Can Utilities Sink The Solar Market?

  • The solar market, like oil, is finely balanced and relatively small disturbances can lead to significant price swings.
  • With the backdrop of lower LNG prices in Asia and utilities, especially in Japan, fighting solar energy, the risks have increased for solar stocks.
  • Longer term, the advancement of solar looks certain and solar stocks have already discounted considerable adversity.
  • While demand might disappoint in 2015, the situation isn’t nearly as dramatic as there is much less overcapacity compared to the last glut and capex has been moderate.

Can Utilities Sink The Solar Market? | Seeking Alpha