Wednesday, February 15, 2012

STUFF

Iran Ur enrichment plant now fully functional they say. US sent carrier group up the Hormuz. Who will fire the 1st shot?

Eni found another major discovery off Africa.

US, EU signed pact linking their organic ag markets.

Taiwan building new nuke plant. Waste building up at old ones.

Major debate: will US build LNG exporting industry or no?

Obama '13 budget boosts fossil energy R&D 21%, cuts clean coal 25%.

Bolivian supervolcano capable of explosion 1k x Mt St Helens. That would do it. Risen >.5inch/y ~20 y.

US military budget emphasizing E efficiency, biofuels.

US, India opened fresh talks on climate probs.

Cap and trade curbed acid rain. Could do same for CO2. But methane is the low hanging fruit.

Cisco's smart grid chief moved to Microsoft.

Samsung may be giving up solar domination plans.

DOE loan guarantee program may have done better than VC's. Chu is a known genius. Wonder what Barrack's IQ is.

Lemnis. Co-founder a grandson of founder of Phillips. Lemnis has $5 LED bulb (25w equiv). 1 yr warranty. 5th gen bulbs. Beginning of 10-y transition. .2% of US homes have LED lights. Lemnis may be world's leading supplier. Their bulbs paying out in <2y. 51 light points in avg home. Not big margins tho. Website sales.

Biofuels, materials raised $1.3B equity last 12 mo.

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