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 […]

US wants the booming China clean energy sector to help boost its exports to meet Obama’s mission of doubling exports in the next 5 years.However the implicit trade barriers are too high for the foreign companies to surmount.China has managed to dominate the world’s solar industry and is on its way to doing it in […]

The Indian Government under the Jawaharlal Nehru Solar Mission has proposed ambitious plans for the development of solar energy with a 20 GW target by 2022. This implies almost 1 GW of solar energy to be installed per year in the country.At the current prices that is an impressive $4 billion in investment per year.Naturally […]

Jinko Solar  managed to list today at the bottom end of the range at $11.Earlier they had to cancel their  plan to list in February due to weak market conditions.Well it seems they had to  IPO otherwise the founders and owners would have been left nothing from this excerpt taken from their F1 filing with […]

2010 Solar Installation Growth Rate is going to be above 50% driven by a sharp decline in module prices and excelled government guaranteed above market prices for solar generated electricity .This has also been projected by multiple analysts and research firms . Now an industry heavyweight with its numbers is doing the same. SMA sold  […]