Predicting the top 20 companies for the next 30 years

Savings from oil and coal importation

Warren Buffet analyzes the top 20 companies of the world  5 of them are in US.  And in a country that before had only 0.5% of the world's population. The top companies have valuation of trillions of $

For the top 20 companies in the last 30 years none of them are in the new top 20.   Why?  What has changed.  Their valuation were only in the billions.

What will be the new industries that will be successful.?  AI?  Can we be in those industries?  What will propel the new generation of companies and investments/industries>

Bank of Philippine Islands and RCBC reducing exposure to fossil (coal) fired power plants

Savings from oil and coal importation

Quite remarkable move by these two banks to reduce emission stop globall warming and promote sustainability    

Apart from RCBC and Bank of the Philippine Islands (BPI), which just last April announced plans to bring down its coal exposure by half in 2026 and to zero by 2037, no other local bank has followed suit or made public pronouncements. The momentum at the global level is high, but not so much at the local level.Jun 29, 2021

Bank of Philippine Islands Coal Policy

This too bad for Semirara and other local coal companies.  SID and DMCI had had their days.  God bless

Waste to Energy Power Plant

Savings from oil and coal importation

Is OPEC's move to cut production sustainable

Savings from oil and coal importation

Many say no.  There are non OPEC nations.  The production cut is obviously cutting into their oil revenues.  Sooner or later they will have to resume production.

Pres Biden is hurting OPEC by releasing strategic oil reserves to drive down prices (by increasing supply)

and is buying at lower price (US is fighting OPEC).  Couple that with increasing energy from renewables and oil exporting countries may be doomed  Besides supply is running out   Fossil fuels are non renewable.  Smart Arab nations have discounted energy business away from their projections.  

Converting animal (cattle) waste into electricity

Savings from oil and coal importation

We always think of taking care of  having cattle as a business is full of shit.  Yes, its full of shit, and shit can be used to generate electricity.  For farms, sometimes electric bills run into millions.  

Methane and shit smell can be captured to generate electricity and save money

There is no combustion and fuel cells are stacked on top of one another.    There can a centralized power plant that runs 24/7, rain or shine.  Unlike solar that works only when there is sun, and for wind farms when wind is blowing.   

This solves the animal waste stink and save energy costs too.

Waste to energy plant - a truly renewable sustainable set up (municipal incinerator cum power plant)

Savings from oil and coal importation

I just met an experienced technician who knows how to make incinerator.  I just learned that he just completed a municipal incinerator.   Disposing off garbage in landfills does not seem to be a viable option any more.  We are running out of landfills.  And you cant have sanitary landfill.  It would be always polluting.  Have you experienced smelled leaching from a landfill?

By installing a heat exchanger and/or heat recovery system, the heat generated can generate electricity from a steam turbine.

But recycling and burning other excess waste can be workable. 

Will the major cities (50+ of them) see the light.  Will this be ppp project?        

Marine energy - energy from waves, tides

Savings from oil and coal importation

Waves, tides go on and on daily and is wasted .  From govt grant, a research and development on conversion of wave motion to electricity, up to 300 kwh is being tested.   This could work well in places like Philippines which is composed of island to solve grid problem and electrical transmission.  

This is an area that can be investigated and be an investment opportunity.

SMR (Small Modular Reactors) - a renewable energy source being overlooked?

Savings from oil and coal importation

One of the sources of energy being overlooked is nuclear energy.  It serves the purpose of lessening carbon emission, solves the intermittent nature of wind and solar energy.

But people are wary of dangers  the meltdown from nuclear power plants as seen at Chernobyl, Fukushima, and Mile Long Island.  But SMR can be an answer.  They are assembled in a factory transported in trucks and then installed on site  The problem of nuclear waste has been reduced. 

Other downsides are:    large capex for its production, long construction period, 

Many countries like France use a lot of nuclear energy.    Pres. BBM is pushing for the SMRs

Shall we learn to accept SMR

Energy storage systems

When we talk about energy storage, what usually comes to mind is battery system.  But there are various ways by which energy can be stored aside from battery:

1.  Heat storage via  salt, sand

2.  Storage via kinetic energy and gravity

3.  Hydraulic system as in Caliraya:     When there is excess power, a pump is driven bring water up to the lake dam, and when power is scarce, the water is released to generate power.   With all the power generated, how do you balance this vs. demand

Which is better - wind or solar?

 Which is better - wind is solar?  The debate goes on and on   It is better to  have them hybrid.  

But hybrid wont work, if there is no wind, or there are days when there is no sunlight.   

Which is cheaper -  wind or solar.   Which is better - rooftop system or centralized system.