This board is a place to discuss the interaction between political influences and energy supply and potential future development. Because climate issues affect the politics of energy that is on topic here. There are other places to talk about specific investment ideas, like Big Dogs BBR but if you want to discuss such things here feel free.
I do realize that political issues can raise passion levels, but let's try to hold down back and forth name calling and personal insults. We don't want to ruin the board for other posters and readers.
Official Thread Sound Track is hereby declared to be "Drill Baby Drill" Message 31234198
Runner Up: Where Have All The Eagles Gone? youtube.com ----------------- Charles Manson, Global Warming Prophet 57585 Hansen - last interglacial warmer 69530 Alarmists spurn solar 70609 NASA adj 71558 No US warming for past century 57234, 76707 The Most Comprehensive Assault On 'Global Warming' Ever 73303 Climate Movement International Governance 73814 How to tell who is lying to you 73939 Human Attribution Science and Hype 74143 NASA data tampering in the cause of model driven science demonstrated 74294 NOAA highlevel fraud exposed by expert insider 74663 Study refutes warming 74723 Dr Neil Frank, PhD on climate change 74788 How GHCN software changed Maine, Mich, CA temp record 74782 Solar's NF3 17,200 X the GHG CO2 is 75149 Nearly half of GHCN stations at airports as of 2009 74871 11 US energy maps 75152 Facts about world oil demand 75193 German physicist on impracticality of EV's 75672 Agriculture and CO2 75697 Facts on Holocene Ice Fluctations 75984 Nice Lindzen discussion 76559 The digital revolution impact on energy 76592 O&G vs solar and wind 76793 Singer on temp trends 76836 NASA modeling expert says climate models can't predict climate 76933 Cliff Mass, Criminal Climate Change Denialist 76928 What it would take for GHG's to warm the ocean 77060 What IS the avg temp of the earth? 77514 & 77572 There has been essentially no global warming for a century + ... what's claimed as warming is just the adjustment downward of past recorded temperatures. PNAS: 100% renewables delusional 77669 Cowboyistan still in charge 77670 Toxic solar pv waste a major growing problem 77813 Earth nearly doomed by low CO2 during last ice age 77896 $5+ TRILLION to wind energy companies 77898 Solar panels composed partially of fossil fuels 77930 Wind power requires 100% backup by conventional energy 78059 Droughts becoming more severe? No, says science 78060-78064 Science determined by the funding 78349 Diminishing effect of increasing CO2 on temperature 78358 Child miners aged four living a hell on Earth so YOU can drive an electric car 78774 Federal climate report thoroughly debunked 78787 3 good points re CAGW: 78797&78798 Why there can never be a renewable powered aluminum smelter 78799 Noble cause Chicken Littles should not be believed 78916 Former GISS & Potsdam climate scientists call for GISS to be defunded 78959-78962 Climate scientists: Warming has been over-estimated 78989-78990 Excellent statistical analysis of temp data - even after dubious adj's temp record indistinguishable from a random walk 79082 Lesson of LTCM 79083 No LT trend toward extreme weather 79136 10 reasons why new technologies will cause future energy use to SKYROCKET 79236 Freeman Dyson carbon and topsoil formation 79398 79465 Pielke: weather extremes claims in absence of evidence 79513 NYT: solar & wind don't lower CO2 emissions Will Happer 79525 Rare earths highly concentrated in US coal basins 79537 Chinese EV's produce more CO2 than ICE's; 1600 coal plants planned or being built, 43% expansion in coal capacity 79612, 79684 Cliff Maas on CA fires 79682 20 posts in which climate alarmists admit their goal is poverty for humanity and that they lie shamefacedly in pursuit of that goal: Posts 79714 - 79733 on the Politics of Energy thread How US Temp Record Has Been Changed 79931 Burning wood = 4X CO2/MWh as natural gas; 50% more than coal 79963 Another demonstration of cooling the past, Ithaca 79976 Nazi & other strange roots of climate catastrophism 80013, 80014 Adam Smith proven right again 80033 Problems w/global temp records 80142, 80143, 80145 Lithium from TX ng wells 80148 1,407 temperature stations from across the contiguous U.S. do not show any warming trend during 1901 to 2015. 