Study Group: US Wind Power Experts

GLG News^SM Analyses by this Study Group's Leading Experts(?)

Fossil Fuel Technologies Emphasized in US China Energy Co-operation

November 18, 2009

Analysis by:Frank Chu, Principal,

Analysis of:U.S.-China Clean Energy Announcements | www.energy.gov

In a joint declaration, President Obama and President Hu of China announced a package of co-operation initiatives on clean energy to deal with the issue of climate change  and oil dependance.  While the 7 initiatives cover a wide range of actions and technologies  from joint R&D, energy efficiency standards, wind,  solar, biofuel and electric vehicles development, etc, the major emphasis appears to be on the efficient use of fossil fuel and carbon capture technologies. 

Electric Car Makers Urge For Government Subsidies in China

November 3, 2009

Analysis by:Frank Chu, Principal,

Analysis of:Will China Miss Out On Electric Car Investment? | blogs.wsj.com

While China is poised to become the world's largest car market and manufacturer, its strategy to promote electric vehicles as a means to minimize foreign oil dependence has been called into questions.  Some analysts even observed that the  Government's reluctance to provide subsidies to private purchase of electric vehicles may lead to a miss opportunity for China.   What are the possible reasons behind the government's inaction?

Would the hydrate discovery alter China's energy strategy

October 15, 2009

Analysis by:Frank Chu, Principal,

Analysis of:China: Huge hydrate gas discovery made in Tibet | www.energy-pedia.com

The announcement of  hydrate (a form of frozen methane) discovery in Qinghai province   aroused quite a bit of attention in China. In view of China's poor natural gas reserve and the increasing role of non-coal based fuel, it is not difficult to see why the Chinese are so excited about the find.  As China's energy sources depend heavily on its coal reserve and oil/gas imports, there is speculation that the hydrate discovery may change the supply mix and cause a shift in its energy strategy.

Insuring Solar PV Performance

September 21, 2009

Analysis by:Mark Burger, Principal,

Analysis of:Marsh, Munich RE join forces to offer PV guarantee insurance in Asia, sign NexPower as first client | www.pv-tech.org

Solar photovoltaic panels, if they're made right in the first place, generally have long life spans.  But in the analytical world of financing risk, how does an investor judge the strength behind a new technology or company that hasn't been around as long as the warranty term.  The best way is to get some insurance and reinsurance muscle behind you as these new entrants are doing.

The Parody of Grid Parity

September 4, 2009

Analysis by:Mark Burger, Principal,

Analysis of:Biotricity Corporation: “Would you like green electricity?” | www.yourrenewablenews.com

The concept of using bioenergy byproducts for energy generation has been around for as long as shops have thrown sawdust in the stove for winter warmth.  The challenge in biofuel powered electricity generation is in cost effective gathering, transport and processing the feedstock, even if it's "free" to pick up.  This begs the question though whether this form of electricity generating is compared fairly against other new power plant construction, rather than "grid parity".

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