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jerryking : renewable   34

The myth of green growth
October 24, 2019 | | Financial Times | by Simon Kuper.

voters tend to place their personal interests ahead of their political ideals.
aviation  carbon_emissions  climate_catastrophe  climate_change  de-growth  electric_cars  energy  environment  fuel-efficiency  green  growth  myths  One_Belt_One_Road  reality_checks  renewable  shipping  Simon_Kuper  society  tradeoffs  William_Jevons 
october 2019 by jerryking
Windfall, by Meghan O’Sullivan
Windfall: How the New Energy Abundance Upends Global Politics and Strengthens America’s Power, by Meghan L O’Sullivan, Simon and Schuster $29.00

the shale revolution has meant the US has become a leading global oil producer and net exporter of natural gas. Extraction from shale rock has upended global oil and gas markets, but could also have geopolitical ramifications. For most of the 20th century, western powers were locked in a scramble for oil across the globe. So what happens when technology unlocks substantial supply on home turf?

According to Meghan O’Sullivan, a professor at the Harvard Kennedy School, the answer is a geopolitical shift that should benefit the US. She provides a powerful argument for how America should capitalize on the “New Energy Abundance”. Having a domestic supply of oil and gas not only strengthens the US economy, it can also provide leverage globally......US gas has transferred low prices to Europe and also offers an alternative source of supply. That “has helped make Europe less vulnerable to one of Russia’s longstanding foreign policy tools — the political manipulation of natural gas markets”, O’Sullivan writes......the book details the benefits to US “hard” as well as “soft” power,....It will not lead to reduced US involvement in the Middle East, .....Nor can the US ever be self-sufficient to provide all the oil it needs,.....The book points out that energy is likely to be a major future determinant of geopolitics....China’s One Belt One Road project shows Xi Jinping’s intent to change the strategic orientation of the Eurasian landmass......a challenge to O’Sullivan’s thesis is that renewables and electric vehicles could drive seismic shifts. If China becomes the Saudi Arabia of batteries, will this give it greater influence? What about those who control the raw materials needed, from lithium to cobalt? O’Sullivan hints at this in her introduction, saying we should expect renewables “eventually to have major repercussions for global politics”. These could include cartels around lithium or the state collapse of some oil producers.
nonfiction  books  fracking  energy  natural_gas  soft_power  policy_tools  shale_oil  hydraulic_fracturing  pipelines  oil_industry  geopolitics  renewable  electric_cars  batteries  One_Belt_One_Road  Xi_Jinping 
december 2017 by jerryking
GE and Siemens: power pioneers flying too far from the sun
November 12, 2017 | FT | by Ed Crooks in New York and Patrick McGee in Frankfurt.

Rivals GE and Siemens both face difficult challenges ahead with the threats emanating in the 21st century from the renewable energy revolution that risks rendering obsolete their century-old strengths in supplying equipment for the electricity industry.....As the costs of solar and wind power have plunged, making them cheaper than fossil fuel generation in many parts of the world, the traditional model of the industry has changed. Capital spending on the new technologies has soared. Battery storage is also starting to be a cost-effective solution for supporting the grid, challenging the market for “peaker” gas turbines that are used when demand is at its highest. Yet both groups have taken positions in renewable energy but have stumbled along the way.

The result is that GE and Siemens are being forced to drive down costs dramatically in their core power businesses. Siemens is looking to cut thousands of jobs in its power and gas unit....while both groups face a turbulent environment, the immediate outlook is considerably brighter at Siemens, which appears to be better positioned to adjust to the disruption sweeping through the energy industry....GE’s 2017 has been a disaster.....GE's CEO, John Flannery, has already moved fast to signal his intentions: clearing out many top executives, grounding corporate jets, stopping the cars provided to senior managers, cutting back the network of global research centres and promising to sell peripheral and underperforming businesses worth up to $20bn....GE's sales of aeroderivative gas turbines, used to support grids at times of peak load, were half the planned numbers, while sales of packages for improving the performance of gas-fired plants were just a third of projections.....“All major vendors got the market [i.e. for gas turbines] wrong,” ...The next big worry is servicing for turbines — once a gold mine but one that is bound to decline as new orders fall. With turbines being sold at no margin or sometimes at a loss, competition for servicing contracts is heating up, further eroding margins.

For the foreseeable future, the gas turbine market is likely to remain difficult,...“The question is whether this is just a cyclical problem, or whether there is something structural in the industry that is really starting to cause problems.”

There is good reason to think that it is structural, given the plunge in solar and wind costs. ... “a combination of rooftop solar and battery storage could make economic sense in India, African countries and other places where they don’t have well-developed power grids”......According to the IEA, in 2016 $316bn was invested in renewable energy worldwide last year, almost three times as much as the $117bn in fossil fuel power generation.....If Mr Flannery founders, then breaking up GE might come to seem like the only option left to investors. It would not magically dispel the problems of the business, and would be difficult because of the group’s complex tax position and liabilities, including insurance claims dating from before GE pulled out of the industry in 2004-2006.

