Time is perfect to go Solar
One of the bigger growth opportunity out there..
Accumulate Trina Solar (TSL) on dips
Solar Grid parity is near, China embarking on massive expansion, shake-out in the industry is favouring the strongest players, with the lowest cost panels and healthiest balance sheets, like TSL..
Chinese solar companies dominate on massive Chinese stimulus
China is five-folding it’s domestic solar market in 2015, guess who the winners will be..
Has the solar market turned?
Up one day, down the next, what’s going on?
The Big Solar Commoditization
Relentless forces turn solar cells into a commodity. Good for society, bad for solar producers. Is there any escape?
The real problem with solar energy isn’t cost..
It’s something bizarre..
Rally in Chinese solars is unsustainable
Too far, too fast, but they’re already reversing..
Another element in peak-oil emerges
High population growth in the Middle-East will limit oil for export..
Death spiral for solar companies?
What’s going on? Have they taken on too many honerous supply contracts? An inquiry into the short-thesis in solar land.
Is this enough to stop the rot in the solar sector?
US demand booming..