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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (31084)	5/30/2008 2:09:11 PM
From: Tapcon	Read Replies (3) of 78770

Thanks EKS. I'll try again later, but was not able to access the article on Solazyme. I was interested in reading how the technology might supply much of the local demand in developing countries. At times I feel a bit overwhelmed trying to evaluate the energy alternatives. Solar power has had a good run, but I'm kind of late to the party and I've read somewhere that the number of photovoltaic cells are going to be in huge oversupply in the next 18 months or so. In wind energy, I really don't know the biggest players, but understand that GE has a large backlog of orders for wind turbines. Corn-based ethanol appears to be a politically motivated con because several studies suggest there is a net loss in energy in producing the stuff. Brazil's sugar-cane based ethanol may have more favorable economic payoff. Thermal energy that taps the earth's core sounds interesting too. And harnessing the tides is also underway. Saw an article the other day about Irving Oil in Canada's maritime provinces ready to pilot a project tapping into the Minas Basin in New Brunswick (world's highest tides). theglobeandmail.com

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