Fukushima Strikes Again!

From: Energy and Capital
Date: Mon, Jun 3, 2013 at 9:22 PM
Subject: Fukushima Strikes Again!

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Fukushima Strikes Again! By Jeff Siegel | Monday, June 3rd, 2013 I've often made the case that even in the face of the Fukushima disaster, Japan is likely to ease back into nuclear. But these days, I'm not so sure. Don't get me wrong; on a global scale, it is clear that nuclear power expansion is well under way, particularly in China, India, and Saudi Arabia. In fact, over the next 10 to 20 years, I suspect there will be a lot of money to be made in the nuclear space — as long as you focus on regions that are actively embracing nuclear, and not ignoring or running from it. In other words, forget the United States (in the near term) and put Japan out of your mind. Advertisement Have You Heard of "Black Solar"? A tiny $1.00 tech firm in Upstate New York just did the impossible... They unlocked the secret to harnessing solar energy by doubling the power output and cutting the cost in half. This technology is so efficient and affordable, electric companies are already shaking in their boots. Before the first big ticket contract comes, doubling the share price, click here to see why it's all the rage.  Pandora's Box Fukushima is really the gift that keeps on giving. From day one, reporting of the Fukushima crisis has been riddled with lies and misinformation from both pro-nuclear and anti-nuclear zealots. As a result, it's hard to get an accurate read on public perception. But those who support firing up those nuclear plants in Japan again were dealt yet another blow a couple of weeks ago after an AP report revealed the frail Dai-ichi power plant has been struggling to maintain its staff... According to the report, keeping the power plant in stable condition requires thousands of workers. But the plant's operator is struggling to find enough workers to do the job, thereby setting a potentially disturbing trend that could worsen and slow progress. As if it wasn't bad enough that it's going to take more than 40 years to decommission the plant, a labor shortage could make it even more difficult for officials to put a lid on that Pandora's box. Here are a few highlights from the report: Some Fukushima veterans are quitting as their cumulative radiation exposure approaches levels risky to health, said two long-time Fukushima nuclear workers. They requested anonymity because their speaking to the media is a breach of their employers' policy; they say being publicly identified will get them fired. Experts, including even the most optimistic government officials, say decommissioning Fukushima Dai-ichi will take nearly a half-century. TEPCO acknowledges the exact path to decommissioning remains unclear because an assessment of the state of the melted reactor cores has not yet been carried out. Since being brought under control following the disaster, the plant has suffered one setback after another. The process of permanently shutting down the plant hasn't gotten started yet, and the work up to now has been one makeshift measure after another to keep the reactors from deteriorating. A Fukushima Dai-ichi worker who has gained a big following on Twitter because of his updates about the state of the plant since the meltdowns said veteran workers are quitting or forced to cut back on working in highly-radiated areas of the plant as their cumulative exposure rises. During the first quarter of this year, only 321 jobs got filled from 2,124 openings in decontamination, which involves scraping soil, gathering foliage, and scrubbing walls to bring down radiation levels. Advertisement This Man Got $3,195 in Tax-Free Income Bert Hoff is a native of Seattle, Washington. He's using a tax law loophole to boost his income. And even though he's brand-new to the whole process, Bert's already picking up an extra $800 every few months in guaranteed tax-free cash. In his first full year, Bert will take in a little more than $3,195. In his second year, he's set to bank upwards of $4k. I put together a video presentation to explain this tax-free income secret. Just click here to start the presentation.  A Bit of Optimism Of course, it's not all bad news... Although the United States has no shot at getting serious about nuclear expansion in the near term, the nuclear industry was given a gift last month after three reactors went back online. With the reactivation of reactors in Massachusetts, New Jersey, and Maryland, nuclear power generation in the U.S. rose 0.9%, thereby taking nationwide production capacity up to 83%. Some were simply shut down for refueling and maintenance purposes, although Calvert Cliffs in Maryland tripped offline due to an equipment failure. In any event, for those bullish on nuclear in the U.S. even this small bit of optimism is much needed for an industry otherwise pushed to the back of the line because of dirt-cheap natural gas, public opinion, and prohibitive cost restraints. But for the sake of locking in the energy plays that'll give you the most bang for your buck in the United States — and with the least amount of risk — you're much better off sticking with natural gas and solar. Without a doubt, these are the two energy sectors that continue to crush it. Now, if you're a regular reader of these pages, you've heard me make this statement time and time again... And if you've been following our advice, you're likely sitting on some pretty sweet gains right now. And this profit ride isn't even close to over. In fact, our top solar pick — a cutting-edge tech firm that's actually figured out how to cut production costs in half — continues to fatten our brokerage accounts. If you haven't jumped on this one yet, you're missing out. But don't take my word for it... The proof is in the numbers, as you can see for yourself right here. To a new way of life and a new generation of wealth... Jeff Siegel @JeffSiegel on Twitter Jeff is the managing editor of Energy and Capital and contributing analyst for the Energy Investor, an independent investment research service focusing primarily on stocks in the oil & gas, modern energy and infrastructure markets.  He has been a featured guest on Fox, CNBC, and Bloomberg Asia, and is the author of the best-selling book, Investing in Renewable Energy: Making Money on Green Chip Stocks. For more on Jeff, go to his editor's page. I liked this article | I did not like this article Follow Energy and Capital on The Bottom Line Related Articles A Nuclear Energy Future for the U.S.? Turkey Nuclear Power Investing U.S. Nuclear Industry Faces New Regulations Recently... Don't Look Now... This Stock Just Doubled Is THIS the End for Electric Cars? Lessons from a 12-Year-Old Oil Investor Playing the Picks and Shovels of the U.S. Energy Boom Production Has Increased 2,983% Since 2010!

