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  • Tesla: The Short Of The Decade? [View article]
    Funny article. I don't think they realize that people are buying TSLA based on the potential.
    Regarding the comment that others will have access to a 200-mile battery in 2016 -- please keep in mind that it takes at least 7 years to introduce new technology into the production automotive market as defined by these manufacturers. For a major drive train change it can run upwards of 15 years.
    So 2016 becomes 2023-2031. I'm sure that Tesla will be able to ramp up it's Model 3 by then.
    Aug 19 10:16 AM | 3 Likes Like |Link to Comment
  • Hydrogen Refueling Station Infrastructure Market Opportunity For FuelCell Energy [View article]
    I think the question ultimately comes down to: How much does it cost to drive 100 miles?

    I have no idea if 1 Kg of liquified Hydrogen is good for one mile or fifty so I have no point of reference here. Almost as bad as driving into Canada and trying to reconcile their gasoline prices.

    Similarly, I'm questioning the cost efficiency of creating this Hydrogen fuel and then simply regenerating electricity on the grid if there's an excess.

    Sounds like this will become a project for the oligarchy. Make sure it's heavily subsidized so on one sees the real cost/benefit. E85 is a great example of this imbalance in economics. Last I checked, it was significantly more expensive to drive 100 miles on E85 then it was on Regular and that was with the subsidies in place.
    Aug 14 10:13 AM | Likes Like |Link to Comment
  • Tesla's Fuel Cell Threat [View article]
    So let's see here... Hydrogen is rather nasty to work with. Hard on materials. Nearly everything is permeated by Hyrdrogen, making containment difficult and expensive.
    Leaks are bad. Keep in mind that any H2 released to the air escapes the planet - violating the assumption that we have a recycleable closed system. Sure, it sounds trivial, but it's kind of a fundamental molecule, I'd hate to run out.
    Lower energy density that Li-Ion or not - depends on who you believe. But the Fuel Cell is not suitable for high on-demand output. It's a powerplant for electronics. So you have to buffer it with a big fat battery, capacitor, or lyden jar.
    Takes a lot of energy to create the gas, then you have to move it around and store it before you can store it on a vehicle. Electricity has you beat here.

    As for the long distance travel -- I see great advantages with a system wherein you are required to be off the road for 1 hour for every 4 you are driving (estimates from a Model S 85 today). So in a full day of driving, 8 hours, you have one 1 hour break. There's not a lot of drivers out there that exceed that driving tenacity. Certainly there are exceptions when you have 4 drivers going to spring break, but again, they aren't the majority.

    Even if electric vehicles are not the perfect solution for everyone, I do believe it will be a very good solution for most everyone, making EV a likely majority.
    Aug 10 04:25 PM | 3 Likes Like |Link to Comment
  • Tesla's Fuel Cell Threat [View article]
    I'm a free loader as long as they fail to make a payment system that isn't biased. Trucks do more damage, that's a known, but they do not pay a commensurate fee in road maintenance.
    If you want fair, then maybe there's miles x weight you can apply.

    Propane is a freeloader too but since that's mostly government vehicles I guess it's not a problem...
    Aug 10 04:09 PM | Likes Like |Link to Comment
  • Tesla's Fuel Cell Threat [View article]
    Toll roads would solve this, but that's too much free market in america
    Aug 10 04:02 PM | Likes Like |Link to Comment
  • Tesla's Fuel Cell Threat [View article]
    I think you are making a mistake in thinking that it's all about the cost to manufacture a vehicle, hang the total cost of ownership (TCO).

    This was the thinking in the early 70's when GM assumed that America will buy what we build them. As the Japanese and European small cars, which a significantly lower TCO took over the industry, they changed their tune but only after they were nearly wiped out.

    There's still this big, and highly illogical, push to buy American. But what happens when the BEV is American, just not Big Three? Does all that nationalism fade?

    I am interested in a BEV and am very focused on the difficulty of refueling when on long drives. But I also own a diesel which has the same problem to a lesser degree.

    I don't see Hydrogen Fuel Cells as any improvement considering we at least have a power grid to start with, all we have to solve is that last mile. I doubt that the oil magnates will be the best providers of Hydrogen considering they have nothing to support it. No infrastructure, technology, experience. All they have is distribution logistics - but then so do all the specialty gas companies like Algas and others - they have solved more of the solutions and initial demand is something they could likely solve faster and more efficiently. The Oil industry would have to lock down the current gas distributors into an exclusivity contract to keep them out.

    The only way I see Hydrogen Fuel Cells getting promoted is if the government intervenes with the real Free Market but they would have to convince everyone that electricity is somehow evil. Will they go back to electrocuting animals with AC like Edison did against Tesla in 1888?
    Jul 8 07:46 AM | 1 Like Like |Link to Comment
  • $500M requested to aid Syrian rebels [View news story]
    It's too bad he doesn't know when he's beaten at his own game. Time to move on and wish them the best in running their own lives.
    Jun 27 07:03 AM | 1 Like Like |Link to Comment
  • FOMC sounds more upbeat on the economy [View news story]
    I don't think there is anything more to add on the subject.
    You covered it succinctly and accurately.
    Apr 30 05:46 PM | Likes Like |Link to Comment
  • Roku Is Changing The Landscape Of Streaming Video [View article]
    I think the more interesting discussion is the 14% who have adopted and the remaining 86% who have not.

    Content providers have been taken completely by surprise and don't yet know how to respond. This exacerbates the problem of adoption when shows/movies appear and disappear from the different providers.

    Personally, I've seen a very large number of very good movies disappear from streaming media only to be replaced by "original content TV shows". This does not move me to higher adoption as the quality of movies available is falling rapidly.

