northwest is controled by Bonneville Power Administration (a government entity).
    Coal plants are slow to adjust to demand. NG response is quicker. The utilities have little control over wind and solar generation, although increases/decreases can be predicted as much as the weather can. The smart grid has electronic devices (invented) just to meet those chalenges.
    I'm in favor of fuel cells & geothermal power for base load demand and dispatchable power. But then, I'm not a fossil fuel fan.
    I am long STP, FCEL & HTM.
    Dec 31, 2012. 12:22 PM | Likes Like |Link to Comment
  • Understanding The Future Of Solar [View article]
    Windfuels has a proess to make fuel from excess wind generated electricity. Solar could also be used.
    Dec 19, 2012. 11:45 AM | Likes Like |Link to Comment
  • Understanding The Future Of Solar [View article]
    Ammonia-NH3 is an efficient carrier of hydrogen. I don't know if fuel cells can use it. I know there are methanol fuel cells that reform the hydrogen from the methanol as it is needed.
    Dec 19, 2012. 11:44 AM | Likes Like |Link to Comment
  • The (Stubborn) Myth Of Green Energy Investing [View article]
    Yes, solar thermal, heat collection with storage is cost effective now. PV is expensive to buy, but much cheaper than just a couple of years ago. PV panels on homes and businesses replace electricity at retail prices. Thermal collectors on homes and businesses replace furnace fuel at retail prices. If your solar PV generated electricity is used to recharge your plug-in vehicle you replace gasoline at retail prices.
    I'd say solar IS cost effective to the end user. It may not be the best institutional investment yet... Although; "The future is coming, you might as well be ready for it."
    Dec 17, 2012. 01:58 PM | 1 Like Like |Link to Comment
  • A123 Bankruptcy: The National Security Question [View article]
    Some people may be surprised at the impact a Facebook post can have on an issue. It only takes a few seconds to share the pertinent information... It may take hours for the press to respond to a request for an interview. Seeking Alpha is for investors and can be as effective as Facebook for investment ideas, but Facebook transends all economic levels.
    Dec 17, 2012. 11:37 AM | Likes Like |Link to Comment
  • Is Wind Power Facing The Incentive Cliff? [View article]
    Davewmart: Thanks for the links. Sure everything costs money and resources... I don't believe that we will ever have a 100% renewable grid. Eventually the demand response will be met with 'storage' and conventional carbon fuels, such as coal & methane. The gain is the energy delivered by renewables that can be averaged by the demand response of less polluting fuels compared to coal. If your baseload energy source is natural gas(methane) already there is less gain than a coal baseload would benefit from.
    If the methane used in a gas turbine is landfill gas we are not adding to carbon emmissions, we are reducing greenhouse gas pollution that would leak from the landfill anyway. If landfill gas displaces coal that is a greater gain!
    One cost not investigated in the analysis was the external cost of 'Global Climate Change'. Increasing solar & wind power during the next 200 years had better make a big reduction in global warming or London will be like Venice and Venice will be like Atlantis-gone. Southern Europe may resemble the Sahara.
    Progress need not be instant. Progress will be made by individuals filling their empty roofs with a solar thermal water heater or PV panels to save money on their own power bill, which reduces grid demand.
    Large wind farms do make a big variation on the grid supply. Many small wind turbines dispersed geographically will also reduce grid demand, while saving money for the owners of each turbine. The smaller turbines at the end of the grid make the biggest grid benefit.
    Nov 20, 2012. 12:40 PM | Likes Like |Link to Comment
  • Is Wind Power Facing The Incentive Cliff? [View article]
    Davewmart: Do you know the percentages of coal to gas to wind in the UK? I'm thinking the gas peaker plants combined with wind will reduce the use of coal. Coal being the dirtiest electricity source, the addition of wind will allow gas to eliminate some of the baseload coal. Switching to cleaner sources of electricity is a big, if not the primary reason to install utility scale wind farms. Hopefully, it will also prove to be profitable.
    I am also very sure that solar will remain a small percentage of utility power, but solar use will increase because it's cost is getting cheaper each day. Any photvoltaic system installed at a home or business after the electric meter will power some of whatever demand there is daily. The refridgerator and air conditioner/furnace cycles on & off with no regard to where the electricity comes from. Again, reducing baseload coal, even if the gas peaker plants still need to peak early & late.
    Solar hot water systems have the advantage of storage, that PV does not have. Systems that can heat a large, insulated storage tank with free solar energy to maybe 90 degrees Centegrade during summer will carry over some heat into the winter. Another way is solar energy supplying enough electricity to operate a geothermal source, heat pump.
    Sorry to get off topic, but I'm for more free fuel, wind & solar power.
    Nov 19, 2012. 11:21 AM | Likes Like |Link to Comment
  • Is Wind Power Facing The Incentive Cliff? [View article]
    @Davewmart: The UK has less geographic separation than the USA. However, the UK has the opportunity & ability to connect to the rest of the European grid, to include the new, offshore wind coming online in the next few years. The geographic separation is then from the whole Atlantic seaboard across Eurpope! The utility companies just send electricity from areas of high production to areas of low production. Electrical switches move at the speed of electricity. (Almost) Most of the electricity demand in the UK is daytime. Increasing the use of solar PV and solar hot water heaters on rooftops will reduce demand spikes. Another big difference between the UK & USA is the price of natural gas. USA is much cheaper so that keeps wholesale price of electricity lower, which means less money lost as a gas peaker plant.
    Nov 15, 2012. 12:21 PM | Likes Like |Link to Comment
  • Amazing News On The Nat Gas Transportation Front [View article]
    @Ronwagn: Payback on a vehicle will be dependent on $ per mile, not MPG. The money saved will make the case for consumers.
    @temachine: Great investment... Tell everyone about your $ per mile saved!
    Nov 14, 2012. 11:39 AM | Likes Like |Link to Comment
  • Avoid These 2 Solar Stocks Whether China Increases Subsidies Or Not [View article]
    STP has a manufacturing plant in the United States. How do the tarriffs affect the panels made in America?
    Nov 14, 2012. 11:17 AM | 1 Like Like |Link to Comment
  • Wind Power Will Blow Natural Gas Prices Much Higher [View article]
    I'm happy to hear that solar PV competes more directly with NG. Installing more distributed solar photovoltaic generating sources will help keep NG prices lower, which will further reduce baseload coal use for electricity.
    Here's a link to a recent interview with Robert Kennedy Jr. about renewable energy integration to the grid in relation to coal and nuclear power generation.
    Oct 23, 2012. 07:02 PM | 1 Like Like |Link to Comment
  • How Wind And Solar Power Are Polluting The Commons [View article]
    JP: Your use of pollution to describe renewable energy added to the electrical grid is incredible! In areas of coal fired power plants, the term would be accurate. Increasing non-polluting sources of electricity would be cleansing the grid!
    Renewable power plants have only just begun to be distributed around the USA. Their percentage of produced power is still small, so it may be an inconvenience to the established utilities now. In a few years, renewables at higher percentages and more complete distribution will be cost effective and the fossil fuel costs will be the inconvenience.
    Here's a link to a recent interview with Robert Kennedy Jr. discussing renewable energy on the grid compared to coal and nuclear.
    Oct 23, 2012. 06:05 PM | 1 Like Like |Link to Comment