Ascent Solar Technologies Inc. (ASTI)
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ASTI Forum Topics
- All Comments on ASTI
- General Discussion on ASTI
- Solar Breaks Oil Price Dependence [view article]
- An In-Depth Look at Solar Stocks [view article]
- In Tech We Trust - Fast Money Recap (6/20/08) [view article]
- Who Will Crack the CIGS Nut in Thin Film? [view article]
- Solar Shorts Keep On Rising Even As Oil Surprises [view article]
- Solar Sector Plunges Right Along With Market [view article]
- My Top 5 Alternative Energy Stocks - and 10 Honorable Mentions [view article]
- The Current State of the Solar Energy Sector [view article]
- PV Industry in Oversupply in 2008 [view article]
- Solar Stocks Continue to Roll [view article]
- Greentech Media: Solar Sector Headed for a Shakeout [view article]
Recent ASTI Articles
- Solar Breaks Oil Price Dependence
- An In-Depth Look at Solar Stocks
- Solar Shorts Keep On Rising Even As Oil Surprises
- Who Will Crack the CIGS Nut in Thin Film?
- Solar Sector Plunges Right Along With Market
- In Tech We Trust - Fast Money Recap (6/20/08)
- My Top 5 Alternative Energy Stocks - and 10 Honorable Mentions
- Solar Stocks Continue to Roll
- Solar Takes the Lead in Sustainable Energy Stocks (Week Ending 3/28)
- Solar Stocks Show Signs of Life
- Full List of Articles »
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Solar Breaks Oil Price Dependence [view article]
I think you are right. We are allowing the oil producers to collapse important nascent industries, like Solar, by manipulating the oil price to destroy their economic viability. Once they destroy the competition, the oil boys just raise the price again, lowering it, periodically, to destroy competitors, like solar.We need to become smarter. A minimum price must be set on oil imports. Let's say $100 per barrel. If the price falls below that, the government should tariff it up to $100 again. In this way, we would protect critical industries like solar, oil sand & shale oil production, etc. These new energy industries are essential if western nations are to free themselves of the shackles of Russia, and OPEC. Reply
Solar Breaks Oil Price Dependence [view article]
Globalwarmingexaminer - if you worked for me I have to fire your a**.Reread the post before yours DESCRIBING IN PLAIN ENGLISH how solar power generation and NO OIL transporation are indeed related.
The more NO OIL TRANSPORTATION the more SOLAR POWERED ELECTRIFIED RAIL TRANSPORTATION. That's a direct relationship.
SOLAR ALSO HAS AN indirect relationship on coal and NG power generation - the more of solar (and wind) the less coal and NG get BURNED.
Clear?
The only way this is wrong is if the price of oil is not directly related to the demand and the un availabitlity of oil.
Hey, I give up.
Let's all go eat ham and eggs as long as there are ham and eggs. Soon everyone is going to be looking for ham, or eggs; take your pick.
And if that soon is caused by an embargo, hurricane, nationalization, our hydrocarbon assets bought by foreign entities and exported...... we will certainly wish we had already developed some alternatives.
So it goes.....
Reply
Solar Breaks Oil Price Dependence [view article]
Look at First Solar. The market cap, 20 billion, and it will produce panels that would produce less power than a 0.06 billion dollar nat gas generation plant that you can almost order from a catalog. There are no US contracts for it, as only the Europeans have the stomach to pay $0.60 per kwh for power where nuclear and coal are about 1/10th the cost. When the global recession deepens subsidies like these will fall away long before basics like health care and defense spending. US government income will drop substantially next year across all levels of government. Solar as it exists is a bubble. This is electronic tech, though, someone may have a breakththrough - a 10x cheaper way to do it, but all the companies around today will have spent way too much money to be competitive at 5c/kwh. ReplySolar Breaks Oil Price Dependence [view article]
Of course there's a coorelation between various energy sources; it's a free market system. ...or at least it's supposed to be. Solar has the benefit of subsidies in many nations in the world. Without those subsidies, just how many solar manufacturers would be showing any profit this year? Probably none. While there is good coming out of the current influx of money into solar in the form of increased research money and production capacities, solar will only show it has a future when it can demonstrate the ability to out-profit oil, gas, nuclear and wind. That's not happening right now and for many solar companies, it may never happen.Until CSIQ and the other solar giants start producing 2-5% dividends on top of multi-billion dollar profits like XOM & COP, their price is based on nothing more than hope, dreams and subsidies. Reply
Warming
Examiner
Solar Breaks Oil Price Dependence [view article]
The price of oil should not directly affect the demand for solar cells. Solar creates electricity while oil is used for transportation. Solar will be more affected by the ability of utilities to burn more coal, cost of natural gas (alternative to solar assuming you can't burn coal), price and availability of wind power.Tax credits for solar power are currently the biggest factor in demand. Due to governments indecisive nature on future credits, solar stocks can have very large price swings as expectations change with political fortune. US government will be deciding on extending credits that expire the end of this year. Reply
Solar Breaks Oil Price Dependence [view article]
akapital - where you are wrong about needing a Henry Ford of solar is this: Henry's success comes when we have a cheap biofuel injected burner encapsulated with waste heat solid state direct conversion to electric ChousMotor driven electric car with a grass tank and unlimited range filled at grass filling stations, unless they want to ride on electrified rail ferries along the electrified inter/trastate railways which also carry all the cargo presently carried by diesel trucks, and the rails are supplied by, GUESS WHAT, SOLAR AND WIND. AS ARE ALL THE EXISTING RAILROADS. That's the complexity of the new Henry Ford.No more internal combustion engines; hybrids running on grass combusters; electrified ferries for goods and people movement.
