Kelvin Schulle

China's Solar Wafer Production Seems Out of Control

SOL will still rally under pressure due to its new biz model, I just learned this morning that China is expanding solar farm aggressively, much more than the west thinks. so prepare for a bottom fishing in solar space.

Will China's Solar Market Surpass Ours?

China is ambitious for alternative energy to oil. Pay attention to another name APWR, this company is a big player for wind turbine, with JV with GE in China, it has over 2.5GW cap now, 2010 will be big for them, also APWR entered LNG market in CHina through a JV with Macau government, China is pushing for liquid nat gas for its all fleets.

SOL will be a huge solar play in China and US with it newly invented vertical integration method. but you need patient.