April 8, 2011
USDA issues a weekly wheat crop conditions report. Read how this impacts prices on various exchanges through the harvest.
Lower costs are half the battle for the growth of solar power
April 8, 2011
Solar Costs May Already Rival Coal, Spurring Installation | www.bloomberg.com
Improving economics of solar photovoltaic power put the technology on the verge of mainstreaming into the energy infrastructure. Lower costs are only part of the battle, however. A number of non-monetary policy changes will be needed at the national, regional and local level in markets like the US for the market share to become significant.
PV report maybe a little optimistic but in the ballpark
March 31, 2011
Solar Breaks Out of Niche to Match Apple’s iPad-Fueled Growth | www.bloomberg.com
I am progressive in thinking when it comes to solar and renewable energy, but regressive when it comes to filling out my NCAA brackets. I still favor the traditional powerhouses making it to the Final Four, and discount upstarts like VCU. The Bloomberg New Energy Report on photovoltaics shows that "small" energy technologies can make it past the "big" energy status quo.
March 29, 2011
The March Prospective Planted acreage report is a fair start but weather and other key drivers have to be considered throughout and into the January annual WASDE report.The target area is formed in March but the bulllseye goes beyond the June planted acreage report and into the January annual WASDE report.
Solar and other renewables is a marathon, not a sprint
March 22, 2011
Solar Rally Might Fizzle After Nuclear Accident ‘Hysteria,’ Investors Say | www.bloomberg.com
Hysteria works both ways, in the irrational exuberance of betting that solar or other renewables will be the dominant energy source in a decade or two, as well as panic peddling of nuclear when the inevitable disaster or near disaster occurs. Solar or any other energy infrastructure takes decades to transition. Investing in a shorter timeframe is essentially speculation, and subject to boom and bust conditions.
March 18, 2011
MGEX provides the specifics as to the importance to U.S. exports of wheat, corn and soybeans.MGEX also provides the specifics as to the daily consumption of these grains in Japan, end stocks to use and what is likely to rebound for Japan's importance.
Will China’s Nuclear Power Expansion Plan Affected by Japan’s Disaster?
March 15, 2011
As China is on a nuclear expansion program with 28 reactors totaling 30,000 MW under construction and up to 80,000 MW planned for 2010, Japan’s nuclear disaster has caused concerns in China. Uranium and power equipment suppliers, both domestic and foreign, are prepared to benefit from China’s nuclear expansion but will now have to watch for any signs of a change in course. The only official statements so far are from the a news briefing by the Environmental Ministry that no radiation from Japan is detected, and that China will learn from the Japan’s experience but will not change the course of its nuclear program.
March 3, 2011
USDA unveiled its acreage assumptions for 2011 wheat, corn and soybeans. Much more important will be the March Prospective Plantings USDA report. You must include the three key drivers when making a choice.
February 14, 2011
China allocates funds to fight drought | news.xinhuanet.com
MGEX looks at three items critical to China's drought on wheat. China had a drought in 2006 and then produced a record wheat crop. There is a great deal of perception versus reality for China's drought.
February 3, 2011
Agricultural processing viewed as strategically important industry | law.by
There is more to North Africa other than Egypt. Certainly when it comes to wheat imports, Egypt is important, however there is another agriculture commodity Egypt imports. There are other countries which are located in North Africa which have a great interest in importing its needs of agriculture items.
Shale gas abundance provides new options for energy companies
February 13, 2012
Chesapeake Energy bites the natural gas bullet
January 25, 2012
Flurry of newbuild drilling rig deliveries in 2012 may dampen rig rates
January 20, 2012
Talisman joins the ranks of cautious E&P companies
January 12, 2012
Early signs of caution begin to cloud frontier exploration and production
January 4, 2012