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 […]

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 […]