Tag Archives: investment

Friday Linkage 7/28/2017

I have been a little lax on posting some things lately and I have no excuse other than work, children, life in general…you get the idea.  My hope is to have an update on my upcoming solar photovoltaic system soon and some thoughts on other ways to really embrace a lower carbon life here in middle America.

On to the links…

Vail Resorts Promises to Eliminate Emissions, Waste and Offset Forest Impact by 2030—Welcome to the party Vail Resorts.

Trump Nominates Sam Clovis, a Dude Who Is Not a Scientist, to Be Department of Agriculture’s Top Scientist—This is what happens when you elect people who profess to hate government and expertise in general to run the government.  You get people who are unqualified for the job screwing up and then claiming afterwards, “I told you government does not work.  See?”

The Quieter Monument Battles to Watch—Donald Trump and Ryan Zinke’s assault on our national monuments is, to put it mildly, monumentally unpopular.  Remember, this is a man who can lose the popular vote  by nearly three million votes and claim with a straight face that he had the most lopsided electoral victory in history.  Nothing is beyond the pale for these people.

As Outdoor Retailer Show Packs up for Colorado, Industry Flexes Political Muscle in U.S. Land Fight—The people who love the outdoors are being heard.  The companies who make money off the people who love the outdoors are making their voices heard.  This is no small change and it represents a viable path forward to protect our access to public lands.

Are Renewables Set to Displace Natural Gas?—Europe and the U.S. are very different places, so extrapolating upon trends from on to the other is dangerous.  However, I wonder what will happen if natural gas experiences price spikes like it has in the past.  Will renewables rush to fill the void left by coal as the second choice when natural gas gets pricey?

Seven Charts Show Why the IEA Thinks Coal Investment Has Already Peaked—Coal is in all kinds of death spirals right now.  The decline in investment is a long term impediment to their being any revival in coal’s fortunes.

“Clean Coal” Is A Political Myth, Says Coal Company Owner—Robert Murray is the gift that keeps on giving.  After John Oliver went after him using public statements and other records that were readily available he just keeps on opening his mouth.  Gotta’ love a rich man with no filter…oh wait, that is the clown we have in the White House.

Peeling Back the Red Tape to Go Solar—The run around and red tape dance has been the most frustrating part of getting my solar photovoltaic system installed on my roof.  Yet, I still have more hoops to jump through once the system is actually installed.  None of it is value added and all of it costs either money or time.  Ugh.

Straus Family Creamery Powered by Cow Gas—Why don’t we have a government program to install one of these systems at every dairy farm or other large livestock operation in the United States?

This Beautiful but Toxic Weed Could Make you go Blind—Giant hogweed is no joke.  I have friends with the burn scars from the sap to prove it.

Minimalism Is Just Another Boring Product Wealthy People Can Buy—I have always found it ironic that people buy books or attend seminars about minimalism.  Shouldn’t the idea be somewhat self-apparent with a little reflection?

Debunking What the Health, the Buzzy New Documentary that Wants You to be Vegan—Veganism has become the new snake oil for a lot of people.  It will not cure all that ails us and to pretend otherwise is to traffic in the same dreck that has gotten us into this mess.

Beer Sales are Down…Especially Among the Millennials—Millennials are trying to wreck everything.

A Cut Above: Two Axe-Throwing Venues Carve Out a Niche in Denver—Axe throwing venue?  Peak hipster?

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Friday Linkage 7/11/2014

It’s off to Colorado for a week of being out of touch, visiting some new breweries, and generally trying to recharge to ol’ batteries. Thus, I will be out of pocket and not posting for more than a week but I should have some good stuff to share come the end of the month like a rundown of some really good beers made in Minnesota that I picked up during my trip over the fourth of July and whatever I end up discovering in the Centennial State.

On to the links…

Investment In Clean Energy At Highest Point Since 2012—Just some plain ol’ good news.

The Emerging Clean Energy Edge—Carl Pope, the former director of the Sierra Club, has a succinct piece on why clean energy has reached the tipping point where it can displace traditional fossil fuels without the need for subsidies. Dig it.

Renewable Energy Provided One-Third Of Germany’s Power In The First Half Of 2014—Don’t believe it is possible to see large scale usage and integration of renewables? Witness Germany getting one third of its power from renewables for an entire half of a year. Not a day. Not a holiday. Rather, an entire half year. Pretty impressive.

‘Singlet Fission’ can Increase Solar Cell Efficiency by as much as 30 Percent—I do not understand the science behind the breakthrough, but anything that can increase the efficiency of solar PV is a good thing.

Taking Oil Industry Cue, Environmentalists Drew Emissions Blueprint—I love that people are surprised by the environmental movement taking cues from the oil and gas lobby. Really? Those companies have been wildly successful in shaping public policy for the better part of a century. It’s about damn time.

Nine Iowa Counties see Million-Gallon Crude Oil Trains—My neck of the woods is not on the list, but these rolling firebombs waiting to happen are rumbling through a good portion of the state. It feels a little too close to home.

To Improve Accuracy, BBC Tells Its Reporters To Stop Giving Air Time To Climate Deniers—Finally, a news corporation takes a stand on giving climate deniers equal time. Why do people who are outnumbered at least 99 to 1 if not 999 to 1 get anywhere close to equal time on the air? Besides Fox News, the BBC’s practice should be standard for every other news outlet. Who cares what Rush says about your bias because he is a blowhard bought and paid for by the extreme right.

This Train Could Power A Fleet Of Electric Buses—Trying to wring out every last wasted kilowatt of electricity is a surer climate change mitigation strategy than any expansion of renewables in terms of immediate return on investment. Innovative solutions like this are going to be part of the future plan.

