A MarketPlace of Ideas

CO2 in the atmosphere will decrease within 30 years.  Not because mankind did anything.  It because of the dynamics. 

Current rise in CO2 levels are not due to the activity of humans.  It is due to the suns greater activity heating the surface of the ocean.  As water warms its solubility of gases included CO2 goes down.  This is well known by the real scientists.

The part that has not been mentioned is this:  Photosynthesis in the oceans is the only real place carbon can possibly be being sequestered.  Thus the greater intensity of sunlight should accelerate oxygen production.  At the same time CO2 as it is flushed out of the ocean should diminish as gas solubility equilibrium is re-established.  Thus CO2 as a percentage of atmosphere will go down on its own.

You may have been following First Solar Inc. on the stock market.  Its stock has had quite a bit of upward play lately and James Cramer has touted it on Mad Money on CNBC.

I wrote some earlier on First Solar Inc here.

If you call and ask to buy product here is what they will tell you:

1) our product is all going to Germany for years to come.  This is because the poor slobs in the German populace are forced to buy the power at 50 cents per kilowatt hour by proxy.  The power company does the actual buying, the German people do the actual paying.   That’s a simple result of the company doing the buying being in economic equilibrium.

2) they are adding substantial capacity

3) They will not tell you the sell price of the panel units

4) 25 year life time spec is based on accelerated life testing.

All of the numbers seem like this should be a winning technical approach.  Why is it that these guys are not building plants balls out?  Something seems wrong here to me.  If everything is as they say it is it seems they would be going for broke on this bet.   What’s holding them up?  What is the source of their reservations?

In any event any company sucking at the governmental teet has to be watched. For that matter anybody with your money has to be watched.