    Once the major movie theaters figure out a way to do this we can start moving forward, but for now it appears that they are all trying to go on their own with subscription channels that offer only their product. Making the cost of access for the consumer excessively high.
    Sep 9 05:53 AM | 4 Likes Like |Link to Comment
  • The 3 Most Dangerous Regions In The World [View article]
    Funny how all the comments debate the political arena of Jews vs Arabs instead of the focus of the article which is identifying areas of extreme volatility and why. I think the comments put more support behind the idea that volatility is derived (some how) via Israel than any argument possible. Observe the behavior of the mice when....

    Now I have a question about Europe because I think I'm missing something and always have. If Europe in on one currency and it's not working how then would Europe function under a one currency standard like gold? Is this still subject to the fiat money printing games? Seems to me that, without the interventions of the printing presses, the Euro would balance itself out through the classic mechanisms of default and deflation.

    Help me out here...
    Aug 26 06:27 AM | 2 Likes Like |Link to Comment
  • The Obama administration has trimmed its economic outlook, predicting that GDP will grow 2% this year vs a prior forecast of 2.3%, and 3.1% in 2014 vs 3.2%. The White House's Office of Management & Budget cited "serious headwinds" for the reduced estimate, such as sequestration, European austerity and China's slowdown. The government also cut its deficit prediction to what would be the lowest level in five years, $759B, or 4.7% of GDP. The forecast in April was $973B, with higher-than-expected tax revenue helping to reduce the deficit. [View news story]
    I think it's funny that they are blaming things that have been in the works for a rather long time and much of which have been already recognized/realized by the market. Sequestration is old news and just a ploy to hike tax & spend practices. Austerity -- been there, done that, nothing new. China might be new but it's been in the works for a quarter.
    I think what's really happening with the economic slowdown has more to do with the twisted effects of obamacare causing a shift of full-time to part-time employment over the last year and growing rapidly. Unemployment is flat by Whitehouse terms, but U6 is climbing. But this is only one affect.
    My opinion is that the federal reserve money policies has never restored the economy in any real sense, it merely propped up specific numbers and the demise of everything that wasn't being measured. I mean, we all know that inflation has been flat despite a near doubling in food and energy costs. Why is that? Housing is a large factor in their numbers.
    According to the government everything is fine. There is no "check engine" light on and yet... Things are starting into a strange veering off course pattern. What's really interesting is what is not in the news.
    Jul 9 05:57 AM | 2 Likes Like |Link to Comment
  • Chinese hackers have stolen the designs for some of the U.S.'s most advanced weapons' systems, a study for the Pentagon has reportedly alleged. The programs to have been breached include missile systems from Raytheon (RTN) and Lockheed Martin (LMT), and aircraft made by Boeing (BA), Textron's (TXT) Bell Helicopter and United Technology's (UTX) Sikorsky. Pentagon officials are not surprisingly frustrated by the degree of theft from the contractors. [View news story]
    It's a little ironic that foreign companies and/or facilities manufacture many of the components (particularly electronic) that make up these systems and we cry about the plans being stolen.

    If we were to go to war with China we wouldn't have the equipment to wage war with them.
    May 28 05:45 AM | 3 Likes Like |Link to Comment
  • With their healthcare costs ballooning, many companies have started to penalize fat employees with regards to healthcare coverage, raising all sorts of legal, privacy and discrimination questions. Michelin North America, for example, plans to cut healthcare credits for staff who fail to meet requirement for waistline and other metrics, and don't sign up to health programs. Other companies making similar moves include Mohawk (MHK), CVS and Honeywell (HON). [View news story]
    What you miss about the person who lives or dies is that we spend a lot of money on that terminal healthcare. If someone chooses to die in their 60's that's fine with me - but please don't burden me with their medical coverage in the meantime.

    You see, if I wasn't going to be burdened with someone's cost of choice then I wouldn't care. Companies could opt to simply not provide any insurance coverage -- except there is that huge distortion called tax shelter. That would simplify things a bit.

    Almost - now you can't disallow coverage for a pre-existing condition (obesity). Soon you'll be forced to pay the same premiums -- so the person who has the worse health benefits the most.

    Unless we can actually get society to support fitness over tolerance of the morbidly obese or anorexic. And do not try to tell me that they can't help it. I've watched friends lose 200 pounds just by living better - no fads, no operations, no kidding.
    Apr 7 11:31 AM | Likes Like |Link to Comment
  • With their healthcare costs ballooning, many companies have started to penalize fat employees with regards to healthcare coverage, raising all sorts of legal, privacy and discrimination questions. Michelin North America, for example, plans to cut healthcare credits for staff who fail to meet requirement for waistline and other metrics, and don't sign up to health programs. Other companies making similar moves include Mohawk (MHK), CVS and Honeywell (HON). [View news story]
    I saw this coming two years ago. It's only going to get worse.

    Soon they will tell you what you must eat -- even if you choose to eat better than that. You will still be penalized for non-conformance. Reminds me of Animal Farm.
    Apr 7 11:26 AM | 2 Likes Like |Link to Comment
  • 20 Signs The U.S. Economy Is Heading For Big Trouble In The Months Ahead [View article]
    20 gallons of gas to fill a vehicle isn't unheard of. So yes, you can spend that much to fill up the vehicle.
    I spend over $50 to fill up a very small compact vehicle.

    I think it has a lot to do with the economy.

    And $100 for groceries is becoming commonplace. Worst part is, you can't even cover the bottom of the cart for $100 on some days.
    Feb 21 05:48 AM | 7 Likes Like |Link to Comment