Disclaimer. After nearly 40 years managing money for some of the largest life offices and investment managers in the world, I think I have something to offer. These days I'm retired, and I can't by law give you advice. I do make mistakes, but I try hard to do my analysis thoroughly, and to make sure my data are correct. Remember: the unexpected sometimes happens. The expected does too, but all too often it takes longer than you thought it would.
The Goddess of Markets punishes (eventually) greed, folly, laziness and arrogance. No matter how many years you've served Her. Take care. Be humble. And don't blame me.
BTW, clicking on most charts will produce the original-sized, i.e., bigger version.
Tuesday, October 6, 2015
Solar sparking utility tension
This intriguing chart came from the third part of an article in CleanTechnica about the way the grid needs to change. It's obvious why electric utilities are worried. But it also means that the rest of us can breathe a sigh of relief, because it implies emissions will peak soon. The percentage of new capacity is exhibiting a class s-curve, which will take it to 100% or more within the decade.