tag:blogger.com,1999:blog-5672700278787346114.post4080689277868710129..comments2023-12-13T21:16:32.616+09:00Comments on 「配当金を雪だるま式に増やす投資日記」Dividend Snowball Investing: 北米「非在来型エネルギー」と投資戦略 その4 パイプライン会社gonchan0810http://www.blogger.com/profile/13741550880753258459noreply@blogger.comBlogger7125tag:blogger.com,1999:blog-5672700278787346114.post-48289399137258878272012-05-24T09:05:57.178+09:002012-05-24T09:05:57.178+09:00Snowbeeさん、情報ありがとうございます。
石炭も下落していますので、米国の製造業の光熱費が下が...Snowbeeさん、情報ありがとうございます。<br />石炭も下落していますので、米国の製造業の光熱費が下がり、家庭の光熱費が下がるので、法人はコスト競争力、個人は実質購買力が上昇するという効果があります。<br />原油もWTI価格よりも実際は低い価格で取引されていると聞きます。<br />貿易赤字縮小にも徐々に寄与します。<br /><br />うまくいけばですけど、非常に良い状態が期待できます。gonchan0810https://www.blogger.com/profile/13741550880753258459noreply@blogger.comtag:blogger.com,1999:blog-5672700278787346114.post-90602523852575691552012-05-15T10:20:51.767+09:002012-05-15T10:20:51.767+09:00<シェールガス価格の値下がりが引き金となり、ソーラー発電価格も半減したと>
カリフォルニア卸価...<シェールガス価格の値下がりが引き金となり、ソーラー発電価格も半減したと><br />カリフォルニア卸価格kwh8セント(25年固定価格)は、驚異的。<br />Apr 12, 2012 Green energy may yet survive poison of cheap gas<br />(The author is a Reuters Breakingviews columnist. The opinions expressed are his own.) <br /><br />By Christopher Swann <br /><br />NEW YORK, April 12 (Reuters Breakingviews) – The cheapest natural gas price for a decade is a boon for American homeowners. At less than $2 per million British thermal units, though, it looks toxic for its already troubled rival, the solar energy sector. But gas isn’t close to chocking the life out of it just yet. <br /><br />There’s certainly enough bad news to go round. Energy bigwigs at a conference this week identified the rock-bottom gas price as the biggest short-term obstacle to developing greener fuel sources. As if to underline the point, the benchmark gas price dipped to its lowest level since January 2002 as they were talking. Meanwhile, solar plant developer BrightSource Energy pulled its initial public offering on Wednesday, citing poor market conditions. On top of last year’s controversial bankruptcy of Solyndra and the 85 percent drop in industry leader First Solar’s (FSLR.O: Quote, Profile, Research) share price over the past 12 months, the sector looks far from healthy. <br /><br />Still, greens shouldn’t lose heart. The price of generating electricity from the sun’s rays has been falling almost in tandem with gas prices. The wholesale price of panels halved last year, as have solar generation prices: a typical long-term contract in California, a sweet spot for the industry, has plummeted from about 17 cents per kilowatt hour in 2010 to as low as 8 cents, according to Green Tech Media. That brings some solar capacity within striking distance of natural gas at around 6 cents. <br /><br />And solar power has a distinct advantage: its costs can be locked in 25 years in advance. Gas offers no such guarantee. For an electric utility this is equivalent to a cautious homeowner opting for a safer fixed rate mortgage over a risky floating rate loan. <br /><br />Moreover, the current bargain U.S. gas price can’t be relied on to last forever, even with hydraulic fracturing uncovering vast troves of the resource. America is also likely to start exporting gas in the next few years, which could tug the nation’s gas price back toward the global average – currently roughly five times higher.snowbeeshttps://www.blogger.com/profile/16857309267201442670noreply@blogger.comtag:blogger.com,1999:blog-5672700278787346114.post-19604073168946193562012-05-14T13:27:11.147+09:002012-05-14T13:27:11.147+09:00原記事のURLは下記:
http://quotes.stocknod.com/stocknod/...原記事のURLは下記:<br /><br /><br />http://quotes.stocknod.com/stocknod/news/read?GUID=21324537snowbeeshttps://www.blogger.com/profile/16857309267201442670noreply@blogger.comtag:blogger.com,1999:blog-5672700278787346114.post-58986632107391366202012-05-14T13:18:22.677+09:002012-05-14T13:18:22.677+09:00<アメリカ経済は先行き強気か>
管理人さんのご指摘どうり、パイプライン企業などが有望であると。