80153 US blizzards increasing 80158 Cities, counties screw themselves over climate change lawsuits 80171 NASA says water vapor not increasing, no "hot spot" as predicted. Climate models suck. 80175 CO2 endangerment finding must be reopened. 80176 Cube development next big thing in shale drilling? 80204 ExxonKnew postmortem 80370 How could XOM/Shell keep global warming a secret if Tyndale & Arrhenius wrote about it in the 1800's? 80462 Heh, Going off fossil fuels 80536 Windmills, not fracing, a threat to water wells 80687-80699 UN report on fracking 80793 Liberal green ideas counter-productive - 80979 (anti-nuclear, windpower) 80981, 80993 (recycling is BAD) Florida to be gone in 77 years 80982 India plans to stripmine moon for nuclear plant fuel 80984 Hansen: Renewables and batteries a grotesque idea! 80991 US per capita carbon emissions lowest since 1950 81049 Natl Hurricane Center - NO Trend in Florida hurricane strikes 81283 Cobalt & lithium envionmental destruction 81294 Getting snowier and winters colder 81371 Mass: Global warming not to blame for CA fires 81379, 81384 Palm oil environmental destruction in the name of greenness 81389 ------------------------------------------------------------------------- Something different - I'm accepting Eric's challenge to pick a fossil fuel stock to compare over the long term (10 yrs) with TSLA. I'll pick XOM v TSLA for 10 yrs. I will treat cash dividends received as a reduction of the basis. This is simpler than having to reduce the share basis for repurchases. XOM is at $72.37 right now, TSLA is at $246.60. Using a 100 share vs 30 share count will closely equalize the investments ... letting TSLA have a slight lead starting off.
As suggested by Eric, I'll modify the challenge as follows today - 9/15/15:
30 shares of TSLA 9/11/15 = $7,398 150 shares of SCTY 9/15/15 = $7,260 310 shares of SPWR 9/15/15 = $7,223 150 shares of FSLR 9/15/15 = $7,005 total for 4 alt energy stocks (w/ beginning value of about $7K ea) you mentioned about a year ago = $28,886
TSLA and SCTY merged in 2016 with each SCTY share being converted into 0.11 share of TSLA. So the original 150 shares of SCTY became 16.5 shares of TSLA bringing the TSLA share total to 46.5 shares. The value of this portfolio at 12/30/17 is $27,219.08, a big recovery from $16,800 at year end 2016. The total decline in value since mid Sept 2015 is -5.8%%.
vs
100 shares of XOM 9/11/15 = $7,237 230 shares of KMI 9/15/15 = $6,923 150 shares of COP 9/15/15 = $7,127 90 shares of PSX 9/15/15 = $7,146 total for 4 traditional energy stocks (w/ beginning value of about $7K ea) I selected = $28,433
Since Sept 2015, these stocks have paid dividends and I'm treating dividends received as a reduction of the basis from $28,433 to $26,409. The value of this portfolio at 12/30/17 is $29,857.10. This is 13.05% greater than the basis after adjustment for dividends received.
27 month comparison: Eric's Alt Energy portfolio -5.8% My Fossil Fuel portfolio +13.05%
----------------------------------------------------------------------------

"Remember this was a tiny field, a backwater, and then suddenly you increased the funding to billions and everyone got into it," Lindzen said. "Even in 1990 no one at MIT called themselves a ‘climate scientist,’ and then all of a sudden everyone was. They only entered it because of the bucks; they realized it was a gravy train.


1999 version : 1999_Hansen_etal_1.pdf 2015 version: Fig.D.gif (525×438) Message 30294738 gif Message 30705971
 Message 30214692






 
Message 30408321 gif
 Message 31493412
 U.S. Data Since 1895 Fail To Show Warming Trend – NYTimes.com
Greenland ice cores: post 75984
 |