Rare Earth Metals which are sold as oxides have seen an exponential price rise in recent months with the corresponding rise in stock prices of rare earth stocks like Lynas,Molycorp,Avalon,Jiangxi Copper,Chinalco,Inner Mongolia Bao-Tao etc.While China has now said that it will increase production and exports of rare earth minerals next year,the confusing signals are sure to keep the prices of the rare earth minerals high.Note the reserves and production of rare earth minerals are finite and their uses growing ,the prices of rare earth minerals are bound to increase.While the last 2 months increase has been due to a combination of geopolitical factors,quantitative easing and speculation,it looks in the years ahead rare earth price should keep increasing.Note other supply sources are being developed in Russia,Vietnam,Kazakhstan,Australia,Africa and Canada.So there will be a lots of ups and downs,however the secular growth story of rare earth prices is intact.

Wind Energy in India is the biggest Green Industry currently with around 1 GW of Wind Power Capacity being installed in a year on average.The Growth in Wind Industry has been driven by states like Tamil Nadu who have heavily subsidized and promted Wind Energy.India at around 10 GW of Wind Capacity is the world’s 5th largest Wind Energy Producer.However India remains far behind China in terms of Wind Energy Growth .Last Year China installed nearly 13 GW of Wind Energy which is more than India’s total installed capacity of Wind Energy.With a target of around 230 GW by 2020,China is on track to install 20 GW of WInd Capacity a Year in the next 10 years which would make India a Pygmy.Also two of the largest Wind Turbine Producers Sinovel and Goldwind are from China.India despite producing a world class company Suzlon in the early states of Wind Industry Development is struggling.Suzlon has fallen on very hard times running big losses while other Wind Companies are of hardly any decent size.

US Steelworkers Union filed a Trade Complaint against China over its predatory practices in Green Sectors recently listing numerous infringements.While it was not thought of as a serious complaint because all Green Sectors have an element of Subsidy from Governments.This was seen as more of a tactical maneuver to gain more concessions from Chinese Green Investors in the USA like the A-Power deal with USW to buy USA made Steel for its Wind Turbine Plant in the USA.However what has been surprising is the alacrity with which the USA administration has accepted the 301 Filing.Now the USA Government Apparatus will investigate the claims and file punitive duties and penalties on Chinese made Green Products imported into the US.This has already resulted in a major stock sell-off in Chinese Solar Stocks which were enjoying a great rally.Note this Green War is part of a general Trade Cold War between the USA and China.This threatens to derail the feeble global economic recovery that we have seen so far.Without compromise and agreement between the major global powers on reducing the huge global imbalances,this could easily result in a Depression which was averted in 2008.

Solar Panels despite being mostly a commodity comes in a wide variety of types,technology,prices,size and colors.You can read an introduction about the lowest cost panels here.With there being no global index of Solar Panel Prices and with Prices of Solar Panels forming very quickly,its a difficult problem in acquiring the cheapest solar panels.The problem is compounded for solar panel buyers because these panels are typically sold by wholesalers and distributors who charge fat margins without providing any additional value.Also due to the lack of knowledge about the quality and the properties of solar panels,buyers generally get fleeced.Also panels are seldom sold separately as it is generally part of the overall package of the complete installation of panels,inverters,wiring,connection and integration.Here is a quick overview of which are the companies which make the lowest cost solar panels on the planet at a good quality and the most recent prices which they are selling at.Notice that the European and Japanese solar panels are of much higher price despite there being very little to differentiate themselves from Asian solar panels.

Could $100 Android Phones from Local Indian Makers threaten Global Giants like LG,Samsung,Nokia in US and Europe as well

While the quality of local Indian made phones are still quite poor with lots of complaints,these companies have recently got a lot of funding and support.With Mobile Handsets fast becoming a commodity with mobile apps and services becoming the more important factor,Global Handset Hardware Companies are seriously threatened.With success in one of the biggest,fast growing and competitive markets,could these small handset makers penetrate global markets as well.Micromax which is the most successful amongst the host of small,nimbe Indian companies has already starting marketing its phones in the Middle East.With low cost $100 Android phones it could lead major prices wars in the West as well.The fat margins on smartphones enjoyed by Apple,Motorola,HTC,Samsung,LG and others could be a thing of the past.Its an event that cannot be underestimated by investors in these stocks.As the sharp fall in Research in Motion and Nokia shows,the mobile market is a fast changing one and the “Hero” (pun intended) of today can easily become zeros of tomorrow.

Rosatom has strong competencies despite the Chernobyl disaster as a black mark in its history.The Company has already constructed reactors in China,India and Iran during the Soviet Union Days and is constructing 5 reactors in foreign markets.With strong technology expertise and with laxer safety standards at home,it is trying to outflank Areva in its home turf.Note Areva is already facing losses from the Finland Nuclear Project which has proved to be a huge disaster.It additionally faces competition from Toshiba-Westinghouse which is ramping up its efforts to compete with Areva.GE-Hitachi suffers from a technological handicap compared with Toshiba and Areva,however GE cannot be underestimated because of its Global Reach and Industrial Strengths.Rosatom is that last thing that Areva needs in its shrinking home turf of Europe.Germany is facing huge opposition just for extending the life of its nuclear reactors while France has pretty much saturated its Electricity Market with Nuclear Energy.