Solar’s Positive News: Capacity Plans Are Finally Adjusting
This year’s period of intense over-supply in the solar sector has continued to pressure solar players, leading to a recent batch of announcements of cut-backs and cost reductions. All of this may simply seem to be a continuation of the recent slew of bad news that has plagued the industry in the past few months. [...]
Could The G20 Deliver A Growth and Clean Energy Pact?
It is becoming increasingly clear that the international community fully recognizes the need to ensure that the global economy does not become engulfed by another financial crisis at this critical juncture. Developments with regard to the referendum question in Greece and the fate of MF Global make this issue particularly pressing. There is therefore significant [...]
Solyndra Update: Politics Likely to Continue to Cast Shadow Over Solar
Solar stocks have clearly been heavily affected by the political fall out following the Solyndra affair – and unfortunately the political debacle only looks likely to get worse. The Hill now reports that the Republicans on the House Energy and Commerce Committee are deeply focused on attempting to prove that the Obama Administration broke the [...]
Solar: DoE Ends Loan Guarantee Program with Final $4.7bn in Approvals
This past Friday, the 30th September, was the final day for approvals under the Department of Energy’s 1705 Loan Guarantee Program. This was of course set up as part of the 2009 stimulus law and extended an existing Energy Department loan guarantee program. Activity at the DoE under the program has also now of course [...]
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 [...]
