350.org’s Smart New Campaign
Garvin Jabusch Many parallels exist between the college campus divestiture campaigns of the 1980s and today. Both were/are seeking to apply intense student and community pressure to persuade boards of trustees to get endowment monies out of investments in businesses or locations perceived as undesirable. In the '80s it was South Africa and Apartheid that students objected to. Back then, one could almost conceive of college students versus a beleaguered South African government as something of a fair fistfight between entities with comparable chances of winning popular opinion and thus investment dollars to their side. And indeed the students...
Solar Trade Case Analysis and Implications
by Paula Mints
In terms of the current trade petition and the USITC decision, government interference will not correct an imbalance that is embedded in the industry (globally) particularly when it is put in place by a body that does not understand the nuances of the problem. Despite evidence to the contrary, attorneys and consultants for Suniva/SolarWorld seem to have convinced the USITC that cell manufacturing in the US can be resuscitated and that tariffs and quotas the mechanism that will stimulate manufacturing. In reality, this situation is stimulating uncertainty and doing harm.
Table 1: Tariff Recommendations
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From Paris to Drawdown
by John Fullerton Yes, it was a shameful poke in the world’s eye by the dangerously narcissistic, temporary occupant of the White House. Like other unconscionable and unfathomable acts of the early 21st centurya period of historic great change alreadyTrump’s pulling out of the Paris Climate Agreement has sent me searching for the deeper meaning of it all, while the pundits flail away. The attack on the World Trade Center, an iconic symbol of globalization if there ever was one, triggered for me a period of introspection and a personal existential crisis as it opened up...
Windpower: Focusing the Criticism Away from NIMBYism and Aesthetics
Michael Giberson Market-oriented policy analysts have not been shy about cataloguing the problems surrounding windpower development. But in the enthusiasm to oppose the government interventions accompanying wind generation, market-based analysts sometimes have strayed beyond principled defense of markets and unwittingly offered support to anti-market NIMBYism and other meddlesome sentiments. Policy analysts examining wind power issues should consider more carefully which issues ought to be pursued through the policy process. Two Images Wind power has two images. In one view, wind power is glamorous, hi-tech, future oriented and almost sexy. Advertisements for products from automobiles to...
US Should Approve A123’s Sale
Doug Young A123 Systems battery cell products (Source: A123) In writing this blog, I generally try to keep my own views muted and focus instead on the latest news and what it means for the companies involved. But I'm making one of my occasional exceptions to that rule today to say that the US really should go ahead and approve the sale of bankrupt battery maker A123 Systems (OTC:AONEQ) to a Chinese company, since this deal seems to have few if any national security implications and blocking...
Will McConnell Kill The Bull Market?
By Tom Konrad, Ph.D., CFA
The risks of playing politics
The American news media often tries too hard to be “balanced” when talking about politics.
Depending on which news sources you rely on, you may be hearing that “congress” is having trouble passing bills to fund the government and raise the debt ceiling. More partisan sources will be blaming it on the Democrats or the Republicans, depending on their political bent.
I generally consider myself an independent who cares deeply about the environment and competent government. Since the rise of Donald Trump, the Republicans have shifted from being the party of big business...
Get Your Clean Energy Tax Credits Before They Go Away
The House version of Donald Trump’s “Big Beautiful” budget bill almost completely repeals the provisions of Joe Biden’s signature Inflation Reduction Act (IRA). In particular, the tax credits for homeowners and electric vehicles will be zeroed out in the coming tax year.
If you are a high income earner or a corporation, you will probably see your taxes go down if the Senate passes a similar version of the bill. Lower income earners will likely see their taxes go up… and younger Americans will all likely see their taxes go up in the long term when they have to pay...
Biofuel Industry Reacts To EPA New Renewable Fuel Standard
Yay or Nay for EPA? RFS Volumes out for 2020, Biodiesel for 2021 – What’s the reaction from industry?
by Jim Lane
What’s the reaction from industry? Coal for Christmas?
Should Santa bring coal for EPA’s stocking this year? Do the biofuels and agriculture industries think the EPA just put coal in their stocking? Is it thumbs up or thumbs down from biofuel industry advocates on last week’s U.S. Environmental Protection Agency renewable fuel volumes? What about the exempted volumes?
The Ruling – Rotten or Respectable?
First, a bit on the EPA ruling that establishes the required renewable volumes under the Renewable Fuel Standard (RFS) program for...
