Weekend: Buy It If It Burns
Energy and Capital's Weekend Edition
Welcome to the Energy and Capital Weekend Edition — our insights from the week in investing and links to our most-read Energy and Capital and sister publication articles.
Blue chips normally don't do this...
But that's exactly what happened this week after GE (NYSE: GE) beat earnings estimates by $0.04 and signed $2 billion in deals with the Chinese.
A good chunk of that Asian cash creation was for 50 aeroderivative turbine generator sets, which can generate between 13 and 100 MW each.
They're giant engines that can use a variety of fuels to power jets or produce electricity.
GE's spec sheet says these engines can be fueled with:
syngas & medium BTU gas
dual-fuel (natural gas or liquid fuel)
bi-fuel (natural gas and liquid fuel)
water or steam injection for NOx abatement
Why does China want 50 of them?
Because they, like the rest of the world, are in for a serious energy crunch over the next few years...
And with the days of cheap oil behind us, the scramble is on to find new energy solutions.
Buy it if it burns
(or otherwise produces a net energy gain or increases efficiency)
Because the solution to Peak Oil, as many countries are proving, isn't more hard-to-get oil — though that will continue to be profitable for some time...
Instead, there will be multiple solutions to fill the gap left by disappearing oil production — and to fill the pockets of wise investors.
China's purchase is the perfect indication of that. They don't want to pigeonhole themselves by betting on just one fuel.
It's the same reason they're also pursuing solar, wind, batteries, efficiency, biofuels, coal, and oil with breakneck urgency. And it's the same reason energy-related stocks are starting to leave the broader market behind.
As Peak Oil continues to bear out, every available energy solution is on the table.
You can find this week's analysis of those solutions below.
Call it like you see it,
Editor, Energy and Capital
America's Next Oil Boom: Petro-fracking Poised to Double Reserves
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2012 Housing Recovery: These Bulls are Getting Way Ahead of Themselves
Editor Ian Cooper explains to the housing bulls why we won't see a housing recovery until 2012 — at the earliest.
China's Cleantech Prowess: Better Brush Up on Your Mandarin
Editor Nick Hodge summarizes the reasons China is pulling away in the cleantech race, and how you can get in on the action.
Sunless Solar: What Happens When the Sun Shines at Night?
The energy sector is about to change dramatically... and your pockets stand to be lined with fat profits. The latest technology from a little-known D.C.-based company is over 300% more efficient than rooftop solar panels. Watch this video presentation to learn more.
Are the IEA's Warnings Falling on Deaf Ears?: Five Stocks for an Energy Crisis
Editor Keith Kohl shows readers why the IEA's warnings of an impending energy crisis are falling on deaf ears.
Alternatives to Rare Earth Elements: Toyota to China: Screw You and Your Rare Earths!
Editor Jeff Siegel discusses a new rare earth-related opportunity.
The New Leaders in Mobile: Google, Motorola Poised for Growth
Analyst Adam Sharp talks about his favorite tech investments for 2011.
Secret Strategy Session: A Trader's Big Returns
After three full years of beta testing (and cumulative returns of 10,805%) Ian's "R-4 Trigger" is finally ready for public release. Find out how you could be pocketing gains that shame the DOW and S&P500.
The Day They Burned the Price Chopper: Triple Your Money Off This Ag Stock
Editor Christian DeHaemer reports on recent rising prices around the globe and the food riots that have followed, and offers readers an agriculture stock that's poised to triple.
You Are the Dumb Money: Sheep in a Swan Contest
Editor Nick Hodge reveals why Wall Street thinks you're the Dumb Money... and how to get even.
Raising the Debt Ceiling: Geithner Warns of Reaching Federal Limit by Spring
Analyst Greg McCoach discusses unsustainable debt levels in the U.S. and urges investors to own gold and silver to hedge against future financial problems.
Five Shocking Oil Trends Every Investor Must Know Before Earnings: Beware the Oil Pirates of Somalia
Editor Chris DeHaemer tells readers about a Somalia penny stock, the new wireless boom, and warns which energy sector to avoid.
Energy Demand will Increase 58% Over the Next 25 Years
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