Solar Energy

Articles related to Solar Energy

May 30, 2010

Solar Energy in India – Biggest Energy Opportunity of the 21st Century

The Indian Government’s launch of the ambitious Jawaharlal Nehru National Solar Mission(JNNSM) promises to catapult India into  becoming the Largest Market for Solar Energy  in the […]
May 30, 2010

M&A and Joint Venture in the Solar Industry picking up pace as Stocks trade at Rock Bottom Valuation

Acquisitions and Alliances have shown an increasing trend in the Concentrated Solar Thermal (CSP) segment in contrast with the Solar Photovoltaic (PV) segment. However the conditions […]
May 28, 2010

US Solar Energy policies seem misguided as Obama visits Solyndra which looks to be Billion Dollar Failure

Solyndra has been  the most hyped startup in the crowded Solar Energy field .It is not due to a lack of competition,another thin film player Nanosolar […]
May 25, 2010

Honda and Coda look towards Chinese Battery Technology for their Electric Vehicles

China is leading US in Clean Energy Manufacturing while it lags behind the US in Technology .While the US government is only thinking that they might […]
May 25, 2010

Will China ever pass a Feed in Tariff Law for Solar Energy?

China has been rumored for a long time to mandate a law to  provide for a higher electricity rates for renewable energy production (Feed in Tariff) […]
May 23, 2010

Indian solar companies win a Pyrrhic Victory

Indian companies Fear Foreign Competition Indian companies raised a massive hue and cry against the Indian government’s draft to allow foreign made modules to be used […]
May 22, 2010

Reality Check for US Commerce Secretary – USA is already far behind China in Clean Energy

The United States could fall behind China and other countries in clean energy technology unless Congress passes energy legislation, U.S. Commerce Secretary Gary Locke said on […]
May 21, 2010

Why is Solar Thermal (CSP) Industry seeing so many Acquisitions

The Solar Thermal Space or CSP (Concentrated Solar Power) is seeing increasing consolidation with numerous acquisitions and partnerships . There are 3 main reasons for this […]
May 20, 2010

Jinko Solar Down more than 20% since listing ; I told you so

Jinko Solar is fundamentally a low quality stock.I wrote about Jinko’s IPO a few days ago pointing out the severe shortfalls that the company suffers from– […]
May 16, 2010

US wants a piece of China's Clean Energy Boom;But China only Wants Technology

US wants the booming China clean energy sector to help boost its exports to meet Obama’s mission of doubling exports in the next 5 years.However the […]
May 16, 2010

Do Indian Solar Manufacturers Fear Foreign Competition?

The Indian Government under the Jawaharlal Nehru Solar Mission has proposed ambitious plans for the development of solar energy with a 20 GW target by 2022. […]
May 15, 2010

Green IPO Jinko Solar Analysis – Extremely Low Quality Offering Seems to be Done in Desperation

Jinko Solar  managed to list today at the bottom end of the range at $11.Earlier they had to cancel their  plan to list in February due […]
May 14, 2010

SMA Solar Inverter Numbers imply Strong Growth in 2010 for Solar Installations

2010 Solar Installation Growth Rate is going to be above 50% driven by a sharp decline in module prices and excelled government guaranteed above market prices […]
May 11, 2010

2010 Solar Demand to Skyrocket, 2011 however is a Question

Demand in 2010 for solar products is going to be extremely strong with projects of 30-100% y/y increase. Already prices increase and shortage in intermediary products […]
May 10, 2010

Will China Dominate Global Wind like it is dominating Solar ; Europeans bleed while Chinese capture marketshare

China’s rise in solar manufacturing has been nothing short of spectacular.From less than 5% of world marketshare it has gone to more than 50% in the […]
May 7, 2010

Czech Solar Feed in Tariff (FIT) Story of 2010 follows the Spanish Crash of 2009 closely

We all know what happened in Spain in 2008.Due to extremely generous feed in tariffs for solar , installers went on a spree installing 2.5 GW […]
May 7, 2010

The rise of the Chinese and the fall of the Japanese in the Solar Rankings

IMS has released the top 10 suppliers of solar panels for 2008-2009.What is striking about the the rankings is that the Chinese solar companies have improved […]
May 1, 2010

Labor Cost Arbitrage – Applied Materials moves to Asia

One of my pet theories is that they we see a lot of distortions and oppurtunities for arbitrage is because labor is not globalized while capital […]
April 25, 2010

A Green Power Utility to IPO in India

Orient Green Power Ltd (OGPL), is planning to raise  Rs 900 crore to fund its expansion plans of raising capacity to 1000 MW by 2013 from […]