PhotobucketAsk and ye shall receive. I happened to mention that I’d like a bit more information on ammonia as fuel – and moments later I got that information in spades. In particular, I had been wondering why more people weren’t studying this subject, given its potential to resolve so many of our energy problems — and the floodgates opened.

The nature of the opportunity is coming into focus — but so is the scope of the challenges: the clean energy “triumvirate” as I call them – the technology, the economics, and the politics surrounding the migration to renewables.  It’s clear that ammonia must find its way across significant hurdles in all three.

Helping me come to a better understanding of all this was John Holbrook, a man who wears many hats when it comes to this fascinating subject, including his role as the executive director of the non-profit Ammonia Fuel Network.  Though John is acutely aware of the challenges presented by big money and big politics, his main focus is the technology – in particular, the development of Solid State Ammonia Synthesis or SSAS – a process of creating ammonia out of water and atmospheric nitrogen such that no expensive, energy-intensive electrolyzers or high pressures are required.

But the clean and inexpensive formulation of ammonia is just one of a few important chasms to be crossed. What about distribution and consumption?  There are thousands of miles of ammonia pipeline already in place — and there are 800 NH3 “fueling stations” (fertilizer outlets) in Iowa alone — but, like hydrogen or EV charging stations, we’re not exactly right around the corner from having safe and ubiquitous dispensers to fill up our cars with liquid ammonia.

And let’s not ignore the political challenges. Imagine for a moment that John and the other high-level minds working on this problem are successful, that the technology is fully in place, and that we could, if we wanted to, formulate huge supplies of safe and inexpensive ammonia.  Now, realize that this fuel you will be producing is regarded by neither the US Department of Energy nor the Environmental Protection Agency as a fuel at all. DOE recognizes NH3 as a hydrogen carrier — not a direct fuel. But, since DOE has discouraged the idea of on-board vehicle generation of H2 (“on-board reforming), DOE has no use for NH3, which is the universe’s best hydrogen carrier — all punctuated by DOE’s dismissive white paper of 2006.

Bottom line: You have a product with no demand. Your breakthrough — even when you make it happen — is like launching the I-Pad — in 1958.  You have a world in which there is very little capital — financial or political — behind ammonia as fuel — in both the public and private sectors.

But John remains upbeat: “I’ve learned to be patient.  And hey, we’re making progress.  Matt Simmons is a great example.”

Though he’s right, what we have here in essence is a huge educational challenge.  My fondest hope is that John and his people align themselves with someone with a proven track-record in marketing, which I define as “the ability to communicate value.”  We can formulate and deliver ammonia.  But can we formulate and deliver the story that will make this breakthrough meaningful?  We’ll have to wait and see.

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[blip.tv http://blip.tv/play/hed1geTESQA]

Here’s the full 30-minute show in which Paul Scott of Plug-in America appeared on the 2GreenEnergy Report, and discussed electric transportation and renewable energy in great depth. We did our best to pack the conversation: consumer acceptance, the changing role of the power utilities, pushback from the oil companies, the level of sincerity of big auto, etc.

Thanks again, Paul.

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PhotobucketI have a great deal of respect for PBS, but in many ways they’re no better than CBS’s 60 Minutes – whose every story is about one thing: convincing us of something. Pick an item – normally an emotionally explosive one – and then gather, twist, and force-feed every piece of evidence possible to convince us of whatever the editor has decided that we must believe.

A recent episode of the PBS program SoCal featured California’s poor, neglected Occupational Safety and Health Administration — OSHA, and documented that a few companies in Southern California had been neglectful of some of their workers. For 30 minutes, viewers had one idea rammed down their throats: government needs to have more power to investigate companies’ facilities, business practices, and records — and to impose harsher fines for safety violations.

I think pretty-much everyone accepts that cases of corporate malfeasance happen every day. But mightn’t viewers here have been interested in a voice from another point of view – even if it lasted on the screen only a few brief seconds? Instead, we received a half-hour drumbeat: business owners are selfish monsters, and only more intrusion of government into the private sector can protect us from their callous disregard for our safety.

It might have been instructive to examine — if only for a moment — the mass exodus of business from California, much of the cause of the $42 billion state budget deficit, and the crash of real estate values as millions of workers are laid off from companies that are failing — or pulling up roots and going to more business-friendly parts of the country. Can’t we hear even a suggestion that the world of hurt in which we live may be due to too much government intrusion, in the form of onerous taxation and regulation?

I was amused to learn that SoCal received an award for its journalistic excellence. If PBS wants to know what would have represented even greater excellence, it would have been a bit of fairness, e.g., a tiny bit of the other side of the argument.

When I think of what 2GreenEnergy represents, I think of that fairness. We all want clean energy, but we acknowledge that we live in a world of tough realities. Outside of the shareholders in the fossil fuel companies, no one wants oil, coal, and gas. But, unfortunately, the world is just a wee bit more complicated than simply shutting off the pumps.

