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Category Archives: Solar sector

Must read on renewables..

That quest for grid-parity (the point where electricity from renewables can be offered without subsidies as it is just as expensive as electricity from the grid) is getting tantalizingly near […]

March 4, 2011 admin

Italy spoiling the solar party?

Looks like it, but it remains to be seen how serious this is. We’ve been here before..

February 28, 2011 admin

Another Solar blow-out

Valuation of these companies is still extremely low..

February 28, 2011 admin

The Chinese Solar Market

China subsides production, Europe subsidizes consumption. Who will be smarter? China gains markets and economies of scale and learning selling expensive panels elsewhere (helped by foreign subsidies) before plunging themselves […]

February 25, 2011 admin

The Solar market in 2010

Good overview of a good year. Especially noteworthy is how Europe still dominates, and how small the other markets like the US, China, India still are. There should be plenty […]

February 25, 2011 admin

Some things you didn’t know about Trina Solar

Good metrics, what’s not to like? Q4 EPS of Trina actually exceeded those of First Solar, whose stock price is more than five times as high..

February 25, 2011 admin

Trina Solar does it again

Smashing estimates.

February 25, 2011 admin

Trina Solar (TSL) getting very interesting at these levels

See that chart..

October 19, 2010 admin

Trina Solar cut to hold from buy, but price target increased

By S&P..

October 15, 2010 admin

Solar rally brutally cut short by this..

Superpowers not getting along..

October 15, 2010 admin

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