The Pakistani Government has been in a state of crisis for the last few months with relations detoriarating between the civilian government and the generals. Note the Army in Pakistan led by the Chief of the Army Kiyani calls the shots with the civilian government a mere puppet in the defence and foreign relations department. The Government in Pakistan has been in chaos ever since Osama Bin Laden was captured from near the Army HQ in Rawalpindi. After the Army got a lot of flat from everyone, it decided to hit back at the civilians using a memo by the US Ambassador Haqqani which talked of an army coup.

USA Wind Energy in 2012 has got off to a flying start with the announcement of 3 new wind farms being announced. While BP and Sempra have announced 2 new wind farms with 560 MW capacity with $1 billion in investment ,a Spanish company will build a 189 MW wind farm . Note 2010 was not a great year for wind energy in the USA though 2011 was better . GE will be the Wind Turbine Company supplying turbines to the BP WInd Farms while Accionia wind turbines will be used by the Spanish company . Note there is a severe competition in the Wind Turbine space with the biggest wind company Vestas facing a possible bankruptcy or consolidation in the future. However wind farm developers are having a good time at the expense of the wind equipment companies as prices of wind turbines reach very low levels.

China’s solar market growth has hit the rocket phase in late 2011 with the announcement of the long awaited national Feed in Tariff . Many of the Chinese utilties have set up large solar farms utilizing the cheap solar panels produced by Chinese solar panel companies. Note Chinese solar companies are the dominant players in the world having almost killed the western solar industry in the last couple of years. With cheap costs and massive government support, China is almost ruling the solar industry globally . In the domestic Chinese market they have even a bigger advantage given the local home conditions and preference of domestic companies . Note China become home to the biggest wind turbine companies when China enacted the domestic content requirements in 2006. With the solar industry , the Chinese government does not need this law as its companies already possess massive advantages over the foreign competition.

Green Jobs in India is going to grow at a high double digit rate driven by the Real Estate and Construction Industry. The hiring will be done by Real Estate Companies in India looking for Energy Efficiency and Green Building professionals. Note the Green Industry globally has had a torrid 2011 with most of the major sectors like wind, solar, biofuels and lighting facing oversupply amidst slowing demand due to global macro problems. However the Green Industry has a great fturue driven by secular drivers like

The rising income inequality throughout the world is sowing seeds of dystopia according to a report released by World Economic Forum. The biggest risk amongst the 50 risks listed is the increasing wealth gap between individuals in all countries. Gini’s coefficient has risen in most countries developing as well as developed and this has a strong correlation to globalization. The global artitrage of labor has tilted the scales towards capital and increasingly made wages become stagnant. Developing countries with weak institutions are showing income inequality in horrific forms with $2 billion homes existing in the middle of millions surviving on less than $2 day. US has already seen the OWS movement as a result of this increasing income gap between the have and have nots. Middle Eastern countries have also seen revolutions brought upon by the massive riches of the elite compared to the rising poverty of the poor and even the middle classes.

Green Industry in US continues to flourish despite the general apathy towards global warming from a significant section of the population and parties. USA is the hotbed of green innovation despite stiff challenge by China which is spending billions of dollars to become the No.1 in Green Industry and Technology. US has the lead in Fuel Cell Technology with a number of top companies like Fuel Cell Energy, Bloom Energy. Now a start up ClearEdge Power has got one of the biggest fuel cell orders in the world worth $85 million from Austria’s Gussing Renewable Energy. The deal calls for supplying of 50 megawatts of power by the year 2020.