There is a rule for investing in renewable energy. We'll call it Dana's Rule of Renewable Investing.
Until costs drop below those of alternatives, you want to be on the buy side of the transaction. You want to be creating a market, not producing product. Once costs drop below replacements, you want to pile in on the sell side.
Failure to understand this basic rule has caused a more »
Buried deep within the fiscal cliff deal were all sorts of relief and funding towards renewable energy, including those for wind power and biofuel projects. As a result, alternative energy companies were on a roll throughout the trading day on Wednesday. And while this may bode well for short-term traders/investors, I can’t help but feel a little deja-vu, and the outcome is not favorable.
2012 Performance more »
Despite sky-high hype before their IPOs and the honeymoon periods shortly thereafter, nearly all sustainable chemical producers trading on the public market are deep in the red today. The capital intensive and headache-filled task of scaling up has been met by Mr. Market’s valuation catapult with a one-way ticket back to reality. Investors who fell to the Siren Song of these greentech IPOs are now (wrongly) questioning the viability more »
I despise filling up my car with overpriced gasoline, and I would prefer cheaper biofuels. I don’t mind the idea of using a burning fluid in my car, but I would just like it to be easily available, sustainable, and renewable. I don’t think that is asking too much, but perhaps I just have very high standards.
Everything related to energy is getting unnecessarily expensive. Thankfully for my more »
Earlier this year, Senators John McCain and Jim Inhofe took measures to restrict the Pentagon's ability to buy fuels made from alternative sources. The senators pointed out that the fuel was terrifically expensive and the Defense Department couldn't afford it. True, $28 a gallon for fuel made from chicken fat is a bit rich, but I believe this to be a short-sighted decision.
Despite increased domestic production of more »
[continued from "Investing in Immigrants - Manufacturing Needs Foreigners"]
American policies bear the primary responsibility for the US losing out to its cousins in the Anglosphere. Once upon a time, (immigrant) Rupert Murdoch turned a marginal newspaper in the middle of the Australian Outback into New York-based News Corporation (NASDAQ: NWS), the world’s leading publisher of English-language media. However, Murdoch’s irrational love for the old (his unprofitable print divisions more »
Last Friday, shares of Amyris Inc. (NASDAQ: AMRS) fell $2.74 or 28.16% after the company announced that they will not complete an expansion project in Spain in order to focus on scaling farnesene production at their Paraiso, Brazil facility.
What Does It Mean?
The unexpected move means the company will not achieve a positive cash flow for fiscal year 2012. Furthermore, it means the company will more »
This is the second article in the Fueling Tomorrow series, which will provide snapshots of technologies being pursued by various companies in the biofuels industry. Today we will look at the synthetic biology company Amyris (NASDAQ: AMRS).
Yesterday, Pharmaceuticals. Tomorrow, Diesel Fuel.
Although sustainable chemicals are the priority focus for Amyris, the company began its journey in pharmaceuticals. In 2004 the company and partner UC Berkeley were awarded a $2 more »
This is the first article in the Fueling Tomorrow series, which will provide snapshots of technologies being pursued by various companies in the biofuels industry. First up is the isobutanol producer Gevo (NASDAQ: GEVO).
Quick and Dirty
While I was critical of the desperate pursuit of ethanol instead of butanol in a previous article, similar problems plague all biofuels. Therefore, we will assume that feedstocks are currently the equalizing factor more »
Have you ever looked south to Brazil’s sugarcane ethanol industry, powered by Cosan Ltd. (NYSE: CZZ), and wished that the United States had a successful answer to gasoline? Did you cheer the expansion of the ethanol industry and companies like Pacific Ethanol Inc. (NASDAQ: PEIX) over the last decade? Do you believe ethanol produced from cellulosic feedstocks is a better fuel than ethanol produced from corn? If you answered more »