This presentation addresses electric generation trends in the US. It includes the levelized cost of electricity for common generation technologies. It shows the penetration of wind and solar renewables. It also provides an indication of the future cost of these renewables and the likely impact on the future generation mix.
What are good investments in the energy industry? This presentation forecasts investment opportunities in the electric industry. It looks at recent technology trends and provides a snapshot of electric generation today. It then examines technologies going forward to 2020 culminating in a list of technology and business model investment areas that are likely to be successful.
Wind, solar, “Waste to Power”, and Fuel Cells are examined. They are compared with traditional sources of power generation. Water Scarcity is covered as a potential impact on investment choices in the future.
The "Economics of Green Power" is another presentation that I have given several times over the years. Due to the continual improvement in the competitiveness of Green generation technology, this presentation required continual updates to keep it current. The present version was presented in October 2015.
The presentation shows the economics of green generation technologies compared to the traditional thermal and hydro technologies that are deployed around the world.
Available for download is the last version that was presented.