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Wall Street Breakfast: Must-Know Newsby SA Editor Rachael Granby- Bank trio becomes duo. Wells Fargo (WFC) will become the largest U.S. bank by branches with its bid for Wachovia (WB), after Citigroup (C) withdrew from compromise negotiations late yesterday on concerns about the quality of some of Wachovia's assets. Wells Fargo, with a bid valued at $11.4B, expects the purchase to be completed by the end of the year, and denies it will have to absorb assets shakier than originally thought.
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Latest Comments110 Comments
Why I'm Bullish on the Solar Sector
The U.S. CAGR for solar PV will increase to 50% despite current liquidity trap.
Alternative Energy Storage Is an Investment Tsunami
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.
Expect Continued Drops in Solar
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.
The Week That Solar Was Left for Dead
**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...
Solar Companies Overseas: Where the Sun Don't Shine No More
Solar Companies Overseas: Where the Sun Don't Shine No More
France to install over 5500 MW new solar PV to 2020 with new feed-inn tarifs!!!!
renewableenergyworld/r...
The Solar Shuffle: Only the Best Will Do - JPM
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.
Raser Technologies: The Ugly Duckling of Alternative Energy
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)
China Solar Companies Slowing Production
China + greater Asia >35%
Europe >40%
United States: >50% ???
renewableenergyworld.c...
The Solar Market: Horseshoes, Hand Grenandes and Demand Predictions
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...
SunPower, Solar Stocks Hit By Panel Price Prediction
***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
SunPower, Solar Stocks Hit By Panel Price Prediction
Silicon prices drop by same or even more next year.
Very biased reporting again and again Eric.
Game Changer in Solar Energy: PG&E Inks Deal
Everything They Tell You About Solar Is Wrong - Travis Bradford
Canadian Solar Swoons, Despite Beat and Raise
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)