Contributing Member of the Energy & Industrials Councils

Names and details of certain GLG News authors are available only to GLG Clients and Council Members. GLG News authors are subject-matter experts within the GLG Councils and are available for expert consulting - by phone, in-person, or written analysis. To find out how to become a GLG client or Council Member, click here.

GLG News by this Author

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.

GLG News is now G+ Insights

G+ is a community for professionals, academics and entrepreneurs to connect through online discussions and in-person meetings. You will continue to see G+ Insights (formerly GLG News) here as well as on the G+ website, where you can share and discuss the G+ Insights you read.

The simple answer is YES...

December 15, 2009

Can we go 100% renewable? | news.bbc.co.uk

The is NO question that the world's energy supply can be derived completely by renewable resources.  Timing renewables with demand is the problem, NOT the amount of potential RE available in the world.  This means that storage (of all kinds) is what is the bigger question--pumped hydro, hydrogen, batteries, flywheels all will play major roles.

Prism is a late entry to the party and brought wine to a beer garden event.

September 23, 2009

Prism Solar Offers Low-Cost Solution for Green Revolution | www.examiner.com

Wrong tech, bad timing, and not enough cash to do anything of real relevance in the solar industry. 

The new found demand for meat is the real driver behind agriculture's explosive growth.

December 31, 2007

Potash Corporation: The Best Value in Agriculture Stocks Today | seekingalpha.com

The growth in Potash demand described by the author is only the beginning of a trend that will accelerate during the next few years.  In the article the author fails to mention one of the greatest forces driving demand for agricultural products.The changes in the distribution of wealth across the world are well documented in the article, but the biggest driver of increased agricultural demand is not the increase in calories in diets world wide as much as it is in the kind of calories being demanded. 

U.S. Ethanol policy is simply a regressive tax...

December 11, 2007

Has The Ethanol Boom Ended? | www.econ.iastate.edu

Once policy makers finally conclude/admit that ethanol is nothing more that a subsidy for farmers and the states that depend on farming, the ethanol industry will stagnate.  Pumping money into an alternative fuel that results in significant price increases for staple food items is not an appropriate use of tax dollars. I find it sad that those on the Hill can't seem to understand the limited benefits (relative to the inherent costs) of corn based ethanol production. 

Green Energy Within the Utility's Portfolio is the Key

September 7, 2007

Europe looks for US energy company investments | www.platts.com

A national RPS layered on top of state RPS requirements will mean that utilities with significant hydro, wind and solar components within their generation portfolio will the best bets for European investors.  Duke and Progress Energy appear to be the most viable plays given my knowledge of their recent proactive stance concerning creation and management of a green power.  European investors should be keenly aware of the value of companies that reduce their exposure to the risks of climate change.

Page : 11 to 5 of 5

Subscribe to Updates

RSS By RSS

Add to Google Reader or Homepage

Subscribe in Bloglines

This author consults with leading institutions through GLG