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The Energy Evolution: Navigating the New Frontier of Sustainable Power Generation

Delve into the latest trends and advancements in the energy sector with insights from industry experts. Explore the shift towards renewable sources, the economics of energy production, and the impact of climate change. Discover investment opportunities and strategies for navigating the evolving landscape. Stay informed, stay ahead with The Energy Letter.

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The Energy Evolution: Navigating the New Frontier of Sustainable Power Generation

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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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