2014

December 29, 2014

Will India revive its faltering nuclear energy expansion plans

India Nuclear Energy India has a massive power deficit issue, which requires it to expand using all available fuel sources both green and non-green. The last […]
December 26, 2014

China comes under more pressure from USA and Europe on solar trade with new duties and sanctions

New Duties on China It seems that China cannot get a break from large duties and trade sanctions being imposed on it by other major trading […]
December 24, 2014

India to become first country to aggressively expand solar rooftop plants on canals

Solar Rooftop India India is looking to aggressively increase the installations of solar rooftop plants on water canals crisscrossing the country. India had built its first […]
December 23, 2014

GCL Poly abandons its dumb plan of selling wafer assets to investors and promoters

GCL Poly which is by far the world’s largest seller and producer of solar wafers has dropped its plan of selling its wafer manufacturing plants to […]
December 22, 2014

2014 Solar demand to be around 45 GW as China fails to meet its lofty 14 GW target

45 GW Solar Demand in 2014 The total global solar demand is expected to come at 45 GW, which is roughly the middle point of the […]
December 15, 2014

Why Procter And Gamble Is A Classic Buy And Hold Stock

Procter & Gamble Procter & Gamble (PG) is amongst the leading consumer goods companies globally. It came into existence in 1837. The company has presence in […]
December 12, 2014

High efficiency polycrystalline cells to be in a big shortage in 2015

2015 may be a flat year in terms of solar demand growth with two of the largest markets Japan and China showing declining to flat demand […]
December 11, 2014

G-56 – New Solar Country Grouping planned by India

G-56 India has recently been somewhat rattled by the new US-China climate change deal, in which the world’s two largest polluters have signed a deal to […]
December 10, 2014

Chinese Borg absorbs last surviving independent European solar manufacturer

REC Solar acquired by a Chinese Solar Company The European Solar producers used to dominate the solar industry in 2008, as the German EEG subsidies started […]
December 9, 2014

LinkedIn – Rapid Growth meets lofty Market Expectation

LinkedIn LinkedIn (LNKD) is a professional networking website, providing services in more than 20 languages. The website allows its users to maintain a list of contact […]
December 8, 2014

Foreign development banks (ADB, KFW, EXIM) to fund India’s massive solar plans with billion dollar loans

India’s government recently increased its plans to install 100 GW of solar energy by 2022, up from around 3 GW now. This would mean an investment […]
December 5, 2014

Earnings Update Q3 2014 – Canadian Solar (CSIQ)

Lets analyze the Q3 results of Canadian Solar (CSIQ) today.Canadian Solar has emerged as a star performer. Not only did it gave good results this quarter, […]
December 4, 2014

Earnings Update Q3 2104 – Renesola (SOL)

Yesterday I wrote about why I think the solar companies’ performance was fair last quarter (Q3 2014). Now a series of posts will follow, giving the […]
December 3, 2014

Fair Performance by Solar Companies in Q3 2014

Reasons for a fair performance in Q3 2014 Most of the solar companies recently updated their Q3 2014 results. The performance in the overall segment was […]
December 2, 2014

Oil prices fall, will it affect the Renewable energy Sector

Effect of Price cuts on Solar & Wind Energy Sector The prices of oil have plummeted. IT is now just $60/ barrel as compared to $100/ […]
December 1, 2014

Japan to steal the No.1 Solar position as Chinese projects get delayed

Japan to overtake China China had a target to install 14 GW of solar power by 2014. However the country has suffered from delays in solar […]
November 28, 2014

Another small solar raw material producer bites the dust even as polysilicon demand skyrockets

The solar market has become a two track market for solar manufacturers. Some producers are doing extremely well growing both revenues and margins, while others are […]
November 27, 2014

India’s renewable energy funding agency to shift focus away from Wind to Solar energy

IREDA to finance Solar Energy India’s main renewable energy funding agency IREDA is going to shift its focus towards solar energy as the country has made […]
November 26, 2014

Will 2015 be a year of Solar Demand decline?

Solar demand 2015 The solar industry has grown at a torrid pace in the last 5 years, growing from 8 GW per year to more than […]
November 25, 2014

Can India install 10000 MW of solar capacity a year!!!!!

India to instal 100 GW solar capacity The Indian power minister recently said that the Indian government is going to raise its solar energy target dramatically […]
November 24, 2014

US anti-dumping duties create dramatic changes in global Solar supply chain

Effect of US Anti-Dumping duties on China & Taiwan The US anti-dumping duties on imports of Chinese and Taiwanese solar products has upended the global solar […]
November 19, 2014

There is very high probability (almost even) that your job will not exist in the next decade

Technology to kill more Jobs Technology has made the pace of change increase manifold in recent times and have made things increasingly difficult for the professional […]
November 18, 2014

India’s Real Estate prices remain detached from reality as Inventory keeps piling up

The real picture of Real Estate market in India Indian real estate prices remain far detached from reality, even as inventory is going up to as […]
November 17, 2014

Solar prices fall and Taiwanese cell companies sink into the red, as US sanctions bite

Effect of US Duties on Taiwan Cell Manufacturers Taiwanese solar cell producers have been the worst affected victims of the US sanctions on Chinese and Taiwanese […]
November 14, 2014

Perils of investing in Chinese solar companies – Corporate mis-governance

Investing in China Investing in China has never been an easy proposition whether it is public market investors or private equity investors. Massive frauds have been […]
November 13, 2014

Solar Panel Companies expand into the Balance of System (BOS) Equipment Space through acquisitions

SunPower acquires SolarBridge Solar companies continue to expand into different areas as the industry moves more and more into an energy providing service, rather than product […]
November 12, 2014

After India, SunEdison wins huge deal to supply Solar Panels in Brazil Solar auctions

SunEdison wins projects in India SunEdison (SUNE) is on a roll these days winning large contracts to build and develop solar farms outside its core USA […]
November 11, 2014

Solar Polysilicon producers make hay despite stable low Polysilicon prices, as costs keep declining

Polysilicon Industry to see more cost reductions The big polysilicon producers are making a lot of money after a loss making 2-3 years. The reason is […]
November 10, 2014

Village micro-grids become the next main growth drivers for Solar Energy in Asia and Africa

Village Micro Grids Village micro grids are becoming the next fast growing area for solar energy in Asian and African countries. The sharp crash in solar […]
November 7, 2014

Wind Energy Accelerated Depreciation reintroduction revives industry interest in Wind Farm Investments

Indian Wind Industry set to see Revival The Indian wind industry is set to see a strong uptick in capacity increase in India, after the current […]