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Tag Archives: Solar sector

China’s Continued Solar Explosion

2017 was supposed to be a transition year in which solar installation growth was going to take a breather. For various reasons the three biggest solar markets would see stagnation […]

July 30, 2017 admin

How Deep Will The Solar Crash Be?

Spot prices in solar panels have moved sharply downwards. Once again, this is causing widespread damage in the industry. We do a little survey of the market and the condition […]

January 18, 2017 admin

Community Solar Could Pressure Solar Installers, Tesla And SunPower

November 26, 2016 admin

Profit From The Solar Crash

November 12, 2016 admin

Solar Stocks Are Misbehaving

August 20, 2016 admin

Secular Profit Rise, Cyclical Profit Downturn

There has been a substantial shift of income from wages to profits. This has been an important part of secular stagnation and has been a drag on economic growth. Cyclical […]

June 19, 2016 admin

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 […]

March 18, 2015 admin

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 […]

February 2, 2015 admin

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 […]

August 28, 2014 admin

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 + […]

August 27, 2014 admin

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