Are wind turbine manufacturing companies still a viable investment?
Quora question asked, “Is Suzlon Stock a reasonable investment?”:
They will be if they survive the stall that no one seems to be aware of.
Suzlon is an Indian company, but I’m going to discuss the positive aspects of the Indian situation in a separate post.
Let’s talk a little about how everything we “know” about renewable energy is an illusion
The news in climate journals and 100% renewable marketing is leading us to believe that wind generation should be booming. Google, Amazon, Apple, Microsoft, and a thundering herd of followers are now buying enough interests in Wind and Solar installations to add up to their total electricity consumption.
If we do the math and assume that all of the “potential” electricity is being generated and used the theory can withstand the scrutiny of disinterested audiences, who have no relevant experience.
Over in my land of invisible information, I’m seeing what on one hand could be a deadly delusion, and on the other hand, the most transformational, profitable and worthwhile situations in the history of humankind.
What almost no consumers know is that no matter how many wind turbines you are erect, the amount of electricity the grid can take does not change, nor does the time and reliability needs of the electricity users.
In the world of physics and wholesale economics, Most of these wind farms are proposed to be built in MISO, or SPP, and both are drowning in overgeneration.
As a result, developers have stopped buying more wind turbines.
The stock chart on the left is Suzlon. The stock chart on the right is Vestas
The demand for wind turbines is limited to how much of that electricity can be used when it’s available. The existing retail electricity business framework and the accompanying regulations are blocking the ability to use low-cost low-value kilowatts when they are available.
More discussion of the “invisible” aspects that are slowing or neutralizing true net carbon reductions will follow.
- Exploring the Link Between Pollution and COVID-19 Mortality | Department of Biostatistics | Harvard T.H. Chan School of Public Health
- If you’re serious about stopping “climate change”please read this: All of it.
- The question “Can Technology alone define the future of renewables?” is indicative of how much value is hiding unnoticed.
- An Agenda for Genuine Financial Reform – CAPITAL INSTITUTE
- A Blueprint for Rural Electrification: Building a Market for Mini-Grids in Niger | by Power Africa | Aug, 2020 | Medium
- March 2021
- February 2021
- January 2021
- August 2020
- July 2020
- June 2020
- May 2020
- April 2020
- March 2020
- February 2020
- January 2020
- December 2019
- November 2019
- October 2019
- September 2019
- August 2019
- July 2019
- June 2019
- May 2019
- April 2019
- March 2019
- February 2019
- January 2019
- December 2018
- November 2018
- September 2018
- August 2018
- July 2018
- June 2018
- May 2018
- April 2018
- April 2015
- September 2012
- January 2012