Electricity transmission is one of my primary investing themes, as a reasonably priced way to benefit from the boom in renewable electricity generation… here is a lit of related articles, the most recent posted yesterday:
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- Market Predictions July 1, 2009Predicting market moves is notoriouslly difficult, but I’m feeling pretty good about my recent efforts. On October 11, 2008, I stoped being a permabear and said, “the market as a whole now seems to me to be fairly valued.” The S&P 500 closed the previous Friday just below 900; today it closed at 919.32. [...]Tom
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- Renewable Energy and Grid Integration Strategies Compared June 10, 2009Here is a comparison of the costs of various renewable electricity generation technologies, based on a California transmission study. Similarly, I also recently wrote two articles comparing the costs of various grid integration strategies: Electricity Storage such as Batteries, Thermal Storage, Compressed Air, and Pumped Hydropower, as well as Demand Respons […]Tom
- Solar Stocks June 8, 2009In May, I went to Solar 2009. One panel I attended led to a series of articles on Solar stocks: The outlook for solar stocks Why First Solar (FSLR) is a risky bet. Why Solar Millenium may have what it takes. I also particpated, with presentations on the best incentives for solar investments, and with an analysis of [...]Tom
- Portfolio Performance Updates 2009 May 2, 2009 Tom
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- ARRA Symposium notes, March 10 2009 March 12, 2009I’ll be referencing these notes in an article to be published on AltEnergyStocks.com as What the ARRA Means for Clean Energy: One State’s Example on March 15th. The Energy Part of the ARRA Process in Colorado Public Utilities Commission Role Eliminate barriers to regulated utilities participating… "will allow expedited review of […]Tom
- Casey Energy Opportunities March 11, 2009For readers who found my comments about other stock analysts useful (Especially the one about Doug Casey) I’ve just published a review of Casey Research’s market newsletter Casey Energy Opportunities, which focusses on small energy companies, including alternative energy.Tom
- Renewable Energy Funds February 24, 2009I’ve posted an updated and more in-depth look at clean energy and renewable energy mutual funds. Also of interest may be an article on how actively managed clean and renewable energy funds compare to the passively manged/index variety.Tom
- Market Predictions July 1, 2009
Ronald Wagner said
I am all for transmission lines, so long as they are not very near homes. Some ways to sell them would be:
1. Give a discount to those nearby.
2. Use more attractive designs for the towers. I have seen some cement ones that were more attractive.
3. Offer attractive park like settings underneath the right of way.
4. Plead for patriotism, considering the need for energy independence from our potential enemies.
Another , better way , is to keep production plants small and distributed . That way shorter lines are needed, there is less line loss, and people have a sense of ownership or benefit from the lines.
Or you could produce fuel that could be piped underground. I don’t know if that is an option with electricity.