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SECTOR - ALTERNATIVE ENERGY
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Corn, Ethanol And Water
Ear of Corn entering gas tankWhat happens when the ethanol belt turns into a flood zone?
  • Betting on the weather
  • Diminishing corn quality
  • Downstream ethanol effects

 

Julian Murdoch Friday, 20 June 2008
 
Marc Chandler Dissects the Dollar’s Decline
Marc Chandler, chief currency strategist for Brown Brothers Harriman, discusses the dollar, and what's dragging it down.
  • A healthy amount of exaggeration
  • The Fed’s fault?
  • U.S. deficits—believe it or not—improving
 Marc Chandler Dissects
HardAssetsInvestor.com Tuesday, 03 June 2008
 
Seeing The Light
Seeing The LightForget alternative energy; the best energy play is using less.
  • Voltage, current and electrical loss
  • A $20 billion opportunity
  • Spelling HDVC

 

HardAssetsInvestor.com Friday, 30 May 2008
 
Roy Nersesian Sees ‘The Perfect Storm’
Despite a speculative element, the fundamental forces behind the rise in agricultural prices may persist.
  • The Chinese want beef (and that drives up grains)
  • Biodiesel and palm oil
  • Could speculators get caught out?
HardAssetsInvestor.com Tuesday, 20 May 2008
 
Biofuels Professor Says Corn Will Never Work
Roy Nersesian, an energy specialist from Columbia University, puts the biofuels hype under a realist's microscope.
  • Why corn-based ethanol will never work
  • The chink in cellulosic ethanol
  • Hope for biodiesel?
HardAssetsInvestor.com Tuesday, 13 May 2008
 
Walter Nasdeo, Ardour Capital, Discusses Alternative Energy Stocks: Part II
Walter Nasdeo, Director of Research for Ardour Capital, talks about the factors driving investment in alternative energy.
  • Huge global VC influx
  • New technologies in play
  • Energy efficiency, photovoltaics major factors
HardAssetsInvestor.com Tuesday, 08 April 2008
 
The Bush Budget

What does the new Bush budget mean for renewable energy, fossil fuels and other commodities?

  • It's 6% more, but what about commodities?
  • Energy security?
  • What happened to renewables?
Julian Murdoch Tuesday, 05 February 2008
 
An Interview With Michael Metz
Michael Metz, chief investment strategist for Oppenheimer & Company, lays out his opinions on each segment of the commodities market.
  • Bullish on oil, bearish on alternative energy
  • The dollar has hit bottom
  • Agriculture looks good, gold may look better

Matt Hougan Thursday, 06 December 2007
 
Geothermal: The Other Base Load Power
Fresh from a conference on geopower, Tom Konrad lays out the bull case for geothermal power
  • Low costs, high reliability
  • A small eco-footprint
  • How to access the space

Tom Konrad Monday, 19 November 2007
 
Business As Usual
EthanolIs the ethanol boom over? Not by a long shot. But the gold rush mentality is fading in the face of economic reality.
  • Welcome to the real world
  • Negative profit margins
  • An industry grows up
Julian Murdoch Friday, 09 November 2007
 
The Innovation Threat

Innovation is the enemy of commodity investor.

OK, that might be exaggeration, but it does point to a bigger truth. Platinum and palladium markets are trading down today on news that engineers at Nissan Corp. have figured out how to design catalytic converters that use only half as much platinum, palladium and rhodium as existing models. That’s a huge breakthrough and a matter of critical important to platinum investors, because catalytic converters consume 54 percent of the platinum sold each year, according to Standard Chartered PLC (via this Bloomberg story. If Nissan’s new system bears out and everyone switches to it, platinum demand could fall precipitously.
HardAssetsInvestor.com Monday, 30 July 2007
 
Commentary on Feeling Peak-Ed
Maybe we are running out of oil, Virginia. But the market's reaction to higher energy prices this fall was a lesson in the glories of modern capitalism: venture capital flooded into alternative energy, government subsidized energy efficiency measures, and prices went neatly back into the pocket.
HardAssetsInvestor.com Wednesday, 22 November 2006
 
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