Solar And Oil Are Only Marginally Related
The sell-off in solar stocks has accelerated in recent months, although there are few signs of any imminent slow down in the solar market. Most observers relate this sell-off to […]
The Coming Solar Capex Boom
Demand for solar energy keeps on rising briskly, after steep price falls. Prices have stabilized and companies recovered some of their profit margins. For growth to continue, companies need to […]
Solar + Storage is Close to an Inflection Point
Solar energy has already achieved grid parity in a number of locations, but problems with its intermittent nature remain. Energy storage will greatly diminish these remaining problems, so solar + […]
SunPower shares are still very attractive
SunPower shares have been on a tear the last couple of years. Shares supported by significant competitive advantage, innovations, strong market growth and stable ASPs. The shares have sold off […]
No Second Solar Slump In Sight
For years, stocks of manufacturers of solar cells, modules and panels have been in the doldrums. Until a year and a half ago, there was a really spectacular and ongoing […]
Solar Projects Provide Stability, Higher Margins – Seeking Alpha
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 […]
Solar’s $2T opportunity
the solar industry has barely scratched the surface of the $2.2 trillion global energy market (that’s an annual figure by the way). SunPower CEO Tom Werner via Solar’s $2T opportunity.
Solar innovation marches on
Hundreds of labs around the world..
Solar Stocks Ending As Penny Stocks?
Wasn’t this the industry of the future?