Solar stocks have been violently cyclical in the past. But decreasing dependence on subsidies and increasing dependence on projects will reduce this significantly. A less cyclical nature warrants a higher valuation for solar stocks. But problems remain, like grid problems and energy storage. via Solar Projects Provide Stability, Higher Margins – Seeking Alpha.
Entries from March 2014
March 30th, 2014 · Comments Off on Solar Projects Provide Stability, Higher Margins – Seeking Alpha
Tags: Solar sector
March 24th, 2014 · Comments Off on Report on the state of the LNG market
Tags: Natural Gas
March 16th, 2014 · Comments Off on Pro’s and con’s of letting Russia getting away with taking the Crimea
When in doubt, it’s often useful to suspend judgement and list as many variables as you can, this situation is no different.
March 16th, 2014 · Comments Off on We’re terrible at assessing risk
the increase in car travel stemming from people’s fear of air travel directly after 9/11 likely led to an increase in traffic fatalities measured in the thousands, and possibly more than the number of actual 9/11 victims. via We’re terrible at assessing risk.
March 15th, 2014 · Comments Off on Remarkable!
March 12th, 2014 · Comments Off on ECB’s dangerous flirtation with deflation
By this measure, inflation since June has been running at a rate of -1pc in France, -2pc in Holland, Belgium and Slovenia, -4pc in Italy, Spain and Portugal, -6pc in Greece and -10pc in Cyprus. Sweden and Switzerland are also in deflation. via ECB’s dangerous flirtation with deflation.
March 12th, 2014 · Comments Off on OilSearch Research Report
March 12th, 2014 · Comments Off on Remarkable!
March 11th, 2014 · Comments Off on JKS still has upside
After a monumental rise the last two years, shares in JKS still have further to run. There are considerable risks, but we think these are outweighed by the opportunities. The solar market is expanding, less dependent on subsidies, and panel prices and margins still move in the right direction. And big opportunities lie in distributed […]
March 7th, 2014 · Comments Off on Remarkable!