NEW ENERGY ROGER S. CONRAD EDITOR, UTILITY FORECASTER EDITOR, - - PowerPoint PPT Presentation

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NEW ENERGY ROGER S. CONRAD EDITOR, UTILITY FORECASTER EDITOR, - - PowerPoint PPT Presentation

Aug 17, 2022 473 likes •606 views

NEW ENERGY ROGER S. CONRAD EDITOR, UTILITY FORECASTER EDITOR, CANADIAN EDGE NEW ENERGY BULL THE ENERGY BULL MARKET TECH ADVANCE = COSTS DECLINE CLIMATE CHANGE INDUSTRY BOOSTERS THE NOVEMBER TSUNAMI SCIENCE VS SCI FI ROOM

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SLIDE 1

NEW ENERGY

ROGER S. CONRAD EDITOR, UTILITY FORECASTER EDITOR, CANADIAN EDGE

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SLIDE 2

NEW ENERGY BULL

– THE ENERGY BULL MARKET – TECH ADVANCE = COSTS DECLINE – CLIMATE CHANGE – INDUSTRY BOOSTERS – THE NOVEMBER TSUNAMI

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SLIDE 3

SCIENCE VS SCI FI

  • ROOM FOR MANY SOLUTIONS
  • FEDERAL DOLLARS FLOWING
  • THE HYPE FACTOR
  • SMALL IS SEXY BUT NOT ALWAYS

SOLVENT

  • THE PORTFOLIO APPROACH
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SLIDE 4

SCIENCE VS SCI FI

  • CENTRAL STATION ECONOMICS

RULE

  • EDISON VS. INSULL
  • ELECTRIFICATION CONTINUES
  • 1950-2005: 14% TO 39% OF US ENERGY
  • THE NEXT LEAP FORWARD
  • DEMAND GOING MUCH HIGHER
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SLIDE 5

WIND WINNERS

  • ECONOMICS PLUS SUBSIDIES
  • 2,454 MW IN 2006 TO 15,000 TOTAL
  • 3000 MW MORE IN 2007
  • 22 STATES RENEWABLE MANDATES
  • LIMITED BY LOCATION
  • AES, FPL, IBERDROLA
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SLIDE 6

NUCLEAR RENAISSANCE

  • CONCENTRATION OF OWNERSHIP
  • 1990-2005: FROM 66% TO 90%
  • 1990-2005: 104 DAYS TO 38
  • NO CO2 EMISSIONS
  • NEW NUKES: DON’T HOLD YOUR

BREATH

  • CEG, ETR, EXC, FPL, SO
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SLIDE 7

OTHER ENERGIES

  • IMPROVING TRANSMISSION: FERC

MOVES AHEAD

  • ATP.UN (ATPWF), DUK, NGG
  • BIOMASS: BPT.UN, BLXJF
  • FUEL CELLS (FCEL)
  • SUPERCONDUCTORS (AMSC)
  • SOLAR HYPE
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SLIDE 8

DON’T COUNT OUT COAL

  • CHAMPION OF CO2
  • ABUNDANT IN NORTH AMERICA
  • 50% OF ELECTRIC POWER
  • KEY IS CLEANER WAYS TO BURN
  • CARBON CAPTURE: EON
  • COAL TO LIQUIDS: SSL
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SLIDE 9

REGULATING CO2

  • OPPOSITION IS MELTING AWAY
  • CAP AND TRADE CAL STYLE
  • NATIONAL LEGISLATION BY 2009
  • POLLUTERS AT THE TABLE
  • REGULATION = RECOVERING COSTS
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SLIDE 10

THE OIL DILEMMA

  • OIL SANDS DEVELOPMENT A MAJOR

C02 CREATOR

  • BIO FUELS LIMITED
  • ETHANOL WITHOUT SUBSIDIES?
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SLIDE 11

SMART SHOPPING

  • BEWARE THE HYPE: REMEMBERING

THE LAST BOOM

  • PICK YOUR OWN STOCKS
  • ETF = MEDIOCRITY
  • BIGGER IS BETTER
  • BE PATIENT
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SLIDE 12

WHO WE ARE

  • UTILITY FORECASTER
  • PERSONAL FINANCE
  • CANADIAN EDGE
  • THE ENERGY LETTER
  • WWW.UTILITYANDINCOME.COM