>>There is little doubt in my mind that Doyle is one of our greatest
>>assets, as an investigative writer on these matters.
>>
>>Not mentioned is Shell's (and I think BP Amoco's) recent (very
>>predictable?
>
>Yes.
>
>>) scaling-back of Solar-PV production, supposedly in
>>response to market conditions.

I wanted to add something.  A third Oil Company which has something to
do with Solar Energy is Chevron-Texaco.  This also ties in with my
recent comments about their partnership with Energy Conversion devices
in the Ovonic Nickel Metal Hydride Battery Efforts.  This is because,
while they own something like 50% of the Ovonic Joint Venture, they
own 20% of the overall company (Energy Conversion Devices, ECD for
short, but the stock symbol is ENER) stock, and ECD owns United Solar,
one of the top 10 or 15 solar manufacturers (I haven't researched the
hierarchy in awhile).

Texaco did cash in on this, green PR-wise, a year or two ago with an
announcement that they were installing quite a good amount of United
Solar panels at one of their Oil installations (a field, a refinery? I
don't recall) I think in California.  The amount was I think in the
hundreds of killowatts, and was certainly good news, regardless of
whatever cynicism we may direct at Oil Company involvement in solar
energy.

I am not clear, these days, as to what someone really in-the-know
would say to us about C-T and their affect (if any) on United Solar's
business.  United Solar makes some of the PV panels which serve as
more-attractive de facto roof panels, but they may also make a more
conventional type of PV as well.  They have also been fighting for
some sort of manufacturing innovation.

One of the reasons I haven't read up on them in quite awhile is that
their shareholders/fans tend to be so fanatical that it is difficult
to get a word in edge-wise and is a giant turnoff for casual
followers.

So anyway, we have recent evidence that Shell and BP-Amoco seem to be
cutting back solar PV production, and I have no evidence that
Chevron-Texaco is doing the same, just mentioning that they have some
involvement in the industry.  I am not presently a shareholder.  It
was once mentioned to me by a C-T person that a primary reason for
their decision to get into ECD was, going back a few years, ECD's
hydrogen storage technology (for whatever reason, some of the
materials that ECD works with, such as in their NiMH batteries, seem
to lend themselves to a Hydride solid-stateish storage of Hydrogen
atoms.... downsides seemed to be weight and that heating is required
to trigger getting the H2 out, but it's been awhile).

Honda, also, let us remember, announced getting into the solar
business last year, but it is not clear to me if that is progressing.
Thank goodness, in any case, for the Japanese and to some extent the
Germans, with respect to progressive-mileage-technology vehicles and
separately with respect to the Photovoltaic Industry.  Without them,
the Oil Industry would have less competition.  Interesting that market
conditions in Germany were cited by I think Shell as to a reason for
their Solar cutbacks.  I do have stock in an obscure German solar
manufacturer.

MM


Biofuels at Journey to Forever
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Biofuel at WebConX
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