My LED Saga

On October 14, 2013, in Blog, by Neal Dikeman

For my birthday, I told my wife I want LED light bulbs.  I know, right?  You’re thinking how cool is that!  If you’re thinking anything else, just keep it to yourself. A bit of history.  I like light.  I hate waiting for CFLs to warm up.  We need floodlight style for recessed lighting, and A […]

 

Plugin Electrics vs All Electric Battery EVs, Epic Throwdown?

On September 3, 2013, in Blog, by Neal Dikeman

I get this every time I discuss EVs.  Something along the lines of oh, you shouldn’t be including PHEVs in with EVs, they don’t count, or are not real EVs, just a stopgap etc. I tend to think PHEVs may be better product.  At least for now.  And I follow the GM’s Chevy Volt vs […]

Tesla Motors – I Love You, But What the Hell?

On August 28, 2013, in Blog, by Neal Dikeman

I do like the Model S.  I think Tesla is doing terrific things to the car industry, direct to consumer, aggressive EV range, great looking car.  My friends who have one love it.  The company is proving it has legs.  But, as to the recent market run-up, not to be catty, but are you SERIOUS? […]

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Electric Vehicles Are Outpacing Historical Hybrid Car Growth 3 to 1

On August 13, 2013, in Blog, by Neal Dikeman

For a project we are working on, we have been analyzing EV and HEV historical sales performance.  The numbers are striking. In the US Hybrids took until their 6th year to achieve 100,000+/year in unit sales and 1% in market share of new vehicles sold. Electrics and Plugins are currently on pace to do that […]

 

Kior, Solar, and Storage

On August 12, 2013, in Blog, by Neal Dikeman

Kior, one of the farthest along cellulosic biofuels producers shipped its first drop in cellulosic biofuels from its pilot plant, but was way below its prior production targets.  And Biofuels Digest reports it is now considering a smaller scale expansion of its pilot before launching its long announced commercial plant in Natchez.  This sounds like […]

 

Listening to Bill Ford on Technology

On June 25, 2013, in Blog, by Neal Dikeman

Bill Ford is talking about innovation today at the Ford Trends conference. He started with two quotes that struck me: Henry Ford – “If I’d asked my customers originally what they wanted, they would have said a faster horse. ” Bill Ford – “The car industry back then was the ultimate disruptive industry.” Ford says […]

 

Ford CEO Admits the C-Max Underperforms EPA Standards in Real World Test

On June 25, 2013, in Blog, by Neal Dikeman

Last night I was at a dinner with Ford CEO Alan Mulally at the Ford Trends conference in Detroit.  After taking a couple of questions on electric cars, emissions, and mileage standards, Mulally touted the C-max platform with the words:  “I want to tell you a funny story”. The punch line of which is as […]

 

Tesla, First Solar, Better Place and Comments on a Weird Quarter in Cleantech

On May 31, 2013, in Blog, by Neal Dikeman

Wow.  This has been a really interesting few months in cleantech. First Solar announced a $0.99 cent/Wp target within 4 years for installed with trackers utility scale in its investor deck.  That equates to around $4-5 henry hub gas price in a new combined cycle gas plant. The scary thing is that best utility scale […]

Speed in the Oil Patch – Automation at the Wellhead looks like Cleantech

On May 10, 2013, in Blog, by Neal Dikeman

I had a chance to wander around the Offshore Technology Conference this week and chat about some of the technologies on display. OTC is still heavily a mechanical engineer’s conference.  Despite the high tech nature of the industry, in large part vendors are not yet leading customers, and steel still rules the day in technology. […]

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Simple Thoughts on Aggie Muster

On April 20, 2013, in Blog, by Neal Dikeman

Simple Thoughts on Aggie Muster Written on Muster’s Eve April 20th 2013 the year of the birth of my daughter Softly call the Muster, gently call the Roll. Another year is passing, time will take her toll. My family is remembered, as I’ll be remembered too. Remember me my brethren; I am remembering you. Softly […]

 

Why is it So Hard to Make Money in New Battery Technology?

