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 their core products. However BYD which has been facing one trouble after another in their automobile division is not following the playbook. The company which announced massive new investments […]
Natural Gas New technology for drilling Natural Gas in Shale Formations in America has brought a paradigm change in the Energy Market at least in North America. The price of natural gas has fallen precipitously even as its price proxy Crude Oil continues to remain in 3 digits.While there are a number of skeptics about […]
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 have taken the lion’s share of the market for new offshore wind energy installations in places like UK and Europe. Note while the Chinese wind turbine producers have grown […]
SMA Solar The stock price of the company has touched new lows, as investors are anticipating that the company will be unable to face the onslaught of the Chinese solar inverter manufacturers. Note SMA Solar held a dominating 40% solar inverter global marketshare in 2010, compared to the solar panel manufacturers, none of which has […]
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 increasingly affordable. Note China installs the largest amount of electricity capacity each year at around 100 GW. 80% of China’s power comes from dirty polluting thermal power plants. This […]
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 the Indian solar panel manufacturing industry could easily be predicted a couple of years ago, it seems that the industry is facing the reality only now when their utilization […]