boisterousbob

Chinese Solar Stocks Become More Attractive on First Solar Deal

I like the authors geo-political comment on FSLR and no doubt the Chinese would be willing to pay for lobbying effort in the US to prevent anything restrictive happening to their imports here.

Only time will tell whether this project does indeed get completed by 2012-14, or whether the objective of defending the domestic chinese industry may be complete by then.

Chinese Solar Stocks Become More Attractive on First Solar Deal

No doubt some people would have been commenting how much cheaper and more reliable horses were as the first motor vehicles were being launched as well.

I don't think efficiency or cost or size will ultimately be the breakers for Solar. We can certainly expect renewables to ramp up to providing all the "non-dispatchable" generation a country can use as efficiency rises and costs fall. However that will still leave us generating 80%+ of our electricity from coal or gas etc. You can't store electricity, and only having electricity when the sun shines or the wind blows just isn't good enough for the majority of uses.


On Sep 10 04:17 PM Stone Fox Capital wrote:

> when i read that it was going to take 25 sq miles to generate the
> same electricity as 2 coal plants it made me wonder about solar in
> general. That is a huge amount of land.