Natural Powers: Green Chip's Weekend Edition

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Green Chip's Weekend Edition

via Green Chip Stocks by Nick Hodge on 7/10/10

Much of the editorial I produced this week were musings from Euromoney's Renewable Energy Finance Forum - Wall Street, which I attended last week.

You can find those pieces below, or by clicking here, here, here or here.

The gathering is a proverbial who's who of the energy finance world, and includes talks from senior investment bank officials, cleantech CEOs, venture capitalists, and policymakers.

It costs over two grand to attend, but the information presented is worth much more than that. So be sure to check out the coverage I've already presented as well as the continued coverage I'll deliver next week.

Beat Big Pharma to the Profits on A Breakthrough That's Bigger Than Penicillin

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Today, for some light weekend reading, I'd like to show you one of the final PowerPoint slides delivered by Michael Liebreich, the CEO of Bloomberg New Energy Finance, which is a clearing house for all cleantech financial data, and a man I've seen give countless presentations.

The slide was entitled...

"Magnificent" Seven Decadal Themes (from here to 2020)

And all it said was the following:

Cost-competitive clean energy
Pervasive data
Transformation of transportation
Cities go green
Nuclear power on the march
Developing world leapfrogs
Technology (and other) black swans

Here's what it means...

Cost-competitive with pervasive data

It means sources of clean energy, while still marginally expensive, are undergoing rapid cost reductions. What the naysayers don't seem to realize is that renewables will soon be the cheap form of energy.

Coal and oil have had well over a century to get costs as low as possible... Renewables are only now reaching scale.

And pervasive data is allowing us to realize the full benefits of clean energy and its superiority over traditional fuels. (New Energy Finance is doing a great job of harnessing and synthesizing this data for me and you.)

So, for example, we know where the best renewable resources are in almost every country of the world; we know which companies are making the most economic and effective solar panels and wind turbines; we know which companies and governments are investing how much and where; we're starting to realize and document that coal and oil have a higher cost than the sticker price; and we're starting to know more and more everyday in real time.

We can flash to detailed charts showing the rapid cost reduction in solar on a whim:

Solar Module Prices

Transforming transportation

Whether it's natural gas for big rig trucks, hybrid and electric vehicles, high-speed rail, or improved metro transit... the way we move goods and ourselves is changing.

It's sometimes hard to see the impact of all the small steps being taken, but dozens of cities and ports have converted their taxi and diesel truck fleets to natural gas. Every city I've been to recently has either clean diesel, hybrid, electric, or natural gas buses.

The use of high-speed rail is exploding in Europe and Asia, and is making its way to the U.S. And increasing fuel economy standards mean plenty of models are getting 40 miles per gallon or better.

The Nissan Leaf and Chevy Volt are already the talk of the town, with demand expected to well outpace initial supply.

This is 2010. Only a neophyte would fail to see where we'll be in ten years — and fail to invest accordingly.

Just take a cue from Buffett, who has already purchased a major U.S. railroad and took a multi-billion-dollar stake in an up-and-coming Chinese battery maker.

Cities go green as the developing world leapfrogs

I covered this theme last week.

But the gist of it is that the population in the developing world is booming; in the next decade, cities like Mumbai, Manila, Jakarta, Delhi, and Sao Paulo will each soon be bigger than any U.S. city.

And as they develop, they don't have entrenched fossil fuel industries to fight. They are developing cleanly.

What this means is that U.S. cities will soon be smaller and seemingly outdated compared to cities we once considered "the Third World."

And the investment potential in green building products and clean infrastructure will be huge.

Nuclear power on the march

There are 439 operating reactors in the world... 59 are being built; 149 are on order or planned; 344 have been proposed.

These are the plants expected to be completed by 2016, per the World Nuclear Association.

Power reactors under construction, or almost so

Start Operation*		REACTOR	TYPE	MWe (net)
2010	India, NPCIL	Kaiga 4	PHWR	202
2010	India, NPCIL	Rawatbhata 6	PHWR	202
2010	Iran, AEOI	Bushehr 1	PWR	950
2010	Russia, Energoatom	Rostov 2	PWR	950
2010	India, NPCIL	Kudankulam 1	PWR	950
2010	Canada, Bruce Power	Bruce A1	PHWR	769
2010	Canada, Bruce Power	Bruce A2	PHWR	769
2010	Korea, KHNP	Shin Kori 1	PWR	1000
2010	China, CGNPC	Lingao II-2	PWR	1080
2010	Argentina, CNEA	Atucha 2	PHWR	692

2011	India, NPCIL	Kudankulam 2	PWR	950
2011	India, NPCIL	Kalpakkam	FBR	470
2011	Taiwan Power	Lungmen 1	ABWR	1300
2011	Russia, Energoatom	Kalinin 4	PWR	950
2011	Korea, KHNP	Shin Kori 2	PWR	1000
2011	China, CNNC	Qinshan 4-1	PWR	650
2011	China, CGNPC	Lingao 2-1	PWR	1080
2011	Pakistan, PAEC	Chashma 2	PWR	300
2011	Japan, Chugoku	Shimane 3	ABWR	1375