To avoid a break-up, GE might follow the template Siemens created in 2014 for a more decentralised structure. Mr Kaeser calls it a “fleet of ships” model, with divisions becoming semi-autonomous and separately listed. Siemens’ largest division, its medical equipment unit, is scheduled to list next year.

“The time of old-fashioned conglomerates is over,” he says. “They are definitely not going to survive.”
CEOs  Siemens  GE  industrial_age  founders  19th_century  decentralization  conglomerates  renewable  obsolescence  solar  batteries  cost-cutting  turnarounds  divestitures  wind_power  under-performing  power_grid  electric_power 
november 2017 by jerryking
The Race to Solar-Power Africa | The New Yorker
June 26, 2017 Issue
The Race to Solar-Power Africa
American startups are competing to bring electricity to communities that remain off the grid.

By Bill McKibben
Africa  energy  solar  green  start_ups  renewable  alternative_energy  power_grid 
july 2017 by jerryking
A Danish Wind Turbine Maker Harnesses Data in a Push to Stay Ahead - The New York Times
By STANLEY REEDAUG. 18, 2016
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alternative_energy  green  renewable  wind_power  Danish  Denmark  data 
august 2016 by jerryking
Canada should take advantage of a new power innovation - The Globe and Mail
TODD HIRSCH
Special to The Globe and Mail
Published Friday, May 20, 2016

“low temperature micro-geothermal engines.......There are many definitions of “innovation,” but the one I use is this: the application of an existing technology to a new and very useful purpose. Here we are seeing true innovation take shape. For a very long time, it seems nanotechnology has been an invention waiting for something useful to do. But now we are seeing the emergence of something not only useful, but crucial to solving our power needs.

We need to be innovative, but we also need to recognize and capitalize on innovation when it happens. The advances in nanotechnology, 3-D printing and geology must not remain trapped in university labs. Commercializing the technology is the next step, but this is where Canadians have often fallen short. We’ve innovated something amazing – now let’s capitalize on it.
Todd_Hirsch  innovation  power_generation  Alberta  geothermal  nanotechnology  commercialization  renewable 
may 2016 by jerryking
Data as a Renewable Commodity and Profit Center — Jason Kolb dot Com
June 6, 2011 | Jason Kolb.com | By Jason Kolb.

One of the reasons I love data is because there’s so much potential for mining real value from it, especially when you combine it with other, new data sources. In fact it acts a lot like a traditional commodity such as copper or wool in that someone produces it, and then someone else buys the raw material and makes something new from it. It’s unique from traditional commodities, however, in that it doesn’t get used up at all when it’s used to create something new–this makes it particularly interesting from an economic point of view.

In addition, anyone can make it, it doesn’t get used up, and the industry of using data to create new and valuable things is still so young and ripe for profit-making. In fact I think it’s one of the areas that America needs to focus on if its economy is to recover because for the most part it’s still virgin territory and it’s going to create a lot of economic value. What I really don’t want to see is foreign companies being the first to capitalize on the data as that would suck most of the value out of our economy, just what we don’t need right now.
data  commercialization  renewable  commodities  metadata  Factual  Infochimps  data_scientists  information_sources 
june 2012 by jerryking
No mullah left behind
THOMAS L FRIEDMAN Posted: Feb 14, 2005

By adamantly refusing to do anything to improve energy conservation in America, or to develop a crash programme for renewable sources of energy, the Bush team is financing both sides of the war on terrorism. We are financing the US Armed Forces with our tax dollars, and, through our profligate use of energy, we are generating huge windfall profits for Saudi Arabia, Iran and Sudan, where the cash is used to insulate the regimes from any pressure to open up their economies, liberate their women or modernise their schools, and where it ends up instead financing madrassas, mosques and militants fundamentally opposed to the progressive, pluralistic agenda US is trying to promote. How smart is that?
Iran  Tom_Friedman  energy_security  energy_independence  energy_conservation  renewable 
january 2012 by jerryking
BluEarth on the prowl for renewable energy projects - The Globe and Mail
RICHARD BLACKWELL
From Thursday's Globe and Mail
Published Wednesday, Nov. 24, 2010
BluEarth Renewables Inc. is up and running in Calgary, with Mr. Brown as
CEO and the Keating brothers as “executive advisers” and directors. The
new firm is on the prowl for wind, solar or hydro projects it can
invest in.

The company, if successful, could become a key financier of renewable
ventures, helping struggling projects get on their feet as the industry
expands to take a bigger piece of the energy pie in Canada.

With almost $90-million in capital ready to deploy, mostly from Calgary
private equity firm ARC Financial Corp., BluEarth is looking for
renewable projects that are already generating power, close to
completion, or at least have a “clear line of sight” to a power purchase
agreement with a provincial utility, Mr. Brown said.
renewable  alternative_energy  green  BluEarth 
april 2011 by jerryking
Green Column - Insurance Companies Find There Is Money to Be Made in Green Technology - NYTimes.com
Aug. 8, 2010 | NYT | By JULIE MAKINEN.
idea for Dwayne Matthews and/or Nick Parker.

