Archive for category Natural Gas
Why Solar goes much lower still. The same reason the Sector High was NUTS
Posted by 2011wd in 2011 Energy Report, 2011 Power Report, GTL, Natural Gas, Solar, TES, TES Thermal Energy Storage, Thermal Banking, Tracking Stocks, Trading, Waste To Energy, Water and Waste Treatment on August 23, 2011
Every alternative is only as strong as the old energy feedstock PRICING ACTION under the surface. This all a part of the WHEN OF IT.
AS reported when the highs were here. You sell the highs and buy the lows. We still go lower here. To be sure the M.M. while yank it for all it’s worth, but that is just because they can. Playing off the backs of retailers. Don’t let them play you.
In the end it will come back to inventory levels, supply and demand, & pricing action of old energy feedstocks. Most seem to forget natural gas. Big mistake. HUGE. They also forget GTL, or gas to liquids. Another massive mistake. Keep in mind most of the gas is shut in, meaning it is seen and regarded as worthless. Nothing could be more wrong. GTL plays a very big part of the U.S. domestic energy future regardless. If it is closed looped as it no doubt will be at some point soon, the game changes. Waste to Energy soon comes into the mix. Water and Waste Treatment will always be a KEY part of the overall green sustainable future, IF you build it into your BIM/CAD designs from the very start. AS you do, you will see the value of GTL. This does not mean solar will not have it’s place. It simply means inventory levels must come down. How low do they go?
How far is the price of the product going to fall? Go ask the M.M. They are the guys who have been playing the energy trading scam from the start.
A lesson every green energy producer must learn.
Posted by greensciences in 2011 Energy Report, BTL, Cellulosic Bio Refinery, Energy Policy, Feedstock, Finance, Fuel Cells, Greed, Green Sustainable Future, GTL, M & A, Natural Gas, Oil Prices, Remediation, Solar, Solar Companies, Wind on April 6, 2011
If you don’t understand the price action of the product, you will not last more than a few years in alternative energy or energy in general. This in large part because the powers that be, can wipe saw you to pieces, with the ups and downs of the PERCEIVED SUPPLY and demand, that makes up, energy trading.
Until you learn the trading action, NEVER TAKE A DIME from a single investor. YOU BOTH WILL GET BEAT.
The very reason old energy doesn’t care about green energy solutions. They know they can pick it up on less than it cost you to build it if you don’t understand the long term price action. Plan on trading for 15 years, then consider producing. Better yet, 25.
You don’t have to like the product, but you MUST RESPECT IT. This was, and has, NOT BEEN DONE, by most in bio based fuels. Add to the mix that what was produced is not truly green and it becomes easy to see WHY, MOST Who claim to understand investment in green fuel PRODUCTION, Don’t know their BUTT from their ELBOW.
Natural Gas is greener than most Alternative Energy Plays and YET, it is still regarded as FAR LESS THAN GREEN. The concern is directly related to drilling into the ground and doing anything that is not natural to the subsurface. Anything that might end up in the water table is regarded as a major risk and the clean burn aspect of natural gas will always be seen as less than ideal.
see both sides dealing with natural gas…
&
& here, where the real problems start to surface, to the point the ranchers are asking earthjustice for help…
http://earthjustice.org/features/coalbed-methane-in-the-powder-river-basin
What is always easy to see in each of these energy plays is moderation MUST factor into the overall equation or problems become the NORM.
IT HAS BEEN and ALWAYS WILL BE, OPERATIONS that proves up long term sustainable success in all energy solutions. OPERATIONS DEMAND moderation. They also demand REMEDIATION. If you don’t know REMEDIATION stay out of energy production and stay out of operations. YOU WILL ONLY FAIL, LONG TERM.
If you are in solar and wind and think, Natural gas will not play a major role in the future of energy, YOU ARE IN FOR A SLOW ROAD to NOWHERE, & SO are your INVESTORS.
Will Distributed Solar Drive Utilities into Bankruptcy?
Posted by greensciences in 2011 Power Report, BACT, CHP, Green Design, Green Sustainable Future, LAER, Natural Gas, Old Energy Designs, Power, Power Towers, Recapitalization Reports, Restructure & Recapitization, Restructure Reports, Solar, Solar Companies, STE, TES Thermal Energy Storage, Tracking Stocks, Truth in Markets, Waste To Energy on February 26, 2011
We do not address the residential side of power however if the price to install does come down we might in the future. Why pay higher prices now if you know the price of install will come down. Makes no sense.
