Short Hanergy Hanergy stock’s valuation have always been absurd, not supported by any strong fundamentals. The market capitalization is higher than many top leading shippers in the industry. It deals in thin film which is not widely popular. Moreover, most of its shipments are internal, recognising revenues form its parent company. I highly doubt the [...]

RPO in India Renewable Purchase Obligation (RPO) was launched in 2010, making it mandatory for distribution companies, open-access consumers and captive power producers to meet a part of their energy needs through green energy. According to the RPO, a certain percentage of a state’s electricity generation must come from clean energy sources. CERC mandated that by [...]

Global Solar capacity to reach ~500 GW in 2019 Total solar capacity to reach close to 500 GW in 2019, according to a recent report by IHS. This will be a 177% increase from 2014. The total demand is expected to reach 75GW in 2019, which will be 66% higher than in 2014. The annual [...]

India The Indian stock market has been on a roll since end 2013, as poll forecasts started to predict the end of the corruption ridden and rudderless, leaderless Congress government and the potential win of the BJP led by reformist Narendra Modi. Since then the stock markets have climbed up by more than 50% as [...]

Maharashtra – RE Policy with solar focus Maharashtra is India’s largest industrial state and home to India’s financial capital – Mumbai. The state has massive power requirements and as per CERC guidelines requires to install large amounts of renewable energy capacity.  Maharashtra has lagged in renewable energy capacity installation compared to other states like Gujarat, [...]

India – Green IPO Green stocks have not really set the Indian stock market on fire, with most going into bankruptcy (called CDR in India, as there is no good bankruptcy law). This has been the case in most global markets as well, though there are some green success stories out there such as Tesla, [...]