Tag Archives: NRG

Popular Logistics Sustainable Energy Portfolio

This portfolio is composed of companies in the solar, biofuel and LED lighting industries.

I think these are disruptive technologies, like personal computers and workstations and client server software architecture in the 1980s and aircraft in the mid-20th and automobiles in the early 20th Century. We may be approaching, or may have recently crossed a “tipping point” in the Wind, Solar, LED lighting and Bio Fuel industries.

As points of reference, this “Sustainable Energy Portfolio” will be compared to an “UnSustainable Energy Portfolio,” composed of oil industry stocks, and the Dow Jones Industrial Average and the S&P 500.

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Solar Power & Electric Utilities: Is The Paradigm Shifting?

The 16-module solar array pictured above was built in 2005. It probably has 2.5 Kilowatt (KW) to 2.8 KW of nameplate capacity. In New Jersey, residential solar systems range from 3 KW to 30 KW. Most are between 4 and 10 KW. Commercial systems range from 8KW to 200 KW. Utility scale systems are in the 10 Mega Watt (MW) to 550 MW range. In 2005, the costs for small scale residential systems were around $8.50 / watt, exclusive of any incentives. Today it is probably around half that, and cheaper for the larger utility scale systems. 1.0 MW system would require 4,000 modules of 250 watts each. The system pictured above requires about 50 square feet of land.As illustrated by the photo of the Topaz array, below, a 550 MW system, like Topaz, would require 2.2 million modules, and would cover a lot of ground.

First Solar, FSLR, a $2.8 Billion company, and Sunpower, SPWR, an $840 Million company, two of the pillars of what is left of the American solar energy industry, made some interesting statements in their 2011 annual reports: Continue reading →

Nuclear Power Development Costs Skyrocket

This is not exactly “news.” Nuclear power plant construction is synonymous with cost overruns.

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(This is a “systems problem.” Anytime you have a 10 to 15 year project in the $Billion range you will find several reinforcing feedback mechanisms that increase the cost and few, if any, balancing feedback mechanisms that keep the costs at a steady state. A brief delay or a minor increase in inflation will cost $Millions.)

Costs of the proposed nuclear plants in San Antonio, TX, have skyrocketed, even tho construction has not yet begun. Originally forecast at $2 Billion per gigawatt (gw) of capacity, roughly the cost of wind power, it is now clear that they will cost between $4.5 Billion and $6.5 Billion per gw of capacity – $12.1 billion to $17.5 billion for the reactors. Continue reading →