November 1, 2012

Why are China and India obstinately pushing Nuclear Power despite Protests

Two Emerging Nuclear Giants – India & China The Fukushima disaster in Japan involving the Daiichi Nuclear Power Plant had bought a nuclear winter for the […]
October 24, 2012

Financial Repression – What it Means and How Europe and USA are following China to Rip off Savers and Pensioners

Financial Repression What does Financial Repression Mean? Financial Repression means the process through which Governments and Financial Institutions repress savers from receiving a reasonable return on […]
October 23, 2012

Wind Power Capacity Growth slows by 10%, to reach 254 GW – still only 5% of Worldwide Capacity

Slowdown in Wind Power Wind Power growth has slowed down quite a bit by 10% in the first half of 2012. The major reason for the […]
October 19, 2012

Foxconn made Solar Panels spell more trouble for Chinese Solar Manufacturers on Life Support

Foxconn & GCL together in China The world’s biggest solar wafer producer GCL has tied up with electronic OEM giant Foxconn to build the largest solar […]
October 17, 2012

3 Ways how the Chinese Government intends to support the Solar Industry as Huge Solar Job Losses raise fears of Social Turmoil

The Chinese Solar Industry is facing multiple problems over the last couple of years. Problems of Chinese Solar Industry 1) Massive global oversupply as large number […]
October 12, 2012

Who Lost and Who Won on Revised US duties on China made Solar Cells – Also Read responses by Trina, Suntech and Yingli

Revised US Duties The US Government has got a complicated way of imposing duties on imported products considered to be receiving unfair subsidies and/or being dumped […]
October 12, 2012

Read how Stock Markets, Copper, Cotton, Solar, Steel, Fired Western Miners all are pointing to an Ominous Chinese Hard Landing

China China has been hurting tremendously from a global slowdown with its powerful export industries choking under the weak demand. While we had predicted that China […]
October 1, 2012

USA losing Solar Tech Edge as Hanergy vulture buys up Distressed Solar CIGs Panel Leader Miasole

Big Chinese state owned companies are gobbling up financially strained Western solar firms as a massive overcapacity in global solar panel supply (caused by their brethren) […]
September 26, 2012

Chinese Government on Diplomatic Overdrive as Anti Dumping Duties on Solar Exports Threatens Thousands of Solar Jobs

India has become the latest country to contemplate anti dumping duties on imports of Chinese solar panels which have all but wiped out the country’s solar […]
September 21, 2012

The Chinese Solar Ship sinks being hit by Europe’s Anti Dumping Iceberg

China is the world’s largest manufacturer of solar panels and its intermediates like crystalline silicon ingots, wafers and cells. The country is also the biggest exporter […]
September 20, 2012

Michael Pettis vs Jeremy Grantham – Who is Right on Commodities

Commodity Market Two of the most respected market analysts have radically opposite positions on where the commodity cycle is right now. While Michael Pettis thinks that […]
September 19, 2012

Top Chinese Solar Companies (LDK , Trina, Suntech, GCL) finally Accept Free Market Reality as they Cut Jobs, Slash Production, Reorganize to Survive

The last two years have been brutal for the solar panel industry, has a never ending oversupply & has led to thousands of bankruptcies around the […]
August 29, 2012

Desalination Industry in India suffers from common Infrastructure Malaise of bad planning and blame game as the India’s largest Desalination Project in Chennai Shuts Down

Desalination & Water Treatment in India The Indian Desalination industry is facing the woes of the larger infrastructure sector with companies fighting with the government over […]
August 25, 2012

Global Green Battles – China Fires Back at USA for Subsidizing Green Energy Projects, Mulls Duty on European Solar Imports as well

Global Green Battles The Global Green War had started with the US imposing duties on imports of Chinese made solar panels and cells. Subsequently dumping charges […]
August 9, 2012

Greenland Ice Sheet melts an Unprecedented 97% This Summer but World Refuses to Wake Up to Climate Change

