I am invested in renewable energy personally.
I see oil as basically a dying industry and definately see a Carbon tax when George Schultz and H Baker from Reagan Administration calling for one
I started following renewable energy, electric vehicles and such back in the very late 1950's/early 1960's.
Back then PV (photovoltaics) were so expensive you literally could only use them on satellites
Electric vehicles (if any) used Lead Acid batteries (PbA) and the batteries had a maximum of ~400 - 450 cycles
Wind turbines were very inefficient but "just worked" for pumping water.
Flash forward 20-30 years
Mid 1970's tiny golf cart equivalent Electric cars, powered by PbA batteries came out with 36v or 48v packs, very short range and slow
Sebring Citi Car, 48v ElCar, 36v on a Fiat 500 chassis, others, underpowered, mechanical relays, etc
Flash forward to 1975
PV was ~$101/watt and extremely expensive, but still way down in price
PV is now about 40cents to 50 cents or so a watt, down 99.5% and gigawatts are being installed all over the planet
picture of a VERY big PV array in India
2-3 cents a kilowatt, cheaper than utilities, plus NO transmission or distribution costs, etc etc.
Flash forward to ~2008 and a high end electric vehicle is introduced by Tesla, Roadster
Flash forward to ~2012 and a high end, F class electric vehicle starts selling.
The electric motor is the size of a watermelon and the vehicle is basically a computer on wheels and the electrical motor in the advanced ones is a set of rotating magnetic fields (AC Induction motor)
(Back in the early mid 1970's Lithium batteries were invented)
My investments are mostly based on the premise that fossil fuels, coal, oil, natural gas are terminal, we have extracted over 65 cubic miles of oil in the last 50 years.
The sun shines every day, and is essentially free.
as an aside, a distributed electrical grid is very robust to problems
(The blackout of August, 2013 was caused by a simple cascading problem.
there were 10,500 gigawatts of electricity coming in on 3 trunk lines, the lines got hot, metal expands when it is hot, a single line touched a tree and popped/snapped
now only 2 lines were active and cascading failures shut down the entire NE US grid and portions of Ontario, causing $8-$11 billion in losses, which with about 500 megawatts (0.5 gigawatts) of installed, distributed, rooftop PV COULD have averted the blackout and back then cost less then the losses and still be collecting photons for free (Dr Richard Perez, SUNY, ALbany,NY)
SO, I personally invest in Lithium and lithium mining, major companies only , Computers that control Electric vehicles and an Electric vehicle company that also makes large batteries and battery packs that are extremely scalable, that are replacing natural gas peaker plants, (Aliso canyon CH4 disaster leak in 2016), has sites in Samoa on the island Ta'u, Hawaii on the island Kauai (why burn diesel when you can use Li batteries and sunlight for power) and a few other places (search electrek.co for many examples)
We are in the midst of a "sea change" to sunlight and renewables and EV's from oil, gas, coal, Internal combustion vehicles. evaluate carefully
I AM NOT GIVING INVESTMENT ADVICE, JUST MY THOUGHTS ON WHY AND WHAT I INVEST IN WITH NO SPECIFIC COMPPNIES OR SYMBOLS
Hope this helps.
as an aside as to how fast things can happen, here is a link to the Easter day parades of 1900 and 1913 in NYC
note:1900: 1 car all the rest horse drawn carriages
note:1913: 1 horse drawn carriage, all the rest cars
From: "timedtrade@gmail.com [TSP_Strategy]" <TSP_Strategy@yahoogroups.com>
To: TSP_Strategy@yahoogroups.com
Sent: Wednesday, February 8, 2017 3:25 PM
Subject: [TSP_Strategy] Energy Sector
Thoughts on re-entering the energy sector. I had read many conflicting sources on this - some saying that oil is sustainable at $75 a barrel and it will rise accordingly. Others think the sector will again fall. Anyone have any thoughts?
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Posted by: robert winfield <winfield100@yahoo.com>
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