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Politics of Energy
An SI Board Since May 2007
Posts SubjectMarks Bans
80179 157 7
Emcee:  Brumar89 Type:  Moderated
This board is a place to discuss the interaction between political influences and energy supply and potential future development. Because climate issues affect the politics of energy that is on topic here. There are other places to talk about specific investment ideas, like Big Dogs BBR but if you want to discuss such things here feel free.

I do realize that political issues can raise passion levels, but let's try to hold down back and forth name calling and personal insults. We don't want to ruin the board for other posters and readers.

Official Thread Sound Track is hereby declared to be "Drill Baby Drill"
Message 31234198

Runner Up: Where Have All The Eagles Gone?
youtube.com
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Charles Manson, Global Warming Prophet 57585
Hansen - last interglacial warmer 69530
Alarmists spurn solar 70609
NASA adj 71558
No US warming for past century 57234, 76707
The Most Comprehensive Assault On 'Global Warming' Ever 73303
Climate Movement International Governance 73814
How to tell who is lying to you 73939
Human Attribution Science and Hype 74143
NASA data tampering in the cause of model driven science demonstrated 74294
NOAA highlevel fraud exposed by expert insider 74663
Study refutes warming 74723
Dr Neil Frank, PhD on climate change 74788
How GHCN software changed Maine, Mich, CA temp record 74782
Solar's NF3 17,200 X the GHG CO2 is 75149
Nearly half of GHCN stations at airports as of 2009 74871
11 US energy maps 75152
Facts about world oil demand 75193
German physicist on impracticality of EV's 75672
Agriculture and CO2 75697
Facts on Holocene Ice Fluctations 75984
Nice Lindzen discussion 76559
The digital revolution impact on energy 76592
O&G vs solar and wind 76793
Singer on temp trends 76836
NASA modeling expert says climate models can't predict climate 76933
Cliff Mass, Criminal Climate Change Denialist 76928
What it would take for GHG's to warm the ocean 77060
What IS the avg temp of the earth? 77514 & 77572 There has been essentially no global warming for a century + ... what's claimed as warming is just the adjustment downward of past recorded temperatures.
PNAS: 100% renewables delusional 77669
Cowboyistan still in charge 77670
Toxic solar pv waste a major growing problem 77813
Earth nearly doomed by low CO2 during last ice age 77896
$5+ TRILLION to wind energy companies 77898
Solar panels composed partially of fossil fuels 77930
Wind power requires 100% backup by conventional energy 78059
Droughts becoming more severe? No, says science 78060-78064
Science determined by the funding 78349
Diminishing effect of increasing CO2 on temperature 78358
Child miners aged four living a hell on Earth so YOU can drive an electric car 78774
Federal climate report thoroughly debunked 78787
3 good points re CAGW: 78797&78798
Why there can never be a renewable powered aluminum smelter 78799
Noble cause Chicken Littles should not be believed 78916
Former GISS & Potsdam climate scientists call for GISS to be defunded 78959-78962
Climate scientists: Warming has been over-estimated 78989-78990
Excellent statistical analysis of temp data - even after dubious adj's temp record indistinguishable from a random walk 79082
Lesson of LTCM 79083
No LT trend toward extreme weather 79136
10 reasons why new technologies will cause future energy use to SKYROCKET 79236
Freeman Dyson carbon and topsoil formation 79398
79465 Pielke: weather extremes claims in absence of evidence
79513 NYT: solar & wind don't lower CO2 emissions
Will Happer 79525
Rare earths highly concentrated in US coal basins 79537
Chinese EV's produce more CO2 than ICE's; 1600 coal plants planned or being built, 43% expansion in coal capacity 79612, 79684
Cliff Maas on CA fires 79682
20 posts in which climate alarmists admit their goal is poverty for humanity and that they lie shamefacedly in pursuit of that goal: Posts 79714 - 79733 on the Politics of Energy thread
How US Temp Record Has Been Changed 79931
Burning wood = 4X CO2/MWh as natural gas; 50% more than coal 79963
Another demonstration of cooling the past, Ithaca 79976
Nazi & other strange roots of climate catastrophism 80013, 80014
Adam Smith proven right again 80033
Problems w/global temp records 80142, 80143, 80145
Lithium from TX ng wells 80148
1,407 temperature stations from across the contiguous U.S. do not show any warming trend during 1901 to 2015. 80153
US blizzards increasing 80158
Cities, counties screw themselves over climate change lawsuits 80171
NASA says water vapor not increasing, no "hot spot" as predicted. Climate models suck. 80175
CO2 endangerment finding must be reopened. 80176
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Something different - I'm accepting Eric's challenge to pick a fossil fuel stock to compare over the long term (10 yrs) with TSLA. I'll pick XOM v TSLA for 10 yrs. I will treat cash dividends received as a reduction of the basis. This is simpler than having to reduce the share basis for repurchases. XOM is at $72.37 right now, TSLA is at $246.60. Using a 100 share vs 30 share count will closely equalize the investments ... letting TSLA have a slight lead starting off.

