Archive for August, 2009

China’s power and rail use. The real numbers

The only way to get the real numbers is to look at Electric power use, railroad shipping data and the shipping data…

http://www.nakedcapitalism.com/2009/06/chinas-declining-electricity.html

rail…

http://bit.ly/UoUxs

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Nuclear Nonsense: Keep power plant out of Utah

http://www.sltrib.com/ci_13226081

First Editorial that I have seen that takes on a Republican Gov. over poor old energy policy. About time.

My hat is off to the editoral staff at the Tribune. Job well done.

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China’s SOEs May Terminate Commodities Contracts

http://english.caijing.com.cn/2009-08-28/110230655.html

This may get ugly fast.

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The Geospatial Revolution

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Philadelphia Field Project

Student, University, & Community integration. Dr. Yapa

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Three days of matching funds for Green America

http://bit.ly/iKwoo

A very worthy non-profit. Matching funds means any donation for the next three days provides them with twice the money given.

They provide very helpful green support for real green businesses.

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A must read. Over a Barrel

http://bit.ly/ENH5R

Breaking the Middle East Oil Cartel. By Raymond J. Learsy.

This is someone I admire in Energy and that is saying a great deal. When you can find a straight shooter, someone who will tell it like it is, then you have someone of great value in Energy.

I will buy the book and review it here, ASAP.

You must understand old energy markets to be successful in renewables. Without that understanding long term success is almost impossible.

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The Drys tell the story

http://www.wikinvest.com/index/Baltic_Dry_Index_-_BDI_(BALDRY)

remember they were getting 10X what the tankers were getting.

http://en.wikipedia.org/wiki/Oil_tanker

Here a few keys are found..

http://online.wsj.com/article/SB125107082428552461.html

What happens to these numbers if US Domestic Fuel demand is cut by 1/3.

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Stock market P/E at 129-1. Price to Earnings should matter.

http://www.ritholtz.com/blog/2009/08/chart-of-the-day-sp500-pe-ratio/

The historic chart shows a ratio of 20-1 has been the high, while 7-1 has been a low market. Price to Earnings should matter, however in this market anything seems to go. Seems in the penny stock world they called that the pump and dump. Guess who has been the PUMP?

The short answer is this. They can make it going up and then they can make it going down. Any guesses?

If it’s this high here, what is it in China?

Need to see the Global Equity Market P/E Ratios 2009

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Back Flip off the trunk of an elephant

http://www.ongbaktwo.com/

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