Visual Comparison of Alternative Transportation Fuels

I've recently agreed to do a of couple presentations on "Investing In Green Energy" at conferences this October, and so I've decided it's time to update and expand on some graphs I constructed this spring: I created a pair of graphs which give an overview of how different electricity generation technologies compare.  These are not precise graphs with anything resembling scientific accuracy, but I think they're a useful too for understanding the strengths and weaknesses of various technologies.   This is my attempt to do the same for transportation fuels.  Note that I'm really only talking about cars and trucks...

Q2 2007 Biofuels Country Attractiveness Indices

Ernst & Young recently came out with its quarterly rankings of the investment attractiveness of the main national biofuel markets (PDF file). The report contains three indices: the All Biofuels Index, the Ethanol Index and the Biodiesel Index. No big surprise with most of the results. The report also outlines some of main deals to have occured in the global biofuels space in Q2, and notes two worrying developments. First, the German biodiesel market appears less than healthy at the moment, with many refiners operating at below...

War With Iran? Buy Alternative Energy Stocks.

September is starting out as the month of speculation about a massive three day air strike on Iran.  Is Bush ready to attack Iran while our troops are still trying to stabilize both Afghanistan and Iraq?  In February, administration officials were denying it.   The preparations now going on could simply be the stick part of a negotiating strategy; the bad cop to Russia's good cop.  But Bush's chances of successful cooperation with Putin could be better. What if? If Bush does launch a massive three day air strike on Iran, what will that mean for alternative energy stocks?  I...

Hither and Yon: Transmission and Biofuels

In the most recent two installments of Energy Tech Stocks' interview with me cover my views on transmission stocks, and biofuel stocks.  Readers of AltEnergyStocks know that I am a big fan of electricity transmission, a theme I keep coming back to.  You also know that I have a very ambivalent relationship with both ethanol and biodiesel.  So I liked Bill's transmission article, but I just wasn't able to convey to him the subtleties of how I feel about biofuels.  But he got one thing right: the owners of biofuel feedstock are likely going to be the biggest winners....

The Future of Alternative Fuels: Coal-to-Liquids

Last week I wrote a post about the future of ethanol. In it, I promised a sister piece on the future of coal-to-liquids (CTL). This comes a bit later than initially promised…I apologize to those who had been holding their breaths. I already wrote a post discussing the future of CTL not very long ago. I’m thus not going to repeat myself here, but rather supplement that post with some new info. CTL In The News As stated at the outset of the ethanol article, what drove me to write a series of posts on alternative...

The Future Should Be Bright for Coal-to-Liquids

You are at a cocktail party somewhere, and, after joining a random group of revelers, you utter the following words: “If I say alternative fuel, what’s the very first thing that comes to mind…don’t even think about it, just answer!��? If this fiesta was taking place last night, 9 folks out of 10 would have answered “ethanol��?. The remaining 10% would have probably made-up a mix-bag of “biodiesel��?, “hydrogen��?, and, in extremely rare cases, “synthetic fuels��?, also known as synfuels. Ten years from now, I bet you anything that far more than 10% of the general public will be...

Milestone for Gas-to-Liquids Fuel Plant

Syntroleum Corp (SYNM) commemorated the successful production of more than 140,000 gallons of ultra-clean fuels at its gas-to-liquid (GTL) fuels plant at Port of Catoosa, Oklahoma. The plant also manufactured 60,000 gallons of additional products, such as syncrude. Gathered to mark the occasion were representatives from Syntroleum, the U.S. Department of Energy (DOE), Marathon Oil Company and Integrated Concepts and Research Corporation (ICRC).