Commercial is another matter. A very big matter.
As this question is extremely important we will address the public ECO ASPECTS. BACT will not do with regard to retrofit, however much you are SOLD on the idea. If you are not reworking old energy designs with LAER standards, you are simply kicking the can down a very short road. When you look at Utility Value WATCH OUT FOR poor clean up designs which might be approved very recently. Those retrofit expenses do NOT produce Green Sustainable Eco Standards in our view. NOT BY A LONG SHOT.
The Power Sector is a vital part of our work and our detailed answers are private and very much a part of our research reports which are private user access only. There is a great deal here that has been overlooked. Current Case in point, showing recently approved rework addressed in private reporting details.
BACT, best available control technology, has just shifted to BRIGHT GREEN
Posted by 2011wd in 2011 Power Report, Advanced Building Materials, Algae, BACT, Bio-Composites, Bio-gas, Biology, Bioneers, BTL, CCS, CHP, CSS carbon sequestration & storage, Feedstock, Green Design, Green Jobs, integrate CAD/BIM/GIS, M & A, Natural Gas, Old Energy Designs, Power, STE, TES Thermal Energy Storage, Waste To Energy on December 21, 2010
That being said the new year brings new surprises for those wishing to build new, old energy design, POWER projects, or clean, 30 year old, ones. Those new cost considerations are far more advanced that present thinking and they will require a whole new cost est. projection, which is the very project we have been working on for years, relative to integrated clean solutions. It was never enough to simply do the min. required in old cleaning work. While it is easy to see that work was much better than nothing, $119 Million will not get the job done anymore.
We attempted to make this point before the deadline for the new rules to KICK IN on JAN.1 and no one seemed to listen. Time and Time again we have been saying this is far more costly than most might think and yet M&A with regard to power went right on as if they simply had no care in the world. All the while this is what you might now get new in basic combined cycle systems..
Keep in mind that is NEW POWER PLANT Construction not something 30 years old, or older.
Not that this is remotely like, what we might wish to build for the same, Massive Amount, of money.
Even with all our work we still don’t have a total projected number and it may be months before we do, even as we are working full bore on the project. While all of this research is private, to be sure it is FAR NORTH by a long SHOT of that old clean number. Our work has not come up with a total figure as yet but as the managing partner, I am able to say, there is no way that number is even in the ballpark.
More will be in our 2011 Power Report, however that report as are all reports will be private. That data is only provided to our private Energy Division and the Bus. Dev. Working Partners. It will also be provided to all Licensee holders.
To be sure, A Permaculture Mindset MUST BE REQUIRED, as we view BACT, IN AMERICA STARTING IN 2011
Anything short of that missed the B, as in BEST.
Dec. 21, 2010
JP
Just got this today, showing someone IS BURNING HOT WITH BRIGHT GREEN ENERGY..
I am very pleased to see no NUMBERS were injected into this very important announcement and HOPE they will not be in the future as the real numbers make SHAKE The foundations of these old energy THINKERS. This REGION is in OUR WHEELHOUSE to be sure WE will want to speak to all Executives with regard to this NEW BACT, REDESIGN with CLEAN GREEN SOLUTIONS EST. in PRIVATE.
HOPE IS ALIVE and Growing Stronger by the DAY
With regard to the Site remediation $500M to $800M JOB. That should be directed by the .org that force the clean up in the first DAMN place. Read their PDF here…
Permaculture allows the ideal integrated clean solutions design
Posted by 2011wd in Agri Char, Bio-Composites, Bio-gas, Biology, Fertigation, Green Design, integrate CAD/BIM/GIS, Integrated Farming, M & A, Master Planning, Natural Gas, Nature, Permaculture, Waste To Energy, Water and Waste Treatment on December 20, 2010
It is Permaculture type thinking that provides the framework for all clean green solutions as it is allowed into the integration design model. Using it as the foundation of each bio study, research, design, development, & application allows for a clear path that is easy to see once you make it your guide.
Much has already been shared by those who have been willing to help others begin to see this natural sustainable path. While our work is private in this area, others have offered public site displays. If you wish to allow permaculture paths to enter into the business development equation we wish to talk to you about our consulting services. As we locate the officers of companies who have shown a willingness to consider this type framework we will be contacting them. We are ready to provide these business development consulting services as they might be needed.
This as it comes from the Energy Division of our Private Network.