This email was sent to jorgeus.george@gmail.com . You can manage your subscription and get our privacy policy here. Energy and Capital, Copyright © 2013, Angel Publishing LLC, 1012 Morton St, Baltimore, MD 21201. All rights reserved. No statement or expression of opinion, or any other matter herein, directly or indirectly, is an offer or the solicitation of an offer to buy or sell the securities or financial instruments mentioned. While we believe the sources of information to be reliable, we in no way represent or guarantee the accuracy of the statements made herein. Energy and Capital does not provide individual investment counseling, act as an investment advisor, or individually advocate the purchase or sale of any security or investment. Neither the publisher nor the editors are registered investment advisors. Subscribers should not view this publication as offering personalized legal or investment counseling. Investments recommended in this publication should be made only after consulting with your investment advisor and only after reviewing the prospectus or financial statements of the company in question. Unauthorized reproduction of this newsletter or its contents by Xerography, facsimile, or any other means is illegal and punishable by law. Please note: It is not our intention to send email to anyone who doesn't want it. If you're not sure why you're getting this e-letter, or no longer wish to receive it, get more info here, including our privacy policy and information on how to manage your subscription.

--
Jorgeus George

Black Solar from Angel Nexus

Repost from Angel nexus

Experts have predicted that solar would be at parity with coal and NG electricity if the price per watt would come down to $l.00 per watt. (Well we get quotes of $0 90 per watt) but installed cost would be still be at about $2.00/watt (in the PHL, the installation must withstand a 200 kph typhoon)

In order to succeed in an industry, it is not necessary that you do the manufacturing yourself;  you can control the technology.  For the black solar, the following are the innovations (without high temperature for coating, vacuum technology etc. thus reducing the cost) thus:

l. Cuts solar production cost in half;

2.  Traps available sunlight increasing output;

3.  Doesnt require as much as time to produce

4.  Coating at room temperature without vacuum thus reducing costs

5.  Can be used in any existing solar technology

The company that produces black solar (can make the solar panels trap 10x more sunlight) sell the chemicals that it produces in its own plants.

The Renewables in the US has produced 221% more installations than natural gas. according to EIA

Stacked design can double solar output from 17% to 33%

The solar companies are fighting tooth and nail to achieve gain in solar production.  But the particular firm that Hodges is talking has technology that can up output of solar to said levels.

