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Repligen Corporation Message Board

brawn412 10 posts  |  Last Activity: Jul 22, 2014 4:42 PM Member since: Jan 25, 2012
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  • brawn412 brawn412 Jul 22, 2014 4:42 PM Flag

    Ben

    I don't think the shorts are driving ANR down. It is a terrible environment for coal. Met coal in oversupply and abundant and cheap natural gas.

    That being said, the met coal situation will correct and NG cannot be extracted at below cost forever. ANR has billions, maybe trillions of dollars in the ground, plenty of money and is burning very little cash.

    ANR will do well, but not this week or this month.

  • Reply to

    Have you heard?

    by ayscuew Jul 15, 2014 2:10 PM
    brawn412 brawn412 Jul 15, 2014 5:43 PM Flag

    OK, fracking causes earthquakes. Fracking is poisoning water. Is this an issue. Maybe

    What we know without any doubt is that global warming/climate change is complete and total nonsense.

  • Reply to

    Man-Made Global Warming = BTU Below $10

    by mooseonaplane Jul 7, 2014 1:18 PM
    brawn412 brawn412 Jul 7, 2014 6:33 PM Flag

    I think you meant to say "Why fight the pseudo science and the hoax of Man-Made Global Warming"

  • brawn412 brawn412 Jul 5, 2014 8:07 AM Flag

    But solar energy is exploding. It is projected that within 20 years solar share of electricity will be 0.30%

  • According the the Pew Poll, which is pretty reputable, 53% of american either think that man made global warming is complete and total nonsense or that there is less than convincing evidence that man made global warming is happening

    Another 40% believe man made global warming is happening. 7% have no opinion

    . Nationwide, public health services are trying to identify those 40% who still believe in this global warming nonsense and place them in straight jackets to protect themselves from their own stupidity.

  • The EIA projects that the United states will increase power production by 20-30% by 2040. Coal use will decline from 40% to 30%, according to the EIA. The amount of coal used in 2040 will stay about the same as it is today.

    What will really happen

    1) Nuclear power which accounts for 20% of power today will decrease to about 15% with nuclear power plant shutdowns and few new nuclear plants. There are 100 nuclear plants in the United States. In 2013 and 2014 8-9 nuclear plants will shut down. Many more will shut down in the future. It takes 6-7 years to build a nuclear power plant. 4 or 5 are on the drawing boards but the earliest they will be operational in 2020 - if at all.

    2) Economical natural gas is neither cheap nor plentiful. 50% of all natural gas in the United States come from only 30 counties. The sweet spots where natural gas can be extracted economically are vanishlngly small. Natural gas is the future only if you want to pay an arm and a leg for it.

    3) Solar acounts for 0.4% of power production in the United states - 0.17% worldwide. If solar had a future we would have seen it by now.

    4) New Wind power projects are extinct since the subsidies for wind power no longer exist

    5) Hydroelectric power maxed out 50 years ago. there is no more in the United States

    What is going to replace decreasing nuclear power production and expensive natural gas. Maybe coal.

    Once it is generally accepted that C02 has no influence on climate or temperature and once we get this primate out of the White House coal will be doing the heavy lifting for power production.

  • 1) No implimentation until 2017 at the earliest. Probably much later with legal challenges and congressional distain for the plan

    2) Any president can eliminate it with a signature. Probably the first action the next Republican President will take

    3) By 2017 it will be obvious that global warming/climate change is complete and total nonsense.

  • brawn412 brawn412 May 30, 2014 6:27 AM Flag

    Yes sir, Georgie, solar now accounts for 0.17% of power production worldwide and 0.4% in the United States. Maybe someday solar will account for 0.20% of power production worldwide. That's amazing.

  • Natural gas for power production accounts for 150-160 of the 500 natural gas produced each week.

    Natural gas accounts for about 24% of power generation. For ecah 1% change in the percentage of natural gas power production there is a change of 6 in the weekly natural gas storage injections.

    Last year natural gas accounted for about 28% of power production. This year about 24. The 4% difference represents 24 in storage injections. Each percentage point represents a change of 6 in storage injections.

    This year we are using 2, 3 or 4 percent less natural gas for power production than last year. Consequently we should have natural gas injections of 12, 18 or 24 more than last year.

    That is about what we are seeing. Higher natural gas injections than expected. If this continues we may see start of heating season storage about 3200-3300 rather than 3000.

  • Reply to

    Natural gas is going to blow off

    by joelm_shapiro May 28, 2014 5:03 PM
    brawn412 brawn412 May 28, 2014 5:47 PM Flag

    May and early June always have the highest natural gas injections. Last year there was an injection of 111 in May and several injections slightly less than 100.

    After June injections plummet until September when for a few weeks injections are close to 100 again. Last year there was one injection of 101 in September

    This year does not seem to be much different. We have had one injection of 106 in May. We will have other injections slightly above or slightly below 100 this May and June.

    The idea that we are going to have record natural gas injections this injection season is magical thinking.

RGEN
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