30 November 2010

The Green Skeptic’s "Rational Approach to Cleantech" on Competitive Futures PodCast

I sat down yesterday with Eric Garland to explain my opinions on cleantech, green, and more. Here's what Eric had to say on Competitive Futures:

"With a philosophy straight from the European Enlightenment and with credentials from the heart of the environmental movement, Scott Edward Anderson is a rare voice amongst the crowd of green economy hypesters and cynics. In a style that strongly recalls our own approach to holistic, data-based, rational analysis of the future, Scott advises companies, governments and investors on how to think about cleantech with all the complexity and cold logic that it deserves.

"In this edition of the Competitive Futures Podcast, Scott shoots a hole in most of the "green" technologies that are supposed to save us, tells us why China is rapidly outpacing the West on cleantech investments, and why fixing 100 year old buildings is just as important as adopting brand new, shiny silver, nanotech-injected technology when it comes to the long-term future of our energy-efficient, green and clean 21st century economy."




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29 November 2010

Cancun in November? To Dive, but not to COP

View from Club Akumal, Mexico
Sure I'd love to be in Cancun this week, as the chill winds of November blow into December. But I'd go for the diving rather than the hot air of another conference of the parties on climate change.

I just don't think anything will come of more meetings on how to stop climate change.

The Economist agrees with me it would appear from the cover story in this week's issue.

"In the wake of the Copenhagen summit, there is a growing acceptance that the effort to avert serious climate change has run out of steam," the editors write before suggesting that we may be better focused on adapting to the inevitable changes that are already set in motion.

"Since the beginning of time, creatures have adapted to changes in their environment. Unfortunately, such adaptation has always meant large numbers of deaths. Evolution works that way," the Economist asserts. "But humankind is luckier than most species. It has the advantage of being able to think ahead, and to prepare for the changes to come. That's what needs to happen now."

Indeed, that is what we've been suggesting for some time here at The Green Skeptic, and we see adaptation as one of the three key focus areas, along with increases in energy efficiency and R&D into energy innovations that will help us deal with the changes that may come.

It is, as the Economist suggests, "the craziest experiment mankind has ever conducted. Maybe in the long run it will be brought under control. For the foreseeable future, though, the mercury will continue to rise, and the human race must live with the problem as best it can."

But first we need to stop focusing on solutions that will not work and meetings that only lead to more meetings. We need to shift our focus to pragmatic solutions by doing what we do best as a species: adapt and innovate.


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26 November 2010

Green Skeptic Friday LinkFest - 11/26/10

A short week with the holiday in the US, so a little spare on the links today:

EnerNoc says it is well-Positioned to grow Demand Response market in PJM territory: $ENOC

Jim DiPeso of Republicans for Environmental Protection, says "Don't let Congress handcuff EPA," in FrumForum.

Stephen King (no, not that one, the one at HSBC)asks "Who needs who? America and China must avoid making past mistakes again," in The Independent.

Kiran Stacey writes in Financial Times that greens are waking up to China’s coal boom: China Coal

And speaking of China, The Economist, featured an obituary of the great Liang Congjie, China's first environmentalist, who died on Oct 25: China green.

Martin Lamonica of CNET suggests that energy technology entrepreneurs need to think more like chess players and look to China and elsewhere, where the regulatory environment is simpler and governments are more welcoming: Look Overseas, Young Startup.

T-T-That's all folks, I now return you back to your leftover turkey already in progress.


(Disclosure: I hold a long position in ENOC. This post is for informational purposes only and is neither intended to be investment advice nor an offer, or the solicitation of any offer, to buy or sell any securities.)

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24 November 2010

Six Years of The Green Skeptic

Six years ago today I launched The Green Skeptic as a blog devoted to challenging assumptions about how we live on the earth and protect our environment.

It's been fun and I'm cooking up a lot of changes for my 7th inning ahead.

For the 5th anniversary last year, I wrote:
People often ask me why I'm skeptical and what I'm skeptical about.

Well, the answer is, I believe that skepticism is a hallmark of human nature. Without it, we are sheep.

I think we need to constantly challenge our assumptions about the way the world works or how others tell us it works. We must question even what our leaders tell us, regardless of what side of the aisle their derriere rests upon or what side of the issue they claim to represent...

...So, I'll remain a skeptic and try to stop the bleating where I can.

