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Mark BurgerJuly 14, 2008
An Elephant in the Room Begins To Roar
Analysis of: Billionaire Texas oilman spend $58m on alternative energy campaign | www.guardian.co.uk
Author: Mark Burger, Principal, Kestrel Development Company
The media is saturated by energy companies promising a painless path to continued cheap supplies, and cleaner to boot.  Meanwhile, T Boone Pickens has burst upon this complacency with a campaign that act as a wake up call to drastically shake up how we guzzle our fuel.  What ever one thinks...
Mark BurgerJuly 14, 2008
But Wait, There's More - Natural Gas, Water and Other Increasingly Scarce Resources
Analysis of: Envisioning a world of $200-a-barrel oil | www.latimes.com
Author: Mark Burger, Principal, Kestrel Development Company
We are mesmerized by the present high price of oil, but that's only a part of the picture.  Natural gas and coal prices, water scarcity and a steadily declining large household base will essentially spell the beginning of the end of the housing, vehicle and development sprawl.
Mark BurgerJuly 7, 2008
But PV Won't Turn That Fast
Analysis of: Solar power: Supply and demand tables start to turn | www.ft.com
Author: Mark Burger, Principal, Kestrel Development Company
I am finding a slight case of irrational exuberance seeping into the photovoltaic prediction industry.  The latest is a prediction reported in the Financial Times of a fivefold increase of photovoltaic production by 2010.  The industry will grow nicely, but not at this frenetic rate.
Mark BurgerJuly 7, 2008
State Solar Mandate in Face of Weak US Energy Policy
Analysis of: Hawaii requires solar water heaters on new homes | www.forbes.com
Author: Mark Burger, Principal, Kestrel Development Company
Hawaii has broken new ground in becoming the first state to require solar water heaters in new construction.  This policy joins an array of others employed by states and localities to develop renewable energy markets in lieu of federal paralysis.   It will not be a magic bullet with federal...
July 1, 2008
Barter, Not Dollar
Analysis of: OPEC Leader Khelil Says Dollar Will Drive Oil to $170 | www.bloomberg.com
Author: GLG Expert Contributor
What we shall see soon is the Chinese sending goods to Saudi Arabia and the Aramco crude as well as oil product go to China.  Currency will not apply directly as this is barter.  These folks (Arabs and Chinese) have ancient cultures that used barter so it is not unexpected.  In fact they...
June 19, 2008
Aramco Production
Analysis of: Saudi oil output to rise in July | news.bbc.co.uk
Author: GLG Expert Contributor
In the 1970s the US Congress forced the Aramco partners (SOCONY, SOCAL, Exxon and Texaco) to divulge the reserve base they had in Saudi Arabia.  In the 1990s, Matt Simmons reviewed all the AAPG and SPE papers by Aramco engineers about the problems with the reservoir decline.  The Aramco management...
June 19, 2008
Big Oil and the Future
Analysis of: Why Big Oil is not to blame for fuel prices | www.thefirstpost.co.uk
Author: GLG Expert Contributor
Big Oil (TOT, BP, RDS, XOM, COP, CVX) control very little of the world's oil and gas reserves. National Oil and Gas Companies (NOC) control over 85% of the oil and gas in the ground.  These are Saudi Aramco, NNPC, NIOC, Pemex, PDVSA, Petronas, LNOC, Sonotrach, etc. Big Oil does not have technology...
Mark BurgerJune 17, 2008
There Is No "Best Way" When It Comes to Renewable Energy
Analysis of: BrightSource's novel solar thermal power concept for California heats up | www.latimes.com
Author: Mark Burger, Principal, Kestrel Development Company
There is still a tremendous bias to find "the" answer to the challenge of providing cleanly, affordable and secure energy that is also profitable to investors.  Our centralized, command-and-control way of extracting and delivering non-renewable energy blinds us to the fact that even there, different...
Terry PetersonJune 16, 2008
CSP--The "Other" Solar Power--Finally Gets Some Respect
Analysis of: BrightSource's novel solar thermal power concept for California heats up | www.latimes.com
Author: Terry Peterson, Principal, Terry M. Peterson, PhD. Solar Power Consulting
As the LA Times article describes, solar thermal electric generation schemes have actually been technically successful for some years and the 354 MW of parabolic trough systems built in the late 1980s are still running very well.  What's needed now for these technologies, collectively known as...
Mark BurgerJune 9, 2008
From Starved Kitten to Overstuffed Goose
Analysis of: $45 trillion 'revolution' against warming urged | www.msnbc.msn.com
Author: Mark Burger, Principal, Kestrel Development Company
A call for a revolution in how we use energy is overdue.  But the "real" revolution will come when we learn as a society how to harvest it, not mine it.  That means going with renewables and efficiency, not traditional nuclear and fossil fuel systems that are just more of the same, and more...

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