Government

July 30, 2012

Indian Wind Energy Investment Returns increase, with newer Wind Turbine Technology and improving Load Factors

Indian Wind Industry India is the 5th largest wind energy market in the world and installed a record ~3000 MW last year. The growth of the […]
July 27, 2012

Aggressive Indian Outward M&A runs into Political Headwinds – Need for better Geopolitical Risk Management

Mergers & Acquisitions in India Indian companies have been expanding aggressively by taking over companies and assets abroad. A number of big bang acquisitions have been […]
July 26, 2012

Jobs in Investment Bank continue to Thousand Cuts, as Revenues Disappear

Investment Banks Jobs in Investment banks are being ruthlessly cut since the beginning of 2012, as the revenues and profits of these banks disappear. Increased regulation […]
July 25, 2012

Japanese Solar Inverter Companies in a sweet spot as Domestic Market set to Boom and JET Certification provides Barrier against Imports

Japanese Solar Inverters While Japanese solar panel companies are sweating due to cheap Asian solar panel imports, the solar inverter companies in Japan are facing the […]
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 24, 2012

Global Solar World War truly on, with Chinese going after US Solar Companies, while Germany to probe Chinese Solar Panel Dumping

China-US Solar War The Global Solar World War is truly on now, with the Chinese Government starting investigation on the imports of solar polysilicon from Korean […]
July 23, 2012

Australia Solar Power – A comprehensive Guide to Panels, Inverters, Rebates

Australia Solar Australia has seen a big increase in solar panel installations due to generous subsidies given by individual states in Australia, like New South Wales and […]
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

Why China keep on Increasing its Solar Capacity Targets?

Solar Capacity in  China China has repeatedly increased the Solar capacity targets since the last one year as solar panel prices have crashed making solar power […]
July 18, 2012

Solar Power Cost in Brazil falls below Retail Electricity Price – Government Subsidy Proesco leads to faster Consumer Adoption

Solar Power in Brazil Solar Energy is now cheaper to generate than buying electricity from the utility for retail consumers, in Brazil. The sharp fall in […]
July 17, 2012

India’s Second Largest State sets Attractive Solar Subsidies – What you need to know

Solar Power in India is growing rapidly despite the federal subsidy program, JNNSM not doing so well. This is mainly due to the State Government’s stepping […]
July 16, 2012

Energy Efficiency Rankings show Europeans far ahead of Anglo-Americans

Energy Efficiency Rankings In an unsurprising ranking by International Energy Efficiency Scorecard developed by ACEEE, US and Canada have bottom ranks in Energy Efficiency along with […]
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 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 10, 2012

Solar Gold Rush leads to Sharp Appreciation in Land Value in India’s Southern Dust Bowls

Solar Gold Rush The Indian state of  Tamil Nadu, which is set to announce a solar subsidy policy soon, is seeing a massive gold rush. Note […]
July 9, 2012

Endemic Corruption afflicts whole of South Asia perpetuating Grinding Poverty for Hundreds of Millions

I am surprised at the similarities in the corruption scandals hitting the South Asian nations almost daily. Despite hundreds and millions of citizens living in grinding […]
July 6, 2012

Why Indian State owned Electricity Distibutors and Generators are living in mortal fear of the Sun

India’s Green Companies are seeing tremendous growth backed by the nation’s massive energy demand increase. However, it is a known fact that India’s power situation is […]
July 3, 2012

Solar Shutdowns this Week sees German heavyweight Schott Solar close shop at 4 factories as Chinese onslaught ruthless.

German Solar Companies Are being pushed out of the solar market they developed by the ruthless assault of Chinese solar panel companies. Already stalwarts of the […]
June 29, 2012

Solar Demand in Japan to explode with IRR of 30%, as Government sets crazily high Tariff of 53c/KwH, implicit barriers may keep Chinese out

Japan after the Fukushima disaster had set out on a plan to increase the share of renewable energy in the electricity mix which is abysmally low. […]
June 28, 2012

Solar in US should Grow by 100% in 2012 as Installation Costs down only 7% – not reflecting Solar Panel Price Crash of 50%

US Solar Demand is booming despite the fact that solar installation costs are coming down at a much slower rate compared to the solar panel price […]
June 28, 2012