2012	Finland, TVO	Olkiluoto 3	PWR	1600
2012	China, CNNC	Qinshan 4-2	PWR	650
2012	Taiwan Power	Lungmen 2	ABWR	1300
2012	Korea, KHNP	Shin Wolsong 1	PWR	1000
2012	France, EdF	Flamanville 3	PWR	1630
2012	Russia, Energoatom	Vilyuchinsk	PWRx2	70
2012	Russia, Energoatom	Novovoronezh II-1	PWR	1070
2012	Slovakia, SE	Mochovce 3	PWR	440
2012	China, CGNPC	Hongyanhe 1	PWR	1080
2012	China, CGNPC	Ningde 1	PWR	1080

2013	China, CNNC	Sanmen 1	PWR	1100
2013	China, CGNPC	Ningde 2	PWR	1080
2013	Korea, KHNP	Shin Wolsong 2	PWR	1000
2013	USA, TVA	Watts Bar 2	PWR	1180
2013	Russia, Energoatom	Leningrad II-1	PWR	1070
2013	Korea, KHNP	Shin Kori 3	PWR	1350
2013	China, CGNPC	Yangjiang 1	PWR	1080
2013	China, CGNPC	Taishan 1	PWR	1700
2013	China, CNNC	Fangjiashan 1	PWR	1000
2013	China, CNNC	Fuqing 1	PWR	1000
2013	China , CGNPC	Hongyanhe 2	PWR	1080
2013	Slovakia, SE	Mochovce 4	PWR	440

2014	China , CNNC	Sanmen 2	PWR	1100
2014	China , CPI	Haiyang 1	PWR	1100
2014	China , CGNPC	Ningde 3	PWR	1080
2014	China , CGNPC	Hongyanhe 3	PWR	1080
2014	China, CNNC	Fangjiashan 2	PWR	1000
2014	China, CNNC	Fuqing 2	PWR	1000
2014	China, China Huaneng	Shidaowan	HTR	200
2014	Korea, KHNP	Shin-Kori 4	PWR	1350
2014	Japan, Tepco	Fukishima I-7	ABWR	1350
2014	Japan, EPDC/J Power	Ohma	ABWR	1350
2014	Bulgaria, NEK	Belene 1	PWR	1000
2014	Russia, Energoatom	Rostov 3	PWR	1070
2014	Russia, Energoatom	Beloyarsk 4	FNR	750

2015	Japan , Tepco	Fukishima I-8	ABWR	1080
2015	China , CGNPC	Yangjiang 2	PWR	1080
2015	China , CGNPC	Taishan 2	PWR	1700
2015	China , CPI	Haiyang 2	PWR	1100
2015	Korea, KHNP	Shin-Ulchin 1	PWR	1350
2015	Russia, Energoatom	Novovoronezh II-2	PWR	1070
2015	Japan , Tepco	Higashidori 1	ABWR	1385
2015	Japan, Chugoku	Kaminoseki 1	ABWR	1373

2016	Romania, SNN	Cernavoda 3	PHWR	655
2016	Russia, Energoatom	Leningrad II-2	PWR	1200
2016	Russia, Energoatom	Rostov 4	PWR	1200
2016	Russia, Energoatom	Baltic 1	PWR	1200
2016	Russia, Energoatom	Seversk 1	PWR	1200

* Latest announced year of proposed commercial operation.

Need I say more?

Technology (and other) black swans

Like I said, we're only a few steps into the energy race.

We started lighting our streets with coal in the 1810s. Drake found oil in Pennsylvania in 1859. Edison built the first coal plant in 1882.

You think there's much more innovation to be had in those industries? We can't even stop a leaking pipe in the Gulf.

But when did we seriously start applying technology to clean energy? Ten years ago?

The biggest breakthroughs haven't even come yet.

But we'll make sure you're ready to profit from them when they do.

Call it like you see it,

Nick Hodge

Nick

P.S. You can get caught up on the week's top-read articles from Green Chip Stocks and our sister publications Energy and Capital and Wealth Daily below.

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Electric Vehicle Investing: Something Every Investor Needs to Know about Electric Vehicles
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Energy Efficiency Emerges as Strongest Cleantech Sector: My Chat with the Street's Most Powerful Investment Bankers
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Carbon Emissions Investing: 5 Stocks to Own Before Washington Puts a Price on Carbon
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The Fuel of the Future: Why Soros and Pickens Are Investing Early in this Transportation Technology
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Energy Efficiency Stocks: Out with the Old, In with the New, and Straight to the Bank
In a world with ever-shrinking budgets and skyrocketing energy costs, this little firm from Ohio is about to save homeowners, businesses, and state departments billions of dollars — every single year! Today, what it created is so cutting-edge, so universally useful that Forbes predicts it "… has the capability to radically alter the entire energy landscape." This new report from Green Chip gives you all you need to know about this booming $1.20 engineering firm.

Why Silver will Always Beat Gold: The Magic Ratio
Wealth Daily Editor Luke Burgess explains to readers why silver investments always beat gold in uncertain markets, thanks to the "magic ratio".

Green Chip's Weekend Edition originally appeared in Green Chip Stocks. Green Chip Review is a free 2x-per-week newsletter, is the first advisory to focus exclusively on investments in alternative and renewable energies.