The Cleantech Opportunity of the Month: Wind Energy + Compressed Air Energy Storage = High-Value, Dispatchable PowerAs I’ve mentioned, I write a monthly piece for the Hedge Connection’s blog “The Edge,” in which I discuss a certain investment opportunity that I believe has merit.  Here’s what I propose to offer for April.

Here’s another installment from Hedge Connection contributor Craig Shields, a senior consultant to the cleantech industry, in which he discusses one of the most exciting business opportunities he’s come across recently in his field of engagement. You may recall that Craig finds himself in a unique position to make such a submission: via his website, 2GreenEnergy.com, he reviews many hundreds of business plans annually from cleantech entrepreneurs all around the globe. (more…)

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The Folly of Biofuels Is Only Made More Obvious When Crude Oil Prices Are LowA reporter has asked me for a 300-word submission on the following:  “Ethanol and biomass: what’s the state of the biofuels industry in the face of the oil crash?”  My viewpoint is below, and I’ll send it along, though it’s almost certainly not what he/she is hoping to hear.   

From a 50,000-foot viewpoint, biofuels are essentially a waste of time and effort, a point that is only exaggerated when the price of crude oil is abnormally low (as it happens to be today).  In 2014, Chevron abandoned its attempts to focus some of its traditional plants onto alternative fuels for profitable, large-scale production.  Chevron Chairman and CEO John Watson reported, (more…)

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The Hedge Connection: Making the Courtship Between “Allocators” and Hedge Fund Managers Less AwkwardWe all remember our teen years, and how uncomfortably self-conscious we were with members of the opposite sex, perhaps asking someone to dance.

Of course, awkward situations don’t just vanish once we’re grown and out in the business world. Take the challenge of creating a new relationship between a hedge fund manager and an “allocator” (apparently a new term for “professional investor of relatively large amounts of capital”). If the relationship is to happen at all, someone needs to make the first move, but no one’s easy making or receiving cold calls or other unsolicited introductions. (more…)

Some Basic Q&A on Renewable Energy

On average, I spend a few hours a month helping young people, from grade-schoolers to master’s candidates, on the papers they’re writing by proving my viewpoints on renewable energy. Here’s a typical example:

Mr. Shields: I’m …. a senior at Mountain Vista High School. I am currently working on my senior project about the implementation and use of renewable energy resources. I am sort of a movie buff and one day would like to become a scriptwriter. I also am sort of an environmentalist which is why I chose to do my senior project on this particular topic. Currently my plan is to obtain an engineering degree that will help me expand the use of renewable energy. (more…)

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What Is the U.S. Congress Doing To Implement Renewable Energy?  The Same Thing It’s Doing on Gun Control We’ve seen a few pieces here recently discussing the sad fact that the will of the American people and the laws enacted by the Congress that voters elected are orthogonal to one another—a fancy word that simply means statistically independent to one other, or having no bearing on one another.

There are wonderful examples of this in the arena of renewable energy, of course, where the U.S. Senate is currently doing everything in its power to disembowel the Environmental Protection Agency (more…)

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Where There’s Renewable Energy There’s Inexpensive Energy – But Is There a Causal Relationship?Here’s a good article that points out that places that have lots of solar, wind, etc. have inexpensive energy generally, meaning that there is some sort of correlation between renewables and cheap energy.  The important word here (as the author makes clear) is “correlation”; there’s no implication that one causes the other, i.e., the author did not commit the logical fallacy of “post hoc, ergo propter hoc,” (after that, therefore because of that).  (more…)

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The True of Driver of Climate Change Denialism

Here’s another quick post on the tenuous position in which our democracy here in the U.S. finds itself: an article that explains the corruptive action of the American Legislative Exchange Council (ALEC) upon the law-making process, specifically on laws that pertain to environmental regulation and climate change. I hope you’ll take a few minutes and learn how the fossil fuel industry is earnestly funding groups that promote denialism, and see that their actions are astonishingly effective. (more…)

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The Demise of American Democracy and its RamificationsI get notes from readers quite frequently expressing their anguish about GMOs and the labelling thereof.  Frankly, I’m not as amped up about this subject as most people seem to be, at least from a scientific perspective.  What we’ve been doing via selective breeding for 8000 years in the field (literally) we’re now doing in the laboratory.

Again, solely from the viewpoint of science, after many years of testing, it’s very likely that soon all of the top people studying the subject will agree that GMOs pose little or no real risk to human health. (more…)

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Understanding 21st Energy Policy Requires Speaking with Everyone and his Dog

This afternoon, I’m preparing for an upcoming energy conference at which I’ll be speaking; I’m just sitting here, dusting off my various PowerPoint presentations and thinking where I’d like to take this audience.

I like to introduce myself as a guy with at least as many questions as answers, which is why I have this slide (below) early in my “deck.” (more…)

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Does a Pro-Coal Agenda “Border on the Immoral?”

Every time I cite an article where one U.S. politician goes after another with angry rhetoric, I feel, at a certain level, I’m being played. Isn’t all this scripted? Can functioning grown-ups actually think and act this way in real life? (more…)

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