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Midnight Oil
For a useful way to think about energy exports and prices, Dallas based geologist Jeffrey Brown points to the current situation with global rice supplies. Brown among others worked on the Export Land Model (ELM), a model that reflects the decline in oil exports as a result of Peak Oil.
As long as there are abundant local supplies of rice, countries are happy, eager in fact, to export excess production in order to generate foreign exchange. But as soon as local consumption exceeds locally available production, then all hell breaks loose and the next thing you know countries are banning exports,…
25Jun2008 | Whiskey and Gunpowder | Comments Off | ContinuedEnergy Q&A Part IV: Investing In Energy Stocks And More…
Q: “Please comment on Suntech Power Holdings. Comparing STP with KHD Humboldt Wedag, which is the better investment at this time?â€
Suntech Power Holdings (STP: NYSE) has taken us on a wild ride since we added it in January 2007. Its stock price more than doubled toward the end of 2007. Then the stock dropped steeply with the market meltdown in early 2008. The stock is up about 15% overall in the past 16 months or so.
Long term, I think that Suntech is a good investment with great potential. The world is building out its solar infrastructures, especially in Asia,…
22Jun2008 | Energy and Oil | Comments Off | Continued
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