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30 Comments

    • Rentech: Homegrown Synthetic Fuel On the Near Horizon [view article]
      bobjou, i think its b/c CTL is only competitive if $/oil bbl is about $60-70/bbl. back in the 70's what was it, except for the oil shock, like 20$/bbl or something? Aug 11 10:42 AM
    • Rentech: Homegrown Synthetic Fuel On the Near Horizon [view article]
      The main hitches are:

      1) Heat comes from natural gas, which is subject to considerable price variation. If RTK would use solar PV and electic arc or something to produce heat, it would be more attractive.
      2) Coal is used for electricity generation. The Fischer-Tropsch CTL process is about 70% efficient. One barrel of oil requires about 192kg of coal to to be produced usin CTL. This means we need a daily 4.4 billion kg increase to current coal output in order to meet 23 million bbl/day completely from coal. This is a very large increase in daily coal output, and challenging to meet.

      Of course, a combined GTL, CTL, Wind, Solar, Biogas, Algae fuel will better address the petroleum crisis, and we probably will not rely solely on CTL.

      But! CTL is expensive b/c 1) we need coal for power plants, 2) mining operations would need to be significantly increased to meet a new demand, 3) mining is polluting

      But RTK is probably a good buy at this price...looking down the road.

      nice article.       Aug 08 09:04 AM
    • The Obama/McCain Energy Charade: Nothing But Empty Ideas [view article]
      What would bring me out to vote is if either candidate claimed they would support:
      1) Polywell Fusion Research at EMC2
      2) Coal to Liquid Technology (across the board)

      America has lots of coal, it can be converted to petroleum with about 70% efficiency, and costs about 2X what oil does to produce.

      As far as hydrocarbons go, 40 yrs of oil left globally, America has coal. Why not increase mining rate and use the coal? Environmentally dirty...so clean it up. Treat mining waste like nuclear waste.

      I was hyped about Algal biopetroleum...then i found that it currently costs about $1,600.00/bbl to produce.

      We have no patch to replace oil at present. Our best bet, America, is to use what we have: COAL.       Aug 06 08:01 AM
    • Tuesday Outlook: Commodities, Emerging Markets [view article]
      what do you think about the intentional devaluing of the dollar? could explain some of the ridiculous cash giveaways that have haunted this system for almost 100 years. make way for unified N. American currency, kinda like the Eurozone... ? Aug 05 08:16 AM
    • How Merrill Lynch Moved Its 'Microwave Ovens' [view article]
      nothing new under the sun Aug 04 05:32 PM
    • Is the U.S. Banking System Safe? [view article]
      excellent article. keep 'em coming!!! :D Aug 04 08:28 AM
    • 2 Schools of Thought on Buying Bank Stocks [view article]
      We're being economically destroyed, little by little... goodbye dollar, hello amero... Jul 31 01:25 PM
    • No, the Financial Crisis Is Not Over [view article]
      Oil will fluctuate, maybe it dips below 100 in the short-term. Ultimately, its non-renewable, 'civilization' has about 40yrs left of oil in the ground. If we don't develop algal fuels or some hydrocarbon substitute, practically everything falls apart. I highly doubt it will get that bad...since we are holding a solution with the algae.

      On financials, on hope they keep dropping cause my shorts are around my ankles after this fucking rally.       Jul 30 10:57 PM
    • More Liquidity from the Fed: Welcome to the Roach Motel [view article]
      fascinating Jul 30 10:23 PM
    • Too Late to the Oil Party? Consider an Alternative (Part II) [view article]
      wow...vpratt. you've got some faith in randomness.

      well, Kailing, how about volatility in oil prices...yes they are down now, but for how long?

      also, speaking of clean energy, the only viable hydrocarbon substitute as far as i can tell, is algal fuel. what about those companies?       Jul 28 08:36 AM
    • Struggling AMD Is Still Searching for Inspiration [view article]
      hm... LSD... wow. have you ever seen Pirates of Silicon Valley? remaining marxists?!?! here's a lesson from the Communist Manifesto ~ the income tax is one of the planks of a communist society. Gee, you live as a quasi-marxist and weren't even aware of it!

      well, as far as AMD goes, it could become a penny stock. not sure about $1, damn, but $3...quite possible...ironic that the "teraflop barrier broken" headline came just before a near 50% drop in share price...And what of the barrier being broken...? not a word since the initial announcement...wtf? Very little looks bullish right now, and I believe AMD simply fell with the market. Companies perceived as crappy are dumped first in bearish times. AMD needs to start over, meaning no new announcements until the product is 100% OK and ready to ship the next week, stop fighting Intel and just make a better product, and bring in some fresh blood to management. And selling ATI may not be a bad idea as someone mentioned.

      Acquisition does seem possible, big up Tuttle.

      What was with the rally a couple months back?       Jul 25 08:41 AM
    • Short Sales: SEC Turns Back the Clock to 1931 [view article]
      bookie, in the short sale case, wouldn't the profit go to the stock issuing company, not the broker (who acts on commission)?
      Jul 20 08:08 PM
    • Dollar Hurt by Geopolitical Concerns and High Oil [view article]
      ? backwards, again. Jul 11 10:57 AM
    • How Far Could Oil Prices Fall? [view article]
      man... Oil is affected by the USD - correct BruTra. A weak dollar means more expensive oil for most of the world. And they may only take that for so long...

      However, Oil is LIMITED in SUPPLY. simple. We will see increases when Iraq comes into play, coastlines, coal to liquid, hell maybe algae will fix the whole problem.

      But for now, right now, Oil is quite probably going to at least 160 this year with equivalent disruptions in indexes heavily dependent on petroleum products (Dow first, NASDAQ later...any thoughts?)

      Why do so few think about supply and demand when it comes to Oil?       Jul 10 09:23 PM
    • How Far Could Oil Prices Fall? [view article]
      wtf Jul 09 04:25 PM
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