What is the name of this non solar company that promises to disrupt the solar industry?  You have to subscribe to Nick Hodge Early Advantage to find out.

THIS Obama Insider is Investing in Natural Gas

What is your bet:   nuclear power, natural gas or renewable energy?

The thing is established business, in this case gen sets, nuclear have huge funds to lobby and convince regulators on what the public and private sector should go for.  In this case, the people in high places support both nuclear and NG.

In Japan, public opinion and outrage over the Fukushima meltdown fueled the sudden growth of solar power.

What do you support.?

Even if natural gas is plentiful, as in US now, would you endorse this clean fuel?

---------- Forwarded message ----------
From: Energy and Capital <eac-eletter@angelnexus.com>
Date: Tue, May 21, 2013 at 1:17 AM
Subject: THIS Obama Insider is Investing in Natural Gas

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THIS Obama Insider is Investing in Natural Gas By Jeff Siegel | Monday, May 20th, 2013 There's no doubt about it... It's extremely rare these days to find members of Congress approving much of anything coming out of the Obama administration — at least, not without the obligatory dog and pony debates and strategically planned series of huffs and puffs from media whores and partisan slaves. But this time around, it didn't take too long (relatively speaking) for Ernest Moniz to become the next Secretary of Energy. In a 97 to 0 vote, Moniz seems to be receiving an uncommon welcome in a Washington den of thieves and liars. Sure, there's been the expected tantrums and intern-constructed press releases. But for the most part, Moniz has been given a clean bill of health by the Washington establishment. So as investors, we would be wise to get a handle on where this guy's loyalties lie, whom he calls his closest friends in Congress, and of course, his ultimate agenda. Advertisement Revenge is Sweet America is set to overtake the Saudis as the world's largest producer of oil... It may seem too good to be true, but the Saudis are hiding a dirty secret. And I've found three U.S. companies that are poised to skyrocket as they fall. Get all the details here.  Loyalty Ain't Cheap! In Washington, loyalties lie with those who pony up during election time. And if you review the check register of Ernest Moniz, you will find the following names: Virginia Senator Tim Kaine (D) Massachusetts Senator Elizabeth Warren (D) North Dakota Senator Byron Dorgan (D) Louisiana Senator Mary Landreiu (D) Massachusetts Congressman Barney Frank (D) Moniz also ponied up nearly $5,000 for President Obama in 2008 and 2012. There's no doubt that these folks pushed hard to bring Moniz into the fold. And I suspect these will also be the new Energy Secretary's closest allies when it comes to developing and instituting energy policy. So the question is, what exactly will that policy be? Moniz Loves Natural Gas Moniz certainly comes off as an all-of-the-above kind of guy. Which is probably why few feathers were ruffled when he came onto the scene. He's an outspoken advocate of natural gas and has been very supportive of fracking with the caveat that it must be done responsibly, so as not to wash out the low-carbon benefits of natural gas (versus coal). That means a potential regulatory framework to combat surface water spills and methane leaks will at least be kicked around in some form. This is actually something I've supported for quite some time, as environmental pushback will continue if the industry doesn't get a bit more proactive in this area. Steps have been taken, but sadly, at a snail's pace. Moniz has also become a big hit with the nuclear industry. A couple of years ago, he said that it would be a mistake to allow Japan's nuclear disaster to cause governments to abandon nuclear power and its benefits. As an advocate of climate change mitigation, Moniz sees nuclear as a partial solution to reducing greenhouse gas emissions. He was also a member of the President's Blue Ribbon Commission on America's Nuclear Future, which has been very vocal about the need for better managed nuclear fuel facilities. Advertisement Have You Heard of "Black Solar"? A tiny $1.00 tech firm in Upstate New York just did the impossible... They unlocked the secret to harnessing solar energy by doubling the power output and cutting the cost in half. This technology is so efficient and affordable, electric companies are already shaking in their boots. Before the first big ticket contract comes, doubling the share price, click here to see why it's all the rage.  