Indian Solar Projects Highly Risky – making Financiers wary despite claims of "Solar Shining"

Indian Solar Energy has received wide acclaim in national and international media for being a great success. However compared to other countries, the claims seem quite […]
June 26, 2012

India's Antitrust Regulator goes extreme in fining Cement Cartel ,Scares Yarn Producers in lowering Prices

Note India desperately needs someone to break the oligopolies and cartels created by numerous sectors such as yarn producers, cement players etc. But you have to find a balance between penalizing them and bankrupting them.Most of the developed countries like USA and European Union have highly developed and advanced competition regulators which impose hundreds of millions in fines against domestic and international companies who indulge in anti-market practises.The fines serve as a great deterrence where powerful corporates try to undermine the market forces through their sheer size.The landmark anti monopoly legal cases against Microsoft,LCD companies have proved to be very effective in punishing super powerful businesses who have shafted consumers through illegal practises.
June 25, 2012

How to invest in Indian Mutual Funds – Don't Put a Ruppee ,50% underperform benchmark ,Many involved in Frauds

I have always said that investing in Indian mutual funds is a dumb idea given the lack of regulation , under performance, high fees and front […]
June 25, 2012

Solar Polysilicon Market in Crisis – Oversupply seen till 2014, Prices crash Below Cost, Daqo and GCL want anti dumping duties

The Polysilicon Companies have seen an amazing amount of profits in the period between 2008-2011 end as prices of polysilicon shot up to $400/kg which resulted […]
June 23, 2012

More Shallow, Useless Research on Indian Solar Power – This time from CARE

Indian mainstream research companies keep coming out with pages and pages of useless research on Indian solar power. Most of its value is not worth the paper it is written on with mindless reams of useless statistics and projections . This time CARE ratings has come out saying that solar power will reach grid parity by 2017 . Don't know how they have come out with this magical number just as Crisil has come with a magic number as well.
June 22, 2012

In an oversupplied solar cell market, BHEL to invest $500 million to build factory in Minister's Constituency

However India's biggest capital good equipment company BHEL owned by the government is plannning a $500 million investment to build a solar cell factory in at Sakoli which is part Union heavy industries minister Praful Patel's constituency Bhandara.Talk about how dumb you can get. BHEL hardly has too much expertise in the solar panel industry and with solar cells in massive oversupply,it is almost sure to lose money. However that is how things work with Indian government companies where investment is made at the whims of ministers rather than rationality and business sense.BHEL is currently trading at one of the lowest valuations in its 10 year history and its not a big wonder why. The company has benefited in the past as did other machinery and engineering companies from an infrastructure invesment boom. However those glory days are over for the company as it faces competition from the Chinese companies and decreasing orders flow. Praful Patel the minister has already spent a few years in the airline ministry presiding over the conversion of the state owned carrier Air India ino a basket case. Now its the turn of BHEL to be turned into a basket case as well.
June 21, 2012

Japanese Solar Panels – Comprehensive Guide to Manufacturers, Cost, Efficiency &Technology

Updated: 7/06/2016 Japanese Solar Panel companies Sharp, Kyocera, Panasonic-Sanyo, Mitsubishi were the top solar panel producers in the world. Solar Energy in Japan has a long […]
June 20, 2012

State Owned Chinese conglomerates strengthen their position in solar industry during industry crisis

While thousands of small solar companies in the world have gone / are going bust on account of massive industry oversupply and crashed solar panel prices, […]
June 20, 2012

Indian Solar Water Heaters capture 30% of the Water Heating Market of $200 million

Note the market for water heaters in India is around $200 million annually and solar water heaters have managed to capture more than 30% of the market showing that solar water heaters are now a part of the mainstream. Note many solar products are starting to become more mainstream as their price competitiveness increases every year. Solar Panels which are the most widely used solar product has seen the price come down by almost 80% in the last few years .
June 19, 2012

Indian Solar Power Myths and Misinformation – Crisil thinks Indian solar power at 13-14c/ KwH as risky

Solar power in the last few years has seen mainstream analysts, consultants and market research firms go massively wrong as they fail to understand the solar […]