Global solar demand growth IHS has predicted that solar demand growth in 2016 will drop to 10%, to around 65.5 GW up from around 59 GW in 2015. This means that the global demand growth will drop to 10% from around 33% now (global demand was around 40 GW in 2014). This is quite a […]

IPO of a Chinese Solar company in USA A Chinese company plans to do a $300 million IPO in USA. The company known as Solar Power Inc. (what an inventive name) started operations in 2015 and its main business model is to build solar power plants using a crowd sourcing model. The business is based […]

Solar booming at 2015 end The last quarter of 2015 is proving to be a great one for solar manufacturers. Massive increase in demand driven by countries like China and USA is pushing up their revenues and profits. Most large manufacturers such as Trina Solar, First Solar etc. are sold out for the next year […]

The Solar Revolution in India Indian solar prices have made a new record low at just 7 cents/kWh. This happened after intense competition led to prices falling below the Rs 5/kWh threshold, after SunEdison managed to win all 500 MW of capacity in a tender put out by India’s largest utility NTPC. Recently Sky Power […]

SolarCity down, good time to buy We have been having quite successful last week in terms of our short and long calls in solar energy. One of our favorite all time shorts SolarCity finally fell near its all-time lows. The stock which is linked to Elon Musk and Tesla saw its stock price decline by […]

Low Solar Tariffs a challenge for Indian producers The massive competition in the Indian solar power sector has led to extremely low tariffs being bid during recent solar auctions. The Rs.5/kWh rate has made it extremely tough for the large mainstream utilities to bid, given that these companies do not have solar energy as their […]