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The Future of Renewable Energy: Trends, Challenges, and Opportunities

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As the world pivots to renewable energy, the focus lies on state-led initiatives and federal support. This article discusses the rise of electrification in the U.S., highlighting a projected 30% increase in energy usage by 2030, requiring $1.7 trillion in investments. With renewable mandates becoming common, states are leading the charge on CO2 regulations. Readers will explore the dynamics of wind, solar, nuclear, and biomass in the energy transition and understand how economic factors and credit tightness influence these developments.

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The Future of Renewable Energy: Trends, Challenges, and Opportunities

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  1. NEW ENERGY WINNERS ROGER S. CONRAD EDITOR, UTILITY FORECASTER EDITOR, CANADIAN EDGE EDITOR, NEW WORLD 3.0

  2. WHERE THERE’S A WILL • DEMOCRATS IN CHARGE • STATES LEAD THE WAY ON CO2 • RENEWABLE ENERGY MANDATES • FEDERAL DOLLARS FLOWING

  3. HARD TIMES • ENERGY’S CRASH • TIGHT CREDIT • FRY GET FRIED • SELF-FINANCING IS KEY

  4. ELECTRIC DEMAND • ELECTRIFICATION CONTINUES • 1950-2005: 14% TO 39% OF US ENERGY • THE NEXT LEAP FORWARD • CONSERVATIVE ESTIMATES: 30% RISE IN USAGE BY 2030 • $1.7 TRILLION SPENDING NEEDED IN US ALONE

  5. WIND WINNERS • ECONOMICS PLUS SUBSIDIES • 2,454 MW IN 2006 TO 15,000 TOTAL • MOST STATES NOW HAVE SOME RENEWABLE MANDATES • LIMITED BY TRANSMISSION • FPL, VWSYF

  6. NUCLEAR SUMMER

  7. NUCLEAR RENAISSANCE • CONCENTRATION OF OWNERSHIP • 1990-2005: FROM 66% TO 90% • 1990-2005: 104 DAYS TO 38 • NO CO2 EMISSIONS • NEW NUKES: DON’T HOLD YOUR BREATH • DUK, ETR, EXC, FPL, CEG, SO

  8. OTHER ENERGIES • BIOMASS: COVANTA (CVA) • SOLAR: SUNPOWER (SPRWA) • CARBON SEQUESTRATION: ALSTHOM • SUPERCONDUCTORS: AMSC • FUEL CELLS: FCEL • SYNFUELS: SASOL (SSL)

  9. TRANSMISSION’S CURE • INVESTMENT DEFICIT • IMPROVING TRANSMISSION: FERC MOVES AHEAD • ITRON (ITRI) • ITC HOLDINGS (ITC) • ATP.UN (ATPWF)

  10. COAL’S DILEMMA • CHAMPION OF CO2 • ABUNDANT IN NORTH AMERICA • 50% OF ELECTRIC POWER • KEY IS CLEANER WAYS TO BURN • UTILITIES ON THE SPOT (AEE, AEP, SO, TXU)

  11. REGULATING CO2 • OPPOSITION IS MELTING AWAY • WEAK ECONOMY TEMPERS SPEED • CAP AND TRADE CAL STYLE • NATIONAL LEGISLATION IN 2009 • POLLUTERS AT THE TABLE • REGULATION = RECOVERING COSTS

  12. THE OIL DILEMMA • OIL SANDS DEVELOPMENT A MAJOR C02 CREATOR • RISING COSTS TO PRODUCERS IN CANADA: THE BIG SURVIVE • CANADIAN OIL SANDS (COSWF) • NEWALTA CORP (TSX: NAL)

  13. SMART SHOPPING • BEWARE THE HYPE: SURVIVAL OF THE BIGGEST • PICK YOUR OWN STOCKS • ETF = MEDIOCRITY • BE PATIENT

  14. FOR MORE • UTILITY FORECASTER • CANADIAN EDGE • WWW.MAPLELEAFMEMO.COM • WWW.UTILITYANDINCOME.COM • WWW.NEWWORLD3.COM • reality, happens

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