China is leading US in Clean Energy Manufacturing while it lags behind the US in Technology .While the US government is only thinking that they might lose the clean energy leadership to the Chinese,the Reality is that they are already behind in the Clean Technology Race.This is being confirmed from actions by US as well […]

China has been rumored for a long time to mandate a law to  provide for a higher electricity rates for renewable energy production (Feed in Tariff) . First Solar the largest solar company in the world had signed an agreement with the Chinese government for setting up a gargantuan 2 GW plant in Mongolia based […]

Indian companies Fear Foreign Competition Indian companies raised a massive hue and cry against the Indian government’s draft to allow foreign made modules to be used in construction of solar power plants. India has  a target of building 1000 MW by 2013 under JNNSM which impiles almost 9000 crores or $1.8 billion in potential business […]

The United States could fall behind China and other countries in clean energy technology unless Congress passes energy legislation, U.S. Commerce Secretary Gary Locke said on Saturday– Reuters While the Commerce Secretary is “only thinking” that the US could fall far behind ,The Reality is that US is already far behind in the Solar and […]

The Solar Thermal Space or CSP (Concentrated Solar Power) is seeing increasing consolidation with numerous acquisitions and partnerships . There are 3 main reasons for this trend Solar Thermal projects typically are built on a scale of Hundreds of Megawatts requiring large amounts of capital which is typically beyond a startup These CSP Projects also […]

Jinko Solar is fundamentally a low quality stock.I wrote about Jinko’s IPO a few days ago pointing out the severe shortfalls that the company suffers from– Green IPO Jinko Solar Analysis – Extremely Low Quality Offering Seems to be Done in Desperation The 23.6% GM is a one off I think and it will be […]