I am neither a climate skeptic nor a climate denier, but I do believe the rhetoric on both sides is spoiling our chances to achieve true prosperity through innovation.

We need to stop all the bleating and blathering and get on with a new agenda for our economy, a new green economy that balances technological progress and environmental impact.

As my pal Andy Swan says, we need "a 'green' that embraces the technological efficiencies that can make our world more productive and cleaner while concurrently lowering the barriers to entry for persons and businesses requiring energy to succeed."

Succeed. Innovation. Prosperity.

Sensing a theme here?

Ultimately, my skepticism about the way "we live on the earth and protect our environment" all gets back to making our world a better place -- a better place for all of us to thrive and grow and, to use one of Andy's favorite words, win.

Thanks for reading; I hope to continue to provide value for the next seven years.

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22 November 2010

Gore Now Says Corn Ethanol "Was Not a Good Policy"

Al Gore - World Economic Forum Annual Meeting ...
Traded Corn for Votes?
Despite being a proponent of corn ethanol policy in the past, former vice-president Al Gore now says corn-based ethanol in the United States was "not a good policy."

His comments, made at a green energy business conference in Athens, came as tax breaks for ethanol are up for renewal at the end of this year.

According to the International Energy Industry, ethanol subsidies reached US$7.7 billion last year and biofuels as a whole garnered more subsidies than any other form of renewable energy.

"First generation ethanol I think was a mistake," said Gore. "The energy conversion ratios are at best very small." But, he went on to say that it is difficult to change such programs once strong lobbies keep it going.

He blamed his own support on his presidential ambitions.

"One of the reasons I made that mistake is that I paid particular attention to the farmers in my home state of Tennessee," Gore offered. "And I had a certain fondness for the farmers in the state of Iowa because I was about to run for president."

In other words, Gore wanted support from the corn lobbies for his failed presidential candidacy.

The unintended consequences of ramping up US corn ethanol production became apparent in 2008 when food prices skyrocketed, in part because of the conversion of food crops to biofuel production.

This year, according to Goldman Sachs analysts, the ethanol industry will consume about 41 percent of US corn or about 15 percent of the corn crop worldwide.

We've been saying for some time that corn ethanol was the Abilene Paradox of alternative energy, in which a group of people collectively decide on a course of action that is counter to their better judgment.

With all the folks who jumped on the bandwagon standing to benefit from the widespread production -- from farmers and producers in the US Midwest to presidential candidates -- it appears self-interest may have been the real driver of the ethanol-powered bus to the west Texas town.


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19 November 2010

Green Skeptic Friday LinkFest - 11/19/10

map Raja Ampat islands, IndonesiaImage via WikipediaHere are my links for this week:

First up, the goverment's favorite mule GM Celebrates IPO with $40 Million Investment in Clean Energy. Hmm, did the Obama administration influence that at all?
 
One of my favorite places on the planet, Raja Ampat, Indonesia, got a boost this week, as the country declared a vast sanctuary for sharks, turtles and manta rays -- and the people who depend upon the fishery.

Closer to home, and good news for my friends in Philly:

Nine firms get a total of $2.3M from Ben Franklin Technology Partners.

Philly receives grant for electric vehicle chargers.

And, phinally, the Philadelphia Eagles plan to "phly" by making their stadium energy self-sufficient.

Deeper down (below the surface, actually), Tom Konrad of Renewable Energy World says that, if you play your cards right, investing in geothermal stocks could be good. (But expect volatility.) His Top 3 Geothermal E&P Companies includes Green Skeptic favorite Ormat Technologies ($ORA).

Do we need software to hold "Greenwashers" accountable? Hunter Richards thinks so, and explains why.

Two of our favorite VCs John Doerr and Frank Wilson face off on the internet bubble: The Internet Bubble Is Real. That’s Where The Agreement Ends from peHUB.

Cleantech Group reports that while the $1.6 billion in cleantech venture investment in 3Q10 was down 25 percent from last quarter, it brings the investment through the first three quarters of 2010 to $5.8 billion -- a number that already exceeds the total cleantech venture investment in all of 2009.  It's all in how you look at it.

Have a fantastic weekend, everyone.


(Disclosure: I hold a long position in ORA. This post is for informational purposes only and is neither intended to be investment advice nor an offer, or the solicitation of any offer, to buy or sell any securities.)
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