STUFF

Jim Rogers (Duke). US has gone through a recession every 4-6 years since the beginning. In modern times, each time US added to debt. Now at $16T. Says Europe will fall apart after German election next year, Euro unlikely to survive. His US solution is cut govt spending with a chainsaw and cut taxes. China's slowing down by design on purpose. Their recent stimulus only $157B for $7T economy.

Gold and silver breaking out.

In 1930 it took 1 barrel of oil to discover, produce 100 barrels. That was easy oil.

Oil accounts for 93% of US transportation. 150K gas stations. > 1/2 of oil-gas pipelines in US built > 60 years ago. 2.5M pipeline miles.

Introducing ORYN. Oryon Tech. Developing, making next-gen electroluminescent (EL) lighting. Initially focused on solutions for textile, apparel, membrane switch industries (keypad lights). "Tron Legacy". Elastolite. Paragon.

Google founder Page on 12th birthday got autobiog of Tesla from parents.

Supposedly, a 3D silicon solar cell produces at least 250% more power than today's standard silicon cell. Solar 3D Inc.

Always try to see through the blue smoke and mirrors.

Aluminum ~20% lighter than copper and cheaper. But there was Beverly Hills Club fire in KY. Aluminum wiring. So the story goes.

Panda Power Funds to break ground on 758Mw NG-fueled combined-cycle power plant in TX. 1st time in 6 years institutional investors have financed a capital intensive construction project with term loan. State's grid operator (ERCOT) declared 6 power emergencies in '11. Reserve power falling below 13.75% requirement for grid reliability. 9.8% in '14, 6.9% in '15 projected. Wind's share of TX power went from 2.9% in '07 to 10.2% in '12. You know Texas. If they do it, they do it big.

Otter Tail sold their wind tower biz.

N Am Project Development (Boston) plans 800 Mw NG-fired plant near Toledo. ~$850M. 2 gas turbines, 1 steam. Hope for fall '13 ground break. Will fill gap of 1.6Gw of regional coal plants going offline soon.

Solar Power Industries (PA) assets to be auctioned this month. Another victim of Chinese solars. Made wafers and cells. Still operating, though.

Michigan ballot question whether to hike state's renewable portfolio standard to 25% by '25. Current RPS 10% by '15. They have 487Mw wind power now. 25% would bring in 5.3-6Gw for all clean E.

Alberta approved Joss Wind Power 78Mw farm. Start in '13. Siemen turbs. Online end of '14.

Silicon Energy, MN solar panel maker, missed 2 payments on $1.5M loan from state agency, asking forebearance, citing slower than expected sales. Opened factory last year. Workforce cut to 11 from 15.

CSIQ broke ground on 2.5Mw solar project in NC. December online.

Prince Edward Island Energy Corp to use ACCIONA Windpower (Spain) 3Mw turbines for 30Mw project. Online in '13. 12K-volt generation.

Allete Clean Energy, unit of Duluth utility, got approval of 1st project - a $200M wind farm in ND. 100Mw. But no buyer for the power yet. And tax subsidies running out at yearend. Or not.

In June '07, US produced 152kb/d of oil. June '12 188. But still way off '70's 3.5B bls/yr. Down 1.45B from that.

Global wind power capacity 238Gw in '11. 197 in '10. From 6.1 in '96. Solar chart the same, just started later. 40Gw total in '10.

And that's the way it is, pards.