Tag Archives: Sustainable Energy

Unsustainable Energy and Climate Reality

“Climate models,” according to Daniel Baer and Noah Gordon, in the Washington Post, here, “are complicated things. They must consider a staggering number of mathematical and physical variables to predict, for instance, how emitting a given amount of carbon dioxide will change the flows of air, water and heat between the atmosphere and the oceans. More sophisticated projections go further, showing how temperature changes will affect rainfall in a certain region, which in turn will affect crop yields and, as a result, the carbon cycle.”

However, as illustrated above, from “Climate.gov,” here, atmospheric Carbon Dioxide concentrations have increased close to 50% since 1750, when they were under 280 ppm, to around 420 ppm today.

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This Changes Everything … Maybe

https://www.graphene-info.com/graphene-introduction

The discovery of graphene by Andre Geim and Konstantin Novoselov, for which they won the 2010 Nobel Prize in Physics ( details at Nobel.org and at Graphene-Info) may be the most significant non-medical scientific event since the discovery or invention of the transistor in 1947. Graphene is a two-dimensional lattice of carbon – think of a flexible and one atom thick flat diamond – with very interesting physical and quantum properties.

And it may change the world.

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Energy Portfolios, 8 Years, 8 Months: Sustainable Energy Up 78.3%, Fossil Fuel DOWN 48.8%

On Dec. 21, 2012, I put $16 Million imaginary dollars into 16 real energy companies; $8.0 in the Sustainable Energy space and $8.0 in the fossil fuel space, $1.0 Million into each. Excluding the value of dividends and transaction costs, but including the bankruptcy or crash of three companies in the sustainable energy space, as of the close of trading on 8/20/21, eight (8) years and eight (8) months later

The Sustainable Energy companies have increased dramatically in value, the Fossil Fuel companies have decreased in value.

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The Answer My Friends, Is Blowin’ in the Wind –

Image of Block Island Wind, off of Rhode Island

As noted in the Asbury Park Press, here, Orsted (DKK, DNNGY). with support from PSEG, will build Ocean Wind, a 1.11 GW farm about 15 miles east of Atlantic City. “Ocean Wind” should come online in 2024. NJ’s Board of Public Utilities, BPU approved the $1.6 Billion, $1.44 per watt plan. (Press Release. Financial Information.)

That’s about twice the nameplate capacity of the Oyster Creek nuclear power plant, built in the late 1960’s and turned off in 2018, at 12.8% of the cost of new nuclear.

Back in 2008, NASA published this on Global Ocean Wind Energy Potential.

Ocean Wind will power roughly 500,000 homes beginning in 2024. NJ Gov. Phil Murphy set the state’s Energy Master Plan to build 3.5 GW offshore wind to power 1.5 million homes by 2030.

Meanwhile, in Georgia, the newest nuclear power plants, the 2.234 GW Vogtle 3 and 4, the first new nuclear reactors built in the United States in 30 years, are now 6 years late and estimated to cost $28 billion. (Taxpayer.net). That is a cost overrun of $14 billion, 100% over the initial cost of $14 billion. (Atlanta Journal Constitution, Power).

New nuclear is 8.7 times the cost of new wind power capacity. And nuclear needs fuel, waste management, and the safety and security concerns with nuclear power can not be understated.

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A co-founder of Popular Logistics, I hold an MBA in “Managing for Sustainability” from Marlboro College and a Bachelor’s of Science in Biology from the City University of New York College of Staten Island. I also hold a PMI’s PMP and CompTIA’s Network+ certifications. Available as a speaker and consultant, I can be reached at “Popular Logistics . com” as “L Furman.”

Popular Logistics Energy Portfolios: At 6 Months

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 →

Popular Logistics Energy Portfolios: The Trend Continues.

