June 2012
June 30, 2012
Solar Panels have become massively oversupplied globally with companies in the boom years of 2010 and 2011 installing record amount of solar equipment. It is estimated […]
June 29, 2012
Japan after the Fukushima disaster had set out on a plan to increase the share of renewable energy in the electricity mix which is abysmally low. […]
June 29, 2012
Solar Equipment Companies Saw a massive increase in revenues and profits as Asian companies led by the Chinese built a huge amount of solar cell, wafer […]
June 28, 2012
Indian Solar Energy has received wide acclaim in national and international media for being a great success. However compared to other countries, the claims seem quite […]
June 27, 2012
Chinese Scenario Big Chinese state owned companies are gobbling up financially strained Western solar firms as a massive overcapacity in global solar panel supply (caused by […]
June 27, 2012
Astronergy was founded in 2006 and is the solar subsidiary of the Chint Group. As a leading integrated solar manufacturer, Astronergy specializes in research, development & […]
June 26, 2012
Talesun is an international manufacturer of solar cells and modules with offices in Munich, San Jose and Shanghai. The photovoltaic solar cells and modules are manufactured in China […]
June 26, 2012
Note India desperately needs someone to break the oligopolies and cartels created by numerous sectors such as yarn producers, cement players etc. But you have to find a balance between penalizing them and bankrupting them.Most of the developed countries like USA and European Union have highly developed and advanced competition regulators which impose hundreds of millions in fines against domestic and international companies who indulge in anti-market practises.The fines serve as a great deterrence where powerful corporates try to undermine the market forces through their sheer size.The landmark anti monopoly legal cases against Microsoft,LCD companies have proved to be very effective in punishing super powerful businesses who have shafted consumers through illegal practises.
June 25, 2012
I have always said that investing in Indian mutual funds is a dumb idea given the lack of regulation , under performance, high fees and front […]
June 25, 2012
The Polysilicon Companies have seen an amazing amount of profits in the period between 2008-2011 end as prices of polysilicon shot up to $400/kg which resulted […]
June 24, 2012
ITC which is a subsidiary of BAT is India's largest producer of tobacco products and has almost a monopoly position in the manfacture of cigarettes. Using its massive cash flows from the ever prospering tobacco business, the company has diversified into a number of other business segments like retail, agro industry, hotels , paper etc. The company has become one of India's biggest consumer companies using tobacco profits to extend its Indian empire. Lack of government action on tobacco has made it the biggest Indian company However the biggest source of revenue and profits continue to be the cigarrete segment which kills thousands of Indians each year.
June 23, 2012
Indian mainstream research companies keep coming out with pages and pages of useless research on Indian solar power. Most of its value is not worth the paper it is written on with mindless reams of useless statistics and projections . This time CARE ratings has come out saying that solar power will reach grid parity by 2017 . Don't know how they have come out with this magical number just as Crisil has come with a magic number as well.
June 22, 2012
However India's biggest capital good equipment company BHEL owned by the government is plannning a $500 million investment to build a solar cell factory in at Sakoli which is part Union heavy industries minister Praful Patel's constituency Bhandara.Talk about how dumb you can get. BHEL hardly has too much expertise in the solar panel industry and with solar cells in massive oversupply,it is almost sure to lose money. However that is how things work with Indian government companies where investment is made at the whims of ministers rather than rationality and business sense.BHEL is currently trading at one of the lowest valuations in its 10 year history and its not a big wonder why. The company has benefited in the past as did other machinery and engineering companies from an infrastructure invesment boom. However those glory days are over for the company as it faces competition from the Chinese companies and decreasing orders flow. Praful Patel the minister has already spent a few years in the airline ministry presiding over the conversion of the state owned carrier Air India ino a basket case. Now its the turn of BHEL to be turned into a basket case as well.
June 21, 2012
Updated: 7/06/2016 Japanese Solar Panel companies Sharp, Kyocera, Panasonic-Sanyo, Mitsubishi were the top solar panel producers in the world. Solar Energy in Japan has a long […]
June 21, 2012
However I think that with the prices going down by such a lot , demand elasticity is rapidly picking up leading First Solar to unexpectedly start its closed German plants. With most sell side analysts giving up the industry for dead, volumes dying down and a sense of doom existing ,its time to build positions here as the major solar companies like Trina,Yingli continue to grow volumes by 30-50% .
June 20, 2012
State Owned Chinese conglomerates strengthen their position in solar industry during industry crisis
While thousands of small solar companies in the world have gone / are going bust on account of massive industry oversupply and crashed solar panel prices, […]
June 20, 2012
Note the market for water heaters in India is around $200 million annually and solar water heaters have managed to capture more than 30% of the market showing that solar water heaters are now a part of the mainstream. Note many solar products are starting to become more mainstream as their price competitiveness increases every year. Solar Panels which are the most widely used solar product has seen the price come down by almost 80% in the last few years .
June 19, 2012
The mobile phone market has changed radically in the last few years with the advent of Apple’s iPhone. The introduction of the Apple smartphone was a […]
June 19, 2012
Solar power in the last few years has seen mainstream analysts, consultants and market research firms go massively wrong as they fail to understand the solar […]
June 18, 2012
The E-Waste Industry in India is poised to grow by more than 20% CAGR as Indians generate increasing amounts of e-waste as income levels grow leading […]
June 18, 2012
Pakistan is facing a major energy crisis as years of corruption and mismanagement has made the country into a basket case. Thousands of SMEs are facing […]
June 16, 2012
The LED chip industry flourished in China as the government provided capital subsidy to small companies to buy MOCVD tools which help in making these chips. […]
June 16, 2012
The Indian Solar Electricity generating industry has mainly been funded by the auction mechanism at the federal and state level. The solar generators get their electricity […]
June 15, 2012
While the solar bankruptcies that are going on for the last year or so are nothing new, the pace has accelerated in recent times. With even […]
June 15, 2012
The Indian Real Estate Market saw a massive boom in the period between 2004 and 2008 alongwith the global real estate bubble. However after that the […]
June 15, 2012
Indian solar manufacturers of crystalline solar panels and cells recently filed an application to the directorate general of anti-dumping and allied duties. The application says that […]
June 14, 2012
About the Company Schuco is a leading developer of comprehensive systems for solar power and solar heating. It is the market leader for innovative & energy-efficient […]
June 13, 2012
Updated on: 8/06/2016 About Yingli Green Energy Yingli Green Energy is one of the oldest Chinese companies and is completely integrated from polysilicon. Currently Yingli is […]
June 7, 2012
The different forms of Renewable Energy are Solar,Wind,Nuclear,Hydro,Tidal,Biomass and Geothermal Energy. Renewable energy sources are more environment- friendly with less pollution & global warming effects. There […]