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New Energy Winners: The Next Leap Forward

Explore the future of renewable energy, nuclear power, transmission improvements, coal regulations, and smart investing strategies in the energy industry. Utility Forecaster and Canadian Edge editors provide valuable insights.

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New Energy Winners: The Next Leap Forward

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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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