President Obama declared $1.85 Billion in Combined Loan Guarantees to Concentrated Solar Power Giant Abengoa and Cadmium Tellurium startup Abound Solar.These huge guarantees is nothing new as other solar startups like Solyndra and Brightsource Energy have also  received hundreds of million dollars in Loan Guarantees from Department of Energy(DOE).I had written earlier about how US […]

Sharp,the Japanese Zaibatsu known more for its Electronics Products is also the world’s No 1 Company in terms Solar Module Revenues.Sharp has been the solar world leader since the past 4-5 years despite stiff competition recently  from upcoming Chinese Crystalline Solar (c-Si) players and Thin Film Leader First Solar.The Chinese have gained almost 50% of […]

Thin Film Technology came into prominence with Polysilicon Prices ruling at $400/kg Solar Thin Film Technology is supposed to be  the 2nd Generation successor to the mainstream Crystalline Silicon (c-Si) Technology which accounts for around 85% of world production.With Polysilicon(c-Si raw material) being priced at an exorbitant $400/kg in 2008 (cost of $30/kg) due to […]

Acquisitions and Alliances have shown an increasing trend in the Concentrated Solar Thermal (CSP) segment in contrast with the Solar Photovoltaic (PV) segment. However the conditions have been changing in the PV segment making M&A and JVs increasingly attractive in this segment as well.The main factors that are contributing to this rising M&A and Acquisition […]

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 […]