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Software: The Unsung Hero of the Energy Revolution

For Energy and Capital last week, I took a fresh look at how software is enabling the energy revolution by streamlining rooftop solar design, improving home energy efficiency, and putting the “smart” in smart grid. Software: The Unsung Hero...

Posted March 22, 2010    

My Verdict on the Bloom Box

For last week’s Green Chip Stocks, I took a critical look at the new Bloom Box fuel cell system, and concluded that it’s a modest improvement over standard natural gas-fired grid power. The Verdict on the Bloom Box Too Big to Grail By Chris...

Posted March 1, 2010    

Energy Outlook for the Next Decade, Part 2

For Green Chip Stocks last week, I continued my two-part series on investment themes for the next decade, including my predictions for oil, natural gas, coal, renewables, uranium, efficiency, water, and agriculture. Energy Outlook for the Next...

Posted January 3, 2010    

Investment Themes for the Next Decade

Instead of the customary next-year outlook, I am closing out the decade that John Perry Barlow so aptly termed “The Uh-ohs” with a two-part article outlining my view of energy for the next decade. I will begin with the big themes and move on to...

Posted December 28, 2009    

What If EIA Annual Energy Outlook Were Written by an Honest Person?

Suppose you worked at the Energy Information Administration (EIA), the agency within the U.S. Department of Energy charged with keeping data and making projections on energy, and you had to produce an annual report with a scenario for the next 25...

Posted December 22, 2009    

Investing in an Empire of Illusion

For last week’s Energy and Capital, I critiqued an America in thrall to its illusions, unable to respond meaningfully to the challenges of peak oil, climate change, and population, and cautioned investors to be self-reliant in facing the...

Posted December 14, 2009    

Dubai World and Masdar: A Tale of Two Cities

For last week’s Green Chip Stocks, I contrasted Dubai World and Masdar City as icons of the past and future. Looking at the world through the lens of energy investing and peak oil, it’s hard to imagine a starker contrast than Dubai World and...

Posted December 7, 2009    

Investing in Hard Assets

For this week’s Energy and Capital , I look at the moves the big money is making into hard assets, and predict tough times ahead for the dollar and U.S. equities. One key to being a successful investor is knowing where the big money is going. And...

Posted December 1, 2009    

What Peak Oil Can Do for Climate Change

For Green Chip Stocks last week, I offered some insights from the peak oil study that should inform climate policy. With all eyes focused on the Copenhagen climate summit in less than three weeks, perhaps its time for the peakists to find a new...

Posted November 23, 2009    

High Speed Rail: A No-Brainer

For Energy and Capital last week, I surveyed the explosion of high speed rail around the world, and prescribed some stiff medicine for the U.S. “‘Boondoggle‘, ‘Loss-making whim‘, ‘Monument to bad territorial planning’. . . Such are the arguments of...

Posted October 7, 2009    

Farmland Fever

For this week’s Energy and Capital column, I consider the recent mega-investment wave in farmland in light of peak oil concerns, and think farmland may be the trade of the century.What should a long-term investor invest in when stocks and bonds...

Posted July 20, 2009    

Macro Musings on Earth Day and Green Energy

For my Energy and Capital column this week, I celebrate Earth Day by finding many reasons for optimism in the wave of green initiatives sweeping the nation, but also find a market still staggering under the weight of a broken financial system....

Posted April 22, 2009