Road Runner

Intersolar: Will Oerlikon’s Silicon Rival First Solar?

It's good to see so much innovation going on in the solar sector. Keep it coming.

The Sun Is Not Also Rising Over Solar Stocks

Let’s not lose perspective on oil prices. It "feels" like we are back to cheap oil with the current price around $60/barrel, from $147/barrel. This may lead us to "feel" like there will be a less interest in alternate energy, especially currently expensive solar. However, oil is still historically expensive. Oil has been above $50/barrel for only the last 4 years. Just 5 years ago, oil was $27/barrel (singing in the streets).

We are not going back to sub $50/barrel oil because of increasing demand in emerging markets, limited supply (peak oil), and higher cost to produce the “last barrel”. Thus, in-my-opinion, there will continue to be plenty of interest in alternate energy including solar.

Note about the “last barrel”. It doesn’t matter that Saudi Arabia can produce oil at $7/barrel. What matters is the highest cost for producing a barrel. That is where the supply and demand curves cross. If the price of oil drops below the cost of the “last barrel”, that barrel will not be produced which will limit supply and push prices back up.

www.gasbuddy.com/gb_re... Check “Show Crude Oil Price”.

The 'Problem' With Solar Companies is Not Really a Problem

I think you should have spent more effort putting more numbers in your report to show how there is not a cash flow problem at these companies, than lecturing everyone on not putting enough numbers in reports. You need to practice what you preach. You are just perpetuating the perception that blobs are more babble than good information. After reading your report I nothing more than what I knew before reading your report.