PhotobucketI was out with my kids just now, and my teenage son asked me:  “Dad, who are your competitors in the 2GreenEnergy stuff you’re doing?”  That’s an interesting question – certainly a natural one when wanting to know more about a business.  And there certainly are a great number of players in this space — just Google phrases with words like “clean, green, alternative, business, biz, sustainable renewable energy …” — and stand back.

But strangely, I don’t think any of us consider the others to be “competitors” in any meaningful way.  To me, the existence of myriad websites in this space — each with its own focus and slant — supports the notion that this is an enormous playing field with unlimited room for new other ideas — and new places for people to share good ideas.

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PhotobucketI’ve noticed that discussions of sustainability generally boil down to cost, e.g.:

1) Do the additional costs of green products pass muster with consumers?

2) Should the government take us further into debt to fund green R&D and to create incentives?

3) Can we “internalize the externalities,” i.e., get people to pay the true costs of the what they’re doing?

I would suggest a different approach — one taken by people like the Biomimicry Institute, who point out that learning from nature actually decreases costs — even if you don’t look at the long-term.  Teaming with Ethical Impact, we at 2GreenEnergy are putting together as series of webinars for corporate sustainability folks that will lay out the net business advantages of learning from nature — a system that has been solving design problems quite effectively and efficiently — and incorporates a vision of what the environment needs to be like 10,000 generations hence.

The series will lay out:

• What business leaders can learn from natural systems and processes — as well as how they can do that

• The process by which business leaders can extract themselves from old-line thinking, and begin to think like the planet

• A set of paradigm-breaking exercises that stimulate new visions for business products, services, and processes — each inspired by 3.7 billion years of evolution

How does that sound?

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Here’s the continuation of my article yesterday on China’s energy picture.

One African official said back in 2006 that negotiating with the Chinese may take longer, but they can pressure China more because they are desperate for resources. Another official said, “The U.S. will talk to you about governance, about efficiency, about security, about the environment. The Chinese just ask ‘How do we procure this license?’”. (CNN Money, “China’s appetite for African oil grows”, by Vivienne Walt (Fortune). Feb 15, 2006).
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Here are a few shots of Sam Smith and me during a recent interview for cable TV.

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PhotobucketFollowing my recent post about China’s scramble for energy and their nonrenewable energy plan, I cover here the nonrenewable push. Renewable energy supplies about 7.5% of all energy needs for China, says the EIA, close to our 7% figure in the U.S. Hence, nonrenewable energy sources are especially important over the next few decades for both the U.S. and China while the green industry ramps up. The two countries are already bumping up against each other over resources.

The Wall Street Journal reported on March 15th, 2010 that Chinese state-owned oil company Cnooc Ltd. is taking a 50 percent stake in Argentina’s Bridas Energy Holdings for $3.1 billion. Cnooc is the Hong-Kong listed unit of China National Offshore Oil Corp. It will finance the joint venture through “internal sources,” and the project is expected to move along quickly. The reserves of Bridas include an estimated 636 million barrels of oil; the company has activities in Argentina, Bolivia and Chile.
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During my 2GreenEnergy free webinar next month, I’ll be emphasizing how vastly and quickly green investing is growing. Here’s an appetizer. While there are only a handful of EV and PHEV vehicles on the road today, by 2015 the infrastructure required to fuel electrically-powered vehicles will be an $11.75 billion global industry, according to research firm ABI. From zero to $11.75 billion in less than five years!! And that’s just one of many green tech businesses about to change the investing landscape!

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The US Geothermal Energy Association just reported a 25% increase in new projects under development in US in 2009. All told, there are now nearly 200 projects in some stage of development which, when they’re finished, will produce as much as 7,875 MW. That’s the equivalent of about a dozen coal-fired power plants.

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I’m on my way out the door to head down to Ventura Channel 15, where I’ll be interviewing EV World Associates Managing Partner Sam Smith on camera about his insights into technology, economic, and political aspects of the migration to electric transportation.

I’m always trying to improve my skills as a TV interviewer — and to that end, currently I’m trying to act and sound like PBS’s Charlie Rose, whom I deeply admire. Of course, when (and if) I get really good at this, I plan to stop trying to sound like others, and simply find my own voice.

Let’s see how this turns out. I hope to have the video up on the site soon; I’ll let you be the judge.

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Bloomberg New Energy Finance is reporting that 19 alternative energy companies plan IPOs this year intended to raise a combined total of nearly $10 billion. Most will likely will be announced over the next few months. Announced IPOs range from EV carmaker Tesla to Spanish solar PV maker T-Solar. Get ready for the universe of alternative energy investing to grow a lot bigger!

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Some readers appear to be concerned that Bill Paul has a soft heart. After all, who else could recommend stock picks in renewable energy? A recent comment:

Mr. Paul sounds very informed but as long as alternative energy is more expensive, why will people want it? … There is too much politics involved and not enough objective facts.

Speaking on behalf of Bill Paul, whom I know very well, I can tell you that he’s not a political philosopher; he’s a financial advisor. I.e., he can’t tell you what should happen, but rather to tell you what very likely will happen — and what that means to investors in the space.

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