As suggested by Eric, I'll modify the challenge as follows today - 9/15/15:

30 shares of TSLA 9/11/15 = $7,398
150 shares of SCTY 9/15/15 = $7,260
310 shares of SPWR 9/15/15 = $7,223
150 shares of FSLR 9/15/15 = $7,005
total for 4 alt energy stocks (w/ beginning value of about $7K ea) you mentioned about a year ago = $28,886

TSLA and SCTY merged in 2016 with each SCTY share being converted into 0.11 share of TSLA. So the original 150 shares of SCTY became 16.5 shares of TSLA bringing the TSLA share total to 46.5 shares. The value of this portfolio at 12/30/17 is $27,219.08, a big recovery from $16,800 at year end 2016. The total decline in value since mid Sept 2015 is -5.8%%.

vs

100 shares of XOM 9/11/15 = $7,237
230 shares of KMI 9/15/15 = $6,923
150 shares of COP 9/15/15 = $7,127
90 shares of PSX 9/15/15 = $7,146
total for 4 traditional energy stocks (w/ beginning value of about $7K ea) I selected = $28,433

Since Sept 2015, these stocks have paid dividends and I'm treating dividends received as a reduction of the basis from $28,433 to $26,409. The value of this portfolio at 12/30/17 is $29,857.10. This is 13.05% greater than the basis after adjustment for dividends received.

27 month comparison: Eric's Alt Energy portfolio -5.8% My Fossil Fuel portfolio +13.05%

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"Remember this was a tiny field, a backwater, and then suddenly you increased the funding to billions and everyone got into it," Lindzen said. "Even in 1990 no one at MIT called themselves a ‘climate scientist,’ and then all of a sudden everyone was. They only entered it because of the bucks; they realized it was a gravy train.






1999 version : 1999_Hansen_etal_1.pdf
2015 version: Fig.D.gif (525×438)
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Message 31493412


U.S. Data Since 1895 Fail To Show Warming Trend – NYTimes.com


Greenland ice cores: post 75984
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ReplyMessage PreviewFromRecsPosted
80179America's Dangerous Foreign Mineral Dependence By Matthew Kandrach FebruarBrumar89-yesterday
80178Mines Linked to Child Labor Are Thriving in Rush for Car Batteries [ Child miBrumar89-yesterday
80177It’s been 26 Years – and all ‘Global Warming Policies’ have failed Anthony WatBrumar89-yesterday
80176 Electricity Consumers File New Study in Their Call for EPA to Reopen its EndanBrumar89-yesterday
80175NASA satellite data shows a decline in water vapor Guest Blogger / March 6, 201Brumar89-yesterday
80174Life on Earth was nearly doomed by too little CO2 Guest Blogger / June 30, 20Brumar89-yesterday
80173BOOM: Global land use change responsible for a significant portion of global warBrumar89-yesterday
80172 Global Warming Zealotry: A case study in groupthink Anthony Watts / 17 hoursBrumar89-yesterday
80171‘Cross Examination Is Going To Be Brutal’: NYU Law Prof - Climate Change LitigatBrumar89-yesterday
80170India Will Lead Global Oil Demand By 2035 By Tsvetana Paraskova - Feb 19, 201Brumar89-Wednesday
80169Saudi Arabia Wants $70 Oil By Nick Cunningham - Feb 19, 2018, 6:00 PM CST [grBrumar89-Wednesday
80168Why Fossil Fuels Kick Butt [graphic] SPOTLIGHT: 1970s activists said wind and Brumar89-Wednesday
80167Crucial Climate Verdict, Naked Conflict-of-Interest SPOTLIGHT: History’s most mBrumar89-Wednesday
80166Robo-Taxi Set For Arizona Rollout By ZeroHedge - Feb 20, 2018, 3:00 PM CST[grBrumar89-Wednesday
80165Washington May Extend Nuclear Reactors Life By 20 Years By Irina Slav - Feb 2Brumar89-Wednesday
80164An Unlikely Challenger In The Electric Car Race By Ag Metal Miner - Feb 21, 2Brumar89-Wednesday
80163Brazil’s Coming Oil Boom Will Weigh On Oil Prices By Matthew Smith - Feb 20, Brumar89-Wednesday
80162 Frac Sand Shortage Threatens Shale Boom By Nick Cunningham - Feb 20, 2018, Brumar89-Wednesday
80161Great article. Reminds me of my time in the coal industry.Brumar89-Wednesday
80160This guy has it together. Read the whole article at the link. forbes.com ...Clmiraje-Tuesday
80159 Apocalypse Not In 1919, the director of the U.S. Bureau of Mines offered a dirBrumar89-Tuesday
80158US Blizzards, Snowfalls Have Increased Since1950s, Surprising Global Warming CliBrumar89-Tuesday
80157Louisiana Port Starts U.S. Crude Oil Exports On Supertankers By Tsvetana ParaBrumar89-Tuesday
80156Gubernatorial Hopeful Ohio Vows To Ban All Oil & Gas Drilling By TsvetanaBrumar89-Tuesday
80155Grist: Bitcoin Gobbling Up the Clean Energy Revolution Eric Worrall / 5 hoursBrumar89-Tuesday
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