Sunday, April 14, 2013

Bill Koch CommonWealth Interview: Fat Contracts, Global Warming, and Economics of Alternative Energy


It seems as if Bill Koch can’t stay out of the news. He recently did this lengthy interview with CommonWealth news which led to this story. One thing I did notice was that Koch used the phrase “fat contracts”. In fact he used that phrase ten times. It makes more sense if you read the story first before the interview. I have did a lengthy profile of Bill Koch here, talked about his battle with brothers Charles and David here, even his school days here. I also did a three part series on all the Koch brothers: here, here, and here.
    
Bill Koch for years has opposed a wind farm known as Cape Wind. Koch himself put in $5 million to stop the project. On the other side of the debate is Jim Gordon who spent $65 million to try to bring wind power to Cape Wind. Gordon is worth around $150 million while Bill Koch is worth around $4 billion. Koch invited Gordon over to this place for dinner and Gordon was able to pitch the idea of wind farming. One quote that Koch has for Gordon is “He’s done a masterful job and he’s sold a great line of BS”. Another problem that Koch had with the project was the amount of “visual pollution” he would see from the wind mills. I can attest to this as I have driven through west Texas and seen hundreds of windmills only to learn later that it only supplied 1% of all the energy needed. Koch was honest with Gordon and said that the project wouldn’t work without the help of a government subsidy. What is interesting is that Bill Koch then published this op-ed in the Wall-Street Journal on May 22, 2006. In the op-ed Koch discusses the economics of the project and explains the subsides would actually increase the cost of energy to Cape Code residents by having by seeing a $1,300 increase because of subsidies. Koch calculated the return on the project to be 3% (with government subsidies) and negative (without the subsidies). When Gordon told Koch that the environmentalists were coming after him Koch responded by saying he had the IRS after him, a $50 billion a year company after him, and the Turkish mafia after him so bring it on. Bill Koch also understands that no one should relying on the government for contracts saying “Don’t rely on the federal government, except with taxes. They’ll tax you to death but relying on government to help you make a lot of money is a fool-hardy thing unless you’re a politician and take graft”. Koch himself got into a tax lawsuit with Governor Michael Dukakis (that he won) when Dukakis was trying to retroactively tax him when Koch used subchapter S laws to reduce his tax bill. This caused Koch to move out of Massachusetts in the late 1980’s and move to Florida (which doesn’t have a state income tax).

Bill Koch is a businessman. In the past 15 years he says he has sold zero green energy. He makes the interesting yet true point of how people in California want green energy yet people don’t want to pay for it (given people want something for the lowest price possible). In order to answer environment fears Koch suggests that we just plant a bunch of trees that will take CO2 and convert it into oxygen.  People often say other people are not qualified to offer their views on global warming because they are not scientists. However, Bill Koch is a scientist by nature. He has a PhD from MIT in chemical engineering. When shown a presentation of how global warming was going to impact the earth Koch raised some questions about what their models took into account. Koch also discusses the Wood’s Hole theory of global warming which I won’t even try to explain. In addition to this he also talks about Gaia which just basically says the earth is always in a mode of self adjusting (similar to homeostasis in the human body). The economics of trying to do something about “climate change” (interesting how it use to be global warming” show that sequestering CO2 would cost $60/ton of CO2 while planting a tree would cost 10 cents/ton of CO2.

Koch wraps up the interview talking about his own western town in Colorado. I wasn’t aware of this by Koch’s wife has 43 immediate family members. Koch also wants to use the town for entertaining customers and suppliers. The main purpose of the town is for his family though. Koch does have a lot going on with running Oxbow Energy, fighting wind mills, having lawsuits over fake wine, building his own city, and having six kids. He says he wants to allocate his time to where he gets an economic and emotional return.

As I have mentioned before on my blog. Bill Koch is interesting, fascinating, and quite a character. I find it amazing that age 72 is is able to recall the economics details of all these deals that he has done in the past. Koch seems to have a photographic memory as he was able to recite a poem to Mitt Romney (even though he probably hadn't looked at it in over 50 years. Although, he has a PhD in chemical engineering it is rare to find someone with a PhD in anything who is also a decent business person, who is also a character, and interesting. 

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