The Big Shift in Energy is Not What You Think

The energy business cycle has always been dominated by boom and bust cycles.  Through changes in technology, economic conditions and regulation nothing has altered that cyclical pattern.  We have, however, seen driving forces of change affect the energy business cycle both for the good and not so good. The Big Shift in energy today is Read more about The Big Shift in Energy is Not What You Think[…]

Natural Gas is Cleaner, Cheaper, Easier and Riskier

There is much to like in the growth of natural gas as the marginal fuel of choice for power generation.  Clean, cheap, easier to site, quicker to build, fewer regulatory or environmental hassles—-and it cuts emissions 40% compared to coal. A new study by Professor Lawrence M. Cathles, Cornell University, recently published in the journal Read more about Natural Gas is Cleaner, Cheaper, Easier and Riskier[…]

Will National Energy Policy ‘Evolve’ to a Clean Energy Standard?

Clean energy is something everyone is ‘for’.  Few people are in favor of dirty energy.  But the problem is the definition of what is clean depends upon who you ask.  We will say we are in favor of clean renewable energy, when polled, until a wind producer tries to site a wind turbine near us, Read more about Will National Energy Policy ‘Evolve’ to a Clean Energy Standard?[…]

Debt Deal Warnings for Energy Subsidies

The drama that produced the deal to raise the national debt ceiling without increasing taxes is sending warning shots across the bow for many industries.  The message for energy subsidies including the tax credits and treasury tax grants for wind and solar as well as tax credits for oil and gas companies could not be Read more about Debt Deal Warnings for Energy Subsidies[…]

AEO2011: The Energy Reality Reference Case

The US Energy Information Administration (EIA) is out with its final report on the Annual Energy Outlook for 2011.  I recommend it to you as a good foundation for energy market and risk analysis.  As is true in most simulation modeling exercises, EIA “assumes” current laws, regulations and policies in performing a fundamental analysis of Read more about AEO2011: The Energy Reality Reference Case[…]

Wind Energy as Election Collateral Damage

Wind Worries It is Collateral Damage The wind industry is starting to panic.  The American Wind Energy Association (AWEA) reported that just 395 megawatts of wind generation was installed in the third quarter of 2010.  Through the end of September 2010 year capacity additions were 1,634 megawatts, down 72 percent year-over-year and the lowest point Read more about Wind Energy as Election Collateral Damage[…]

Is Cleantech Ignoring Energy Fundamentals?

The energy and utility landscape is changing rapidly and radically as a consequence of the recession, state mandates for renewable energy, demand response and energy efficiency and greenhouse gas emissions reduction.  As regulators try to implement the climate change and clean energy aspirations of politicians the opportunities presented are attracting new players bringing new technology. Read more about Is Cleantech Ignoring Energy Fundamentals?[…]

Wind Energy is Winning but Fears Competition

Wind energy has won its battle to become a market leading mainstream power generation resource.  It should celebrate that victory and turn its attention to sustaining it by weaning itself from its dependence upon subsidies and renewable portfolio standards by driving down its costs and improving its efficiency to assure its long term success. In Read more about Wind Energy is Winning but Fears Competition[…]

Wind Energy’s Growing Pains

Did you see the press statement from American Wind Energy Association Denise Bode about first half 2010 wind installations?[1] “It’s dismal and getting worse. In the first half of this year, we are down 70 percent in terms of wind installation, and we continue to see a drop in new manufacturing activity. We need action.  Read more about Wind Energy’s Growing Pains[…]