Solar Thermal

May 14, 2013

Every Solar thermal Plant in India is delayed, still the Government wants to award more

Every single solar thermal plant awarded under India’s federal subsidy program (JNNSM Phase 1) is delayed according to MNRE. Note I have been critical about solar […]
December 10, 2012

JNNSM Part 2 Quick Guide – Indian Solar Policy Second Phase Draft needs a lot more work

In Greenworldinvestor we have already covered the India’s Federal Solar Subsidy Policy JNNSM from its inception 2 years ago. Now as the Government embarks on the […]
December 4, 2012

India reduces Solar Panel Plant prices by 20% to $1.5/watt and Solar Thermal Plants' by 10% to $2.2/watt

Solar Plant Price Reduction in India The rapid decrease in solar panel prices has led to a sharp decrease in overall solar system prices, with the […]
November 29, 2012

Most Indian planned Solar Thermal Plants under JNNSM might not get built

We have repeatedly highlighted the drawbacks of solar thermal energy vis a vis crystalline solar panel technology. Solar Thermal Plants are getting replaced or mothballed altogether […]
November 7, 2012

Solar Power India – Issues and Challenges in its development

Solar Power in India As a tropically located country, India is endowed with vast solar energy potential. With about 5,000 trillion kilo-watt hour (kWh) per year, […]
October 26, 2012

Siemens $400 million Solar Acquisition goes to Zero as Giant Electrical Conglomerates cut losses in Solar

The Dying Solar Industry The massive losses seen by the Solar industry has been an ongoing feature for the last couple of years and given that […]
September 13, 2012

Solar Riches to Rags Story of Erstwhile Global Solar No.1 German Q-Cells Ends, with Korean Hanwha Buying the Remains for a mere $50 Million

The story of Q-Cells comes to an End Q-Cells is the biggest solar failure in Europe as the company which was the global leader in 2008 […]
July 23, 2012

Concentrated PV Companies face the Crystalline Silicon Competitive Heat, as Amonix Closes Down

Crystalline Silicon PV Solar Technology is beating other rivals in the solar race hands down, with other technologies like thin film solar, solar thermal and concentrated […]
July 17, 2012

India’s Second Largest State sets Attractive Solar Subsidies – What you need to know

Solar Power in India is growing rapidly despite the federal subsidy program, JNNSM not doing so well. This is mainly due to the State Government’s stepping […]
July 10, 2012

Solar Gold Rush leads to Sharp Appreciation in Land Value in India’s Southern Dust Bowls

Solar Gold Rush The Indian state of  Tamil Nadu, which is set to announce a solar subsidy policy soon, is seeing a massive gold rush. Note […]
July 2, 2012

Solar Energy dominates Renewables Growth in 2011 with 60% share at $147 billion growing at 50% y/y even as Wind Energy Investment flattens out

Solar Energy Investment in Solar Energy sector jumped by more than 50% y/y to around $150 billion in 2011 with solar projects being built frantically in […]
June 21, 2012

Contrarian Investing in Solar Stocks as Sell Side sees Solar Industry Gloom and Doom, Jeffries sees degrowth in 2013

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% .
May 31, 2012

6 Reasons why the Time for Buying Solar Stocks has arrived

Solar Stocks have made their investors suicidal with drops of of 80-90% from the top common even amongst the biggest solar companies. A number of solar […]
May 29, 2012

Solar Polysilicon Capacity Expansion stops after 4 crazy years of growth

Polysilicon capacity has almost grown by 10x in the last 5-6 years as massive demand growth from solar panels made suppliers add capacity without thinking about […]