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Latest Comments106 Comments
Solar Companies Overseas: Where the Sun Don't Shine No More
Solar Companies Overseas: Where the Sun Don't Shine No More
France to install over 5500 MW new solar PV to 2020 with new feed-inn tarifs!!!!
renewableenergyworld/r...
The Solar Shuffle: Only the Best Will Do - JPM
FSLR shareholders face increasing sales costs due to a shady recycling and reclamation program.
Silicon PV solar at current valuation is the best investment opportunity at the start of this century.
Raser Technologies: The Ugly Duckling of Alternative Energy
RZ seems politically correct, well-connected.
If management are such crooks, why would the Indonesian government partner with RZ????
The technology works, if they execute well, RZ share holders will be fine.
Why is RZ hated so much?
Is it because of management's enthousiasm in a sarcastic investment climate?
(long ORA, contemplating larger positions in RZ and HTM)
China Solar Companies Slowing Production
China + greater Asia >35%
Europe >40%
United States: >50% ???
renewableenergyworld.c...
The Solar Market: Horseshoes, Hand Grenandes and Demand Predictions
Photon mentioned the likelyhood of a compromise in the next FiT revision, a higher Spanish PV cap of 500-600 MW/annual as opposed to earlier 300 MW.
When looking north-west see dwindling natural gas supplies & aging nuclear plants facing enormous decommisioning costs.
Looking south see political instability.
Eastward, think EU wealth redistribution & energy security in light of Russia's historic relations with Chechs, Roemenians, Hungarians, Slovenians, Georgians, Kroats etc. etc...
SunPower, Solar Stocks Hit By Panel Price Prediction
***Photon mentioned the likelyhood of compromise, a higher Spanish PV cap in the next FiT revision of 500-600 MW as opposed to your earlier reported 300 MW cap.
***IRDEP, Paris, France announced an int'l call by scientists for the accelerated worldwide deployment of PV known as "the Valencia Call for Solar PV" echoing the Kyoto protocol.
Declaration so far supported by over 200 society personalities&cele...
YOU (including [lol] you Eric) are invited to join the initiative&sign the call by sending an email to PVCall@enscp.fr
SunPower, Solar Stocks Hit By Panel Price Prediction
Silicon prices drop by same or even more next year.
Very biased reporting again and again Eric.
Game Changer in Solar Energy: PG&E Inks Deal
Everything They Tell You About Solar Is Wrong - Travis Bradford
Canadian Solar Swoons, Despite Beat and Raise
Its a public secret si PV module lines could easily multiply output 10 X, without all too much capital expenditure (latest cell test machines, string assemblers, laminators and the like), this according to Roger Little, ceo Spire.
Now lets hope LDK's poly plant will upstart fine, lets hope for more solar grade silicon in general.
Best wishes,
Aqua (long CSIQ)
Solar Grade: A Silicon Revolution
Fully endorsed, dipstick and all.
truman:
Without getting into tech talk here Moore's law has performed very well over the past 40 years ( and made stock holders a great fortune) because it is based on a fundamental law of nature: the learning curve.
It expresses a constant % improvement in some performance metric each time the cumulative number of trials or practice attempts is doubled.
This is a no brainer: we learn by doing.
Economic drivers explain why Moore's law exists.
Learning curve theory explains how.
'The cost per unit decreases by a fixed percentage every time the total cumulative output volume doubles when measured in CONSTANT currency'
Taking measurements of more than 35 years the learning rate for solar PV has been an exceptionally stable number: 20 %, right in line with...computers.
SunPower Is a Semi - It Deserves to Be Valued Like One
Blaming fossil fuel price increases on traders would be a new economic theory. Publish it on SA: you might win a Nobel prize.
Who cares about installers: its an A/C electricians union conspiracy anyway.
Everyone knows high volt A/C is associated with the 'old economy'.
Solar hot water will 'power' future washers etc and the building standard code will go to easy, safe, do-it-yourself-low-vol... with LED lights,DC motors etc. etc. IT is allready D/C.
I hope you didn't supershort LDK before earnings. (net up 90% quarter over quarter, 25% margins) stock up 20% after hours.
learning curve rate (% various electr. production):
Hydroelectr. 1.4
Nuclear 5.8
Coal 7.6
Gas(turbines) 13
Wind 17
Photovoltaics 20 (data from over 35 years: an exceptionally stable number and is in line with computers)
In case you don't know what this means: a 20% reduction in costs/watt with every doubling in cumulative solar silicon output (every two years).
While a design change (improvement) to a nuclear power plant can take a decade or more to manifest itself, solar manufacturers can do this in weeks. As a result PV technology will go through hundreds of design revisions in the time it takes coal or nuclear plants to go through one.
BTW, this summer solar electr is 6 cents cheaper than peak grid rates in most parts of California.
In june this year a nuclear reactor was shut down at Indian River because a new CAMERA interfered with pumps supplying water to four turbines. Now that sounds real safe doesnt it?
So to conclude this blog: yes silicon solar technology is an information technology but it deserves higher valuation, partly because it has a lot of catching up to do, powering all those chips.
Yingli Green Energy: Tidy Earnings Bump Up Against Anti-Solar Sentiment
The investment opportunity of a century.
seekingalpha.com/artic...
Investment Strategy: Be Prepared to Take Advantage of Tomorrow's Sunshine
seekingalpha.com/artic...