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Non-Tech : Alternative energy -- Ignore unavailable to you. Want to Upgrade?

To: Jacob Snyder who wrote (9840)	1/24/2011 3:02:59 PM
From: Jacob Snyder	Read Replies (1) \| Respond to of 16955

TAN, FSLR charts: FSLR has been outperforming the sector. Using the highs and lows of the last 12 months as the range, FSLR has just broken above its range to a new high, while TAN is still in the middle of its range. I still think we will get more buying opportunities in solar, sometime in 2011 (FSLR at $100, TSL at $15, YGE at $8): the Euro-area sovereign debt problems are not resolved; Chinese inflation is causing a higher RMB, higher interest rates, and tighter credit standards; the U.S. is still "asleep at the wheel" re global warming and energy independence. Sold half my FSLR today at $150 (bot at $126 3 months ago). Will probably sell the other half somewhere in the $170-200 area. Earlier, sold my TSL (too early).

To: Jacob Snyder who wrote (9840)	10/2/2011 4:00:22 PM
From: Dennis Roth	1 Recommendation Respond to of 16955

Amyris and Michelin Announce Collaboration to Develop and Commercialize Renewable Isoprene press release Sept. 28, 2011, 8:00 a.m. EDT marketwatch.com EMERYVILLE, Calif. & PARIS, Sep 28, 2011 (BUSINESS WIRE) -- Amyris, Inc. /quotes/zigman/117914/quotes/nls/amrs AMRS +0.35% , a leading renewable chemicals and fuels company, and Michelin (epa:ML), a leading innovator in the tire industry, announced today that the two companies have signed a definitive agreement to collaborate in the development and commercialization of Amyris No Compromise(R) renewable isoprene, the chemical building block in rubber tires and other products that use synthetic and natural rubbers. Under the agreement, Amyris and Michelin will partner to contribute funding and technical resources to develop Amyris's technology to produce isoprene from renewable feedstocks. Amyris expects to begin commercializing this isoprene in 2015 for use in tire and other specialty chemical applications such as adhesives, coatings and sealants. Michelin is committed to off-take volumes on a ten-year basis. In addition, Amyris retains the right to market its renewable isoprene to other customers. "This partnership will allow both companies to continue Michelin's tradition of innovation in the tire industry and expand Amyris's industrial biotechnology platform for new products," said John Melo, CEO of Amyris. "Growing demand for isoprene and a desire to increase the sourcing of sustainable raw materials create a great opportunity for Amyris to bring to market renewable solutions with No Compromise(R) performance that also reduce price volatility." Amyris's technology, currently used to produce at commercial scale a 15-carbon molecule called farnesene, can also convert plant-based sugars into isoprene, a 5-carbon molecule and main ingredient in the production of synthetic rubber. Isoprene has traditionally been produced as a by-product of the thermal cracking of naphtha to produce ethylene or via C4 refinery stream synthesis. As the petrochemical industry adjusts to lighter cracking slates with the advent of shale gas, new sources of isoprene have become necessary. [snip]