nprfreak

SEPA Report Showing End-Market Demand Disconnect Could Sink First Solar, SunPower

A valid concern for investors in the short term. However, I hold out some hope that state and federal policies might shift to at least put local energy production on par with centralized production. You can't get much more local than your home or business. With some attention to conservation, these smaller locations may be more likely to produce more energy than they consume. Or at least, the capitalist ideal of parties taking actions that are in their own best interests, the owners should strive for that goal.

Personally, I think solar PV is a poor choice for centralized utility power production. Solar thermal makes much more sense for utility-scale installations, in part because of the stored (heat) energy characteristics that allow for a gradual production decline at sunset.

On the comment about the price of oil, solar stocks may be becoming untied from that. Solar is to replace coal, not oil. Mining and burning coal is an so many ways a bigger environmental threat.