February 6, 2009
The return of economic nationalism | www.economist.com
The economically suicidal stupidity of pretending that China nd India are emerging nations that can simply prohibit the export of natural resources either directly, or by allocation, or by levying export taxes that cause their prices to soar above those of the world market is doing, exactly as the Chinese, for one, intended, it is driving manufacturing requiring those resources along with its associated technology to China and India. Of course, if those same natural resources, were produced in the USA it would safeguard American jobs and technology from forced export, but this simple solution is too confusing for simple minded politicians and self righteous protectors of the environment who value trees above the quality of life of those who they seem to consider, by their actions, the lower classes.
February 6, 2009
Change must be more than political if we're to survive | www.explorehoward.com
At the rate of production achieved for base, precious, and minor metals in 2007, the most productive year in history for new metal production it would not be possible, even if the population were to remain static, to produce enough raw materials and maintain the current production of energy from non--renewable resources to provide sufficient raw materials to give everyone on earth the same material standard of living as is currently enjoyed by the average American in less than fifty years. The problem is that only incremental increases in production can be achieved now with the extarction and refining technologies we have. Private capital may not be large enough to tackle mining in or under the sea or mining much lower gradse than we do now.
A Nobel Prize Winner Flunks History
February 5, 2009
California farms, vineyards in peril from warming, U.S. energy secretary warns | www.latimes.com
California has perhaps 400 times as many people today as it did in 1800 Its farms and vineyards and its cities have been won from the desert at great cost and with great engineering and overcoming of climate adversity. Only an academic with his head in the clouds could fail to see that Californians will adapt to any climate change just as they have done before.
Tesla, As An Example, May be Small Enough But Chrysler is Not Small Enough To Survive With No Sales
February 4, 2009
Chrysler sales plunge 55 pct; GM, Toyota also down | www.forbes.com
The UAW never foresaw this situation, so it has made the fixed cost for an OEM car maker so high that the company simply cannot survive without sales. In the distant past glory days of the OEM American automotive industry the managers could face down the union and try to "break the union" by locking it out until the men might literally begin to starve. Then we got, deservedly so, the Union, unemployment compensation, and pensions, healthcare and life insurance, and even social security. The bosses then took another tack; they simply gave the workers whatever they asked for and passed the costs on to their customers. There was no competition then; there was a monopoly as Mr. Tucker found out and later Mr. DeLorean found out also. Now we have competition keeping the prices down and the Unions asking for more and more, so are we at the end game? No siree now the benevolent government is sudsidizing a new round of "bankrupt the country" by supporting near zombie companies.
The Real Challenge at Smurfit-Stone: A New Business Model
February 3, 2009
Smurfit-Stone Files For Chapter 11 Bankruptcy | www.paperage.com
Building a sustainable container board and packaging business, capable of delivering value to stakeholders in the long run, requires more than an acquisition strategy and the leverage of low cost funding. More important is the management accumen to coalesce a corporate culture that understands how value is created with the commitment to cascade that throughout the organization. The Smurfit-Stone model has been fraught with nepotism and a short term willingness to exploit pricing for volume to mask outdated operations and unenlightened acquisitions. Today, the real challenge of Chapter 11 is to demostrate to stakeholders they understand those realities and are committed to driving forward with a new business paradigm.
Ford's Management Is Far More Competent And Engineering Savvy Than GM's
February 3, 2009
Ford to build plug-in in 2012 It is to make 5,000 a year; utilities are to test version of Escape | www.freep.com
Boeing is holding up the rollout of its next generation fuel efficient "Dreamliner" because it isn't yet a fully integrated system; i.e., some of the parts are not yet finalized. They have been designed, delivered, and installed, but they didn't perform as requested, so they have been sent back for redesign, redelivery, and restesting in actual conditions. General Motors, as if by contrast, took the word of a few academic battery researchers, just a couple of years ago, that, since theoretically a battery based on lithium ion chemistry should outperform all other battery technologies based on higher atomic weight elements such as nickel and lead, they should simply announce that such a battery "would" be built and installed in a car made by them. It, the theoretical construct, would then become a game changer. No one at Boeing could possibly be dumb enough to bet their company on such airy-fairy nonsense. It took a GM to do that. Ford is now doing as Boeing would do.
February 2, 2009
James Hansen’s Former NASA Supervisor Declares Himself a Skeptic - Says Hansen ‘Embarrassed NASA’, ‘Was Never Muzzled’, & Models ‘Useless’ | wattsupwiththat.com
Respected and credentialed scientists have begun to speak out on anthropogenic global warming as an example of poor science, at best unproven and at worst wrong or even fraudulent.
There May Well be A Good Reason To Keep GM, Chrysler, And Ford Alive Through The Worldwide Recession
January 28, 2009
44% Say Global Warming Due To Planetary Trends, Not People | www.rasmussenreports.com
I have not been shy about expressing my opinion that GM and Chrysler need to go bankrupt immediately if they are to have any hope of surviving. The question is: What, of value to anyone, might survive a GM and Chrysler bankruptcy? The answer is that there is still time to salvage the engineering skills and continuity from a century of designing, engineering, and building nearly a billion motor vehicles.
Fuel Cells For Cars With Current Technology Are a Non Starter Due To Natural Resource Limitations
January 22, 2009
Handed the Keys to An Alternative Future | wheels.blogs.nytimes.com
The fuel cell in the Honda Clarity is the source of electricity for the electric motors that drive the car. The fuel for the fuel cell is hydrogen gas, which can be plentifully produced either by the simple electrolysis of water or by chemical processing of natural gas or ammonia both of which chemicals are widely distributed throughout our society. Why then is no one moving to create a hydrogen production and distribution system so that fuel cells of the type used by the Honda Clarity can be mass produced? It's simple; there isn't enough platinum to make such a move practical now or ever.
January 21, 2009
GM to spend $30 million on Volt battery plant | www.reuters.com
LG, the Korean conglomerate, will save a great deal of money by having its lithium-ion batteries, chosen as OEM equipment for the Chevrolet Volt, assembled and tested in the USA. General Motors, the end-user of the LG batteries, will be able to forego what it cannot do itself; i.e., build a factory in the USA to manufacture lithium-ion battery cells. GM has neither the technology nor the money for such an undertaking. GM brings to the table high priced, inexperienced, UAW labor, but when the cost of building a battery factory and developing a technology is factored in then it turns out that the USA has become the low labor cost country and that GM and LG are both getting bargains.
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