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Alternative Energy Investment
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Author Alternative Energy Investment
diesel
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PostPosted: Tue Mar 06, 2007 7:48 pm    Post subject: Alternative Energy Investment Reply with quote

Looking into allocating some capital into the alternative energy area as I see it as a good long term play based on the following:

1. Geopolitics
2. Continued secular rise in oil due to depletion etc.
3. Global Warming mitigation.
4. Increase in enviromentalism going forward.

I am thinking of taking positions in the Powershares Alternative Energy ETFs PZD & PBW as previous attempts to buy into certain stocks in this area have proven a liability. Has anyone else looked into this area and have any thoughts, recommendations?

Regards,

Diesel
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Author Alternative Energy Investment Replies
HenryTo
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Location: Los Angeles, California

PostPosted: Wed Jun 25, 2008 1:36 am    Post subject: Reply with quote

Economist's "Special Report" on the future of energy - more optimistic than their usual tone. Click on the links to the right to scroll through the entire report:

http://www.economist.com/opinion/displaystory.cfm?story_id=11580723
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SkyEyesDesign
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PostPosted: Mon Jun 23, 2008 12:46 am    Post subject: d Reply with quote

deleted account

Last edited by SkyEyesDesign on Thu Jul 29, 2010 3:59 am; edited 1 time in total
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HenryTo
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PostPosted: Mon Jun 23, 2008 12:24 am    Post subject: Reply with quote

Thanks SED, what industry do you toil in, if you don't mind my asking?

Best,

Henry
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SkyEyesDesign
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PostPosted: Mon Jun 23, 2008 12:11 am    Post subject: A123 Simply an amazing effort Reply with quote

I take my hat off to A123, as a man still working a 9-5, I have great respect for companies that take pride and enjoy thier work. The results are always evolutionary.

GE has invested heavily to A123 and THINK (european electric car manufacturer). A123 is planning an IPO sometime next year, that will be interesting.

http://venturebeat.com/2008/03/05/ge-invests-in-think-electric-car-and-a123/
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HenryTo
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PostPosted: Sun Jun 22, 2008 11:21 pm    Post subject: Reply with quote

Hi SED,

Thanks for the article, and welcome to the forum! Please keep us updated on your research.

In the meantime, it looks A123 Systems is winning the race in the lithum-ion field:

http://www.technologyreview.com/read_article.aspx?ch=specialsections&sc=batteries&id=20570

Quote:
It is the quickest electric motorcycle in the world. On a popular YouTube video, the black dragster cycle nearly disappears in a cloud of smoke as the driver does a "burn-out," spinning the back wheel to heat it up. As the smoke drifts away, the driver settles into position and hits a switch, and the bike surges forward, accelerating to 60 miles per hour in less than a second. Seven seconds later it crosses the quarter-mile mark at 168 miles per hour--quick enough to compete with gas-powered dragsters.

What powers the "Killacycle" is a novel lithium-ion battery developed by A123 Systems, a startup in Watertown, MA--one of a handful of companies working on similar technology. The company's batteries store more than twice as much energy as nickel-metal hydride batteries, the type used in today's hybrid cars, while delivering the bursts of power necessary for high performance. A radically modified version of the lithium-ion batteries used in portable electronics, the technology could jump-start the long-sputtering electric-vehicle market, which today represents a tiny fraction of 1 percent of vehicle sales in the United States. A123's batteries in particular have attracted the interest of General Motors, which is testing them as a way to power the Volt, an electric car with a gasoline generator; the vehicle is expected to go into mass production as early as 2010.
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SkyEyesDesign
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PostPosted: Sun Jun 22, 2008 10:19 pm    Post subject: 2 cents Reply with quote

Alternative energy has moved beyond consideration to support shipping services like UPS. I've done some research in the battery operated hybrids (and even tribrids) that are planning to develop the new wave of energy effecient delivery trucks.

http://www.autoblog.com/2006/02/20/the-brown-company-goes-green-ups-orders-up-hybrid-delivery-tru/

No real lead in this area yet but keeping my eye on DAI for now.
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diesel
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PostPosted: Sun Jun 22, 2008 9:40 pm    Post subject: Reply with quote

MIT students create solar dish that is hot enough to melt steel.

http://www.dailytech.com/article.aspx?newsid=12153

It will be interesting to see who emerges as the dominant player(s) in the solar field. Personally, I think the photo-voltaic panels will eventually win out but I can see a place for the solar collectors in specialized circumstances i.e. the desert.
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rffrydr
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PostPosted: Fri Jun 20, 2008 9:13 am    Post subject: Reply with quote

A new age for public transit:

http://www.latimes.com/news/local/la-me-commuters20-2008jun20,0,2576654.story
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rffrydr
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PostPosted: Sun May 04, 2008 7:25 am    Post subject: Reply with quote

What's old is new: camels replacing tractors in India.


http://www.ft.com/cms/s/92da4324-1870-11dd-8c92-0000779fd2ac,Authorised=false.html?_i_location=http%3A%2F%2Fwww.ft.com%2Fcms%2Fs%2F0%2F92da4324-1870-11dd-8c92-0000779fd2ac.html&_i_referer=http%3A%2F%2Fsearch.ft.com%2Fsearch%3FqueryText%3Dcamel%26aje%3Dtrue%26dse%3D%26dsz%3D%26x%3D0%26y%3D0
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rffrydr
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PostPosted: Sat May 03, 2008 10:48 pm    Post subject: Reply with quote

Nature givith and nature taketh away--thereby giving once again.

Pine-beetle destoyed forests resurected as source of energy/ethanol.
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rffrydr
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PostPosted: Thu Mar 27, 2008 5:54 am    Post subject: Reply with quote

Another combo attack putting up 500 megawatts in SoCal. Again it's the fixed costs that overcome the high costs.

http://www.latimes.com/business/la-fi-solar27mar27,0,7774595.story
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rffrydr
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PostPosted: Mon Mar 24, 2008 7:27 am    Post subject: Reply with quote

PGE investing in centralized solar "utlility." Overnight steam storage allows "continuous" operations--yet key attraction: price. Not that it's cheap but solar has an ace up its sleeve: the sun is a fixed cost imput, zero. This has the remarkable attraction of allowing planning for 10year horizons. NatGas can't touch that.


http://www.pge.com/mybusiness/energysavingsrebates/solar/csi/


http://www.sciencefriday.com/feeds/about/
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PostPosted: Thu Jan 17, 2008 11:56 am    Post subject: Reply with quote

Cement: You take it out on one side, and put one more in on the other side.

http://www.economist.com/business/displaystory.cfm?story_id=10329254
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PostPosted: Tue Jan 15, 2008 5:35 am    Post subject: Reply with quote

The first alternative fuel, diesel:

http://www.ft.com/cms/s/00a1aee4-c2ed-11dc-b617-0000779fd2ac.html
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PostPosted: Thu Jan 03, 2008 9:18 am    Post subject: Reply with quote

Check out the Aussies picking up on German pilot project--energy out of hot air:

http://www.bbc.co.uk/radio4/news/inbusiness/inbusiness_20070520.shtml
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