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Politics of Energy
An SI Board Since May 2007
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79441 157 6
Emcee:  Brumar89 Type:  Moderated
This board is a place to discuss the interaction between political influences and energy supply and potential future development. Because climate issues affect the politics of energy that is on topic here. There are other places to talk about specific investment ideas, like Big Dogs BBR but if you want to discuss such things here feel free.

I do realize that political issues can raise passion levels, but let's try to hold down back and forth name calling and personal insults. We don't want to ruin the board for other posters and readers.

Official Thread Sound Track is hereby declared to be "Drill Baby Drill"
Message 31234198

Runner Up: Where Have All The Eagles Gone?
youtube.com
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Charles Manson, Global Warming Prophet 57585
Hansen - last interglacial warmer 69530
Alarmists spurn solar 70609
NASA adj 71558
No US warming for past century 57234, 76707
The Most Comprehensive Assault On 'Global Warming' Ever 73303
Climate Movement International Governance 73814
How to tell who is lying to you 73939
Human Attribution Science and Hype 74143
NASA data tampering in the cause of model driven science demonstrated 74294
NOAA highlevel fraud exposed by expert insider 74663
Study refutes warming 74723
Dr Neil Frank, PhD on climate change 74788
How GHCN software changed Maine, Mich, CA temp record 74782
Solar's NF3 17,200 X the GHG CO2 is 75149
Nearly half of GHCN stations at airports as of 2009 74871
11 US energy maps 75152
Facts about world oil demand 75193
German physicist on impracticality of EV's 75672
Agriculture and CO2 75697
Facts on Holocene Ice Fluctations 75984
Nice Lindzen discussion 76559
The digital revolution impact on energy 76592
O&G vs solar and wind 76793
Singer on temp trends 76836
NASA modeling expert says climate models can't predict climate 76933
Cliff Mass, Criminal Climate Change Denialist 76928
What it would take for GHG's to warm the ocean 77060
What IS the avg temp of the earth? 77514 & 77572 There has been essentially no global warming for a century + ... what's claimed as warming is just the adjustment downward of past recorded temperatures.
PNAS: 100% renewables delusional 77669
Cowboyistan still in charge 77670
Toxic solar pv waste a major growing problem 77813
Earth nearly doomed by low CO2 during last ice age 77896
$5+ TRILLION to wind energy companies 77898
Solar panels composed partially of fossil fuels 77930
Wind power requires 100% backup by conventional energy 78059
Droughts becoming more severe? No, says science 78060-78064
Science determined by the funding 78349
Diminishing effect of increasing CO2 on temperature 78358
Child miners aged four living a hell on Earth so YOU can drive an electric car 78774
Federal climate report thoroughly debunked 78787
3 good points re CAGW: 78797&78798
Why there can never be a renewable powered aluminum smelter 78799
Noble cause Chicken Littles should not be believed 78916
Former GISS & Potsdam climate scientists call for GISS to be defunded 78959-78962
Climate scientists: Warming has been over-estimated 78989-78990
Excellent statistical analysis of temp data - even after dubious adj's temp record indistinguishable from a random walk 79082
Lesson of LTCM 79083
No LT trend toward extreme weather 79136
10 reasons why new technologies will cause future energy use to SKYROCKET 79236
Freeman Dyson carbon and topsoil formation 79398
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Something different - I'm accepting Eric's challenge to pick a fossil fuel stock to compare over the long term (10 yrs) with TSLA. I'll pick XOM v TSLA for 10 yrs. I will treat cash dividends received as a reduction of the basis. This is simpler than having to reduce the share basis for repurchases. XOM is at $72.37 right now, TSLA is at $246.60. Using a 100 share vs 30 share count will closely equalize the investments ... letting TSLA have a slight lead starting off.

As suggested by Eric, I'll modify the challenge as follows today - 9/15/15:

30 shares of TSLA 9/11/15 = $7,398
150 shares of SCTY 9/15/15 = $7,260
310 shares of SPWR 9/15/15 = $7,223
150 shares of FSLR 9/15/15 = $7,005
total for 4 alt energy stocks (w/ beginning value of about $7K ea) you mentioned about a year ago = $28,886

TSLA and SCTY merged in the past year with each SCTY share being converted into 0.11 share of TSLA. So the original 150 shares of SCTY became 16.5 shares of TSLA bringing the TSLA share total to 46.5 shares. The value of this portfolio at 12/31/16 is $16,800. A decline in value since mid Sept 2015 of 42%.

vs

100 shares of XOM 9/11/15 = $7,237
230 shares of KMI 9/15/15 = $6,923
150 shares of COP 9/15/15 = $7,127
90 shares of PSX 9/15/15 = $7,146
total for 4 traditional energy stocks (w/ beginning value of about $7K ea) I selected = $28,433

Since Sept 2015, these stocks have paid dividends of $1,135, so I'm treating this as a reduction of the basis from $28,433 to $27,298. The value of this portfolio at 12/13/16 is $29,087. This is 6.6% greater than the basis after adjustment for dividends received.

