Carbon Capture and Storage: By the Numbers

"We have over 200 years of coal reserves, and we have to/will use them." I have heard some variation of this line far too many times, and I have little patience for it.  Here's why: We don't have over 200 years of reserves.  The real number for economically accessible coal is less than half that. A square, 100 miles on a side in the Southwestern deserts of the US could meet the electricity needs of the entire nation, if solar energy were converted to electricity at 10% efficiency.  There's a lot of desert in the Southwest, and we're...

Greenhouse Gas Management Stocks: Key To A Real Climate Change Portfolio?

There has been a lot written lately about how to turn climate change into an investment opportunity, including on this site. Not all of it is, however, especially useful or relevant. In the worst cases, commentators have ascribed the 'climate change investment opportunity' label to just about any industry out there, indiscriminate of whether or not there really is a strong and direct connection. If you are seriously interested in playing the climate story, you should stay focused on near and medium term opportunities with real and tangible links to what is currently going on with the climate...