Note the Solar EPC business typically is a low margin business like the general Enginereering Procurement and Contract (EPC) Sector.A number of Solar Companies like Q-Cells,MEMC,Sunpower and First Solar in recent times have entered this segment to generate a captive demand for their solar products.Nobody derives significant profits from this part of the supply chain due to its lower margin structure.With low barriers of entry and little bargaining power,this part of the Solar Food Chain is the last place you would expect a high technology company like Toshiba to enter.The Nikkei report says that Toshiba wants to enter the Smart Grid business by leveraging its experiece of the Solar EPC business.

The Tres Amigas Facility will be the first of its kind in the world and would be profitable allowing sale of power between the Three Grids.This unique initiative has received support from numerous stakeholders like utilities,transmission operators,Green Energy Suppliers etc.Extreme Power has been selected to provide Energy Storage Facilities and Energy Management Technology for this project.If this project gets built it will lead to the building of similar such facilities in the rest of the world and be a big boon in the quest of Mass Adoption of Green Energy.Note this Project seems to deserves a DOE Grant much more than the Billion Dollar Loans to Abengoa and Solyndra.

ABB, the European Giant which was formed by merger of Asea and Brown Boveri in 1989 is increasing its lead in the Smart Grid Industry.The company which generated over $30 billion in revenues in 2009 with a roughly 10% Net Profit Margin is a leader in Power Systems,Network Management,Electricity Transmission and Distribution.The company has focused […]

Chinese Green Companies are being forced to look at overseas market for Profits as their Domestic Market is being ravaged by fierce price wars.Wind,Solar and even Smart Grid Companies in China compete mainly on price as technology is not the strong point for these companies.Lots of these small companies are promoted through provincial government bodies […]

General Electric or GE as it is popularly known is one of the biggest players in the Green Industry globally.It generated $18 billion in Ecomagination revenues in 2009 with $1.5 Billion in Investment.General Electric like other industrial conglomerates like Siemens,Areva and others are in fact low risk plays in the Green Investing sector.GE is strong […]

The US Government needs a Reality Check about who is leading the world in Clean Energy.While the US Commerce Secretary thinks that the US might lose the clean energy leadership to China , I think they might already have lost it. The following US utility Duke Energy statement seems to corroborate my opinion. “China is […]