walt sherwood

An Inconvenient Truth: Changing Our State of Energy

Nukes are so slow to build as the labor wastes 50 % build time as a Quality item. And with a rush to build new plants the skilled labor pool will dry up. It will take 8 to 10 years for new nuke plants to come on line, versis 3 to 4 for the same size coal plants, and 1.5 to 2.5 for nat gas units equivalent. The build costs make the Nat gas look excellent. Look at the Henry Hub pricing as a guide. I got in at $1.75...lol

I am in USA oil/gas energy trusts and enjoy the high dividends plus the stock gain, and the fed tax breaks.

LNG from Saudi and the Far East will just be a stopgap promise over the next 2 years. A good play is the energy tankers stocks to look at.
Jim