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Value oriented portfolio of small cap equity holdings

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Value oriented portfolio of small-mid cap equity holdings

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Value oriented portfolio of mid cap equity holdings

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Value oriented portfolio of large cap equity holdings

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Value oriented portfolio of all cap equity holdings paying high and growing dividend yields

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Value oriented portfolio of all cap equity holdings

February 1, 2020

Renewable Energy: A Primer for the Twenty-First Century

Bruce Usher

This book provides a great framework for understanding the current transition from fossil fuels to renewable energy by examining past energy transitions such as wood to coal and animal power to oil.  The basic thesis is that energy transitions are about cost, they are slow, and they have profound effects on society. The transition to renewables for electricity generation has accelerated in recent years as wind and solar power have become considerably less expensive than fossil fuels, even without tax credits.  However, renewables are still held back by the cost of battery storage, which is required to address wind and solar’s intermittency issue. Electric vehicles are approaching cost parity with internal combustion engines enabling a transition away from fossil fuels for transportation.  The speed of the renewable energy transition is hard to predict, but this book is well researched and provides wonderful insight into why the transition is occurring and how it is likely to develop.

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