Author Archives: L J Furman, MBA

About L J Furman, MBA

Analyst here and Director of Information Technology with an MBA in Managing for Sustainability.

Fukushima. Steam Rising from Sarcophagus

Fukushima Steam   
Rising from Sarcophagus
Rad-Waste flows to clouds

Rad-waste flows thru EAARTH
Carried on the  Jet Stream’s winds
any-every-where

NYTimes ABCBBCGuardian, UK

With Nuclear power,
an accident anywhere is an accident everywhere
.”

If the cheapest unit of energy is
the one that we don’t need, the “Nega-Watt,” then

the next cheapest is the one that
doesn’t need fuel and doesn’t create waste.
The “Nega-Fuel-Watt / Nega-Waste-Watt.”

Nuclear Power – State of the Art in 2013

The Fires of Fukushima

The Fires of Fukushima

Back in the 1960’s Nuclear Power was pitched as “Too Cheap to Meter.” Today  the state of the art can be summarized in 15 words:

Chernobyl, Fukushima, San Onofre, Fort Calhoun, Indian Point, Radioactive Waste, Evacuation Plans and Emergency Response. Continue reading

Fort Calhoun Nuclear Power Station: Offline Since April, 2011, Two Years Four Months, and Counting

Fort Calhoun Nuclear Station

Fort Calhoun Nuclear Station

Two Years Ago, April, 2011, the Fort Calhoun nuclear power station, on the banks of the Missouri River, north of Omaha, Nebraska, was shut down for refueling. It should have been a routine operation. According to the Nuclear Energy Institute, NEI.Org, here, “U.S. nuclear reactors shut down once every 18 to 24 months to refuel approximately one-third of the reactor. In the 1980s and early ’90s the average refueling outage lasted about three months. Over the past decade, refueling outage durations have improved substantially. Now a typical refueling outage lasts one month.” Clearly Fort Calhoun, shut down for refueling 28 months ago in April, 2011, is not typical. Continue reading

Popular Logistics Energy Portfolios. Sustainable Energy Doubles. Fossil Fuels increase by 5.4%

PLEP_13.7.22

In December, 2012 I created two portfolios, a “Sustainable Energy” portfolio comprised of 8 stocks in the solar, LED lighting, wind and biofuel sectors, and a “Fossil Fuel” portfolio, comprised of 8 stocks in the coal, oil, and fracking sectors. The results, after seven months, as illustrated above:

The Sustainable Energy portfolio more than doubled: it is up 101.77%
The Reference Fossil Fuel portfolio is up 5.4%
The Dow Jones Industrial Average is up 18.75%
The S&P 500 is up 18.6%.

The Sustainable Energy portfolio has significantly outperformed the Dow Jones Industrials and the S&P 500 and the Fossil Fuel portfolio.

These data are summarized in table 1 and below. Continue reading

 

Frank Pallone, D. NJ

Frank Pallone, D. NJ

Sea Bright, New Jersey, July 11, 2013. I joined Cindy Zipf of Clean Ocean Action, (fact sheetU.S, Rep Frank Pallone, campaign, and many citizens, including two children, one about 6, the other about 9. We spoke with eloquence, passion, and wisdom of the need to protect the shore, the biosphere, the bio-human-sphere.

“We need to build a clean and sustainable energy infrastructure,” I concluded, “one based on solar, wind, wave, geothermal and sustainable biofuels; an infrastructure for the future.  These distributed systems can be designed to withstand natural disasters, human error and terrorist attack. Our future is at stake, and our children’s future.”

I spoke for about 3 minutes, cutting my prepared remarks about in half.

This is not a partisan issue. Rep Pallone and I are Democrats. Governor Christie is a Republican. The Governor wisely vetoed an identical project in 2011 has promised to veto new deepwater LNG transfer ports.  Senator Buono and environmental / citizens groups should hold the governor to his promises. This is a disaster waiting to happen.

We need to look to the rooftops for solar, the oceans for wind and wave power, to geothermal differentials for heat and electricity, to build an infrastructure for the 21st Century.