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 →

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

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 →

Mayflower Oil Spill – Economic Externalities

Image showing oil covering lake at Dawson’s Cove, Mayflower, Arkansas

Back in the mid-1970’s, Amory Lovins, currently with the Rocky Mountain Institute, said “The cheapest unit of energy is the one you don’t need to buy.” He called this the “Nega-Watt.” We now know that the Nega-Watt is also the cleanest unit of energy. And the second cheapest – and second cleanest – is the one which doesn’t need fuel and doesn’t create waste, which might be called the “Nega-Fuel-Watt” or “Nega-Waste-Watt.”

Edward McAllister, reported in Reuters, covered by Yahoo News,

Warren Andrews had just finished putting up balloons for his stepdaughter’s 18th birthday party at their suburban home in Mayflower, Arkansas, when his wife came inside and said something was wrong.

After stepping out of his house, and taking one glance, he immediately dialed 911.

“I don’t know what’s going on, but I’ve got a river of oil coming down the street at me,” Andrews told the operator.

Five minutes later, the slick of noxious black crude spewing from a ruptured Exxon Mobil pipeline was eight feet wide, six inches deep and growing fast.

We now know that an Exxon Mobil pipeline, like the proposed Keystone Pipeline, carrying Canadian crude oil ruptured on Friday, March 29, 2913, spilling an estimated 500,000 gallons of oil into the grounds of the town. 500,000 gallons is roughly 11,000 barrels.

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Energy Portfolios At 3 Months: Sustainable Energy: Up 22%. Fossil Fuels: Up 3%

As of the close of trading on March 22, 2013, excluding the effects of dividends, the Sustainable Energy reference portfolio I created on 12/21/12 is up 21.67%, from $8.0 Million to $9.73 Million. Excluding the effects of dividends, the Fossil Fuel Reference Virtual Portfolio is up 2.7%, from $8.0 Million to $8.221 Million in the same time frame. The Dow Jones Industrial Average is up 10.85% and the S&P 500 is up 8.88%. Note that this is a simulation. Note also that this doesn’t take into account the effects of dividends.

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Nega-Watts, Nega-Fuel-Watts, Mega-Bucks

On Dec. 21, 2012, I launched the Popular Logistics Sustainable Energy Portfolio Simulation. After 6 weeks, as of the close of business 2/7/13, the results are:

The Sustainable Energy Portfolio is UP 12.6%
The Fossil Fuel Reference Portfolio is UP 5.09%

In comparison,

The Dow Jones Industrial Average is UP 6.52%
The S&P 500 is UP 5.52%

While six weeks is a very short time frame, except for fruit flies and Day Traders, the Popular Logistics Sustainable Energy Portfolio outperformed the Dow, the S&P 500, and the Fossil Fuel Reference Portfolio by a wide margin. In the same time frame the Fossil Fuel Reference Portfolio also underperformed these indices.

Details are below

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Buono for New Jersey

Popular Logistics is a Policy Blog, not a Politics Blog. However, as Deborah Stone wrote in “The Policy Paradox,” ISBN 0393-976-254, In order to make policy you need to win at politics.

NJ State Senator Barbara Buono, a progressive Democrat, has a diametrically opposed political philosophy – and a very different leadership style, compared to Gov. Chris Christie. She has been fighting for the middle class since starting her career, and promises to continue to fight for the middle class if elected Governor.

When I called the election for Senator Buono (here) and criticized Gov. Christie (here) it was less an endorsement of Buono than a statement that we need to change direction. Based on the policy statements in her press releases, her statement at the Campaign kick-off, Saturday, Feb. 2, and very brief conversations I had with Senator Buono, as Governor, Barbara Buono would lead New Jersey in the right direction.

The most important questions are:

What would a Governor Buono do to develop a sustainable energy infrastructure and a healthy, sustainable economy?

How can she wield the power of the Governor’s office to strengthen the middle class and help the poor – to create good jobs, to lower the unemployment rate, lay a strong foundation for the future?

These are really the same question. Stay Tuned. I think we will find out over the next four to eight years.

What Next? – For the 21st Century

What should we do now?

