Fred W

America Is Creating Green Energy Jobs...in China

Face it. We are tied to China's success. Creating jobs in China might actually be more important to the U.S. than China--given the corner that we have painted ourselves into. Instability/unemployment in China could trigger the end of China's buying of Treasury Bonds--at least at the absurdly low rates of today.

First Solar Earnings: Eight Points About the Solar Industry

NE Florida utilities don't generally have a base rate of $0.15/kWh and you 30 year "LEC" is way off unless you are dealing with a 4 kW system that has ALL rebates and tax benefits rolling in. Use of a 20 year model is much more valuable to the average home owner--very few people stay in a home more than 10 years let alone 30...toooooo many unreliable assumptions need to be made to model the cost of electricity over 2 decades out.
The author of the article makes some good points but is all over the map.


On Nov 01 09:51 AM Solar Guy wrote:

> Troy,
>
> You make some excellent points, except your LEC math is inaccurate
> on point number 4.
>
> As a complimentary service, we provide all our customers a 30-year
> system life analysis to determine their IRR, Net Present Value, and
> Payback Period on their solar systems. Almost all of the solar panel
> manufacturers now offer a 25-year warranty and the panels will actually
> perform for 30+ years. So the LEC analysis should be based on 30
> years lifetime, not 20 years as you stated.
>
> Reference your final comment - "Solar's LEC must come down to the
> level of other, traditional energy generation sources for it to truly
> gain critical mass and the accelerated investment and deployment
> that comes with it." On every analysis I've provided to our customers
> here in Northwest Florida, the fixed solar rate equivalent cost for
> 30 years has been in the $0.03 - $0.08 / kWh range based on the size
> of the system versus the local utility provider's grid-based rate
> of $0.15 / kWh. In reality, we're already at or below "grid parity".
>
>
> Even if you take away the current subsidies and tax credits for the
> unsubsidized, TRUE cost of energy from all energy sources (solar
> versus coal, natural gas, and nuclear) in the US, decentralized electricity
> generation from solar panels on a rooftop with no associated grid
> transmission costs or non-competing, utility company monopoly dependence
> is still much less expensive for the next 30 years.

It's Going to Get Ugly

You actually have friends?


On Oct 31 12:11 PM anarchist wrote:

> Fitz, I couldn't agree with you more and have been saying the same
> things over and over and lost a few friends because of it. "Homeland
> security" sounds like something Goebbels would have come-up with
> along with the oxymoron "Patriot Act" but of course oxymoron labels
> were the Bush administration's specialty, no child left behind, forest
> preservation act, etc. The Government no longer responds to the
> need of the citizens only to the campaign contributors, the pinnacle
> being reached when Enron virtually wrote Bush's so called "energy
> policy".
> But still the public is not offended by their loss civil rights,
> the breakdown of separation of church (Christian of course) and state,
> being lead down the road of Fascism-I just don't get it. I am sure
> there are plenty here at SA that will set me straight.

Paul Krugman says you need to read today's WSJ editorial "The Dollar Adrift" with an eye to the paper's long-term goldbugism: Focusing on currency stability over domestic recovery is a path to disaster.

You really are an ass.


On Oct 30 07:56 PM anarchist wrote:

> I love it when there is an article by Krugman. All the anti-novel
> laureates come out of their right wing caves to spew their hatred
> for socialist (which is code word for liberals or Obama Democrats)
> and froth at the mouth trying to put down the "ignorant" Princeton
> economic Prof. because they in their infinite wisdom know more than
> he.

California: Entering Inflationary Depression

What does McCain have to do with what Obama is doing today?
Answer = NOTHING
Stick to the topic and leave out the politics if you want to be taken seriously here--otherwise there are plenty of Yahoo message boards out there that would better fit your agenda

On Oct 29 10:47 AM anarchist wrote:

> So what do you think that McCain would have done that would have
> made things better?

Are U.S. Solar Companies Losing Market Share to Their Chinese Competitors?

This is, and will continue to be, part of the Chinese business model.

California: Entering Inflationary Depression

Unfortunately, with Obama at the helm, those that would have stood up will simply assume the "great one" has it covered. Special interest continues to hold the reigns of government.


