Steady as Green Power Goes for FPL
January 7, 2009
This Utility Will Inherit the Wind | online.barrons.com
In spite of the present recession (or depression, if you're out of work) causing financing chaos, FPL is well positioned to continue developing wind and PV projects. PV and wind power costs have reached parity with new construction fossil and nuke plants in many US locations. FPL's experience in these projects will enable them to handle improvements in metering, prediction and storage technologies that will make solar and wind eventually competitive with most any baseline power plant in the next decade.
January 7, 2009
Japan to bring back solar power subsidy for homes | www.reuters.com
While the PV industry sweats bullets (or silane) over what the 2009 market will bring, there is a bright spot in one of the major markets. Japan will be inaugurating a new residential incentive program, borrowing from its successful effort from the mid-1990's to mid-2000's. If the new program doesn't produce an economic "miracle", it should at least stop the bleeding of their installation market.
PV Oversupply = Price Collapse = Grid Parity
December 28, 2008
Massive 168% photovoltaic module overcapacity to cause pricing collapse in 2009 | www.pv-tech.org
The impending PV oversupply situation, while perhaps a little overstated, will result in a collapse or at least a steep decline in modules and installations. Once the dust settles for the surviving companies, the result will be a technology that will be competitive with fossil and nuclear power, especially for new construction. The situation will be aggravated by the current economic malaise, but has been overdue in any event, just like any other high tech industry
Oil imports and domestic renewable energy - a dubious link
December 28, 2008
U.S. expects big drop in oil imports | money.cnn.com
Like dogs chasing flashlight beams on the wall, changes in the price of a barrel of oil, and imports, distracts us from greater fundamentals. While US consumption has slipped, it is unclear whether it will translate to less imports. And imports may just not be a causal link for renewable energy, despite the political sloganeering.
Cut and Run or Delayed Gratification?
December 10, 2008
Alternative energy ideas power down | www.delawareonline.com
As the alternative energy Charlie Brown runs up to kick the green football, a global recession Lucy Van Pelt snatches it away. The global recession, which triggered a collapse in petroleum prices, has investors in green terrified and the traditional energy ideologues braying. Will these investors stick out what will be a very scary year, or will they cut and run, and set back alternative energy development for another decade?
New Coal Demand from New Coal Plants Coming Online in 2009
December 8, 2008
Sector Snap: Coal Sector Falls on Weak Demand | money.cnn.com
Despite U.S coal demand forecasted to be down in 2009 for thermal and metallurgical exports, new coal plants coming online will require incremental coal demand.
Fuel Switching from Coal- to Natural Gas-Fired Electricity Generation
December 8, 2008
Oil Price Drop Forces Big Energy to Retreat | www.time.com
Current natural gas prices of approximately $6.00/MMBtu allow electricity generation on natural gas to be more economic compared to coal in certain areas of the U.S. This is further favored by the time of the year.
U.S. Thermal Coal Exports for 2009
December 8, 2008
U.S. Coal Export Boom Over for Now | www.guardian.co.uk
U.S thermal coal exports will be down in 2009 versus 2008 since the U.S.’s coal is no longer competitive into Europe and other world locations.
CSX Tariff Rate for Export Steam Coal to Rise January 1, 2009
December 8, 2008
CSX Tariff for Export Bituminous Coal | www.csx.com
The CSX is raising tariff rates for export steam coal on January 1, 2009
Rate Case Demonstrates Coal Transportation’s Attractiveness to Union Pacific and Other Railroads
November 14, 2008
Oklahoma Gas & Electric Files Rate Case Against Union Pacific Railroad for Coal Transportation | www.stb.dot.gov
The most recent Surface Transportation Board Rate Case filed by Oklahoma Gas & Electric (OG&E) against the Union Pacific Railroad (UP) for coal transportation from the Powder River Basin to the Muskogee coal plant actually shows the attractiveness of this move to the Union Pacific Railroad and other railroads. The commentary section describes the positive economics around this Rate Case to the UP.
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