Ignore 'Experts', Solar Energy Stocks Are Headed Up [View article]
Aside from the challenges of oversupply for commoditized cell and panel manufacturers, the installers also need to find ways of differentiatiing - marketing 101. It is basically a labor-intensive building contractor business which has historically been very competitive and low margin. In some places like NJ, prevailing rates have entered the equation for non-residential applications, intensifying the labor component. So the prior historical problems of high panel pricing have disappeared only to have traditional, age-old labor issues take their place. You need a lot of volume to make up the losses in margin with these things going on. Higher growth is coming but higher profits - that's another story.
Bill Mandating 25% of U.S. Energy from Renewables by 2025 Introduced in House [View article]
a national RPS is mostly rhetoric and doesn't make a lot of sense. There are already RPS' in place in most of the states so another federal bureaucracy to measure what's already being done elsewhere simply makes no sense. And the job creation numbers are too bogus to even address. Solar PV capacity will be greater than demand beginning this year so prices will drop, possibly precipitously over the next 5 years so those that pass the 'fogged mirror' test should think about buying soon. Wind turbines already make a lot of sense at the large scale and now the small scale is rapidly gaining acceptance economically .. etc etc. Market force momentum is already in force so we should back off more worthless politicing. Let's give Calif and Maryland their awards for renewables incentive innovation in the past 10 years - they got things going and now the payoff is on the way.
Ignore 'Experts', Solar Energy Stocks Are Headed Up [View article]
Bill Mandating 25% of U.S. Energy from Renewables by 2025 Introduced in House [View article]