The Indian Government has recently come up with some economic reforms in the areas of Subsidies, Aviation, Retail and Power. However most of these reforms are half baked and fail to address the structural issues. Doubts are already being raised about how these changes are going to be implemented, with the ruling party losing the […]
Under pressure from the Government, telecom tower companies in India have banded together to float a contract to buy green power from privately owned green companies in India. Note these fierce competitors have formed a cartel to drive down the prices of buying renewable energy from small suppliers. Telecom towers manage to get subsidies of […]
The Solar Inverter Industry The Solar Inverter Industry has remained relatively stable compared to the solar panel industry due to fewer number of players and higher barriers of entry. The top solar inverter companies are mostly European though Asian companies particularly from China are making aggressive expansion plans. The solar inverter industry is expected to […]
SMA Solar The stock price of the company has touched new lows, as investors are anticipating that the company will be unable to face the onslaught of the Chinese solar inverter manufacturers. Note SMA Solar held a dominating 40% solar inverter global marketshare in 2010, compared to the solar panel manufacturers, none of which has […]