Strengthen the safety net.
Reverse the Citizens United and Florence v Burlington rulings.
Place reasonable restrictions on Second Amendment rights, as reasonable restrictions exist on First Amendment rights. And tax properties and income of religious institutions.
Address Climate Change.
Develop a Renewable & Sustainable Energy Infrastructure – Clean & Green within 15.

As President Obama said, in his Second Inauguration, (White House . Gov / The Atlantic)

“The commitments we make to each other … do not sap our initiative; they strengthen us. They do not make us a nation of takers; they free us to take the risks that make this country great.

“We will respond to the threat of climate change, knowing that the failure to do so would betray our children and future generations.

“The path towards sustainable energy sources will be long and sometimes difficult. But America cannot resist this transition, we must lead it. “

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Dare to Be Great, President Obama

Close to One Million people were in Washington to celebrate President Obama’s second inauguration. As Rachel Maddow commented on her show, you can catch a glimpse of the character of the man in his unscripted moments. She showed footage of Barack the man, with Michelle and their children. Maddow also showed that on the occasion of his Second Inauguration, President Obama turned, as people walked past him, to regard the crowd, estimated on The Hill, to over 1,000,000 people, and said “I’ll never see this again.”

But we can also infer the character of the man from his speeches. He said “We” 65 times. He said “I” four times, including the phrase “you and I” twice.

Obama’s greatest accomplishments for his first term, according to an NBC Poll:

Ending the War in Iraq
Killing Osama bin Laden
Raising taxes on the wealthiest while not raising taxes on everyone else.

I would add passing the Affordable Care Act, aka ObamaCare and thwarting the Republican efforts in the House and Senate to be a One Term President.

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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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Furman Appointed to Manalapan Township Finance Committee

Lawrence J. Furman, MBA, co-founder of Popular Logistics, has been appointed to the Manalapan Township Finance Committee (Township here, news article here). The Finance Committee reviews expenditures, projects tax receipts, and submits the budget to the Township Committee. Back in 2007 Furman suggested that the Township Committee look into deploying solar energy systems on municipal properties. He was appointed to the Manalapan Township Environmental Commission in 2007, served for two years. In 2008, he ran for School Board with a platform built around solar energy for the schools. While he lost the election, and Manalapan does not yet have solar energy systems on municipal properties or schools (are these related?) people are talking about it. He earned his MBA in Managing for Sustainability from Marlboro College in December, 2010.

He has delivered various iterations of a talk entitled “Beyond Fuel: Energy in the 21st Century,” at the June meeting of the NYC Business Sustainability Action Round-Table, NYC B Smart, and in September, 2011 at the Space Coast Green Living Festival, Cocoa Beach, Florida.

Furman has been thinking about energy and what we now call sustainability since 1976, when, as a student intern with the New York Public Interest Research Group, Inc., NYPIRG, at Rachel Carson College, then at the State University of New York University of Buffalo, he helped develop a case for offshore wind power. His testimony, delivered to the “NY State Legislative Committee on Energy, the Economy, and the Environment” stated:

We could power the New York City Subway System with a battery of wind driven electric turbines, located off the shores of Long Island. It would burn no fuel, and, therefore, unlike coal, oil, gas, and nuclear power, create no waste.

When you factor in the life cycle of the fuel, and the pollution and health costs of the wastes, this would be less expensive than the fuel based alternatives.

Reflecting on this today, he said,

“My colleagues and I knew what we were talking about, but the Committee members didn’t get it. Sadly, it seems that the Committee’s name – Energy, the Economy, and the Environment – indicated it’s priorities.”

“If the cheapest unit of energy, the ‘negawatt,’ is the unit of energy that you don’t need, then the next cheapest is the ‘nega-fuel-watt,’ the unit of enegy you obtain without consuming fuel.”

On this committee I intend to look at our energy expenses and see where we can save money in the long term with PV Solar, LED lighting, insulation, micro-hydro, etc.