Moniz Loves Solar On the renewable energy side of things, Moniz is quite bullish on solar. He already has a long history of consulting for solar technology and finance companies. He's worked for years on the solar side of MIT's Energy Initiative, and he's on the Board of Advisors for the Faunhofer Center for Sustainable Energy Systems. Apparently, while he's definitely a strong advocate for solar R&D, he's also been quite proactive on the deployment side. Certainly this was something I would argue his predecessor lacked. For a nation that has one of the fastest-growing solar installation sectors in the world, support from Moniz on deployment could offer yet another serious shot of steroids. As you may recall from a piece I did last week on solar installation, the United States is crushing it here. And the companies behind the lion's share of this installation growth are making investors incredibly wealthy. Remember the solar installer and leasing company SolarCity (NASDAQ: SCTY)? That stock got a huge boost last week after Goldman Sachs announced it was brining a half billion dollars to the table to help finance new solar projects for SCTY. I love this chart... The Bottom Line So, what's the bottom line on Secretary Moniz? He's not new to the Washington game, and he certainly has no shortage of friends in high places. He does view climate change as a serious issue and hopes to offer mitigation solutions through his support of natural gas, nuclear, and solar. I suspect his support for natural gas and fracking will go quite far — and further bolster the growth of the domestic natural gas boom now underway. His support for nuclear will probably serve to create a bit of enthusiasm for nuclear investors, but I'm not convinced it'll be enough to really help the industry as a whole. No matter how much this physics genius loves nuclear, cheap natural gas will continue to be more powerful than a room full of bureaucrats. Solar supporters have been quite smitten with Moniz, and it is likely that the new Secretary of Energy and the solar industry will enjoy a very loving and lucrative relationship over the next few years. All in all, I think we're really just looking at another version of former Energy Secretary Chu, but with a little more skin in the political game. That means he'll likely be looking to do more than hide out in a lab and talk about how important R&D is. Whether or not he'll be successful? Only time will tell... In the meantime, we remain extremely bullish on solar installation opportunities and, of course, natural gas. Here's our most recent pick for the latter. To a new way of life and a new generation of wealth... Jeff Siegel @JeffSiegel on Twitter Jeff is the managing editor of Energy and Capital and contributing analyst for the Energy Investor, an independent investment research service focusing primarily on stocks in the oil & gas, modern energy and infrastructure markets.  He has been a featured guest on Fox, CNBC, and Bloomberg Asia, and is the author of the best-selling book, Investing in Renewable Energy: Making Money on Green Chip Stocks. For more on Jeff, go to his editor's page. I liked this article | I did not like this article Follow Energy and Capital on The Bottom Line Related Articles Tesla Investment Opportunities LNG Investing Natural Gas Pipeline Investing Recently... Read THIS Before You Buy Tesla (NASDAQ: TSLA) 12 Billion Barrels or Bust LNG Export Explosion... Buy Now! Is Big Oil Going Bust? New Shale Discovery "Literally Leaking Oil and Gas"

THIS Could Kill the Solar Industry! (3d printing of solar cells)

Solar cell printing with 3d printing?  This could cell the solar industry. 

This is a disruptive technology!

What do you think?

From: Energy and Capital
Date: Wed, May 22, 2013 at 9:18 PM
Subject: THIS Could Kill the Solar Industry!

