tag:blogger.com,1999:blog-34323687.post8413450646572441722..comments2024-03-29T12:12:06.420+00:00Comments on Macro Man: Electric Dreams, Refiner Nightmares.Macro Manhttp://www.blogger.com/profile/12324967552369915949noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-34323687.post-63487125223398226122012-07-16T13:36:07.035+01:002012-07-16T13:36:07.035+01:00Re EVs. Not so much IRR on the incremental cost a...Re EVs. Not so much IRR on the incremental cost as a breakeven calc I would have thought. Going to take about 5years+ of fuel savings to pay for the upfront cost. So assuming a 3year first owner the value differential is going to need to hold up in the resale.<br /><br />That will depend on servicing costs and battery life/replacement cost. <br />On servicing I suppose you hope to save quite a lot as no more dohc's, no more turbo's for your diesel, no gearbox, no fancy exhaust system etc.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-54994478847632349672012-07-14T09:00:42.870+01:002012-07-14T09:00:42.870+01:00A dividend is a portion of profits that a company ...A dividend is a portion of profits that a company might decide to pay to its shareholders. Many companies decide to share a percentage of their profits with those who own stock in the company. <br /><br /><a href="http://www.dividendinvestor.com/exdividend.php" rel="nofollow">ex dividend</a>preferred stockhttp://www.dividendinvestor.com/noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-85960326246227595992012-07-13T17:39:04.222+01:002012-07-13T17:39:04.222+01:00To Anon: so is this secular for a different reason...To Anon: so is this secular for a different reason (fracking kills peak oil)? I suppose so.<br /><br />However, there are various countries that adapt ICE cars for natural gas, like the former USSR countries, Pakistan, Argentina, even Brazil. So the manufacturers know how to adapt it. Infrastructure issues notwithstanding (gas pipes and refilling stations, similar to EV), the incumbent ICE industry has a last trick that could be very lasting indeed. Can´t go long EV yet. But short downstream. As is the case for much of the last 1/4 century.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-3890871998835627842012-07-13T16:57:04.973+01:002012-07-13T16:57:04.973+01:00With EV in the US, you're not as much contribu...With EV in the US, you're not as much contributing to the environment than cashing in on the extremely wide Oil-Natgas spread via power generation.Anonymousnoreply@blogger.com