On Oct 29 07:58 AM Leftfield wrote:

> The place California, and most of the US finds itself is the result
> of decades, at least, of decisionmaking which has departed from real-world,
> private economy producers and strayed to a dismally familiar list
> of rent seekers: Government employees, entitlement recipients, academics,
> professionals who feed off the excess of rules, restrictions and
> laws produced by and for government employment and last but not least,
> the financial sector.
> Influence peddlers all, the lid is lifted to the results of their
> rule in this financial meltdown, and, unbelievably, the insanity
> of their policies has actually been redoubled! Americans willing
> to reject this path of servitude and squalor for ourselves and worse,
> our children and beyond, must awaken soon.

California: Entering Inflationary Depression

I hope your are kidding.


On Oct 29 06:43 AM Dave Wrixon wrote:

> Come on guys, The Administration is about to 3% growth in GDP. Surely,
> it is time to burst out with the chorus from " Happy Days Are Here
> Again."?

California Pension Plan: Too Big to Fail and Acting Like It

The setup has been in place for over a decade...the extraction continues to its inevitable end--financial disaster.

MEMC to Buy SunEdison

LOL...what a joke of a "sale". Wonder how Sun Edison's PR machine will spin this???
This would be better termed "MEMC saves Sun Edison from bankruptcy".

Freakonomics' Latest Adds Little to the Energy Debate

Author: "Even windmills, and solar, are coming into opposition for their noise or eye pollution. "
Eye and noise pollution? Are you serious? You forgot to mention bird kills?! --Another BS issue)
NIMBY is the real issue, NOT "pollution"...people in generally are resistant to change

Siemens Acquires Solel Solar for $418 Milllion

Per usual, just trying to move more turbines.

All of Tim Geithner's (Wall Street) Men

Great find. Every point made is on target.
The sad thing is that the raiding of the Treasury continues without abeyance and U.S. taxpayers are taking it sitting down


On Oct 16 06:22 AM enigmaman wrote:

> Check out this British satirical reality financial bit, they have
> nailed it
> www.ft.com/cms/4fe40d1...

If a Bubble Bubble Bursts Off the Balance Sheet, Will Anyone Be There to Hear It?

Yes. But amazing as it sounds, most of the people that played a large part in creating this mess continue to receive 7-8 figure annual incomes and the same perks. Heads should have rolled at the C-level, but most pain is simply being borne by the U.S. taxpayer.

Enjoy! More raping to come.


On Oct 13 11:23 AM Warm_Paw wrote:

> I applaud the writers at Seeking Alpha for actually informing the
> public of the real issues confronting America. I'm surprised you
> have not been censored or your web site infected.
> I doubt the powers that be wish to discuss the truth until the American
> public has taken these toxic assets off the banks books.
> The FASB accounting rules are allowing the suspension of mark to
> market accounting until March 2010.
> Jan 2010 is the next tidal wave of Option A loans and I doubt the
> Fed has another 700 Billion to deal with this wave.
> Whoever thinks the recession is over may be correct in that the world
> may need to consume at a marginally higher rate, but the money and
> employment isn't there. The world will starve at a higher rate. The
> dollar falling apart may bring employment to America but only if
> textile mills and manufacturing return to the USA.
> The bottom line - America, with unionized wages could afford big
> ticket items. Then manufacturing was offshored to China, India and
> Mexico for workers earning $2 a day. America lived on it's line of
> credit and home equity loan (second mortgage).
> We import everything cheaper than we can produce it.
> Now that we're broke - $2 a day workers are getting layoff notices.
>
> All the big money Wall St. crooks reinvested the wealth amassed in
> shady back room deals and the resulting destruction has wiped out
> their profit. Now we're unemployed and can't live off the profits
> of the shady investing practices.
> Bundling MBS's that weren't AAA grade and stamping them AAA has caused
> huge systemic chaos to the financial system.
> I've heard the bundling and writing CDS's for these MBS's was legal.
>
> There's a law which would deal with what has occurred.
> Everyone involved should be charged with treason...

If a Bubble Bubble Bursts Off the Balance Sheet, Will Anyone Be There to Hear It?

Yes, and our "leaders" sit back and do nothing more than facilitate these actions.
Eventually there will not be anymore blood left in GS's pool of sacrificial goats (common shareholders and U.S. taxpayers)--like any parasite, they run the risk of killing the host if they go too far.
GS almost went under until WE guaranteed the bogus AIG credit default swaps--very few people know how close they came to this end--literally were on the brink.