Californians Keep Up With Joneses’ Water Use—This is depressing. California is facing epic drought and its citizens are doing little if anything to conserve water on a personal level. Who needs a freakin’ green lawn in California? No one.

Protecting Parrotfish on the Path to a Caribbean Reef Revival—Reefs are complete ecosystems, so we need to ensure the vitality of all the creatures that inhabit them. The decline of parrotfish means that algae and other organisms colonize the coral and outcompete more traditional reef inhabitants.

Interior Commits to Bison Restoration, but Offers few Specifics—The North American bison is an amazing creature and its restoration from near extinction is also equally amazing. What is needed, as the Poppers postulate in their Buffalo Commons idea, is a wide scale reintroduction into the landscape of the American west that has been long dominated by cattle.

What Type of Environmentalist are You?—This little quiz made the rounds of the internet during this week. It’s a fun little diversion.

More And More Companies Are Buying Their Way Overseas To Get Lower Taxes—Do you want to know why we have a revenue problem in the U.S.? It’s because corporations keep making more money and keep paying less in taxes. ‘Nuff said.

The Real Preppers

Climate change is coming.  It’s not just that I believe our world will be fundamentally realigned because of human-caused climate change.  Businesses and investors are betting on climate change.

A while back I wrote about a book—Windfall: The Booming Business of Global Warming—where the global mad dash to acquire the rights to fertile land to grow food in a changed climate was on in the developing world.  Guess what?  That same trend is occurring in the developed world as well.

Let’s look at the state of Iowa.  Every year Iowa State University’s Extension and Outreach conducts a farmland value survey.  It is a treasure trove of data.  Here is what the results look like through 2013:

Acre Price Farmland

The chart above shows the weighted average price for an acre of land across the state of Iowa.  It’s a fairly stunning graph.

There are several factors at play in determining the market value of a parcel of land.  One such factor in the U.S. is that historically low interest rates and equity market volatility have directed investors into tangible asset classes like land and gold.

It’s my belief, however, that investors are also counting on an ever increasing value of land in a hotter, drier world where soil fertility will be of immense value.  Why?  Using the University of Illinois’ farmdoc database I was able to compare land values against the prices of commodities from 1960 onward:

Baseline Change in Price

To compare the vastly different scales in price I made 1960 a base 100 year and calculated percentage change from the baseline for each of the items (Iowa Acre of Land, Corn, Soybeans, Wheat).  Plotting those data points shows a remarkable amount of correlation prior to 1990, minus the boom and bust associated with the farm crisis of the mid-1980s.

Just a quick mid-week thought exercise about the world around us.

Friday Linkage 1/18/2013

Friday turns into Saturday and all of a sudden it’s Sunday afternoon before you realize that you have failed to post the links.  Whoops.  Sorry about that.

On to the links…

In Rural Minnesota, a 70 Acre Lab for Sustainable Living–How many places like this exist throughout the United States?  Places where people are putting to the test all of the ideas and theories about how we can live in modernity without placing ever greater strain on the planet.

Will 2013 Continue 7 Year Trend of Decreasing Driving–Lost in the noise lately has been the continued trend of Americans driving less.  Don’t believe me?  Check out the graph:

miles-driven-CNP16OV-adjusted

Not only are Americans driving less, but if you listen to the car people at any auto show or in any trade rag and the primary concern is the waning love affair with the automobile.  Maybe there is hope for us yet.

Animals versus Automobiles–As someone who grew up in southeastern Minnesota, I was intimately familiar with the intersection of animals and automobiles.  Most notably, deer were a common hindrance to continued forward progress on the roads.  Wait a second, it’s an infographic:

animal-roadkill

Clean Energy Investment Fell 11% as Government Cut Subsidies–Okay, so for anyone who does not believe the production tax credit is vital to the continued growth of domestic renewable energy witness this story.  I take back that statement about their being hope for us yet.

Solar Could Meet all the World’s Electricity Needs by 2050 with 1% of Land–It will never happen, but can you imagine a world where we replaced all fossil fuel electricity generation with distributed solar?  Yeah, I cannot imagine that world either because it seems so wonderful.

Why the Government Should Pay Farmers to Plant Cover Crops–As if we did not know our domestic farm policy was crap, there seem to be so many sensible, low cost ideas out there to make things better that it seems even more stupid when you really think about things for a moment.  I suppose if the government promoted cover crops then Monsanto and company would sell a few bags less of GMo seeds.  Now I get the problem.

Beijing’s Air is so Bad…–This is just a story that begs for a series of jokes patterned on the old “Your mama is so” meme from the 1990s.  Oh yeah, I referenced the 1990s like it was sooooo long ago.  First, what the heck is in the air?  The Guardian took a stab at it:

Climate desk Beijing air pollution

Or, you could go the NPR route and wonder what it looks like from space

Black Carbon Larger Cause of Climate Change than Previosuly Thought–We do not know what we do not know until we really spend time researching the problem.  It’s too bad that scientists have to spend countless hours defending their work on climate science because a small percentage of people–hack scientists and quack politicians–have “doubts” about the integrity of their work.  How come no one every gets to question a Republican politician’s integrity when it comes to positions that they take on issues?  Like, what is their agenda exactly?

Sweet Sodas and Soft Drinks May Raise Your Risk for Depression–Basically, soda and soft drinks are just bad stuff.  There is no place in our diet for such beverages.  Just put down that one gallon soda from the corner conveinence store and grab a bottle of water.  Make sure it is not water in a disposable container.  Okay?