alpha24seven

With Help from California, Solar Gets Fired Up

Nacho or gaucho whatever... Sell your brand of crazy somewhere else. I heard your public library is having a secret Bilderberg meeting tonight at 7 PM sharp. You'd better be there on time before the the rest of the "enlightened" drink all the free coffee and horde the free donuts...

lol... seriously...

And BTW. The CA solar plan ($3.2bn) takes money every month directly from the disadvantaged and poor to pay for overpriced PV systems for rich homeowners. Fact. And that part isn't lol.

Solar Shorts Keep On Rising Even As Oil Surprises

Don't short solars on hope/hype/oil or any of that. Short solars on their exposure and complete reliance on subsidy. The subsidies are faltering around the world and if they crack further, solar will be beat into oblivion. That is a good thing because only after the artificial high priced PV environment will plummet and -- finally -- we can get on with the energy revolution. It's called solar 2.0.

Solar Power May Not be Quite so 'Green'

Damn all you solar foot soldiers must believe the photos and commentary from the Chinese residents holding their babies are all made up. Some big cabal to "get solar".

You people sound childish. You actually remind me more of the type of personality associated with eco-terrorists.

Production of solar grade Si is nasty. The Chinese have a LONG standing history of not giving a damned about the environment. Why are you all so shocked and in such disbelief? Why do you think they can produce for less anyways?

Like I said earlier -- childish. Grow up...

Price Concerns Already an Issue with Chinese Solar Companies

You are incorrect. It won't take "a few years" to validate your thesis. It is coming to fruition as we speak. The rubble of a large percentage of these solar companies will be all over the floor in a few years.

This was a well written article projecting where this industry is headed.

I would also add that the existing (and known) global subsidies for all solar will fall far short vis-a-vis of the 2010 the projected increase in delivered MWs. Solar never sell without a subsidy so the excess product will back up in the channels thereby triggering a collapse in module (and down the production chain. And YES that does include Si) pricing.

And just another thing. Recession? The impact of a recession on a already awful US housing market will further impact solar because nobody puts solar on a house losing value during a recession. Forget the whole notion of solar being a "global industry". The third largest solar market (and arguably most important) is California and all you need to do is check the status of the Ca residential market.

Solar will ultimately win. It will crash very hard first and solar 2.0 will look much different than it does today. I too am a solar bull but the current model/industry simply won't work.