Green Policy

The Green Economy Initiative

Living in a time where energy conservation and sustainability have become an integral part of living, many cities and states are taking an active approach by updating older homes and buildings to suit the needs of achieving a healthy home and environment.
As a home owner, I have become very conscious about making sure my home [...]


renewable energy

Investment Bankers and George Bush - Heros of the Environmental and Cleantech Movement?

Pop quiz. Looking forward 10 years, if you had to choose between two groups - Group 1: Investment bankers and GWB or Group 2: The NRDC and WWF - to guess which group’s actions will have had bigger positive impact on the course of environmental policy, cleantech and green living over that time - which group would you choose? If you chose Group 2 - then you obviously don’t know a trick question when you see one.



green stocks

OPEC Ministers Blame Speculators… You Know They Might Be Right

Yet another reason why the government is currently failing consumers with its Strategic Petroleum Reserve policy, and why investors in green stocks should tread carefully at current prices. This Forbe’s article outlines how Opec’s president has made the argument that speculators are driving the current high prices for oil. And in all fairness he has [...]


Green Transportation

Stimulus Package will Plow Billions into Batteries - Money Well Spent?

Battery Companies are poised to reap billions from the federal stimulus package. Serious questions remain, however, as to the viability of this plan… Is the money better spend on other technologies such as biofuels and hydrogen?


Nov 6th, 2009 | By Mark Langner | No Comments

So I am looking at this report on green jobs

According to the report, technologies provide three to six times as many jobs as equivalent investments in fossil fuels when manufacturing, installation, operation and maintenance jobs are taken into account.

This is marketing genius.  What this is telling me is that technologies are 3 to 6 times more labor intensive - which from a macro perspective is not a great thing.  Where does that come from, are these renewable technologies three times harder to manufacture?  Three times more complex to install? Require three times the significant human input for operation or break down a lot?  Wait don’t answer that - I am not certain I want to know.

I would love to see more details on this topic.  If indeed these results are true we are either a.) spending too much emphasis on technologies which are flawed (but we can’t see that through the fog of government policy intervention that drives consumer choice), or b.) there is a lot of room for improvement in this industry in efficiencies regarding labor.

I suspect it is both - which creates two investment considerations.  The first what is the risks associated with companies that are …

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Oct 30th, 2009 | By TreadLite | No Comments

Living in a time where energy conservation and sustainability have become an integral part of living, many cities and states are taking an active approach by updating older homes and buildings to suit the needs of achieving a healthy home and environment.

As a home owner, I have become very conscious about making sure my home is as sustainable and green as possible. Not only has it resulted in a reduction of annual energy costs and healthier living, it increase the value of your property.

Why Green?

The Green Economy Initiative is designed to assist governments in “greening” their economies by reshaping and refocusing policies, investments towards clean/renewable technologies, green transportation, waste management and green architecture.

“Greening the economy refers to the process of reconfiguring businesses and infrastructure to deliver better returns on natural, human and economic capital investments, while at the same time reducing greenhouse gas emissions, extracting and using less natural resources, creating less waste and reducing social disparities.”

In a recent article published by Reuters, the green building movement has been steadily increasing. However, home owners feeling the financial crunch have been un-decided about going green because of fiscal reasons. It should be known that going green will be good …

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Mar 5th, 2009 | By Mark Langner | No Comments

Pop quiz.  Looking forward 10 years, if you had to choose between two groups - Group 1: Investment bankers and GWB or Group 2: The NRDC and WWF - to guess which group’s actions will have had bigger positive impact on the course of environmental policy, cleantech and green living over that time - which group would you choose?  If you chose Group 2 - then you obviously don’t know a trick question when you see one.

I am dead serious…  this is not hyperbole.  I believe that when we look back 10 years from now we will see that the actions of the Bush Administration and Investment Bankers peddling mortgage backed securitized junk will have done more to help the cause of the green movement than armies of advocates, lawyers, non-profiteers, and career environmentalists have been able to do in decades of earnest, often unappreciated, toil in the name of the greater good.

That the result of Group 1’s actions in this instance were entirely unintentional side-effects of other more self-serving goals totally unrelated to the environment is irrelevant - results are what count.  And without these guys its highly unlikely that we would have the perfect storm of conditions that exist today allowing the fundemental systemic changes necessary for …

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Feb 23rd, 2009 | By Mark Langner | 1 Comment

I came across this piece at MIT Technology Review that highlighted how battery technology companies are poised to reap significant benefits of the federal stimulus package.  Obviously this is part and parcel with the scrambling going on to save the U.S. auto manufacturing industry (oh… if it were just that simple).  The bigger question is - why exactly is this a good bet?

Don’t get me wrong - I am all for breakthroughs in battery technology and energy storage.  Particularly for use in managing the power grid, but I think its telling that while funding for cleantech and green ideas has been exploding, capital has been somewhat slow to flow into battery technologies - which should be a warning sign to the government check signers.

I think part of the problem is highlighted right in the MIT piece - despite its rah rah tone.  Are there really these “economies of scale” that are touted out there for battery technologies?

Battery manufacturing is largely automated, so labor costs aren’t much of a concern, he says. Rather, the battery industry developed in Asia because countries there, particularly Japan, developed portable electronics and hybrid vehicles, creating a market for batteries.

Well if battery labor costs …

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Nov 14th, 2008 | By Mark Langner | No Comments

After raising long term crude oil price projections by 100% last week, the IEA lowered its 2009 per barrel projection for crude oil by nearly 30% yesterday.  Its not an enviable job to sort out the variables that go into oil price projections - but given the magnitude of the revisions we are seeing in these projections I have to wonder how effective the projection models are in dealing with the volatility that the market is showing?  What good model that results in a projection that changes by 30 to 100% on a yearly basis?  I have no idea as to how much this impacts the volatility of oil prices - but it can’t help.

Its evident that the current projection models are getting whipsawed by the changing economic projections as we have seen the global recession spread - but the conditions to ignite the recession have been in place for some time - so one has to wonder where the oil pricing models (particularly the long term ones) are missing the boat.

This volatility is not only causing trouble with the projections used by many to hedge oil bets, etc.  But its wrecking havoc with long term oil production planning as well.  Ideas …

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Nov 10th, 2008 | By Mark Langner | No Comments

BP and Berkeley (and the DOE) have teamed up to pour $500MM into research for biofuels.  There was a fluff piece on NPR today about that effort.  While on the surface it might be considered admirable that a company would invest in our research of alternative fuel technologies - when you peel back the onion and really look at the deal - its a big giveaway to wrapped in a public relations friendly package.  Basically they get all of the important benefits of private investment from research on this topic but have it subsidized by public monies.  As a Californian and taxpayer I really have to question the wisdom and equity of essentially giving taxpayer dollars to a private corporation in order to monopolize a public insitution on this topic - not to mention providing them a sweetheart deal to monetize any fruits of that research at our cost.  Research institutions exist to do research - when funded by public monies those efforts should be public available information.  Does a $500MM grant really offset what the State of California is giving BP in terms of access, infrastructure, prestige, etc.?

This deal is rife with problems.  BP has defacto control over the research agenda …

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