The energy market is going to be something that will be on people's minds for a long time because right now there is very poor policy and ideological views driving us to a crisis. There has been a nice little bull run going on over the last few months, and this may not be the crisis. It's something that may immerge here, but it might be 5-10 years from now.
For the longest time I've been a passive index investor, and I still am for a nice chunk of my portfolio, but over the last 18 months I've decided that I'm going to apply my own judgment to the market place and invest accordingly. Over this time I've accumulated a pretty sizeable portfolio of LNG (Liquified Natural Gas) companies, in particular upstream and midstream companies.
Renewable Energy or Green Energy are Unreliables
There is a political push for green energy. It's driven by the moral ideas that green energy is this universally good energy and all the other reliable energies we use like fossil fuels and even nuclear are inherently bad, dangerous and destructive.
As an electrical engineer as trade, I thought I'd shed some realities on the differences between these energy forms as they apply to electricity.
1. A 1 Gigawatt (GW) Coal Power Plant is not equal to a 1GW Solar or Wind Farm
The source of the figures is Alex Epstein's Moral Case for Fossil Fuel. It's important to see visually how the output changes and varies, even over periods of 15 minutes. And at the end of the day these are all AVERAGES for a period of time - not a consistent output - which is what other sources of energy produce such as coal, nuclear and even hydro is pretty consistent.