STUFF

In '10, world needed ~65K tons of Uranium to power 433 reactors. But only 53.6K tons were mined. Russians withdrawing from megatons to megawatts at end of '13. That will be 10K tons. So. Shortfall coming in '14? 62 reactors under construction, 156 planned, 343 proposed. "Planned" is 8-10 years out. "Proposed" 15 years.

Financial Times: industrialized nations will borrow $10T this year. World GDP $50-60T (that's a spread). World wealth ~$200T. Maybe who has it is the problem.

In real terms, $100 oil the highest price since '84. And we keep hearing of all the oil not being drilled in the USA because of Washington - especially Democrats. Where IS this oil? Is it the shale oil that takes more water than available where it is, let alone the aquifer contamination problem? Or is there something the "leaders" are not telling us?

Churchill County NV having a boom in geothermal development.

Production at Iraq's largest oil field cut in half by bomb attacks on pipelines. 700kb/d cut. About a week to repair. The 17.8B bl field being developed by BP and China's CNPC.

Ford says Focus EV will hit 100MPG equivalent.

TX oyster industry languishing as red tide spreads.

Solon (Germany) - makes solar modules, solar power plants - to "attempt restructuring via insolvency court". Bankruptcy. $500M debt.

US installed 449MW of solar PV in Q3, more than all of '09. '10 total was 887MW. Total grid-connected installs now over 3GW. So. Will Congress extend 1603 Treasury program into next year? And also there's the ethanol subsidy expiring.

Smyrna, GA to open biodiesel plant in Jan that will produce fuel from used cooking oil collected from community. Restaurant Association should be heavy into this. In every city and town. I think we changed out at least 7 gallons every week in the restaurants I worked in. Sometimes 2x a week.

On-farm biodiesel production touted for Wisconsin. To power their own steads.

US ethanol exports to triple in '11. 470M liters in Oct alone. Up from 404 in Sept.

IEA says Brazilian ethanol shortage will slow global biofuels growth. Production fell 75kb/d to 375.

S. Africa says country's new biofuel blending policy could boost sorghum production 6x to 950k metric tons by '20. "Without risking food security." Yea, what else could be grown on that land? Why do we have to use ground for fuel instead of food? Why do we go on with this insanity?

Onward, pards.