Archive for electric grid

Renewable Energy and Grid Integration Strategies Compared

Here is a comparison of the costs of various renewable electricity generation technologies, based on a California transmission study.

Similarly, I also recently wrote two articles comparing the costs of various grid integration strategies: Electricity Storage such as Batteries, Thermal Storage, Compressed Air, and Pumped Hydropower, as well as Demand Response, Smart Grid, and Transmission. Both have some charts allowing visual comparison of the technologies.

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ARRA Symposium notes, March 10 2009

I’ll be referencing these notes in an article to be published on AltEnergyStocks.com as What the ARRA Means for Clean Energy: One State’s Example on March 15th.

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Investing in Obama’s Stimulus Plan

Since Obama’s election, my partent Charles and I have been looking at what Obama’s refreshing attitude towards Renewable Energy and Energy Efficiency, combined with the credit crunch, will do for some of our favorite stocks… here are the highlights:

Companies that may benefit from a solar glut

How Oil prices affect Alternative Energy Stocks

Emissions trading stocks under Obama

What might happen to Solar Photovoltaic companies if consumers pull back

Charles and I expect divened paying companies to come back into vogue. He has a few dividend paying alternative energy companies and I have a couple dividend paying energy efficiency companies to consider.

I also revisited my list of Blue Chip Alternative energy companies to see which ones might benefit from the expected stimulus package, while Charles looked at Smart Grid stocks that might benefit from a stimulus package. One technology I’m betting on is Geothermal heat pumps.

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Two Renewable Energy Penny Stocks

I asked my readers at Alternative Energy Stocks what companies they wanted to know more about, and the two most requested were a transmission and wind company (CPTC.OB), and a company looking to make oil for biodiesel from algae (PSUD.PK)

Click through the links to read the results of my research.

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Electricity Transmission & Distribution investing

Electricity transmission is one of my primary investing themes, as a reasonably priced way to benefit from the boom in renewable electricity generation… here is a lit of related articles, the most recent posted yesterday:

  • How should investors react to NIMBYs fighting transmission lines?
  • My top transmission stock pick for 2008 (plus battery and CHP picks)
  • A transmission stock pick from Fortune magazine.
  • HVDC and FACTs
  • Sector overview
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    October Investing Articles Index

    I’ve been writing a lot about how we’ll get around in the face of much higher oil prices. Several articles this month deal with how we can best invest in the eventual solutions.

    October 2nd: Efficienct Transit and Transmission Stocks from Fortune Magazine.

    October 7th: Alternative Energy Mutual Funds and ETFs

    October 14th: Better Ways to Invest in Peak Oil: Bikes and Public Transport

    October 21st: An In-depth look at Geothermal Technology

    October 24th: Presentations from Montrose and the Keiretsu Forum Academy

    October 25th: What we can learn from the Arizona Renewable Energy Assesment

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    War, Regulation, Finance, and Renewable Energy

    So far this month, I’ve been thinking a lot about regulation of the electric sector, in large part because I’ve been getting ready for the next Resource Planning Docket at the Colorado Public Utilities commission, and have been participating in the various actions and negotiations the lead up to it.

    On September 2, I speculated about the effects of a war with Iran on Alternative Energy Stocks

    On September 9, I looked at why coming up with a good net metering law for distribute generation is so difficult, and made my recommendations.

    And on September 12, I looked at the implications of structured finance for Concentrating Solar Power.

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