Booms, Busts, and Recoveries Message Board

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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: smolejv@gmx.net who wrote (34389)	5/27/2003 3:21:59 AM
From: Step1	Read Replies (1) of 74559

DJ, as far as renewables go, and by extension an idea for a stock punt and play on the NG crisis in the making if we are to believe bleak assessments of production declines and new investments in drilling, i would think of wind. Germany is a huge player in that field, has a good installed base and has likely even more to expect in the future as it slaps a ban on nuke power generation. I used to have a subscription to Wind Power Magazine and remember that a lot of the (smaller then ) German wind turbine makers were buying Dutch and Danish companies. Wind can be set up in about a year, encounters usually little opposition and is clean and of course renewable. it can, according to studies i read out of Germany, be expected to supply up to 20 % of total power to the grid without any problems in reliability (wind like hydro power is fairly predictable in its output over a long time frame, although it can t be stored...) and i think, a move towards a bigger wind power mix in the grid, starting from the small base that it has, could have a big effect on small manufacturers... Comments?

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