Fracking – As Clean As Chlorine & Benzene

Benzene Ring Currents, Quantum chemically calculated magnetically induced probability current density vectors in benzene. The magnetic field is pointing out of the molecular plane upwards. Displayed are vectors with modulus between 0.01 and 0.1 nA/T. Left subfigure is in the molecular plane, right subfigure is 1.0 a.u. above the molecular plane. http://commons.wikimedia.org/wiki/File:Benzene_ring_currents.png

Quantum chemically calculated magnetically induced probability current density vectors in benzene. Wikimedia Commons

As noted in my post March 24, here, the petrochemical industry says,

“Trust us. The Fracking fluids are water mixed with sand, a few other chemicals, and 5% is household chemicals, like chlorine and benzine.”

The thing is, chlorine and benzene are hazardous.  So when the people in the petrochemical industry imply, “This is safe,” because it is household chemicals, I don’t know what they mean. And as documented elsewhere in the series, here, pollution from Fracking is not regulated at the Federal level.

Continue reading

China Air Pollution: The Bitter Years Return?

China Air Pollution 中国空气污染

The Bitter Years Return 的苦涩年返回

Projection of air pollution deaths in China, based on reported deaths in 2006 and 2010.

Projection of air pollution deaths in China, based on reported deaths in 2006 and 2010.

During the “Bitter Years” from 1958 to 1962, an estimated 15 to 43 million people died of starvation in China (wikipedia). Mao, who ate well during that time, did not want help from the west. Fast forward to today. It has been reported that due to air pollution, an estimated 650,000 people died in China in 2006, and another estimated 1.2 million died in 2010. Knowing these 2 data points of this dynamic system, we can plot a curve. The blue line assumes a linear curve, the red line, the exponential uptick of a sigmoid curve.  Assuming reinforcing feedback, the red curve is more likely.

The three most important questions are

  1. “How serious is the air pollution?”
  2. “What will it take before the Chinese government acts?”
  3. “What will be the delay between action and results?

The short answer to Question 1 is “Very.” If this is as serious as I think it is, the challenge for the government of the People’s Republic of China as for other governments, will be to stop polluting and clean up the pollution it has allowed to be dispersed into the bio-humano-sphere. However, this conflicts with the apparent goal of the Chinese government to be the world’s biggest producer of stuff without regard to pollution.

Continue reading

Popular Logistics Energy Portfolios: At 6 Months

PLEnergyPort

After Six Months,

  • The Sustainable Energy portfolio is up 61.78%
  • The Reference Fossil Fuel portfolio is DOWN 0.39%
  • The Dow Jones Industrial Average is up 16.49%
  • The S&P 500 is up 14.76%.

These data are summarized in table 1 and discussed below the fold. Continue reading

First Responder Deaths Demand Response

Ground Zero in Ruins. Courtesy CBS News

Ground Zero in Ruins. Courtesy CBS News

Adan Gonzalez, 69, died of throat cancer in April, 2015. Mr. Gonzalez had been a photographer and a volunteer at the World Trade Center site, working for two years as a photographer documenting the event and serving other volunteers.

Mr. Gonzalez is one of 1,712 First Responders who died due to the Sept. 11 attacks, 412 who died the day of the attacks (wikipedia) and 1,300 who died from medical complications arising from their search and rescue work. Over 40% of the 4,053 people who died in or resulting from the attack, not counting soldiers killed in Afghanistan or Iraq, or who died after returning home were first responders engaged in search and rescue or cleanup operations, a humanitarian mission.

Continue reading

Popular Logistics Energy Portfolios: The Trend Continues.

 

Popular Logistics Energy Portfolios

The trend is clear – if 4 1/2 months is enough to establish a trend – the Sustainable Energy portfolio is up 58.78% from 12/21/12 while the Fossil Fuel portfolio is only up 6.71%. The Dow is up 15.49% and the S&P 500 is up 14.24% in that same period.

