subsidy
August 29, 2012
Wind Energy – India Wind Power Plants in India are finding the going tough in 2012 as we had written earlier with a number of factors […]
August 16, 2012
State Governments in India have been driving the growth of solar energy in India by giving subsidies and auctioning capacities at favorable electricity tariffs. Some states […]
August 16, 2012
Japan Entering the Japanese market is notoriously hard for foreign companies as they run into major implicit and explicit barriers. Like the Chinese, the Japanese have […]
July 30, 2012
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 26, 2012
Rajasthan India’s western state of Rajasthan which is home to India’s only desert and with one of the least population densities has come out with a […]
July 26, 2012
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
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 23, 2012
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 19, 2012
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 17, 2012
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 In an unsurprising ranking by International Energy Efficiency Scorecard developed by ACEEE, US and Canada have bottom ranks in Energy Efficiency along with […]
July 10, 2012
India gives billions of dollars in misdirected subsidies to the fuel and fertilizer sectors which goes into the pockets of middlemen and profiteers. It is a […]
July 10, 2012
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 6, 2012
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 4, 2012
India recently introduced the Renewable Energy Certificate Scheme to promote the use of Green Energy in India through a market based pricing mechanism. Other cleantech subsidies […]
July 1, 2012
United Kingdom is seeing a raft of new Solar Farm projects in the 20-50 MW range even as the solar feed in tariffs have been sharply […]
June 29, 2012
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 21, 2012
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
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
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 […]
June 14, 2012
About the Company Schuco is a leading developer of comprehensive systems for solar power and solar heating. It is the market leader for innovative & energy-efficient […]
March 29, 2012
This may be a dramatic statement to make about the world's most valued solar company but there are several reasons which I will explain below to illustrate this point. Note the solar industry is in a league of its own in the astonishing drop it solar panel prices (80% price drop over the last 3-4 years) and the rapid increase in demand (60% CAGR over the last 10 years).So the comparison and analysis by your usual stock hacks on financial portals like Motley and Seeking Alpha is way off the mark. First Solar had the worst 2 quarters in its history in 2011 as it went from a record breaking profit company into the red. Many issues which were hidden by its past success came out in the open and some of them are life threatening. Here are these problems
March 1, 2012
The CSE concurs and also criticizes the support for large wind farms as well . Note the capital subsidy and depreciation given to wind farms makes it much more lucrative to just build wind energy turbines rather than on focusing on the electricity generated . This has made many wind farms generate only half of the electricity given by normal wind turbines. Note the article also emphasizes on giving subsidies to the poor through loans and subsidies for biomass energy to shift them from dirty energy sources like kerosene.
February 29, 2012
China's solar panel companies can used their government banks backing as a major competitive advantage. Just like their telecom equipment companies ZTE and Huawei they can use the debt to win contracts over suppliers from India and elsewhere. Note there is a already a major controversy in the USA over the subsidies and support given to Chinese solar companies and has led to a so called solar trade war between the two . Even USA has used its EXIM Bank to provides millions of dollars in financing of solar farms which are supplied by US Solar Panel producers First Solar. Chinese companies Goldpoly are using the strong billion dollar lines to build solar projects in the Europe as well
February 27, 2012
The falling prices of solar panels has made almost impossible thought of solar electricity prices possible today. In a state auction of solar projects ,a small company Alex Green Energy bid only 14c/ KwH to win the auction. The price is lower than that seen in the Indian federal subsidy auction JNNSM. Note Rs 7/ Kwh that was bid is close to the Rs 6-7/ Kwh retail electricity prices in most cities in India.Note in the first phase of auction the lowest price was more than 50% higher at Rs 10/ kwh
February 27, 2012
Solar Power in India grew by 400% in 2011 thanks mainly to the growth of large solar farms built using government subsidies. However there are hardly […]
February 25, 2012
India's Solar PowerIndustry is starting to see some M&A with both domestic and foreign companies buying smaller firms. While the biggest M&A story is that of Tata Power acquiring the stake in Tata BP Solar, other firms without any grounding in the energy industry are too getting in. Now a Coal Equipment and EPC company Tecpro is getting into the solar energy business by acquiring a small solar lighting and heating company Eversun.Tecpro Systemsis primarily focused on the Power Sector Space.It is a leader in the ash handling and material handling systems and is currently diversifying into becoming a turnkey provider in this segment.Like other infrastructure players it has seen amazing growth in the last 3 years at around 70%+.The growth has been fantastic both on the topline and the bottomline.The 2300 crore Order book provides some comfort over the next year’s revenues or so.The Power Sector in India particularly the Thermal Power Plants are expected to see an explosive growth period.Steel and Cement sectors are also growing strongly.With Tecpro Systems focusing on these 3 segments,it should be able to maintain a good growth trajectory in the future years as well
February 25, 2012
The Indian Solar Power Industry is starting to see some Solar M&A activity pick up as the sector starts maturing. The Indian Solar Energy Industry starting picking up pace in 2009 with the advent of the first phase of the solar federal subsidy which envisaged putting up 20 GW by 2022 (a figure which I think is too low btw) . A large number of companies entered the fray many of which were small . These companies hoped to profit from selling the licenses rather than being serious players. Many of these companies could not do so as the reverse auction process was quite competitive. A large number of companies also got started to take advantage of individual state subsidies from governments in Gujarat.
February 24, 2012
Solarworld which is the biggest solar panel company from Germany lost marketshare to the Chinese companiees in 2011 . The company which has been at the forefront of leading anti-dumping charges against import of Chinese made solar modules into the USA, lost substantial amounts of money. Solarworld had earlier closed its panel making facility in California. The company sold lesser number of solar panels in 2011 compared to 2010 despite the global solar market increasing by 30-40% . With only around 800 MW of shipments , Solarworld has only 3-4% of the global marketshare compared to 10% for bigger Chinese rivals.
February 24, 2012
Solar Energy is one of the best ways to bring energy to the disenfranchised poor in Africa and Asia which have no access to electricity and energy. Note Solar Panel prices have fallen by almost 90% in the last 4-5 years making solar energy much more accessible to the poor . Solar Panels can be now be bought at less than $200 which makes them affordable to large sections of the poor. They having stopped costing a ton in subsidy money given the low prices. Besides massive capacities exist in China and other places in Asia which can churn out solar panels in the hundreds of millions.