The up-front costs of adopting renewable energy can be daunting. Increasingly, insurers are stepping in to bridge the gap between green intentions and actual capital outlays on green technology. They're backstopping warranties on solar panels, helping start-ups with short track records offer
multi-decade guarantees on their products and win over skeptical customers & project financiers. They're studying weather patterns to offer protection in the event of, say, unusually weak winds that fail to spin turbines, or a volcanic ash cloud from Iceland that diminishes the output of a solar energy facility in Spain. They're advising companies on how best to incorporate renewable energy systems into their
factory operations & offering property insurance that will pay not just to rebuild a structure in the event of a loss like fire but reconstruct it in a more environmentally friendly & energy-efficient way. They're offering coverage to carbon traders.
insurance  climate_change  green  project_finance  weather  renewable  massive_data_sets  pattern_recognition  patterns  intermittency  start_ups  funding 
december 2010 by jerryking
Op-Ed Columnist - Aren’t We Clever? - NYTimes.com
By THOMAS L. FRIEDMAN
Published: September 18, 2010
At the World Economic Forum meeting here, I met Mike Biddle, founder of
MBA Polymers, which has invented processes for separating plastic from
piles of junked computers, appliances and cars and then recycling it
into pellets to make new plastic using less than 10 percent of the
energy required to make virgin plastic from crude oil. Biddle calls it
“above-ground mining.” In the last three years, his company has mined
100 million pounds of new plastic from old plastic. "
China  renewable  innovation  recycling  Tom_Friedman  plastic 
september 2010 by jerryking
globeandmail.com: Ontario spreads renewable energy deals around
April 9, 2010 | Globe & Mail | SHAWN MCCARTHY AND RICHARD
BLACKWELL. "North American power companies are flocking to Ontario as
the hot spot for renewable energy, with its promise of long-term
contracts, premium electricity prices and a streamlined regulatory
process that minimizes the risk of project delays."..."The provincial
government yesterday unveiled a roster of 184 agreements to purchase
electricity from wind, solar and small hydro projects proposed by a
range of suppliers, including multinational companies, a farmers'
organization, and native-owned corporations."...The province says the
FIT program will make Ontario a leading jurisdiction for renewable
energy in North America, and is expected to generate 20,000 direct and
indirect jobs in the province in part because companies must procure a
specific portion of the goods and services required for the project in
Ontario.
renewable  alternative_energy  green  Ontario  hotspots  aboriginals  Queen’s_Park 
may 2010 by jerryking
The Power of Green - NYTimes.com
April 15, 2007 | New York Times | By THOMAS L. FRIEDMAN
renewable  energy  Tom_Friedman  alternative_energy  green 
may 2009 by jerryking
Turning Green into Gold
March-April 2009 | Harvard Magazine | by Nell Porter Brown.

A private-equity firm invests in alternatives to oil around the globe.
private_equity  alternative_energy  renewable  green  cleantech 
may 2009 by jerryking
Taking a new look at renewables
Consulting - Specifying Engineer. Denver: Apr 2000. Vol. 27,
Iss. 4; pg. 35, 5 pgs article by Barbara Horwitz, focusing on
geoexchange systems: upfront costs; a range of geological conditions in
different regions; some offering more thermal conductivity than others,
requiring every potential application to be evaluated; lack of qualified
looping and drilling contractors; bureaucracy
geothermal  geoexchange  barriers_to_adoption  alternative_energy  renewable 
february 2009 by jerryking
Betting on Green - WSJ.com
Feb. 11, 2008 WSJ article by Rebecca Buckman on where VCs are
making investments in clean energy companies. Also picks up on setbacks in the biofuel sector.
cleantech  renewable  venture_capital  investors  vc  alternative_energy  green  demand_response  solar  biofuels  Rebecca_Buckman 
february 2009 by jerryking
Regulations: Alternative Approaches - WSJ.com
February 12, 2007 | WSJ | LEILA ABBOUD. Govts. struggle to find
policies that will spur renewable energy industries--without coddling
them
regulation  alternative_energy  industrial_policies  renewable  green  policymaking 
february 2009 by jerryking
The New Math of Alternative Energy - WSJ.com
Feb. 12, 2007 WSJ article by Rebecca Smith on how the calculus
of whether to invest in renewable energy is starting to look less
daunting as oil and gas prices rise.
cleantech  energy  economics  alternative_energy  wind_power  intermittency  solar  biomass  geothermal  biofuels  renewable 
february 2009 by jerryking
globeandmail.com - Put it where the sun does shine
G&M article by Kathy Flaxman detailing the array of solar energy options for Canadian households.
alternative_energy  solar  renewable  cleantech 
january 2009 by jerryking
The push for windfalls from wind power.
Feb. 25, 2008 article by Jon Cook profiling Shear Wind Inc.
alternative_energy  wind_power  renewable  green  cleantech 
january 2009 by jerryking
OSEA: The Wall Street Journal - Ontario Invests in Green Energy
October 29, 2008 | Wall Street Journal | by Hyun Young Lee. on the Next Generation of Jobs Fund
Ontario  alternative_energy  energy  public_sector  economic_development  green  renewable 
january 2009 by jerryking
Meta site for clean energy
Noel Desautels' is connected with an organizer of this site
cleantech  alternative_energy  renewable  green 
march 2008 by jerryking

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