The State of Indian Solar Industry This headline may seem a bit dramatic but that is the current reality being faced by the Indian industry today. The main reasons being: a) low cost competition from China and b) thin film solar panels by First Solar (FSLR), which have battered the small Indian manufacturers. India’s total […]

China forces Foreign companies to set factories in China China has done a fabulous job in forcing foreign companies to play by its rule in the past. The government there has allowed foreigners the access to its huge market, in return for setting up factories and research centers in the country. It has fostered firms […]

FSLR thinks Indian Regulatory system to be “relatively sophisticated” India has been a big market for the US based First Solar (FSLR), with the company already supplying equipments for more thanĀ 350 MW of solar power installed in the country. Though First Solar is co-operating with the Indian investigations against dumping of solar cells and modules […]

Positive Solar Market Reaction following JASO The solar stocks have been very volatile. It is very difficult investing in this sector, because the sector has become very unpredictable lately. The company which was big not a year ago, went bankrupt today (Q-Cells) and the company which was on the verge of getting bankrupt can see […]

Solar Industry sees some Positive Light The recent news flow in the solar industry has started taking a positive slant with increasing panel prices and resurgent demand from new areas like China and Japan. Quarterly results have started surprising on the positive side, though many companies continue to accumulate losses. Some stock like First Solar […]

First Solar (FSLR) We have been bearish on First Solar for some time as we felt that the company’s thin film technology is no longer competitive with silicon panels made by giant Chinese solar factories. The company remains profitable thanks to the DOE funded huge solar farms in USA. Without these farms First Solar would […]