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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: TobagoJack who wrote (39310)8/28/2008 4:20:03 AM
From: Haim R. Branisteanu  Read Replies (1) | Respond to of 218046
 
3% of Earth's Oceans Can Replace All Fossil Fuels

alfin2100.blogspot.com



To: TobagoJack who wrote (39310)8/28/2008 4:40:50 AM
From: Haim R. Branisteanu  Read Replies (1) | Respond to of 218046
 
TJ, thanks for the remarks

I did not intend to claim that in special location today PV panels are not cheaper that special located generators.

I do not trust those that claim NET efficiency of 18% including transmission conversion etc. .. and what about storage for rainy/cloudy days? So in reality 5% average would be great - therefore at the present time solar is competing in conversion with Sorghum, Corn and Miscanthus (not to mention Botryococcus Brauni or cyano-bacteria etc.) on an overall basis at same efficiency but at a tiny fraction of the cost of a PV system.

As to your anticipated drop in prices of raw materials for PV is does not "jig" with you buying gold <GGGG> because if this is true - crude oil will drop in price as will most agricultural commodities which use heavy fertilizers like corn

The true cost effective solution aside form Ocean energy and Geo Thermal is fusion which for a myriad of reasons no funds are channeled into research.

Solar will have its place but more likely Thermo solar IMHO and also to a limited degree as will bio-mass and so on.

Methane Hydrates which are plentiful will also be part of the solution after various technological hurdles will be solved.

Peak oil IMHO will not happen any time soon as the crude oil consumption will slide slowly and transportation will relay on other sources of energy like NG, H2 etc. except of aviation which will still use jet fuel for many years IMHO

All in all I think solar stocks are in a bubble now for the simple reason that the process is widely understood and excitement misplaced