Friday, October 9, 2020

PRE-ELECTION THOUGHTS

 With all the craziness going on in so many aspects of our lives, here are just a few updates on what is going on with energy.  Next year looms to be a breakout year for renewables, regardless of who wins, but especially if the Green New Deal comes through.  Solar and wind installations are growing, in spite of Covid and the political denial.  The nuclear industry continues to tout the promise of cheap, safe new tiny modular reactors, which will not have any major inroad in our electricity generation compared to the renewables potential.

 The biggest excitement I have is that HYDROGEN is making incredible headway in almost every aspect of future energy predictions.  No longer a pipe dream for the future, major corporations and the tiny ones who have been working on this for years (ie PLUG) are starting to commercialize and press for incorporation in our energy mix.  Even the nuclear industry is trying to stay alive saying nuclear electricity can be used to make hydrogen.  Again, the big focus now is in transportation, but it is just common sense that it will become a major factor in green electricity storage.

 My greatest thrill is in following Enphase (ENPH), the company that made the inverters for my two solar systems.  Priced at $4.50/share three years ago, it jumped to $58+/- as reported in my June blog.  Today it broke $110!!!!   The next Apple? Microsoft? Tesla?  The company is doing very well in developing microgrids all over the world, especially Europe.  Wait until the renewable markets are set free in this country!  Innovation, small local business production and jobs…what we need. 


Enough for now.  We just voted by mail yesterday, and anxiously await the next few months to see if the America we’ve lived and believed in will survive.  Stay safe..in so many ways!!!!

 There are so many articles coming out every day.  Here are just a few:

 https://www.theguardian.com/australia-news/2020/aug/27/enormous-opportunity-how-australia-could-becomehe-saudi-arabia-of-renewable-energy

 https://sponsored.bloomberg.com/news/sponsors/features/hyundai/explore-the-global-hydrogen-economy-today/?adv=16713&prx_t=aXwFAdt1EAZKMQA&ntv_idp=1

 https://www.spglobal.com/platts/en/market-insights/latest-news/petrochemicals/100520-hydrogen-roadmap-lays-out-steps-to-make-the-gas-14-of-us-energy-demand-by-2050?mkt_tok=eyjpijoiwkrrd056zghnell3ww1kasisinqioiiyy2drdzh1ekjxatzkq3pgb2zirkgzrvdad3nidu9ua0raredzu1awyjrwswxmttvzcwhos0sxyzbzeucyddi3qxk5d2zodgw1blblowvidglwnuq4qlwvannsa3jjewwxtnbdtzjpag9hnhbkn2fxohbyqkh0nxpibvdxdffgunyifq%3d%3d