15 month comparison: Eric's Alt Energy portfolio -42% My Fossil Fuel portfolio +6.6%

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"Remember this was a tiny field, a backwater, and then suddenly you increased the funding to billions and everyone got into it," Lindzen said. "Even in 1990 no one at MIT called themselves a ‘climate scientist,’ and then all of a sudden everyone was. They only entered it because of the bucks; they realized it was a gravy train.






1999 version : 1999_Hansen_etal_1.pdf
2015 version: Fig.D.gif (525×438)
Message 30294738 gif
Message 30705971


Message 30214692











Message 30408321 gif


U.S. Data Since 1895 Fail To Show Warming Trend – NYTimes.com


Greenland ice cores: post 75984
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79441November 16, 2017 Growth in global energy-relatrusset-yesterday
79440Activists Admit Methane FLIR Videos Not Supported by Scientific Analysis 12:12pBrumar89-yesterday
79439New York Times Article Conclusively Proves That Climate Change “Crisis” is 100% Brumar89-yesterday
79438 German Scientists Call Recent Sea Level Rise Claims “Fijigate”, …Hyped Up To Brumar89-yesterday
79437Gov. Jerry Brown is no climate action hero But he would like to be. NOVEMBER Brumar891Wednesday
79436Carbon Tax Crippling UK Industry NOVEMBER 15, 2017 by Paul Homewood h/t PhilipBrumar89-Wednesday
79435Here’s The Inconvenient Truth Behind MIT’s Study Linking Hurricane Harvey To GloBrumar89-Wednesday
79434The COP Ritual: Frustration Shows Up As Bonn Climate Summit Is Deadlocked Again Brumar89-Wednesday
79433CO2 Emissions Surge: Greens “Disappointed” by Economic Growth Eric Worrall / Brumar89-Wednesday
79432The War That Would Transform Oil Markets By Nick Cunningham - Nov 13, 2017, 6:Brumar89-Wednesday
79431U.S. Grid Narrowly Escapes Apocalyptic Attack By Zainab Calcuttawala - Nov 13,Brumar89-Wednesday
79430 Why Canadian Crude Trades At Such A Steep Discount By Tsvetana Paraskova - NBrumar89-Wednesday
79429Is China Heading Toward An Energy-Debt Crisis? By Gail Tverberg - Nov 11, 2017Brumar89-Tuesday
79428$43 Billion China-Alaska Energy Deal Looks Shaky By Nick Cunningham - Nov 12, Brumar89-Tuesday
79427Putin Aims To Profit From China’s Silk Road Initiative By The Jamestown FoundaBrumar89-Tuesday
79426 Houthi Rebels Threaten To Attack Saudi Oil Tankers By Irina Slav - Nov 13, Brumar89-Tuesday
79425Facebook, Twitter to Provide Data on Energy Market ManipulationBy Billy HouseBrumar89-Tuesday
79424Wind Energy Feels the Force of World Markets Vestas shares plunge and another quBrumar89-Tuesday
79423German Wind Farms To Be Terminated As Subsidies Run Out Wind power is the most Brumar89-Tuesday
79422Livestock to blame for 19% of global warming - study The heading above is an exBrumar89-Tuesday
79421Jerry Brown Climate Rant: “We need a total, I might say, brainwashing” Eric WoBrumar89-Tuesday
79420Wind farms would need to 'cover whole of Scotland' to power Britain'Brumar89-Tuesday
79419 Wind and Solar Power Advance, but Carbon Refuses to Retreat Environmental ProBrumar89-Tuesday
79418Germany Is a Coal-Burning, Gas-Guzzling Climate Change HypocriteDinoNavarre-Tuesday
79417 Who knew solar power was so dirty? China shuts down polysilicon output for envteevee1Tuesday
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