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 [...]

Chinese Solar Industry in more trouble Chinese solar product makers have been facing trade sanctions from different countries at different points of time. USA was the first of the block putting high anti-dumping duties on solar panel imports from China. When the smart Chinese solar module producers circumvented this move by procuring cells from Taiwan, [...]

China instals 25% of Global Solar Energy China missed its 12 GW solar installation target for 2014, as it only managed to install 2 GW of distributed solar capacity for 10.6 GW of overall solar energy capacity. While large scale solar farms met their target of 8 GW, distributed solar energy could not catch up. [...]

Effects of Anti-Dumping Duties Trade wars are generally counterproductive, as they lead to more losses than gains in general. USA and China have been battling it out in the solar products for around 3 years now, with brutal losses in both sides. It has increased inefficiency and costs on both sides as Chinese producers look [...]

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 projects currently, while Japan is fast treading towards solar goal of 10.3 – 11.9 GW solar installations. China is currently focusing more on rooftop installations. It plans to have [...]

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 made solar cells. Big Taiwanese companies such as Motech, Gintech and NeoSolar were seeing large sales growth, as Chinese panel producers outsourced cell production to Taiwan in order to [...]