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NEW ENERGY WINNERS

NEW ENERGY WINNERS. ROGER S. CONRAD EDITOR, UTILITY FORECASTER EDITOR, CANADIAN EDGE EDITOR, NEW WORLD 3.0. WHERE THERE’S A WILL. DEMOCRATS IN CHARGE STATES LEAD THE WAY ON CO2 RENEWABLE ENERGY MANDATES FEDERAL DOLLARS FLOWING. HARD TIMES. ENERGY’S CRASH TIGHT CREDIT FRY GET FRIED

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NEW ENERGY WINNERS

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  1. NEW ENERGY WINNERS ROGER S. CONRAD EDITOR, UTILITY FORECASTER EDITOR, CANADIAN EDGE EDITOR, NEW WORLD 3.0

  2. WHERE THERE’S A WILL • DEMOCRATS IN CHARGE • STATES LEAD THE WAY ON CO2 • RENEWABLE ENERGY MANDATES • FEDERAL DOLLARS FLOWING

  3. HARD TIMES • ENERGY’S CRASH • TIGHT CREDIT • FRY GET FRIED • SELF-FINANCING IS KEY

  4. ELECTRIC DEMAND • ELECTRIFICATION CONTINUES • 1950-2005: 14% TO 39% OF US ENERGY • THE NEXT LEAP FORWARD • CONSERVATIVE ESTIMATES: 30% RISE IN USAGE BY 2030 • $1.7 TRILLION SPENDING NEEDED IN US ALONE

  5. WIND WINNERS • ECONOMICS PLUS SUBSIDIES • 2,454 MW IN 2006 TO 15,000 TOTAL • MOST STATES NOW HAVE SOME RENEWABLE MANDATES • LIMITED BY TRANSMISSION • FPL, VWSYF

  6. NUCLEAR SUMMER

  7. 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 • DUK, ETR, EXC, FPL, CEG, SO

  8. OTHER ENERGIES • BIOMASS: COVANTA (CVA) • SOLAR: SUNPOWER (SPRWA) • CARBON SEQUESTRATION: ALSTHOM • SUPERCONDUCTORS: AMSC • FUEL CELLS: FCEL • SYNFUELS: SASOL (SSL)

  9. TRANSMISSION’S CURE • INVESTMENT DEFICIT • IMPROVING TRANSMISSION: FERC MOVES AHEAD • ITRON (ITRI) • ITC HOLDINGS (ITC) • ATP.UN (ATPWF)

  10. COAL’S DILEMMA • CHAMPION OF CO2 • ABUNDANT IN NORTH AMERICA • 50% OF ELECTRIC POWER • KEY IS CLEANER WAYS TO BURN • UTILITIES ON THE SPOT (AEE, AEP, SO, TXU)

  11. REGULATING CO2 • OPPOSITION IS MELTING AWAY • WEAK ECONOMY TEMPERS SPEED • CAP AND TRADE CAL STYLE • NATIONAL LEGISLATION IN 2009 • POLLUTERS AT THE TABLE • REGULATION = RECOVERING COSTS

  12. THE OIL DILEMMA • OIL SANDS DEVELOPMENT A MAJOR C02 CREATOR • RISING COSTS TO PRODUCERS IN CANADA: THE BIG SURVIVE • CANADIAN OIL SANDS (COSWF) • NEWALTA CORP (TSX: NAL)

  13. SMART SHOPPING • BEWARE THE HYPE: SURVIVAL OF THE BIGGEST • PICK YOUR OWN STOCKS • ETF = MEDIOCRITY • BE PATIENT

  14. FOR MORE • UTILITY FORECASTER • CANADIAN EDGE • WWW.MAPLELEAFMEMO.COM • WWW.UTILITYANDINCOME.COM • WWW.NEWWORLD3.COM • reality, happens

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