EnergyPod

Superconductor Zenergy Raises £9.5M for U.S. Smart Grid Efforts

Looks like Zenergy is a very small player here. American Superconductor mentioned above seems to be the a dominant one.
Revenues comparison:
Zenergy: this year revenue $2.7M, last revenue $355,000
AMSC: this year (FY2009) estimate $225M, last year (~$185M)

The following detailed analyst's slides shows the competitive landscape. (pretty long presentation, page 122 mentioned Zenergy)

library.corporate-ir.n...

Breaking Down PowerShares' New Pure Play Wind ETF

More than 80% of AMSC's order backlog is wind turbine components. The remaining business is HTS and power grid / transmission related products. If you are at all familiar with the wind industry, or if you ask anyone in this industry what are some of the urgent issues to be solved, one of the top ones is transmission: how to connect the wind farms to the grid. Another most frequent seen is probably how to regulate the power. These are the products AMSC is offering. For a more complete overview, see the presentation link below:

library.corporate-ir.n...