The DRAM Industry has seen a long and painful consolidation with many players going bankrupt and others being gobbled up by bigger companies. Many companies left the DRAM business because of high capital costs, relentless competition and technology upgrades every year. In the last five years only around 10 companies were left from Taiwan, Korea, […]

US Solar Demand is booming despite the fact that solar installation costs are coming down at a much slower rate compared to the solar panel price decline. While solar panel prices have gone down by almost 50% y/y, the price that a homeowner in the US pays for a complete solar system has gone down […]

The US imposition of duties on Solar panel imports from China has raised the hackles of the Chinese Government which considers the solar industry to be strategic to its future growth. While it will not affect the Chinese exports in a big way considering the easy workarounds, it has the potential of making the Chinese […]

Chinese Legal System is mostly a joke with the communist party running the world’s most populated country with an iron hand. The courts are mostly for show as dissidence against the Party is not tolerated and human rights are non-existent.Also most of the major companies are run under crony capital rules rather than free markets. Most of the rulings are done which favor the ruling party mandarins with little respect to whatever Communist Party laws are. IP Theft has been a big problem for overseas companies operating in China with Google existing the country sometime ago after it was hacked. With the world’s largest Internet companies having to run because of IP theft, smaller companies have no chance.Sinovel is the biggest wind company in the world right now because of Chinese government support and policies. It commands huge influence in the corridors of power as it is unlikely to have become this big without major government and bank support.

USA Wind Energy in 2012 has got off to a flying start with the announcement of 3 new wind farms being announced. While BP and Sempra have announced 2 new wind farms with 560 MW capacity with $1 billion in investment ,a Spanish company will build a 189 MW wind farm . Note 2010 was not a great year for wind energy in the USA though 2011 was better . GE will be the Wind Turbine Company supplying turbines to the BP WInd Farms while Accionia wind turbines will be used by the Spanish company . Note there is a severe competition in the Wind Turbine space with the biggest wind company Vestas facing a possible bankruptcy or consolidation in the future. However wind farm developers are having a good time at the expense of the wind equipment companies as prices of wind turbines reach very low levels.

Solar Renewable Energy Certificate (SREC) Prices in New Jersey have been falling at a sharp rate from a high of $600 to $225 as high returns from falling solar panel prices and other tax breaks.This has led to a massive growth in solar installations in the state making it the 2nd largest state by solar capacity.New Jersey installations have crossed 500 MW and made it a huge green job driver in the state.However this boom has made the market driven SREC prices fall quite sharply.Though not falling as sharply as Pennsylvania where SREC prices have become a joke ,they are still low and falling.