Discom-fort: Barriers to Renewables in India
by Ishaan Goel
Energy is crucial to India’s policy agenda. Millions of households are yet to gain reliable access to electricity, hampering their potential for economic growth. Severe pollution issues create widespread health problems. Renewables are prioritized as viable solutions across the political spectrum, with their low costs and ease of installation in remote regions. The current administration has ambitious plans for renewable energy (RE), targeting an almost 4x increase in installed capacity to 450 GW by 2030 and introducing a spate of tax and investment reforms.
At the heart of the Indian power supply chain lie distribution companies (discoms). The...
A Cleantech VC Who is Unconvinced of Man-Made Climate Change
David Gold Go ahead call me a hypocrite. I claim to be a cleantech venture capitalist yet I tell you here and now that I am not convinced of anthropogenic (human-caused) climate change (aka global warming). And I will audaciously tell you that my convictions on climate change in no way run contrary to my strong belief in the need for a cleantech revolution Many supporters of clean technologies make it seem as though anthropogenic climate change is an absolute fact. To some of them anthropogenic climate change is almost like a religion where any debate...
The Environment Is On The Ballot. Vote November 6th
AltEnergyStocks.com first endorsed a presidential candidate in 2008. We endorsed Barack Obama based on his more pro-environmental, pro-alternative energy stance compared to his opponent, John McCain. Choosing between John McCain and Barack Obama took some research, since both candidates struck a somewhat pro-environment tone. Our choice rested on the fact that Obama seemed to have a deeper commitment to environmental causes. Our 2012 endorsement of Obama over Romney was also based on a comparison of their proposed policies.
Fast-forward to 2016, and the decision between the candidates was no longer one that required much analysis. The choice could not have...
Trump Administration Flip-Flops On Oil Refinery Waivers Again, Farm Groups Protest Again
by Jim Lane
In Washington, what must have become a weary if vigilant posse of the nation’s biofuel and farm advocates are out on the hustings again this week, over a fresh attack on the US Renewable Fuel Standard, this one led by officials in the Trump Administration, if a story reported by Bloomberg stands up against scrutiny.
What has been described as a “misinformation campaign spearheaded by Senator Ted Cruz” is seeking to overturn a unanimous court decision that would halt the Environmental Protection Agency’s abuse of Small Refinery Exemptions (SREs) under the Renewable Fuel Standard.
The backstory
In a unanimous panel, the...
Obama Versus Romney: Everything You Need to Know About Where the Candidates Stand on...
By Daniel J. Weiss and Jackie Weidman, Center for American Progress Clean energy is an important part of the economy of Colorado, which is the location of the first presidential debate on October 3rd. Colorado’s robust wind industry and 70,000 jobs in green goods and services could suffer if the Production Tax Credit for wind isn’t extended by the end of 2012. The presidential candidates differ on this, as well as other energy issues. Hopefully the Denver debate, scheduled to focus on the economy, will also address energy policies so vital to Colorado and the nation....
Two Numbers: One Matters, the Other Gets All the Attention
Garvin Jabusch This morning, in the realm of those who follow such things, the world became aware of two newsworthy numbers, 69,000 and 400. The former number is how many jobs were added to the U.S. economy in May according to the Bureau of Labor Statistics (BLS); the latter is how many parts per million (ppm) in our atmosphere are represented by carbon. You can guess our opinion: 400 parts per million is a far more significant milestone than the apparent ‘bad news’ of America adding 69,000 more jobs. The jobs number is, at best, banal ephemera....
Chinese Green Subsidies: When Lifting All Boats Becomes Bailing Them Out
Doug Young Bottom line: Strong response to Tesla’s latest EV in China and a major new solar plant plan from SolarReserve reflect Beijing’s strong promotion of new energy, which is also creating big waste by attracting unqualified companies to the sector. A series of new reports is showing how Beijing’s strong support for new energy technologies is benefiting both domestic and foreign companies, as China tries to become a global leader in this emerging area. But the reports also spotlight the dangers that come with such aggressive support, which often leads to abuse of subsidies and other...
President-Elect Trump: A Gift?
by John Fullerton Imagine if you can, Donald Trump has arrived as a gift, to illuminate for us the American “shadow” at this pivotal moment in history. The Swiss Psychiatrist C.G. Jung refers to “the shadow” as the dark side of one’s self. The shadow, Jung wrote in 1963, “is that hidden, repressed, for the most part inferior and guilt-laden” aspect of our personality hiding out in the unconscious. Failure to recognize our shadow leaves us exposed to the destructive possession by our disowned shadow. Are we prepared to see the message of the shadow, illuminating our ongoing...





