Green

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 27, 2010

Electric Vehicles -Four Weddings and a Divorce as Auto Heavyweights jostle for position

Electric Vehicles is becoming the most active segment of the Green Industry in recent times with Alliances,Acquisitions as well as Breakups . Global Auto Heavyweights along […]
May 27, 2010

2010 to be the Warmest Year since 19th Century but Governments unconcerned

2010 has a very high probability of  being the warmest year since records have been kept from the 19th  century.Land Temperatures in 2010 are supposed to […]
May 23, 2010

Role Reversal – US Utility Duke Energy acknowledges China's Clean Technology Leadership

The US Government needs a Reality Check about who is leading the world in Clean Energy.While the US Commerce Secretary thinks that the US might lose […]
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 21, 2010

Another Green IPO in India – Electric Vehicle maker Kabirdass to raise $15 million

India has seen a raft of low quality offerings in the the recent months. However investors should not lose all hope as there has been some […]
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 20, 2010

Another Japanese Zaibatsu NEC Plans a Major Foray in the Green Industry

Conglomerates across the world have started signaling their attention to become big players in the Green Industry which is predicted to be one of the biggest […]
May 20, 2010

BP Oil Spill Finally Hits American Coast;Massive Impact on Economy and Environment Expected

Despite “numerous efforts” by BP which took a week to wake up to the scale of the disaster, the Oil Spill has finally  hit the American […]
May 17, 2010

Democratization of Nuclear Energy – Miniature Nuclear Plants much closer to reality

Large nuclear power plants require a long time to build with delays due to permitting,environment clearances,financing etc. This can lead to project risk and cost escalations […]
May 17, 2010

Technology Wars – Samsung Plans to Decimate Semi Competition with Huge Capital Spending

Technology has consolidated around 5-10 big players around the world who are gobbling up smaller companies and using their huge cash hoards to outspend the competition.Nothing […]
May 17, 2010

Green IPO: Chinese Wind Heavyweight Goldwind gets approval for $1.5 billion Hong Kong Listing

China has massively increased its wind installations to become the world’s second biggest market in 2009 . It has also managed to cultivate its local home […]
May 16, 2010

Top Five Green Investments for the Risk Averse Investor

Investing in Green stocks  is fraught with a lot of risk due to the following factors The demand and supply can fluctuate a lot as 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 13, 2010

Have US and Europe already Lost the Green Industry Leadership to China

China is recognized as the manufacturing hub of the world due to its low cost of labor and capital coupled with the  pro industry policies of […]
May 12, 2010

US Senate Proposes a "Climate Bill" with support for "Nuclear" and "Oil Drilling" ;Even Then has Little Chance of Being Passed

US has been a laggard in matters of in the climate mitigation issue compared to   Japan and Europe.They are even having trouble in formulating the bill […]
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 8, 2010

Green Weekend Readings

Choosing an Alternative Energy ETF – Seeking Alpha Gives a good idea on which ETFs are out there to invest in green technology,though you would have […]
May 7, 2010

Tough Environment for Green IPOs due to Market Volatility

Green IPO’s which were being planned with the recovery in the world economy and renewed interest by investors have shuddered to a halt.The European debt problems […]
May 3, 2010

Is Sanyo metamorphosing from electronics company to a Renewable Energy Company

Sanyo plans to invest more than  70% of its total investment over the next  3 years in its renewable energy and energy storage segments.Sanyo has never […]
May 3, 2010

US takes first baby steps towards offshore wind at Cape Cod after 10 years of procrastination

USA is taking tentative steps towards offshore wind sector by approving a  468 MW wind farm off the coast of Massachusetts.The approval which has come after […]
May 2, 2010

Obama and BP try to damage control the Gulf Oil spill

President Obama will pay a visit on Sunday to the scene of the one of biggest oil spills to strike US coastal waters. This visit  will […]
May 1, 2010

After China and Canada(Ontario) ,USA could mandate "local content" provisions for Renewable Energy

Ontario,Canada  has a 60% “local content” requirement for renewable energy installed in the province.This is illegal according to WTO but unless someone challenges it in the […]
April 30, 2010

USA doing precious little on climate change

With Obama’s election there were lots of hope on the climate change issue with regards to the USA. Under the previous Republican administrations US was actively […]
April 30, 2010

Lack of Global Agreement on Climate Change will lead to Trade Friction

Copenhagen was a disaster and there has been no agreement on how to proceed with policies on a global basis to deal with the ever growing […]