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NEW ENERGY

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 FOR MANY SOLUTIONS FEDERAL DOLLARS FLOWING THE HYPE FACTOR

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NEW ENERGY

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

  2. NEW ENERGY BULL • THE ENERGY BULL MARKET • TECH ADVANCE = COSTS DECLINE • CLIMATE CHANGE • INDUSTRY BOOSTERS • THE NOVEMBER TSUNAMI

  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

  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

  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

  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

  7. OTHER ENERGIES • IMPROVING TRANSMISSION: FERC MOVES AHEAD • ATP.UN (ATPWF), DUK, NGG • BIOMASS: BPT.UN, BLXJF • FUEL CELLS (FCEL) • SUPERCONDUCTORS (AMSC) • SOLAR HYPE

  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

  9. REGULATING CO2 • OPPOSITION IS MELTING AWAY • CAP AND TRADE CAL STYLE • NATIONAL LEGISLATION BY 2009 • POLLUTERS AT THE TABLE • REGULATION = RECOVERING COSTS

  10. THE OIL DILEMMA • OIL SANDS DEVELOPMENT A MAJOR C02 CREATOR • BIO FUELS LIMITED • ETHANOL WITHOUT SUBSIDIES?

  11. SMART SHOPPING • BEWARE THE HYPE: REMEMBERING THE LAST BOOM • PICK YOUR OWN STOCKS • ETF = MEDIOCRITY • BIGGER IS BETTER • BE PATIENT

  12. WHO WE ARE • UTILITY FORECASTER • PERSONAL FINANCE • CANADIAN EDGE • THE ENERGY LETTER • WWW.UTILITYANDINCOME.COM

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