Policy & Geopolitics

Energy – January 2010

Coal Fired Power – Exit Stage Right??? State of Colorado reached a tentative deal with its largest utility, agreeing to let EXEL convert or replace up to 900 MW of coal fired capacity with natural gas.  Factoid – if the bottom 15% of all coal fired plants shut down, they would reduce coal-fired carbon dioxide

Energy Macro – Issue 1 – January 2010

may have investment implications. While some of these will be long-dated, some vague, and others controversial, my intention is to point to trends which are underway, from a global perspective. On the premise that many of the best investments anticipate change, the series seeks to focus on issues and events whose emergence/change will create investment