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  • Solar: Asia Pacific Demand To Help Sector Re-Balance [View article]
    boomers - I tend to agree with your logic on timing.

    I´d be a bit careful about those breakeven asp numbers though.

    Cheers.
    Dec 1 05:16 AM | Likes Like |Link to Comment
  • Solar: Asia Pacific Demand To Help Sector Re-Balance [View article]
    You could be right Gebby. So much of this is about the broader market. Though I have the suspicion that as long as the overall market edges higher, solars will perform well.
    Nov 30 02:15 PM | Likes Like |Link to Comment
  • Solar: Asia Pacific Demand To Help Sector Re-Balance [View article]
    Cheers Don. I´ll check it out.
    Nov 30 02:14 PM | 1 Like Like |Link to Comment
  • Talk Of Killing The Electric Car Is Irrational, Wishful Thinking [View article]
    And its economic price does not include very substantial negative economic externalities - related to national security and climate change issues.
    Nov 21 01:45 AM | Likes Like |Link to Comment
  • Talk Of Killing The Electric Car Is Irrational, Wishful Thinking [View article]
    katgod. Good point. The smart grid will probably develop faster than the market for the electric car. And utilities are doing a lot of work on this.
    Nov 21 01:40 AM | Likes Like |Link to Comment
  • Talk Of Killing The Electric Car Is Irrational, Wishful Thinking [View article]
    Agreed katgod. And of course the Tesla Model S is a luxury car with a 300 mile range and will compete very well against other luxury cars. There´s nothing ridiculous about it. Or about the reported 7,055 pre-orders they already have for the car.
    Nov 21 01:38 AM | Likes Like |Link to Comment
  • Talk Of Killing The Electric Car Is Irrational, Wishful Thinking [View article]
    Thanks katgod. Do you have a link or source for that cost estimate? Would be very interesting. Cheers.
    Nov 21 01:28 AM | Likes Like |Link to Comment
  • Talk Of Killing The Electric Car Is Irrational, Wishful Thinking [View article]
    Jrp3 - thanks.
    Nov 18 08:17 AM | Likes Like |Link to Comment
  • Talk Of Killing The Electric Car Is Irrational, Wishful Thinking [View article]
    Thanks Bill. Do you have a link for the fire department statement?
    Nov 16 10:01 AM | Likes Like |Link to Comment
  • Talk Of Killing The Electric Car Is Irrational, Wishful Thinking [View article]
    Interesting development - Nissan has said that the company is now able to sell Level 3 fast chargers (normally priced in the $30k to 40k range) for $9,900 - obviously a dramatic price reduction. This is great for the EV market as a whole. Hopefully this will help push the standardization of the industry. More detail here -

    http://bit.ly/tWRbDG
    Nov 14 04:01 PM | Likes Like |Link to Comment
  • The Real Issue With Solar Energy Isn't Its Cost [View article]
    Thanks. I'll check out your other articles.
    Nov 12 10:02 AM | Likes Like |Link to Comment
  • The Real Issue With Solar Energy Isn't Its Cost [View article]
    Great article. Thanks.

    As you point out, one of the major problems facing the solar industry this year has been that, despite a demand slowdown, the main Chinese solar players have continued to forge ahead with major plans to build out even more capacity. STP has just announced a hold on capacity through to the end of 2012 - joining three others in cutting back on planned build-out. For more detail see -

    http://bit.ly/vcASYa

    This is undoubtedly better news.
    Nov 11 09:10 AM | Likes Like |Link to Comment
  • China-U.S. Solar Trade War: CASE Vs. CASM [View article]
    One of the major problems facing the solar industry this year has been that, despite a demand slowdown, the main Chinese solar players have continued to forge ahead with major plans to build out even more capacity. STP has just announced a hold on capacity through to the end of 2012 - joining three others in cutting back on planned build-out. For more detail see -

    http://bit.ly/vcASYa

    This is undoubtedly good news.
    Nov 11 09:08 AM | Likes Like |Link to Comment
  • Old Mistakes Haunt Suntech's Q2 Earnings [View article]
    Thanks for the article.

    Perhaps one of the interesting issues here is that a major problem facing the solar industry this year has been that, despite a demand slowdown, the main Chinese solar players have continued to forge ahead with major plans to build out even more capacity. STP has just announced a hold on capacity through to the end of 2012 - joining three others in cutting back on planned build-out. For more detail see -

    http://bit.ly/vcASYa

    In isolation, this at least better news.
    Nov 11 09:07 AM | Likes Like |Link to Comment
  • First Solar: CEO's Exit Casts Shadow Over Earnings [View article]
    G20 may well deliver some kind of a growth pact this week - with a clean energy component. good for solar. for fuller discussion see -

    http://bit.ly/tujYq6
    Nov 2 06:08 PM | Likes Like |Link to Comment
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