Ethanol, Cellulosic Ethanol, and Advanced Biofuels

June 23, 2009  |  Investing, ethanol  |  No Comments

Last week, I attended the 2009 Fuel Ethanol Workshop and the Advanced Biofuels Workshop, writing two articles.  The first is a commentary on what the corn ethanol industry needs to do to rehabilitate its image, and the second looks into how the stock investor can benefit from emerging advanced biofuel, cellulosic ethanol, and algae technologies. [...]

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Arctic Oil and Gas Challenges

June 16, 2009  |  Investing, technology  |  No Comments

Energy analyst Chris Nelder reviews some of the challenges that face Arctic oil and gas development as reported by speakers at the Offshore Technology Conference 2009.

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Cleantech Investing Hits Bottom and Stabilizes

At a cleantech panel about business opportunities running up to the 2012 Olympics in London, Dallas Kachan, managing director for the Cleantech Group, said that the second quarter “looks a lot like the first quarter” for cleantech investing so far.

In other words, it’s still down from last year, but deals are still happening and money is still available, he said. “The amount of investment is not continuing to plummet; it’s stable,” Kachan said. “Some might say we’ve reached bottom.”

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Arctic Oil and Gas Potential

June 8, 2009  |  Investing  |  No Comments

Energy analyst Chris Nelder summarizes a new USGS report on the potential undiscovered oil and gas reserves of the Arctic Circle.

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Solar Stocks

June 7, 2009  |  Investing, solar-energy  |  No Comments

In May, I went to Solar 2009. One panel I attended led to a series of articles on Solar stocks: The outlook for solar stocks Why First Solar (FSLR) is a risky bet. Why Solar Millenium may have what it takes. I also particpated, with presentations on the best incentives for solar investments, and with an analysis of [...]

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Oil Implications for Cleantech Investors

May 29, 2009  |  Investing  |  No Comments

Energy analyst Chris Nelder explains the fundamentals of peak oil and oil prices, to help cleantech investors understand how oil affects the investment outlook for renewable energy

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Updated Oil Price Outlook

May 20, 2009  |  Investing  |  No Comments

Energy analyst Chris Nelder weighs the bullish and bearish factors affecting oil prices, and advises caution in the near term but accumulation for the long term

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Offshore Oil and Gas Technology

May 13, 2009  |  Investing  |  No Comments

Energy analyst Chris Nelder reviews some of the amazing technology used in deepwater oil and gas production, and the companies that make it.

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Portfolio Performance Updates 2009

May 2, 2009  |  Investing, obama  |  No Comments

My Ten Clean Energy Stocks for 2009 has been beating the market and the clean energy sector handily, although the riskier Ten Clean Energy Gambles for 2009 has only been performing in-line with the sector.  John Peterson’s cautious approach to the energy storage sector ("Cheap before Cool") has also been performing well. In tough economic times, it [...]

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Facts and Myths About Offshore Oil

April 29, 2009  |  Investing  |  No Comments

Energy analyst Chris Nelder takes a fresh look at the debate over offshore oil drilling, its risks and rewards, and puts the OCS production potential in perspective.

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