JoeJoe

Don't Count on Spain for Solar Success

There's some good info in there but some distracting information too. I think you've drawn many unjustified conclusions. Your statistics on Spain are neat but it's silly to say Spain is the primary cause of PV's prominence. PV was doing well a year ago as evidenced by the rising panel prices.

There is nothing frightening about Germany and Spain reducing their subsidy programs. Besides subsidies, it's good to see the price of PV finally coming down because this is important to the future health of this industry. I think it shows there's some competition going on and not just lazy subsidy taking. If the prices continue to trend down this should entice more customers and so by the time Germany starts stepping down subsidies the PV industry should be preprepared by a broader and more competitive market. Let the strong survive.

As far as shorting goes I highly recommend it. There are some fat cows out there that are going to get slaughtered. For now it seems the cows are only going to get fatter but I've got my eye on a few I'd like to gut.