2010: The Year of the Strong Grid? Part II
The Strongest Strong Grid Stocks Tom Konrad, CFA A comparison of the financial strength of transmission (or "Strong Grid") companies. In Part I of this article I made the case that transmission stocks, or "Strong Grid" might be a clean energy sector that takes off in 2010, as Smart Grid stocks and Battery stocks did in 2009. If the sector does take off, the rising tide will probably float all boats, but if it doesn't, it will probably be better to be in the strongest such companies, because, as in 2009, the harsh financial climate will probably mean that...
Wise Energy Use Stocks Part 4: Metering and Energy Management
A look at Itron, Echelon, Woodward Governor, EnerNOC, and Energy Recovery
Wise Energy Use Stocks, Part 6: Smartgrid Pioneers
Companies taking steps towards the Smart Grid: Xcel Energy, Duke Energy, Whirlpool, Samsung Electronics, and Freescale Semiconductor.
Digital Electrification: Less Waste, More Capacity
One potentially huge contributor to decarbonization of the economy could come from dramatic efficiency gains obtainable from digitally improving the power quality of electricity, as it is being generated, transmitted & being consumed. The enabling technology is emerging from developments in computing that is associated with the Internet of Things (IOT).
DOE estimates indicate that approximately 38.2 quads of electricity are produced, from all sources, but that 25.3 quads, or 66.2% is deemed “Rejected Energy”, so only 33.8% of generated electricity is actually being used. Within that 66% a distinction is recognized between “Losses” & “Waste”:
Loss is non-recoverable, I2R...