Saturday, April 26, 2014

Global available arable land/capita now .218 hectares (over .5 acres). Expected to fall to .181 by '50: UN. 7B folks now to grow to 9B ... 40% of US '13 corn crop became ethanol. (And if that's not a sin, what the heck is?) ... Avg. good-quality Kansas acre now costs ~$5K. In Bulgaria it's $1,850. Black Sea area ~$4.3K. Yields there over 70 bushel of wheat avg. 42 avg. in Kansas ... China spent $870B on food in '09. Est. $1.75T in '50 ... US ag exports $145B in '12. ~$25B to China. US exports ~57% of soybean crop, ~30% to China ... 100% of Calif totally parched. 1st time in 15 yrs ... OK gov ordered state's utility regulators to support distributed elgen including wind, solar. After approving solar surcharge bill ... Northland Power (Canada) secured C$240M finance for 50Mw total from 5 solar projects (Seems a little high.) ... LDK Solar to supply 756Mw PV wafers to Solartech Energy ... SPWR revs $692M 1Q14 v. $635M yoy. Net $65M v. $54M loss ... Goldwind won 215Mw turbine contract for Panama project by InterEnergy (DomRep). 2.5Mw turbines ... NY gov committed $1B to state solar incentive program thru '23. To support deploy of 3GW to homes, biz ... Burning corn (ethanol) emits up to 7% more CO2 than gas. (Why are we letting this happen, pards? Taking food out of kids' mouths to power our cars and pickups. Will we wake up this election?) ... Brazil issued fracking regs. No fracking w/in 200 meters of irrigation, drinking water wells. Mandates cement well casings to prevent NG releases. Brazil's shale resources so far unexplored ... Georgia's (US) 300K acres of tidal marshes ~1/3 those remaining on US east coast. Vital to fisheries, migrating birds. Now policy change to eliminate protective buffers. Dubious reinterpretation of '78 law ... And so it is, pards. Happy trailers, vaya con dios, upward and onward.

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