tag:blogger.com,1999:blog-5975869446501122263.post9029669761765092163..comments2008-10-17T00:24:04.783-05:00market follyhttp://www.blogger.com/profile/07691612544809256786marketfolly@gmail.comBlogger7125tag:blogger.com,1999:blog-5975869446501122263.post-56975646653433404252008-10-17T00:24:00.000-05:002008-10-17T00:24:00.000-05:00MF.. If you do not follow 'Zmans Energy Brain' you might want to have a look.... Very detailed and lots of commentary on oil, natgas and coal. <BR/><BR/>This is the link to his blog this week, which carries a conversation regarding natgas.. <BR/><BR/>http://zmansenergybrain.com/2008/10/11/wrap-week-ended-101008-in-progress/<BR/><BR/>jeganjeganhttp://www.blogger.com/profile/05850061548373752817noreply@blogger.comtag:blogger.com,1999:blog-5975869446501122263.post-80762151446477161922008-09-10T10:04:00.000-05:002008-09-10T10:04:00.000-05:00J, really good piece, who would have thought that all those gains would be given back in the months to follow.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-5975869446501122263.post-20996426438030199832008-07-04T18:19:00.000-05:002008-07-04T18:19:00.000-05:00greenmonster thanks. you do bring up a good and concerning point. its tough to gauge simply because there's a lot of international growth for coal. so, even if such a bill is passed in america, we would see dampening in US business but still growth overseas. but then the other part of the intermediate thesis is natgas and that would benefit from taxes on coal in america. ultimately, i don't see it as a huge concern simply because i've seen numerous articles about coal growth in china, the middle east, and even europe. i'll do another post with some of those pieces i've found.<BR/><BR/>i think if that panned out, i would reduce exposure slightly to coal and boost natgas exposure. but, i'd still obviously want exposure to both. its all about coming up with the right allocation in each energy type.J. (marketfolly)http://www.blogger.com/profile/07691612544809256786noreply@blogger.comtag:blogger.com,1999:blog-5975869446501122263.post-18999742496064086782008-07-04T15:50:00.000-05:002008-07-04T15:50:00.000-05:00Great post and great analysis. One threat to intermediate-term growth is the prospect of carbon tax or a cap-and-trade system that will likely come in the new administration. Of course, it all depends on timing and implementation details. But do you think your investment thesis still holds if a bill gets passed by mid-2009?GreenMonsternoreply@blogger.comtag:blogger.com,1999:blog-5975869446501122263.post-23151010998232994042008-07-02T11:01:00.000-05:002008-07-02T11:01:00.000-05:00green skeptic, thanks very much!<BR/><BR/>jake, that's a problem area i'm finding. its hard to really find pure plays. you have any on your radar? i certainly can't find any worth really monitoringJ. (marketfolly)http://www.blogger.com/profile/07691612544809256786noreply@blogger.comtag:blogger.com,1999:blog-5975869446501122263.post-48119792179921336472008-07-01T11:14:00.000-05:002008-07-01T11:14:00.000-05:00Any technologies in the world of energy efficiency that you think we should be watching? Any companies you especially like?Jake de Graziahttp://www.blogger.com/profile/15060919691512039601noreply@blogger.comtag:blogger.com,1999:blog-5975869446501122263.post-83616203586770557912008-06-28T14:54:00.000-05:002008-06-28T14:54:00.000-05:00Excellent post. I plan to reblog it on The Green Skeptic, because I think my readers would appreciate your thoughts (and I'm in Alaska with limited web access). Thanks for the analysis of The Economist and Forbes coverage -- and keep up the good work.The Green Skeptichttp://www.blogger.com/profile/14109745749448651817noreply@blogger.com