Is it because Atmospheric Carbon Dioxide has reached 400 PPM? (NPR / NY Times) Is Wall Street reacting because Goldman Sachs and JP Morgan, and other investment banks and hedge funds are hiring analysts from Greenpeace or people like me with MBAs in Sustainability from Marlboro, the Presidio, and the Bainbridge Institute? Continue reading

Atmospheric CO2: 400 PPM on May 9, 2013

Atmospheric CO2, Measured at Mauna Loa, 1960 - Present

Atmospheric CO2, Measured at Mauna Loa, 1960 – Present

Atmospheric CO2 hit 400 PPM on Thursday, May 9, 2013, as measured at the Koana Loa observatory. This is an increase of 85 ppm, 26.98%, from 1960. This is why Bill McKibben, of 350.org, calls our planet Eaarth. It’s weather, climate, and ecology are different than the one those of us who are over 30 – or over 12 – were born on.  National Geographic, summed it up well,  here:

“Greenhouse gas highest since the Pliocene, when sea levels were higher and the Earth was warmer.” 

The scientists are taking the data – increased atmospheric carbon dioxide – and asking two questions:

  1. Why is it increasing?
  2. What are the likely effects?

The journalists and bloggers, like Geoffrey Lean, at the Telegraph, asks, here, “Did the contentious global warming ‘hockey stick’ graph get it right?”  He could have asked “Did the scientists – and the environmentalists – get it right?  And if so, shouldn’t we stop burning fossil fuels?” 

Continue reading

Earth Day, 2013. Oil Spills, Explosions, Fracking Business As Usual & The Stock Market Response

PLPort_Results.2013.04

Wall St. NYC, April 26, 2013. Monday, April 22, 2013 was Earth Day.  At the close of trading Thursday, April 25, 2013,  as compared to my reference date of Dec. 21, 2012, the Dow Jones Industrials was up 12.3% , the S&P 500 closed up 10.84%, the “Popular Logistics Fossil Fuel Reference Portfolio was up 1.8% and the Popular Logistics Sustainable Energy portfolio was up 34.85%. (This is in line with the trend noted in my previous post, March 23, 2013., in the series that began Dec. 21, 2012.) And Shell Oil has temporarily suspended exploration and drilling operations in the Arctic. (Click here for Forbes). The stock portfolio data are summarized below, in Table 1. That’s the good news (unless you’re long on fossil fuels).

Here’s the bad news. “Fracking” is widespread and unregulated (click here).  An oil spill dumped 500,000 gallons from Exxon pipeline onto Mayflower, Arkansas and into Lake Conway (click here).  A fatal fire & explosion in West, Texas left 35 dead, probably including 16 firefighters and emergency responders (click here).  A fire and multiple explosions on gasoline transport barges docked in Mobile, Alabama injured 3 (click here).  Continue reading

Fuel Barges Explode – 3 Injured

Image of fuel barges on fire.

Fuel Barge Fire, Mobile Alabama, 4/24/13

As reported by Ed Payne, CNN, here, At least six explosions rocked two fuel barges carrying gasoline as they were docked on the Mobile River, in Mobile Alabama. All people are believed to be accounted for.Three people were taken to the USA Medical Center with burns. They remain in critical condition. The barges were being prepped for reload. The fires were monitored from a distance.

I wonder if authorities in Alabama chose to monitor the fires from a safe distance rather than risk the lives of emergency responders. Perhaps mindful of the 10 to 16 first responders killed in the fire and explosion at the West, Texas fertilizer plant last week (my coverage is here).

Thinking long term, we should be developing an efficient and sustainable energy infrastructure with fuel from kitchen waste, farm waste, and sewage.

If the Nega-Watt is the Least Expensive, Cleanest and Most Valuable unit of energy, and the Nega-Fuel-Watt is the 2nd Least Expensive, 2nd cleanest and 2nd Most Valuable, then the “Fuel-From-Waste-Watt” is the 3rd Least Expensive, 3rd Cleanest and 3rd Most Valuable unit of energy.

A candidate for General Assembly to represent NJ Legislative District 12, and an analyst with Popular Logistics, Lawrence J. Furman holds a Bachelor’s in Biology, and an MBA in “Managing for Sustainability” from Marlboro College, Vermont. He also has experience in information technology. He can be reached at ‘Larry” at Furman For New Jersey. com