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August 21, 2007A National RPS is popular, but may not work well in the US
Analysis of: Tilting At Windmills | www.forbes.com
Author: Mark Burger, Principal, Kestrel Development Company
A national Renewable Portfolio Standard is an admirable goal, and one I personally support. But, my more jaundiced eye sees the RPS not working well or at all due to the inherent federal, state-based nature of our power system, except where it crosses state lines, and even then, it will be...
August 20, 2007Conergy and Solar - Today, Germany, Tomorrow ?
Analysis of: Hamburg, Germany: Conergy First Half Revenues Reach €418 million | www.solarbuzz.com
Author: Mark Burger, Principal, Kestrel Development Company
Conergy AG is the world leader in integrating, or installing solar electric (photovoltaic) systems. They have branched out from PV and Germany, diversifying their operating markets and employing other renewable energy technologies. Their business model has been successful in reducing the...
August 17, 2007
Least cost CO2 reductions is a combination of technologies - R&D and grid improvements play a key role
Analysis of: Spend now to cut CO2, save money, study says | www.msnbc.msn.com
Author: GLG Expert Contributor
Analysis of: Spend now to cut CO2, save money, study says | www.msnbc.msn.com
Author: GLG Expert Contributor
Prepare for a carbon constrained economy. Postpone the need for new coal power plants by electricity savings and renewable energy. Use the time to improve technologies and the electricity grid to prepare for more dynamic consumption patterns with intelligent consumption and local electricity production....
August 10, 2007
Renewable Portfolio Standard - A good choice of a long term market driver
Analysis of: Tilting At Windmills | www.forbes.com
Author: GLG Expert Contributor
Analysis of: Tilting At Windmills | www.forbes.com
Author: GLG Expert Contributor
A 15% national RPS by 2020 has passed the house. This is good news as it establish the principle that all consumers should pay their share of the renewable energy and creates a strong market driver for renewable energy technologies.
August 10, 2007The "Other" Solar Continues Strong Growth in Europe
Analysis of: 2 100 MWth of new capacity: another record year for solar thermal in Europe | www.estif.org
Author: Mark Burger, Principal, Kestrel Development Company
While the headlines and most investors focus on solar electricity, or photovoltaic power, solar thermal systems continue the strong growth in markets like Europe. Simpler technology and higher energy conversion capability makes this a major energy saver, as well as another growing industry in...
August 6, 2007Corporations Buying "Green" Tags - Green Wash or Green Strategy?
Analysis of: Pepsi Bottlers to Buy Energy-Subsidy Vouchers | online.wsj.com
Author: Mark Burger, Principal, Kestrel Development Company
PepsiCo's acquisition of renewable energy certificates ("REC's" or "green tags") may be a sign that another big corporation is getting serious about reducing pollution or long-term energy costs. Or it can just be public relations fluff for a corporation used to spending huge amounts of money for...
August 3, 2007It's a function of percentage of household income and credit
Analysis of: Economics 101: Oil Rises on Supply Questions | www.forbes.com
Author: Mark Burger, Principal, Kestrel Development Company
American consumers have demonstrated great resilience in absorbing higher gasoline costs, whether in trade off of expenses, deferments or going further into debt. It may be a function of overall energy costs exceeding a certain percentage of household incomes.
August 3, 2007Hydropower in China: enormous opportunities but significant risks
Analysis of: Chicago helps China glow: Office here helps on $3.3 billion dam project | www.suntimes.com
Author: Guodong Sun, Assistant Professor, Stony Brook University - CC
This article suggested a rosy picture of China's hydropower market, but ignored the significant risks. It is true that there will be growing demand for hydroelectricity in China, from super-large, large projects to small- and micro-hydro, because of the rapidly growing electricity demand, especially...
August 2, 2007Savings will be achieved, but not fully realized for decades
Analysis of: Cheap alternatives | www.economist.com
Author: Mark Burger, Principal, Kestrel Development Company
The bias in our present way of doing things is a snapshot mentality that if something doesn't work the way it is supposed to right now, we tend to discard it. Thus a report like Greenpeace's premise that renewable energy can be cheaper than non-renewables is discounted, because, after all, it...
August 1, 2007Is the energy bear waltzing?
Analysis of: Democrats Push Energy Bill, No Car Fuel Savings | www.nytimes.com
Author: Mark Burger, Principal, Kestrel Development Company
New federal energy legislation that will promote greater efficiency and less pollution will be extremely difficult to enact because of the political, geographic and social complexity of the United States. Even if this legislation is enacted into law, the effect will be slow in forthcoming because...
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