Let’s advocate for renewables, but let’s push even harder for a fair and level-headed discussion.

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[youtube=http://www.youtube.com/watch?v=X2P44QNQJh0&w=445&h=364]

Here’s a clip of Paul Scott of Plug-In America talking with me about auto OEMs on the 2GreenEnergy Report.

Full 30-minute show on electric transportation here.

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Last week I warned about the danger of not anticipating the “what ifs” of energy, specifically, what if there is a deepwater drilling disaster in the Gulf of Mexico. Here’s a “what if” for electricity that should be keeping everyone up at night. What if there’s even a minor accident at nuclear power plant? In wake of Gulf oil spill, every one of the US’s 100+ commercial reactors would be have to be inspected, which likely would reveal brittle fracture and other problems brought on by age that Washington has been trying to avoid dealing with because the US has no substitute for nuclear power. Perhaps as many as 5 or 10 plants might have to be shut down for safety reasons, some maybe permanently, creating a power crisis.

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I am not sure about this smart grid. Yes, it will happen but if the only reason is the Government funding it, I know it will be a failure.  Smart investors will jump in early and then leave early before the big crash, sticking small investors badly.

As I keep saying, until the Government sets a National energy policy (which they never will because it will not be conducive for getting re-elected), status quo will remain the low cost alternative and alternative energy will fail.  Congress can’t get there with dumb things little higher CAFE or cap and trade.

My company with our product EcoV does not need subsidy.  EcoV will save our customers money today.  We don’t need tax credits either.  But we do need investment capital.

What does Bill Paul think about us?  Probably not much, because we are not big enough to worry about.  Nobody in the investment community thinks small, solid companies that can be profitable in there niche are worth considering.  This is why so many small businesses are going out of business.  No interest from the bankers.

Too bad.  If this country does not start creating wealth through manufacturing, we will not survive.

Richard Marks
President

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When the mainstream financial media start running stories warning about “the end” of BP, it’s the final nail in the coffin. Gonna say it one last time: BP files for court protection against its creditors by Labor Day, leaving US taxpayers to pick up the multi-billion-dollar clean-up and damages tab.

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PhotobucketGovernments are throwing billions at smart-grid development. Industry giants from IT, transportation, and communications are jockeying to dominate what will be a complete transformation of electric utilities.

The world is in the process of migrating from a one-way communication , i.e., flow of electricity from the utility to the customer, to two-way communication, where the billions of devices that use electrical power communicate back to the utility. And the benefits will be magnificent: saving energy, lowering cost, increasing reliability, and ultimately enabling electric transportation and better penetration of renewable energy.

Normally, when I write about such things, it’s to enable readers to understand the issues surrounding how things will work, as well as when and why it will happen. Here, it’s for a different purpose, to let you know how you can profit from it. My colleague Bill Paul has been successfully prognosticating stock market ups and downs for more than 20 years. As a staff writer for the Wall Street Journal, and as a commentator on CNBC, he’s earned the respect of investors around the globe.

If you’re interested to know how you can pick the right horses in the incredible steeplechase in smart-grid, mark you calendar and join us for a free webinar, Thursday, June 17, at 10:00 AM PDT (1:00 PM EDT), in which Bill will be “grilled” by a few people – including me – and you, if you’d like to participate.

If you’re interested in “Bill Paul on the Smart-Grid,” sign up here. I’ll look forward to having you in the discussion.

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[youtube=http://www.youtube.com/watch?v=jw9CPtvysTI&w=445&h=364]

In this segment of the 2GreenEnergy Report, Plug-In America’s Paul Scott speaks with me on one of my favorite subjects: the Electric Vehicle Adoption Curve. Readers may have noticed that I’ve try to get at this subject “eight ways from Sunday,” and I thought Paul added some terrific insight.  See if you agree.

Full 30-minute show on electric transportation here.

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PhotobucketI’d be remiss if I didn’t note with sadness the passing of John Wooden.  Coach Wooden will stand forever as a personification of strength of character and integrity, and his examples will never be forgotten.

When I sat down to write this, I feared that it may be construed as off-topic, but I soon realized that it isn’t at all.  The man showed us all a rare courage that helps inspire us in our quest for a just and sustainable world.

I few years ago I wrote a couple of short pieces on another blog regarding my experiences coaching kids’ sports and I mentioned Coach Wooden by name in the process:

I hope you take advantage of the opportunity to coach. Not only is it fun and rewarding for you, but you’re making an enormous contribution to others. I know I’m not John Wooden, but I also know that most of these kids I’ve coached in soccer and basketball will remember this experience for the rest of their lives. I’m profoundly grateful for the chance to have helped.

So long, and thank you, Coach Wooden.

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