Greenland The ice sheet in Greenland has been melting to an increasing extent almost every year in the recent past summers giving one of the most […]
August 8, 2012

90% of Solar Companies to go Bankrupt and Shortage will Hit Industry in 2014 – JA Solar

The CEO of the biggest solar cell company in the world JA Solar has said that he sees the current vicious industry downturn leading to 90% […]
August 2, 2012

Solar Inverter Industry in 2012 – Marketshare Churn even as Revenue remains Flat

The Solar Inverter Industry The Solar Inverter Industry has remained relatively stable compared to the solar panel industry due to fewer number of players and higher […]
July 27, 2012

Brazil looks to "Shoot itself on the Foot" with the ill thought of – Local Content Rules for Wind Energy

Brazil made a lot of headlines when it managed to auction a couple of gigawatts of wind energy capacity at very low prices to wind energy […]
July 26, 2012

Siemens emerging as the Leader of the Offshore Wind Turbine Market, with massive billion dollar supply contract with leading Danish Offshore Wind Farm Operator Dong

Offshore Wind Energy Siemens the giant German industrial conglomerate and which is also the world’s largest Green company has taken a huge lead in the nascent […]
July 26, 2012

Crisil wakes up to the fact that Indian Solar Industry is Uncompetitive, after Half of the Industry is effectively Bankrupt

Solar Industry research is quite abysmal especially in India where research agencies and market analysts have very little clue of what’s going on in the global […]
July 25, 2012

170,000 Sayonara Nukes Supporters protest Japanese Nuclear Power – How long before the Government caves in to Popular Will

Nuclear Energy Massive protests in Germany post Fukushima had forced the German Government to shut down all its nuclear energy reactors and focus on green energy. […]
July 22, 2012

Despite Car Troubles, BYD continues to Plough Money into Loss making Solar Panels

BYD When companies are facing trouble in their core markets, they tend to hive off unrelated assets to focus their energy on regaining their mojo in […]
July 20, 2012

German Offshore Wind Turbine Producers take Advantage of European Growth

German Wind Turbine Producers Siemens and RePower ( Suzlon subsidiary) are the biggest beneficiaries of a sharp growth in offshore wind energy in Europe. These companies […]
July 19, 2012

“It is crazy. We don't know what is happening," – Indian Solar Panel Manufacturers face Reality after living in Illusion

Solar in India Solar Energy in India was thought to be one of the most exciting growth industries in the world. While the current state of […]
July 13, 2012

Japan to protect Domestic Solar Companies from being swamped by cheap Chinese, Korean Solar Modules

Japan The country has set a very lucrative solar Feed in Tariff which can give an IRR of over 30% to solar power plant developers. This […]
July 13, 2012

Shale Gas Fracking Dangers – Insurance companies refuse to give Coverage

While Shale Gas extraction continues unabated in the USA leading to a massive oversupply and a price crash in natural gas, the environmental dangers continue to […]
July 11, 2012

Sunshine State Florida Does No Justice to its Name, installing measly number of PV Solar Panels

While US Solar Installers are expanding rapidly as solar power grows at a rapid pace across the country, the Sunshine state Florida refuses to adopt legislation […]
July 9, 2012

Troubled Erstwhile King of Wind Turbines Vestas looks for Buyers as Creditors serve Ultimatum

Vestas, the Danish producer of wind turbines which used to lord over the wind energy market has seen its fortunes crater with the advent of big […]
July 6, 2012

Why investing in BRICs Debt is much more Profitable than Equity

Any BRICs investor can tell you intuitivity without performing extensive spreadsheet analysis that putting money into debt has proven to be more profitable than equity over […]
July 2, 2012

Solar Energy dominates Renewables Growth in 2011 with 60% share at $147 billion growing at 50% y/y even as Wind Energy Investment flattens out

Solar Energy Investment in Solar Energy sector jumped by more than 50% y/y to around $150 billion in 2011 with solar projects being built frantically in […]