2010 Energy Report: Advancing Alt. Energy Base Load Power Production
Posted by 2011wd in 2010 Energy Report, Advanced Building Materials, Bio-Composites, Bio-gas, Bioneers, BTL, CHP, CPV, CSS carbon sequestration & storage, Feedstock, Green Building Materials, Green Cities, Green Design, Green Edu., Green Job Training & Education, Green Jobs, Green Sustainable Future, integrate CAD/BIM/GIS, Natural Gas, Power Towers, Solar, Solar Companies, STE, Steel, TES, TES Thermal Energy Storage, Waste To Energy, Water and Waste Treatment on February 24, 2010
While Alt. Fuel is our main focus, we are shifting the research this year to advance our Alt. Energy Base Load Power Production objectives because of the need for cheaper smart power onsite. That power demand will be extensive so we wish to design something that has never been done & something that will be a model for future development sites and projects. If you, or your company, are on the cutting edge of Thermal solar, TES, hydrogen, natural gas, CHP, heat & air, geothermal, on a base load scale, please consider presenting your white papers per our request.
We are tracking over 200 companies in these different energy areas and wish to learn more about how we might work together as we are able to see business development move in a like minded direction. If we are not already tracking your company and you feel we should be, please let us know and we will look over your profile. Keep in mind this is base load and smart onsite which is not the norm. Our objective is to produce power cheaper, cleaner, smarter with combined energy sources & seemless intergration. If you don’t have a working solution for that type of energy production potential, that can be tracked at every point in the loop, the question becomes, why not? Current research and design models have our projected cost per MW of power far cheaper than most producing alternative energy systems & designs which means all old systems currently in production are outdated and of no use to us without extensive modification, demanding major expense, & rework.
We are open to co-production agreements with current old energy systems companies that know they must transfer their plant designs which are presently outdated. This will demand feedstock transfers, production downtime, construction costs which will be extensive, not to mention major investment in new & renovated infastructure, buildings and equipment, keeping in mind these will be first time projects never produced before. Total new alternative energy cost projections are a major part of our M&A evaluation process. Those numbers are presently far more than most have projected even on a model, first phase scale. This is in large part due to remediation which seems lost to most in the total restructure equation. Without this extensive remediation expense understanding, whatever cost number that might be reached, has missed it’s mark on a grand scale. In fact, we will not consider any future project unless we have been in charge of all remediation work during the life of the cost consideration evaluation process phase. There will not be one dime spent on any potential old energy production plant rework without first having the remediation cost projections well in hand. Here we must work side by side with both CFO and COO who are the only people who might begin to understand the merit of our clean site objectives and process.
It is also important to remember we are talking about an underground and above ground sea of pipes, wires, equipment, & roads that must be integrated. Operations must be priority one with any new design. These operations must be integrated on a large scale. This means thinking in terms of a closed loop type system. This demands CAD/BIM/GIS.
This is where our alternative fuel designs are making advances and we feel our base load power production should have the same type model. Total utilization of energy must be a major objective.
What is the future cost of energy?
Posted by 2011wd in Agri Char, Bio-Composites, Bio-gas, Energy Policy, Green Jobs, Green Sustainable Future, integrate CAD/BIM/GIS, M & A, Natural Gas, Power Towers, Regional and Community banks, STE, TES Thermal Energy Storage, Uncategorized, Waste To Energy on November 7, 2009
Will the cost per MW be coming down and if so, when? What is driving that cost down now?
Will the cost per barrel & per gal. of old energy products be coming down and if so, when?
How does this matter to alternative energy investment?
What are the real supply and demand factors and how are they clouded even today?
Who clouded them in the first place & Why?
Potential M&A in energy demands knowing the answer to all these questions and many more. Alternative Energy M&A must at it’s core have a vast understanding of old energy methods and actions. WHY?
If you have already made an Alternative Energy buy in the last 4 years, did you pay to much?
If the alternative energy company is public, what is their burn rate?
What is the public alternative energy co. S,G,& A?
What is the public alternative energy co. EBITDA?
If the answers are not strong in these very important areas, why not?
Do small cap alternatives stand a chance in this market?
Should your powder stay dry and if so where is the bottom?
The time for alternative energy production will fall well after the M&A action that must take place first. Running to that action would be a very misguided move.
CONSERVATION IS JOB 1
The real supply side story on Natural Gas
Posted by 2011wd in Natural Gas on July 14, 2009
http://apps1.eere.energy.gov/news/news_detail.cfm/news_id=12634
The shale play has changed everything. The numbers are off the charts.
441.4 trillion cubic feet (Tcf), up 63.4% from the estimate the committee produced just two years ago.









