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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Gottfried who wrote (56615)6/19/2012 11:57:31 AM
From: Jacob Snyder2 Recommendations  Read Replies (1) | Respond to of 95530
 
<I would not pay more for a KW produced by NG>

Many end-consumers feel the same way. But the utilities are the decision-makers, and they will make decisions based on the economic realities (unless forced to make uneconomic choices by government decree). Electricity can't be stored, mostly. So demand and supply has to be balanced every second, in every location. It is far more difficult to manage an electric utility, the greater a proportion of supply comes from solar and wind, whose supply is erratic and unpredictable.

Another problem in solar and wind adoption, is the huge investment in the grid needed. Cost comparisons (solar/wind vs. nat-gas/coal) rarely factor in this cost. China had to stop building wind towers for a while, because they didn't have enough transmission lines to bring the electricity to market. Large numbers of completed wind towers were sitting idle.