T...<アメリカ経済は先行き強気か><br /><br />管理人さんのご指摘どうり、パイプライン企業などが有望であると。<br />There are a couple of positive factors in the U.S. economy. Major technological advances in the oil & gas industry have caused the U. S. to have an increase in oil production for the first time in over twenty years. A large percentage of the employment gains in the U.S. have been in the oil & gas industry.<br /><br />The decrease in natural gas prices is lowering the cost to manufacturing companies. Utilities, where they are able, are changing from coal to natural gas for electricity production.<br /><br />This should help lower utility costs, helping the U.S. economy. In addition, the increased production of natural gas liquids such as ethane, propane and butane has lowered the input costs for the chemical industry. As a result, chemical companies are moving production back to the U. S. from overseas.<br /><br />This also will reduce the balance of trade deficit and add jobs. Chemical plants in the Gulf Coast are expanding capacity at strong clips. In addition, for every one million barrels per day of oil increase, our balance of trade imbalance drops by $40 billion per year.<br /><br />The Keystone pipeline project would have helped our oil supply. Canada produces more oil than they need domestically so they are in need of an ability to export oil. They really only have two choices: go west to the Pacific Ocean or south to the Gulf Coast. It is easier for them to ship oil downhill from Canada to the Gulf Coast than across the Canadian Rockies.<br /><br />This additional crude would have also allowed our refiners to make profits on the value added by refining the heavy crude and exporting gasoline thus adding employment and reducing our balance of trade even more.<br /><br />Even without this pipeline, Kinder Morgan and Enterprise Products are expanding their current pipelines and will move more U.S. oil to our refineries, thus reducing our balance of trade cost and putting people to work. These beliefs cause us to stay with an overweighting in our basic portfolio allocations to industrial in our Growth Plus Portfolio.<br /><br />We like Caterpillar (CAT), Deere & Company (DE), Honeywell International (HON), United Technologies (UTX), Emerson Electric (EMR), and Cummins (CMI) in the industrial sector. In the energy service sector we like Helmerich & Payne (HP), Cameron International (CAM), Halliburton (HAL), Mitcham Industries (MIND) and Schlumberger (SLB). Commodities and energy have changed very little.<br /><br />We also continue to favor Continental Resources (CLR), Anadarko Petroleum (APC) and EOG Resources (EOG) in energy. GeoResources (GEOI) was an energy name that we held, but we have decided to sell out of it since they received a buyout offer at a price that gavesnowbeeshttps://www.blogger.com/profile/16857309267201442670noreply@blogger.comtag:blogger.com,1999:blog-5672700278787346114.post-16126710894516070322012-05-09T08:47:13.242+09:002012-05-09T08:47:13.242+09:00snowbeeさん、情報ありがとうございます。
うまく政治に活用していこうとする考えですね。賢いやり...snowbeeさん、情報ありがとうございます。<br />うまく政治に活用していこうとする考えですね。賢いやり方だと思いますよ。<br />そもそも新しくLNG基地を建設する場合、カタールでも豪州でも米国でもコスト差はそんなにないはずです。<br />米国から輸入しなければならない事情は大きくなく、商事や物産の利益になるだけだと思っています。gonchan0810https://www.blogger.com/profile/13741550880753258459noreply@blogger.comtag:blogger.com,1999:blog-5672700278787346114.post-20252801907337686602012-05-06T13:01:29.379+09:002012-05-06T13:01:29.379+09:00<承前>
原記事のURLは下記:
http://www.downstreamtoday.com/n...<承前><br />原記事のURLは下記:<br /><br />http://www.downstreamtoday.com/news/article.aspx?a_id=36064snowbeeshttps://www.blogger.com/profile/16857309267201442670noreply@blogger.comtag:blogger.com,1999:blog-5672700278787346114.post-43524110408516476662012-05-06T12:52:00.714+09:002012-05-06T12:52:00.714+09:00<米国産シェールガスの輸出政策について>
下記に引用した、シェファー教授の意見は、「妥当」と思われる...<米国産シェールガスの輸出政策について><br />下記に引用した、シェファー教授の意見は、「妥当」と思われる:<br />The USA will permit limited exports<br /> <br />From a country that was about to become an importer of LNG, in less than a decade the US has become one of the world's biggest gas producers, with gas reserves that can meet consumption for the next 120 years. Large quantities of gas that countries such as Trinidad, Algeria, and Qatar earmarked for the US market have been diverted to Europe.<br /> <br />The big question is whether the US will decide to export its cheap gas. If it does, gas prices in Europe and the East are liable to plunge. Dr. Brenda Shaffer, an expert on international energy markets in the University of Haifa's School of Political Science, does not believe that this will happen soon. "The US will probably allow specific exports from a few areas in which large gas surpluses have arisen, such as Louisiana, but we will probably not see a strategic policy change in the coming years," she says.<br /> <br />According to Shaffer, voices are growing louder in the US calling for gas to be retained for the local market. "The Federal Energy Department in the US reached the conclusion that the main benefit that can be derived from the gas is not through exports but through domestic consumption, in order to lower energy costs to industry and boost the competitiveness of the US manufacturing sector."snowbeeshttps://www.blogger.com/profile/16857309267201442670noreply@blogger.com