Clearlead

Total Rating:
+1 / 0

34 Comments

    • Tue Nov 18th 09:03 AM | Rating: 0 0
      Commented on:
      Our Biggest Infrastructure Need? Think Broadband
      Absurd, you can't use the phone, tv, computer without electricity, and our nation's grid needs modernization.
      View article »
    • Tue Nov 11th 09:47 AM | Rating: +1 0
      Commented on:
      Solar, Wind ETF Growth Could Suffer from Creaky Power Grid
      No, utilities build transmission sufficient to maintain reliability, regardless of whether the utility owns the generation in its service territory, which is a matter of what region you are looking at in the nation. Fact is that transmission companies will do "economic" expansions of the grid if generators are willing to pay the cost. transmission companies will build back bone when it makes economic sense...take a look at AEP and it's 765 Kv projects.

      The author has a point with respect to demand response and efficiency measures in lieu of major capex expansions of transmission, this is the view point of the current FERC commissioner Wellinghoff. Hardly as sexy as wind, but demand response and efficiency is going to have a place in our new energy future.
      View article »
    • Tue Nov 11th 09:37 AM | Rating: 0 0
      Commented on:
      My U.S. Infrastructure and Employment Plan
      Excellent article, and I quite agree with the above comments on rail upgrades and electric cars (which are quite related b/c fact is those electric cars are going to run on coal for a long time to come, not just wind or natural gas, or solar....yes, coal)....

