wind4me's  Instablog

Andrew S Ross wrote a very interesting piece on the upcoming ONE TRILLION Green Energy market for China by 2013

 

Next month, Santa Clara's Applied Materials Inc. is scheduled to open a giant solar energy R&D center. The company is investing up to $300 million in the facility. It will not be situated in California, nor in the United States, but in Xian, China. Because China's where the action is.

"If the U.S. doesn't get serious, China's going to own this industry," said Applied Materials spokesman David Miller. He points to the Manhattan Project-like push for alternative energy adopted by Chinese officials, which includes up to $60 billion annually in government investment. And here? "Here, we're way behind," said Miller. "We're still messing around with energy bills. We need to get serious, to get capital spending flowing, to get the government truly behind it, to get focused."

Miller and his company are not simply blowing smoke. In as little as two years, analysts predict, China will be the world's biggest consumer of solar energy. By 2013, its clean tech market could amount to $1 trillion annually, according to a report earlier this month from the China Greentech Initiative, a consortium of U.S. and Chinese companies that includes Cisco Systems and the Silicon Valley VC firm VantagePoint Venture Partners, which specializes in clean tech investments

Neither is Applied Materials alone in its views. I've heard them similarly expressed by numerous Bay Area executives and investors with business ties to China. "They get that these are the industries of the 21st century," says VantagePoint managing partner Alan Salzman, whose Bay Area clean tech investments include Tesla Motors, BrightSource Energy and Solazyme. "The level of support for green tech there is breathtaking. It exceeds anything done here on a state or federal level."

As if any more wake-up calls were needed, two other VantagePoint Venture Partners' portfolio companies, Santa Clara's Miasolé, which produces advanced, thin-film solar panels, and Sunnyvale's Bridgelux, developer of energy-efficient LED lighting, are reluctantly considering locating their manufacturing facilities outside the United States.

"From a global competitiveness perspective, we're just not there," said Salzman.

Why not make an investment into the 3 Horsemen of Wind Power for 2020??? My money is where my mouth is and Vestas, AMSC , and especially APWR are going to be rock stars of Wind Power for 2020.  President Obama travels to China Nov 15th to talk Global Climate Treaty.   Watch China and Obama pull a nice flanking manuever together to get the Copenhagen Treaty SIGNED by Dec 15th

Author is LONG on APWR, Vestas and a little AMSC

pretty damn bad, APWR does NOT even have nor produce anything in solar but these idiots at ZACHS should join the Kevin Shculle group on ""HOW to be WRONG on APWR'''

Excess Capacity: Industry-wide excess solar cell and module capacity have led to stockpiling across the board. As a result, we think the performance of companies such as Evergreen Solar Inc. (ESLR - Analyst Report), JA Solar Holdings Co Ltd. (JASO - Analyst Report), A-Power Energy Generation System (APWR - Snapshot Report) and LDK Solar Company Ltd. (LDK - Snapshot Report) -- burdened as they are with high inventory levels -- will remain under pressure in the near term.

some of U reading this might want to figure out the domino pieces involved in the upcoming China President Obama Global Visit planned Nov 15th.  President Obama and Chinese government are going to sign an open China new global climate treaty where China commits to openning its borders from the 70% protectionism plan on protecting Chinese jobs from foreign companies while USA wins in the future with  new Chinese committment on climiate.

(APWR) is going to be the fundamental winner in this deal along with all American Solar's  and the one (GE) Wind Player and other foreign wind companies like Vestas and Suzlon.

Author is LONG APWR and AMSC and Vestas

some of U who read this might want to figure out the coming monster named (APWR) in China Green Energy which now has become a global player in WORLD Green Energy.   APWR has signed a MOU for a 1.5 Billion Wind Farm inside Texas and this makes the first ever wind farm inside Texas and USA from China.   Where there is smoke,  there is future fire and CHINA and APWR are going to become a green power monster into the future.  

APWR has two other signifigant contracts under provisioning and negotiation and if either THAILAND 600MW biomass contract is signed or the Macau Island 1.5 Billion LNG plant which has a subsequent 1.0 billion nat gas plant attached to the bid, well, APWR is going to scream into the future if and when they sign these contracts!   APWR does 320 million revenues for 2009 and a few BILLION dollar contracts for APWR are going to make institutional investors sit up and take notice.   There is NO stopping CHINA from taking over the green energy market of the world so you may as well join them as capitalistic partners vs whine and moan about China taking over the world in green energy.   

DISCLOSURE : Author is LONG on APWR and other Wind Stocks, AMSC and Vestas

In the wind stock sector, there are only a few true wind stocks that vary in pricing but the whole idea of investing is to buy low and sell high.  Buy the ones that are undervalued and sell the ones that are overvalued.   If you are a true investor, you dont care about the day to day moves or trades.

Wind stocks with true wind stock potential is obviously Vestas (VWDRY).  The current global leader continues to invest and build plants and is on a growth track out of control north if everything works out as Vestas has planned with the China and USA markets being the target markets for future growth.   Will Vestas be able to secure future China contracts with the 70% China stimulus protection plan in place for China players to receive the majority of contracts???   Sinovel is #3 in the world and is supplied by (AMSC) which has had an amazing growth spurt.  However, in my book, AMSC is just overvalued and will settle into a trading pattern of $28 to $38 for next year on swings until the ridiculous P/E of 200 is caught up  to by future earnings.

ZOLT continues to dissapppoint and the growth curve is definetly not happenning as the CEO of Zoltek has predicted.  My opinion is stay away till  the story unfolds better unless you are a true bottom feeder hoping for a bounce.

KDN is a very interesting supplier of the bearings that power the heavy wind blades to spin and the reoccuring model of replacement ball bearings guarantees that Keydon will continue to grow and thrive into the future.   (KDN) is poised for future gains and future moves north imho.

(WGOV) is one of those nobody has ever heard of players who supplies Wind Farms with key component contracts for electrical grid interface issues to connect the grid to the wind farms.  However, WGOV has alot of exposure to other sectors including auto and military and aircraft, all variables in the world economy.  Like WGOV but at the current rich price, I am not touching!

Of course my favorite in the sector is (APWR) which I cover top to bottom and have made very nice money over the last year in swing trading and also now into ''investing'' for the future of China Green Energy.  APWR has a brand new wind factory that is just barely getting started and the upside growth is simply outstanding for a year over year growth comparison.  (GE) has also partnered with APWR for a gearbox plant inside China where GE gets the 70% Chinese angle solved for providing components from China for future China contracts.  Also, the PRC of China is a partner through a newly formed Shenyang Power Alliance.  Look for APWR to double between now and end of 2010 !

Disclosure :: Author is LONG APWR and looking to buy VWDRY.pk