For Energy and Capital last week, I pondered resistance, resilience, and rebellion as survival strategies in light of the Haiti earthquake and the recent brutal storm system that pounded my area.
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For Green Chip Stocks last week, I considered secession as a useful strategy toward relocalizing communities.
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I appeared on the Financial Sense program today and discussed my article on investment themes for the next decade, the error in U.S.-centric views on commodities, the reasons for volatile oil prices, why socialist countries are so far ahead of the U.S. in their energy planning, and why local communities are wise to take control of their own futures in energy, water, and food–what Matt Simmons calls “BIMBYism,” or Build In My Backyard.

You can download the show (1 hour) here: RealPlayer | WinAmp | Windows Media | MP3

My segment begins at 43:53.

For Energy and Capital last week, I offered a travelogue of my Christmas drive through the American Southwest, and mused on how it will manage the transition to a renewably powered, localized future.
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For Green Chip Stocks last week, I continued my two-part series on investment themes for the next decade, including my predictions for oil, natural gas, coal, renewables, uranium, efficiency, water, and agriculture.
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For Energy and Capital last week, I offered some big-picture energy investment themes for the next decade. Part 1 of a two-part series.
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For last week’s Green Chip Stocks, I critiqued the 2010 Annual Energy Outlook from the EIA, and wondered what it would look like if it were written by an honest person.
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For last week’s Energy and Capital, I critiqued an America in thrall to its illusions, unable to respond meaningfully to the challenges of peak oil, climate change, and population, and cautioned investors to be self-reliant in facing the challenges ahead.
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For last week’s Green Chip Stocks, I contrasted Dubai World and Masdar City as icons of the past and future.
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For this week’s Energy and Capital , I look at the moves the big money is making into hard assets, and predict tough times ahead for the dollar and U.S. equities.
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For Green Chip Stocks last week, I offered some insights from the peak oil study that should inform climate policy.
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For Energy and Capital last week, I took another look at China’s worldwide resource buying spree and explained why it is becoming the prime mover of global demand for oil and other commodities.

[Part 6 of a series of reports on the 2009 ASPO Peak Oil Conference.]

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For Energy and Capital last week, I analyzed the IEA’s 2009 World Energy Outlook and revealed an agency in political shackles, desperate to come clean about peak oil and push the world toward renewables.
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For Energy and Capital this past weekend, I reviewed several presentations from the 2009 ASPO-USA Peak Oil Conference on the energy aspects of national security, and found it unsurprising that gun sales are up sharply.

[Part 5 of a series of reports on the 2009 ASPO Peak Oil Conference.]
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For Green Chip Stocks last week,  I explored some insights about complex systems presented at the 2009 ASPO-USA Peak Oil Conference, including the interdependencies of energy, food, and water.

[Part 4 of a series of reports on the 2009 ASPO Peak Oil Conference.]

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Here is part 2 of my first interview with @JeffreyLin of the stock traders’ web site FINZ.tv. Here’s the video:

Trader Chat: Chris Nelder Pt. 2 – How Will Limited Oil Affect Our Daily Lives?

For last week’s Energy and Capital, I explored some recent research in search of an answer to the question: Can renewables replace fossil fuels?

[Part 3 of a series of reports from the 2009 ASPO Peak Oil Conference.]

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I had the pleasure of chatting with @JeffreyLin last week about the basics of peak oil on the stock traders’ web site FINZ.tv. Here’s the video:

Trader Chat: Chris Nelder Pt. 1 – How Accessible is the Oil That’s Left?

For Green Chip Stocks last week, I explained why oil prices may be trapped on a “narrow ledge,” and why that’s good for cleantech investors. 

[Part 2 of a series of reports from the 2009 ASPO Peak Oil Conference.]

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Sorry for the delayed post this week–I am just back from the ASPO-USA conference where I was so busy that I had no time for anything else. I have about 69 pages of notes that I will clean up and post to the ASPO site next week, so I have plenty of new material to share with you all.

First I must mention that as I hoped when I wrote this article, Gov. Schwarzenegger did in fact sign SB 32 into law at the last minute last Sunday, which should be a nice shot in the arm for solar projects on commercial buildings in the state. He also signed AB 920, authored by my own district’s Jared Huffman I’m proud to say, which is even more exciting because it will allow residential and small commercial solar systems to get paid by the utilities for producing more power than they consume. Instead of being incentivized to under-size their systems and use up every last watt they produce, as has been the case for many years, they’ll be encouraged to install larger systems and conserve. The positive implications of the bill are broader than most people realize and I will have to find some time to write about it soon.

For Green Chip Stocks last week, I surveyed some recent good news on feed-in tariffs for renewable energy, electric cars, energy monitoring on and off the smart grid, and progress in U.S. energy policy.
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