On January 18, 2013, in Blog, by Neal Dikeman

Energy storage is still the rage in cleantech.  But after the collapse of A123 and Beacon, and the spectacular failure on the Fisker Karma in its Consumer Reports tests, fire  in Hawaii with Xtreme Power’s lead acid grid storage system and with NGK’s sodium sulphur system, and now battery problems grounding the Boeing Dreamliners, investors […]

Is the Avis / ZipCar Acquisition Green?

On January 8, 2013, in Blog, by Neal Dikeman

I am selling my little Honda in California, since I moved to Texas two years ago, I left a car in San Francisco to drive when I’m here. So I’d been looking into getting car share.  Absolutely loving the concept, been trying to figure out if it is a better deal for me than renting […]

Cap and Trade for Traffic

On December 21, 2012, in Blog, by Neal Dikeman

Great article today on a study suggesting that traffic congestion is created by the marginal driver, and more interesting, from the marginal driver from specific and predictable locations.  Maybe 1% of commuters leaving from specific neighborhoods have a big increase on traffic congestion and commute time for everyone. The link to the study is here. We dealt […]

The Economics of Cleantech Investing

On December 13, 2012, in Blog, by Neal Dikeman

I drafted this memo in early 2003 for a venture capitalist friend of mine, well before the bubble in cleantech.  In light of the back and forth on the recent Solar City IPO, I thought it was worth revisiting.  Some of the points were pretty prescient, calling out many of the challenges cleantech investors and […]

Electric Cars are a Niche? Or Able to Beat Conventionals?

On November 20, 2012, in Blog, by Neal Dikeman

Are electric cars a Niche?  Or just coming into their own?  I’ve been asked that question twice now in the last week in various forms, so thought I’d blog my answer. Electric Drive Transportation Association has the total number of US sales at just under 400,000 this year, or 3.3% market share including hybrids.  Hybrids they […]

 

Stunning Cleantech 2012

On October 16, 2012, in Blog, by Neal Dikeman

It’s been a busy, ummm interesting year.  We’ve tracked profits to founders and investors of $14 Billion in major global IPOs on US  exchanges and $9 Billion in major global M&A exits from venture backed cleantech companies in the last 7-10 years.  Money is being made.  A lot of money.  But wow, not where you’d […]

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Chief Blogger’s Favorite Cleantech Blogs

On September 21, 2012, in Blog, by Neal Dikeman

I’ve personally written hundreds of articles over the years.  I selected a few I thought were pretty timeless or prescient, and worth rereading: What is Cleantech?  Always a good starting point: or try, The Seminal List of Cleantech Definitions   The “Rules” in Cleantech Investing – Rereading this one after the cleantech exits study we […]

What’s the State of REALLY Advanced Energy?

On September 19, 2012, in Blog, by Neal Dikeman

What’s the state of REALLY advanced energy?  Is there a breakthrough on the horizon that would really change the game in energy? Fusion?  Small Modular Nuclear Reactors? Is Cold Fusion or LENR real?  How much work is actually going into the area?  Are VCs funding it? Can the 1st and 2nd laws of thermodynamics be […]

 

Cleantech Venture Backed M&A Exits? Well, Yes, Sort of . . .

On September 17, 2012, in Blog, by Neal Dikeman

When people ask me, are investors making money in cleantech, I tell them yes, but not by whom or in what you thought they were. Most of the analyses of cleantech exits do not differentiate for venture backed companies.  So we conducted our own study. In the last 10 years, Cleantech.org’s Cleantech Venture Backed M&A […]

How About A Sane Energy Policy Mr. Obamney?

On August 30, 2012, in Blog, by Neal Dikeman

It’s Presidential Election year.  Ergo, time to discuss our 40 year whacked out excuse for an energy policy.  Royally botched up by every President since, umm? Objectives: Make US energy supply cheap for the US consumer and industry, fast growing and profitable for the American energy sector, clean, widely available and reliable, and secure, diversified, […]

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