      I'd also be watching PWR since someone has to do the transmission work....and ABB since someone has to supply the power grid equipment.
      View article »
    • Fri Sep 12th 09:28 AM | Rating: 0 0
      Commented on:
      Which Energy Trusts are More Vulnerable to Distribution Cuts?
      PGN is a utility not an energy trust, and it is located in the Carolinas and Florida. Huh?
      View article »
    • Sat Sep 6th 09:45 AM | Rating: 0 0
      Commented on:
      Unconventional Energy Still Attractive - UBS
      AEB makes excellent points, but even with gas trying to hold in the 7's on the Hub (or bottoming at in the 6's), alot of companies earnings projections are based on an average of 8, so I wouldn't take the $7.30 last week as dispositive, plus not all E&P companies will end up hedging ineffectively as may be the case with CHK. That said, I think AEB is dead on with respect to the overpayment for leases/deals. So kudos to AEB for a great post on a rather weak article.
      View article »
    • Thu Sep 4th 09:24 AM | Rating: 0 0
      Commented on:
      2 Top Energy Sector Bets
      Electric cars driven by wind, and solar, biomass, natural gas and nukes means less coal burned, which means less carbon. Easier to deal with pollution at the utility level than at the retail level, sorry, there's a strong case that electric cars are good for national security and a big step in the right direction of reducing the impact of transportation in terms of environmental costs.
      View article »
    • Thu Sep 4th 09:19 AM | Rating: 0 0
      Commented on:
      Sarah Palin: Wall Street's Candidate
      I thought Wallstreet rewarded the "best qualified," which certainly is not Palin and is certainly an insult to leaders like Sen. Kay Bailey-Hutchinson or even Secretary of State Condi Rice. Also, what CEO would hire a VP after a single meeting....why would the Street trust such a CEO or a company, and then why would the Street trust this ticket, it sounds like reckless investing!
      View article »
    • Fri Aug 29th 09:30 AM | Rating: 0 0
      Commented on:
      Wind Turbine Market Estimated To Reach $60.9 Billion by 2013
      A detail in the Wind story is that transmission capacity must be available, which means constructing new transmission lines and upgrades to existing ones: ABB and PWR are well positioned for this work. Oh and since wind is intermittent, which presents a reliabilty challenge for grid operators, utilities will need baseload plants as backup, and those plants are likely to be fueled by natural gas (hello, GE dual cycle combustion turbines).
      View article »
    • Fri Aug 29th 09:20 AM | Rating: 0 0
      Commented on:
      NBC Refuses Pickens Plan Ad
      Energy independence should not be a partisan issue, despite the fact that the current administration was 100% negligent in failing to make this a national security priority after 9/11. That said, Gore is correct that America needs to use its natural gas for power generation that can fuel electric cars that cause less pollution than using this fuel directly for transportation uses (just b/c Iran is doing it, doesn't make me think that it necessarily the way to go). Let's face it, whether McCain or Obama are in the Whitehouse, the issues related to climate change and carbon capture are going to be addressed as part of our energy security, and if Mr. Pickens wants to be a part of that discussion, then more power to him!
      View article »
    • Thu Aug 28th 09:23 AM | Rating: 0 0
      Commented on:
      New Gas Discoveries a Boon for U.S. Energy Sector
      Using natural gas as one of many fuels for power generation which in turn runs electric cars = even less pollution than using natural gas directly for transportation, so therefore the U.S. gets more energy independent and even greener.
      View article »
    • Sat Aug 23rd 10:41 AM | Rating: 0 0
      Commented on:
      Atlas Energy: More 'Criminally Undervalued' Than Cramer Realizes
      Very nice article (but Jack Y. has a good question above), you hit on a major element that I look for with respect to energy suppliers -- adequate access to low cost infrastructure for delivery of the commodity. That has led me to take a like EP and WMB, and now ATN as a Marcellus Shale play, so thanks!!
      View article »
    • Fri Aug 15th 13:37 PM | Rating: 0 0
      Commented on:
      Game Changer in Solar Energy: PG&E Inks Deal
      note, just the other day, DUK announced a pilot program whereby it will own all the solar panels that are installed on residential buildings, take all the power generated, and pay $50 a year in rent to the owner of building. The idea is that DUK will then gain the experience with running its transmission system with lot of distributed intermittent solar generation. Let's face it, the utilities are serious players, and conservative ones at that, who have to meet their RPS requirements by least cost or get dinged by their public service commissions.
      View article »
    • Fri Aug 15th 11:00 AM | Rating: 0 0
      Commented on:
      Natural Gas Prices Set To Surge - Canaccord
      bigrock, at $6 producers will cap their wellheads and cut back on production, but I agree on gas staying under $10 for sometime to come.
      View article »
    • Fri Jul 25th 10:00 AM | Rating: 0 0
      Commented on:
      The T. Boone Pickens Approach
      Mmarrkk, neither Gore or Pikens are suggesting your fantasy of giving up things, they are saying change your fuel sources (wind, solar, natural gas (definitely the interim fuel source of choice), nukes, electric and natural gas transportation). Obviously, neither man is a luddite. Also, the tax code is used to redistribute wealth, and that fact doesn't change regardless of the party in power. Further, drilling is ONLY a part of the solution, which is something BOTH Gore and Pikens acknowledge, and the other fuel sources you mention are also part of the solutions, which ironically is not part of the GOP "drill, drill, drill" mantra, and actually it is largely the Democrats supporting the comprehensive approach you seem to suggest. Furthermore, the drilling issue is mostly going to get opposition in the states, where ironically you have GOP governors. Fact is playing the partisan game in this area, makes no sense for America.
      View article »
    • Fri Jul 25th 09:38 AM | Rating: 0 0
      Commented on:
      The T. Boone Pickens Approach
      sounds like there some very envious folks out there (maybe green is really the color of envy)...boo-hoo some democrats are rich... just like republicans (since when was that a crime according to so-called free market types)....boo-hoo, politicians are hypocritical, so what's new? Anyway, please carry on avoiding the message of energy independence, and beating the messengers for being less than perfect, that is just the way to keep the status quo and support middle eastern terrorism.
      View article »
Loading...
Symbols:
Authors:
Quick Links:
Contribute an Article Become a Seeking Alpha Contributor

Transcripts

More Transcripts»