EnergyTech

Stars and their electric cars

March 23, 2010

by Benjamin Stein, Associate Analyst, Research 2.0 Everyone is jumping on the eco-friendly bandwagon with increased awareness of clean technologies and renewable energy. Today, huge SUVs are déclassé and fuel efficiency is the new black (along with surfing the web in your car).  As gasoline consumption is becoming viewed with ire, you won’t want to [...]

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Energy, Technology and the Chinese Economy

March 22, 2010

Last week we published our March Thought Leader Interview with Arthur Kroeber, an expert on China and Managing Director at Dragonomics Research & Advisory. It offered some real insights into China from political, economic, technological and practical perspectives. In addition to several ideas that I expected I found some surprises and excellent long-term considerations including: [...]

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DIG/DUG and all that oil jazz.

July 20, 2008

There is an increasing number of discussions and recommendations about being short or long oil.  A number of innovative ETF vehicles have been springing up to provide ways of playing oil long or short, even leveraged in either direction.  At the same time the usual suspects are out there encouraging individuals to try their hand [...]

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Aha! High energy costs another negative catalyst for real estate…

August 29, 2007

There are plenty of good posts out there arguing for weakness in real estate.  The listings we get every week tell the same story.  At least in the Boston area we see numerous price reductions and most sales below offering prices.  Lately however a number of new listings and price reductions made us realize that [...]

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Simon’s Law (Moore’s Law for Energy)

April 15, 2007

Today there may be more value in viewing energy as a technology rather than a natural resource industry. There is a strong theory proven by historical events that energy (and other raw materials) decline inexorably in cost over time. Despite our intuition, natural resources (energy included) are not in any way finite or scarce. Our [...]

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Moore’s Law for energy?

January 18, 2007

According to economist Julian Simon the costs for raw materials, food and energy decline inexorably over time in real terms. He backs it up well in his book The Ultimate Resource. The main point has to do with the human capacity to tackle the challenges to create additional capacity from existing or new sources and [...]

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