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Investment Ideas With Potential From the One-House Grid |
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| Jul 07, 2008 08:47 AM UTC |
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Tracked Blogger
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Via Long Investment Ideas from Seeking Alpha:
In June, I wrote how intermittent power sources such as photovoltaics and wind would have to compete with baseload technologies such as IGCC "Clean Coal" and nuclear for capacity on the grid. The key problem is that neither baseload technologies nor intermittent technologies are able to match themselves to the fluctuations of demand. This creates a need for technologies which can fill the varying gaps between supply from these sources, and normal energy use. From the comments, it seems like I was not completely clear how intermittent and baseload power cause problems for each other, so I will start with a simplified example, which I will use to illustrate the various strategies for dealing with the problem. I see investment potential in all of these strategies. 
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