No more oil, gas, and coal (and their expensive, complex extenders [shale, sands, gasification, liqiufaction, etc.). No drill, drill, drill and dig, dig, dig required.
Get a new grip!! Reply
Solar Breaks Oil Price Dependence [view article]
A few notes here:1. Solar is not the only energy sector being subsidized. Don't people realize how much the oil industry is being subsidized, vis-a-vis fighting wars all over the world to secure extraction and safe passage? Solar is immune to these geo-political subsidies as the sun shines everywhere. In short, Oil subsidies dwarf solar subsidies and all other energy subsidies comibined. Anyone who doesn't think oil is subsidized does not understand the big picture at all.
2. We don't need a Henry Ford of solar. That is not an apt metaphor really. The big cost savings will be with utilities adding to their grid as PG&E announced recently. Yes, maybe there will be an increase in individual use but the prime growth will come from industry seeing the cost savings. It will be huge. Reply
ing
Solar Breaks Oil Price Dependence [view article]
shorting those inflated solar stocks made my day Dr. Duru, thanks again ! ReplySolar Breaks Oil Price Dependence [view article]
So much for that. Oil is capitulating today and taking the solar sector down with it. Pretty much all of the major solar stocks are down in the neighborhood of 5%. Every time somebody says that alternative energy stocks have become independent of crude oil, it's proven otherwise within weeks if not days. There is a misguided notion that we will not need these alternative energy sources if oil is cheap. ReplySolar Breaks Oil Price Dependence [view article]
OIL IS POLITICSTax credits for wind and solar projects have not been renewed. How come???
Oil gets tax subsidies. Why?
The answer is Republicans. Do you want $200.00 oil??? Vote for the soccer mom.
Do you want $60.00 oil? GO TO:
www.stopoilspeculation.../
and sign the petition. And VOTE FOR DEMOCRATS IN NOVEMBER.
OBAMA / BIDEN 08
OIL IS POLITICS Reply
Solar Breaks Oil Price Dependence [view article]
These stocks are trading on technicals and not fundamentals. I would trade and not invest in these stocks. ReplySolar Breaks Oil Price Dependence [view article]
Sep 01 04:37 PMuser211108 - i read the nyt aricle you mentioned. Basically, it just lists the roadblocks people keep thowing in the way of getting the right things done.As I have said in other blogs, the grid needs to be beefed up and expanded, and also provide for solar and wind hook-up. And I grossly stated that high power transmission lines are probably within 25-50 miles of any future installation.
Take a look at where all the hydro installations are (Grand Coulee Dam in the middle of nowhere is the equivalent of 8 (eight) 1000 MWe nuc plants. No look at the rest of the hydro locations west/midwest/southeast... etc. As for nucs; we have over 100 1000 MWe plants scattered around the US - few states without - most state are less than 200 mi in one direction or another. Then there is the coal - everywhere??
So, the grid problem is just a bunch of roadblocks (policy/politics/regul... - we have the technology and wherewithall to improve it and expand it immediately. Report abuse
nakedjaybird
Sep 01 09:20 PMYou know, in the NYTimes article, a FERC member member is quoted saying we need an "INTERSTATE TRANSMISSION SUPERHIGHWAY SYSTEM" - he is so right.
And where they should run that grid is alongside/between/abov... the US Interstate hiway system that exists. And then, put the electrified ferries on steel-wheeled rails in the same space. Then we simply take the cargo off the diesel (biodiesel hybrid) trucks and ferry it electrically powered by solar and wind - that's a good role for solar and wind.
Centainly takes the wind out of the sails of the contras that continually talk about balancing the grid.
This idea solves two if not three problems at the same time. Since the Gov't steamrolled for the interstate highway system, let them steamroll for electrifying it. Simple. The right of way is there. Who's going to argure?. Yes, I know, someone will.
And what's the distance between interstate hiways? Do they go thru wind mill and solar land, and do they eventually move right into cities, and go thru where all the people are. DUH??
I hope someone in FERC reads this.
Help out, guys. I'm like solarPV on a native hut, with a microwave, color TV, cell phone, but connected to no one.
Report abuse
nakedjaybird
Sep 01 09:27 PMOh yes, and wireless internet!
But I'm as helpless as all the steers running around me and that just reminds me of Washington DC every time I look at them and feed them. And what do I get in return - about the same stuff - let me help you city folks, it's hot, wet, sort of like putty, and smells like shit. If it looks like, smells like, feels like, it probably is.........yup!
Happy Memorial Day to all the Vets and all those enjoying the freedom they have provided in the US and worldwide - regardless of the naysayers. Reply
Solar Breaks Oil Price Dependence [view article]
Is there a solar ETF? ReplySolar Breaks Oil Price Dependence [view article]
I've "traded" several solar stocks over the last 2 years or so and have done quite well, thank you.This was an ok article, a lot of market participants believe in all kinds of inter-relationships with stocks and their respective industries, nothing wrong with that.
But, I have found Seeking Alpha to be quite a good resource for ideas, and would like to see the "complaining pundits" go back to the Yahoo blogs, or learn how to respond with some useful input.
currently very long: lkd, sol, leh Reply
Solar Breaks Oil Price Dependence [view article]
The biggest risk for solar industry is an oil price crash. Reply