Climate change policies and opportunities, some lessons from Friedrich Hayek
The G8 just stated it’s ambition to half the emission of greenhouse gases by.. 2050. We are not climate experts, but let’s review a few stylized facts.
Technology to assist alternative energy production
Most of us realize that alternative energy will play an increasingly important role, for all sorts of reasons. However, one of the weak points is that the supply of solar […]
Solar problems? II
We wrote about the sell-off in the solar sector. We couldn’t find any negative fundamental news, apart from a lone prediction that solar energy was about to shrink in one […]
Update IOC 7/7
There have been a couple of weeks without any news, we’re waiting for the results of the next DST test, but behind the scenes, there is a lot going on.
The Week in DRYS
July 6, 2008 Well, quite a week it was, we started the week almost at 85, and after a low in the high 60s, we ended the week at just […]
Solar problems?
There is no question that the manically depressed solar sector does suffer from another depressed bout of sell-off. But this time, is there any substance behind it?
Some funny attempts at trying to discredit our InterOil research
We wrote an article for SeekingAlfa about Interoil. Now, go to the comments below the story. Some of the reactions are rather interesting, albeit for different reasons than you might […]
The American Energy Crisis
It’s a sad sight. Chrysler and General Motors in general crisis, and Ford not far behind. Predictions of 10M cars or so going of American roads as a consequence of […]
You think this is bad? It might get worse..
Finally Wall Street seems to be catching up with main street. We’ve been wondering for months about this. But now that it has, what’s next?
Why is Trina Solar so cheap?
Yesterday, we argued that Trina Solar (TSL) is very cheap, in absolute terms as well as relative to it’s peers. What we didn’t answer was why this is the case.