aquaculture

Latest Comments
110 Comments

    • Sun Nov 30th 12:29 PM
      |
      Rating: 0 0
      Commented on:
      Why I'm Bullish on the Solar Sector
      France has just introduced new FIT for 2009 adding 5.5 GW of silicon PV panels. A 400x increase to 2020. To put this in perpective: its the entire production of a company like STP.

      The U.S. CAGR for solar PV will increase to 50% despite current liquidity trap.
      View article »
    • Sun Nov 30th 11:30 AM
      |
      Rating: +1 0
      Commented on:
      Alternative Energy Storage Is an Investment Tsunami
      Based on your analysis, it seems clear that utilities (facing increasing licensing problems for new coal plants) have no other option but to invest heavily in new renewable energy projects, combined with pumped hydro storage/compressed air and new transmission capacity.
      The U.S. has enough geothermal, solar, wind, water and potential gravity to supply all its needs with a reliability of 100%.
      An underestimated benefit of solar panels for utilities is that they reduce peak load and the need for new generating capacity.
      The latest direct-drive (less maintenance) windturbines produce electricity more cost-effective then a coal-fired powerplant.
      Invest in publicly listed solar PV companies, geothermal, windturbine manufacturers, cement and concrete, water/air pumps and transmission line manufacturers and related services.

      Why smooth such phases in a larger system (the grid as a whole) which is about to crumble for entirely different reasons?

      Battery technology is capital intensive and risky.
      The only renewable battery technology is zinc-air because zinc-oxide can be recycled into zinc in solar ovens.
      View article »
    • Sat Nov 29th 11:56 AM
      |
      Rating: +1 0
      Commented on:
      Expect Continued Drops in Solar
      FSLR lives and grows because of solar silicon shortage/high costs, which is extremely unlikely to continue into the coming silicon ages.
      FSLR growth is -at some point- limited by tellurium supply/price.
      Also FSLR faces enormous recycling and reclamation costs, which FSLR shadily books as ´sales costs´ into the future.
      From an environmental standpoint the last thing the world needs now is a cadmium-(re)cycle as a basis for energy supply.

      The silicon solar PV industry has a great future.
      View article »
    • Mon Nov 24th 07:54 AM
      |
      Rating: +2 0
      Commented on:
      The Week That Solar Was Left for Dead
      Silicon PV stocks at present valuation are a tremendous investment opportunity.

      **news: France; new feed-inn tariffs 2009, to add 5.5 GW of new panels to 2020. (To put this in perspective, it is the entire STP production, guaranteed!!)

      renewableenergyworld.c...

      View article »
    • Sat Nov 22nd 08:57 AM
      |
      Rating: 0 0
      Commented on:
      Solar Companies Overseas: Where the Sun Don't Shine No More
      renewableenergyworld.c...
      View article »
    • Sat Nov 22nd 08:52 AM
      |
      Rating: 0 0
      Commented on:
      Solar Companies Overseas: Where the Sun Don't Shine No More
      NEWS.
      France to install over 5500 MW new solar PV to 2020 with new feed-inn tarifs!!!!
      renewableenergyworld/r...
      View article »
    • Thu Nov 20th 05:26 AM
      |
      Rating: +1 0
      Commented on:
      The Solar Shuffle: Only the Best Will Do - JPM
      If you get free advise from 'analists' from one these banks do the opposite and you'll do well.
      FSLR shareholders face increasing sales costs due to a shady recycling and reclamation program.

      Silicon PV solar at current valuation is the best investment opportunity at the start of this century.
      View article »
    • Tue Nov 11th 08:53 AM
      |
      Rating: 0 -1
      Commented on:
      Raser Technologies: The Ugly Duckling of Alternative Energy
      RZ geothermal rights (land leases Utah, Oregon etc.) alone are potentially worth more than current share price.
      RZ seems politically correct, well-connected.

      If management are such crooks, why would the Indonesian government partner with RZ????

      The technology works, if they execute well, RZ share holders will be fine.

      Why is RZ hated so much?
      Is it because of management's enthousiasm in a sarcastic investment climate?

      (long ORA, contemplating larger positions in RZ and HTM)
      View article »
    • Tue Nov 11th 07:31 AM
      |
      Rating: +1 0
      Commented on:
      China Solar Companies Slowing Production
      PV CAGR: 2009-2012

      China + greater Asia >35%
      Europe >40%
      United States: >50% ???

      renewableenergyworld.c...
      View article »
    • Thu Sep 4th 08:08 AM
      |
      Rating: 0 0
      Commented on:
      The Solar Market: Horseshoes, Hand Grenandes and Demand Predictions
      Well Photon has been RIGHT in predicting demand for the last 5 years. Not sure you're looking at the same Valencia. Forget the ham & the beach.
      Photon mentioned the likelyhood of a compromise in the next FiT revision, a higher Spanish PV cap of 500-600 MW/annual as opposed to earlier 300 MW.
      When looking north-west see dwindling natural gas supplies & aging nuclear plants facing enormous decommisioning costs.
      Looking south see political instability.
      Eastward, think EU wealth redistribution & energy security in light of Russia's historic relations with Chechs, Roemenians, Hungarians, Slovenians, Georgians, Kroats etc. etc...
      View article »
    • Thu Sep 4th 07:42 AM
      |
      Rating: 0 0
      Commented on:
      SunPower, Solar Stocks Hit By Panel Price Prediction
      BTW if this is all the news you have from Valencia so far:

      ***Photon mentioned the likelyhood of compromise, a higher Spanish PV cap in the next FiT revision of 500-600 MW as opposed to your earlier reported 300 MW cap.

      ***IRDEP, Paris, France announced an int'l call by scientists for the accelerated worldwide deployment of PV known as "the Valencia Call for Solar PV" echoing the Kyoto protocol.
      Declaration so far supported by over 200 society personalities&cele...
      YOU (including [lol] you Eric) are invited to join the initiative&sign the call by sending an email to PVCall@enscp.fr
      View article »
    • Thu Sep 4th 06:53 AM
      |
      Rating: 0 0
      Commented on:
      SunPower, Solar Stocks Hit By Panel Price Prediction
      So what?
      Silicon prices drop by same or even more next year.
      Very biased reporting again and again Eric.
      View article »
    • Sat Aug 16th 18:01 PM
      |
      Rating: 0 0
      Commented on:
      Game Changer in Solar Energy: PG&E Inks Deal
      sodapop i hope....
      View article »
    • Fri Aug 15th 17:13 PM
      |
      Rating: 0 0
      Commented on:
      Everything They Tell You About Solar Is Wrong - Travis Bradford
      seekingalpha.com/artic...
      View article »
    • Thu Aug 14th 13:41 PM
      |
      Rating: 0 0
      Commented on:
      Canadian Solar Swoons, Despite Beat and Raise
      nice summation jbde.
      Its a public secret si PV module lines could easily multiply output 10 X, without all too much capital expenditure (latest cell test machines, string assemblers, laminators and the like), this according to Roger Little, ceo Spire.
      Now lets hope LDK's poly plant will upstart fine, lets hope for more solar grade silicon in general.
      Best wishes,

      Aqua (long CSIQ)
      View article »