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THIS Could Kill the Solar Industry! By Jeff Siegel | Wednesday, May 22nd, 2013 I want you to take a look at two pictures. First, here's an image of the Bell Solar Battery, the first solar device to successfully convert sunlight directly into electricity: Using solar cells developed by Bell Labs, engineers were able to achieve a 6% conversion efficiency. This provided enough juice to power a single phone during field trials. Now take a look at this... These are modern solar photovoltaic panels manufactured by SunPower Corporation (NASDAQ: SPWR), available commercially, boasting an efficiency of 24%. The California Public Utilities Commission just recently approved a 20-year power purchase agreement whereby these panels will supply 100 megawatts to the grid — or enough to power nearly 40,000 homes. Clearly, solar technology has come a long way. But rest assured, today's most advanced solar panel available for purchase and installation will be about as useful as a typewriter in twenty years... Advertisement Massive Oil Discovery — Immediate Action Needed I've found two small companies in New Zealand sitting on one of the largest — yet unknown — shale reserves in the world. Both are trading for what I consider pennies on the dollar right now. But they won't be for long. Word is starting to get out... Grab your share of the shale riches here.  Printing Solar Panels from Your Own Home In the past, we have discussed next-generation solar panels — particularly those that are manufactured using solar inks and dyes. This solar material can be printed or painted onto surfaces, such as windows, walls, and even car exteriors. This is truly ground-breaking stuff. But thanks to a new development in 3D printing, the manufacturing of this technology may soon transition from massive, temperature-controlled production facilities to small office suites and suburban club basements... About 9,700 miles away in Australia, scientists have discovered a way to print lightweight and flexible solar panels with little more than a 3D printer and solar ink. No, this is not science fiction. This is really happening — and it's going down right now. Game-Changing Although these 3D printable solar panels are not yet advanced enough to power entire homes or buildings, early stage research has enabled developers to apply these "panels" to cell phones and laptops in an effort to offer additional power to installed batteries. Still, the ultimate goal is to allow consumers to print ultra-thin, transparent plastic sheets of solar that can be incorporated into windows and building materials. Talk about breaking the chains of utility control! Of course, while 3D solar printing will prove to be one of the most disruptive developments in the world of distributed power generation, compared to what's being done today in the world of 3D printing, this kind of thing seems relatively trivial. Advertisement I Just Saw the World's First "Printed" Car Using a revolutionary new 3D printer, a little-known Minnesota company has "printed" an entire car. It gets 200 MPG, goes 70 mph, and is built to last for 30 years. I wouldn't have believed it if I hadn't seen it with my own eyes — but it exists. This technology could change the way you live, work, and play... And savvy wealthbuilders like yourself could turn a mere $10,000 into over $3.7 million off three explosive American companies that are at the forefront of this incredible 3D printing technology. Bionic Profits A few weeks ago, American engineers used a 3D printer to create a bionic ear. By interweaving electronics and biological tissue, researchers believe this will be the launchpad for the future of bionic implants. In a recent piece over at Chemistry World, analyst Jon Cartwright wrote: The process is simple in principle. The researchers send a three-dimensional blueprint of their bionic ear to a 3D printer, which contains three different inks: silicone infused with silver nanoparticles for the electronics; silicone alone for structural support; and chondrocyte cells, responsible for producing cartilage, in a gel. Once the researchers printed the ear, they incubated it in a culture medium to allow the cartilage to form and fuse together. The result is a perfectly ordinary looking ear — albeit with no skin — complete with a spiral coil antenna that mimics the inner ear's cochlear structure. According to Manu Sebastian Mannoor, a graduate student involved in the project, this approach creates an organ which has both electronic and biological functionality at once, in a manner where one can't tell where the electronics begin and the biology ends. I tell ya, anyone who says the United States can no longer compete in a global market isn't paying attention to the 3D printing revolution. I think the Boston Consulting Group said it best: "Mass production within the US could be far cheaper than producing and shipping products overseas. 3D printing will bring about the emergence of a new 'Made in America' era by revitalizing America's faltering manufacturing industry. . . sending Chinese workers packing as American companies set up their own 'portable factories.'" I love it! And so does Nick Hodge, who's been loading up on two specific 3D printing stocks that are absolutely crushing it... This one here focuses on 3D printers that create parts for the aerospace, defense, and automotive sectors. It already has deals with 3M, BMW, and Xerox. And this one here actually creates living organs. I'm serious. Similar to the bionic ear, this company focuses on what's called bio-printing. This outfit has already used its 3D printing technology to create lung tissue, cardiac muscle, and blood vessels. This, my friends, is where some of the biggest money is going to be made over the next few years... And if you don't already have some exposure to this space, you need to get some immediately. I'd suggest starting here. To a new way of life and a new generation of wealth... Jeff Siegel @JeffSiegel on Twitter Jeff is the managing editor of Energy and Capital and contributing analyst for the Energy Investor, an independent investment research service focusing primarily on stocks in the oil & gas, modern energy and infrastructure markets.  He has been a featured guest on Fox, CNBC, and Bloomberg Asia, and is the author of the best-selling book, Investing in Renewable Energy: Making Money on Green Chip Stocks. For more on Jeff, go to his editor's page. I liked this article | I did not like this article Follow Energy and Capital on The Bottom Line Related Articles Tesla Investment Opportunities SunPower (NASDAQ: SPWR) Graphene Investing Portugal Renewable Energy Investing Recently... Our Natural Gas-Fueled Future Read THIS Before You Buy Tesla (NASDAQ: TSLA) 12 Billion Barrels or Bust LNG Export Explosion... Buy Now! Is Big Oil Going Bust?

