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 […]
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 […]
Looks like it, but it remains to be seen how serious this is. We’ve been here before..
Valuation of these companies is still extremely low..
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 […]
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 […]
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..
Smashing estimates.
See that chart..
Superpowers not getting along..