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To: smolejv@gmx.net who wrote (34389)	5/27/2003 3:21:59 AM
From: Step1	Read Replies (1) \| Respond to 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?

To: smolejv@gmx.net who wrote (34389)	5/27/2003 12:12:39 PM
From: yard_man	Respond to of 74559

yes -- the reason they are still installing large (MW -- central station) gas fired combustion turbines and combined cycles as opposed to fuel cells is the difference in capital costs (which don't have anything to do with the fuel costs per se) ... eia.doe.gov and the small size doesn't make them amenable to using the existing T&D infrastructure. Imagine the cost of installing the same number of these to get you to the capacity of a typical CT or CC plant of 100 or 250 MW. You increase the cost to site, connect to a pipeline and make connection to the grid ...