This email was sent to jorgeus.george@gmail.com . You can manage your subscription and get our privacy policy here. Energy and Capital, Copyright © 2013, Angel Publishing LLC, 1012 Morton St, Baltimore, MD 21201. All rights reserved. No statement or expression of opinion, or any other matter herein, directly or indirectly, is an offer or the solicitation of an offer to buy or sell the securities or financial instruments mentioned. While we believe the sources of information to be reliable, we in no way represent or guarantee the accuracy of the statements made herein. Energy and Capital does not provide individual investment counseling, act as an investment advisor, or individually advocate the purchase or sale of any security or investment. Neither the publisher nor the editors are registered investment advisors. Subscribers should not view this publication as offering personalized legal or investment counseling. Investments recommended in this publication should be made only after consulting with your investment advisor and only after reviewing the prospectus or financial statements of the company in question. Unauthorized reproduction of this newsletter or its contents by Xerography, facsimile, or any other means is illegal and punishable by law. Please note: It is not our intention to send email to anyone who doesn't want it. If you're not sure why you're getting this e-letter, or no longer wish to receive it, get more info here, including our privacy policy and information on how to manage your subscription.

Solar demand grows; costs falling down

From Energy and Capital

Situation:

l. Nuclear energy is having an image problem thanks to Chernobyl and Fukushima incident.  And the latest news of leaking underground nuclear waste tanks in Washington. 

2.  Natural gas is cheap and plenty:  at Malampaya in PHL and contested area with China in Palawan.  The Sta Rita power plant in Batangas rated at 1GW gets its CNG from Malampaya.  CNG can not compete with nuclear even on cost, cleanliness, and safety.

3.  Fossil fuel supply has been erratic, and so with its price;  $40.00/barrel, then it could shoot up over $l00.00 per barrel

4.  Hydro -  el Nino, la Nina, typhoons, drought has made hydro as unreliable.   While it is supposed to be cheap, siltation and maintainance of hydro has been expensive.   Agus I in Mindanao has been derated at 30% capacity.

Time to invest in solar?

Demand for solar capacity, and that is without government subsidy is at 30 gigaWatts in 2013 with strong demand coming from India, US, China, and Germany. This is according to Deutsche Bank.   Indias New and Renewable Energy Ministry increased its RE capacity by 12.4 gW, making a total of 26 gW.  India has to accelerate its Re capacity because it is ranked as one of the most polluted countries/cities in the world (For the EV cars, M and M has developed a car with 100 mile range on a single charge).  India is really taking the issue of renewables very seriously.

Costs of Solar panels has been falling down by as much as 50% over the last 2 years.

In Gerrmany, renewables contribute up to 25% of its total generating capacity. Thanks to FIT program, Germany has been a leading supplier of renewables, especially solar worldwide.  In Germany alone, there could be 80 gW of power generation from solar

Energy and capital