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ReneSola Share Repurchase Program Starts Slowly

Late last month, I discussed the fact that in another sign of the undervaluation in the Solar sector, the Board of Renesola had authorized a $100m share repurchase program. On the day of the company’s announcement, its stock price was down 66% on the year. You can read more detail on the original share repurchase program and [...]

US Still Net Exporter of Solar to China

Following the announcement that CIGS solar start-up Solyndra had declared Chapter 11, I published an article suggesting that although this was clearly not good news, the overall solar sector in the US was still in relatively good competitive shape, with a healthy trade surplus with the rest of the world of some $1.9bn. You can [...]

The Shell-Westport Deal – Demers Interview Underlines the Risk For Clean Energy Fuels

Following last week’s deal between Westport Innovations (WPRT), provider of natural gas engine technology, and Shell (RDS-A) on a co-marketing agreement for natural gas solutions for the trucking industry in North America, Westport CEO David Demers gave an interview on CNBC’s Mad Money. You can read more about the original co-marketing deal here. The bottom line is that this [...]

Shell Deal Great For Westport But A Concern For Clean Energy Fuels

Westport Innovations (WPRT), provider of natural gas engine technology, received a major boost on Wednesday following the announcement of a co-marketing program with Royal Dutch Shell (RDS-A). Understandably, Westport itself rose 19.4% on the day. Perhaps less understandable was the 13.2% rise seen by Clean Energy Fuels (CLNE). The agreement between Westport and Shell launches a co-marketing program in [...]

Solyndra Chapter 11 – What Does It Mean For US Solar?

Last week the US solar sector faced the disappointing news that solar start-up and CIGS player Solyndra filed for Chapter 11. This follows the recent moves into bankruptcy protection by Evergreen Solar and the smaller SpectraWatt in the past two weeks. Clearly, the recent period of oversupply and sharp decline in module prices has taken [...]