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moreofthesame

moreofthesame
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  • Yingli Green Energy (YGE -13%), clobbered today on news of the U.S. government's imposition of anti-dumping tariffs on Chinese solar firms, rises 2.9% AH after stating its tariff rate will be 31.2%, at the low end of a 31%-250% range. Yingli adds it will continue to "aggressively defend [itself]", and notes a final decision on the tariffs remains to be made by the Commerce department and ITC (it's due before the end of 2012).  [View news story]
    Pretty aggressive measure to keep the bottom from falling out on the domestic solar producers but FSLR is still doomed unless it comes up with new technology which this strategy will give it time to possibly develop.
    May 18 03:22 AM | Likes Like |Link to Comment
  • Burned By Solar [View article]
    How many solar panels could have been installed in the US if you would take only half the cost of the war in Iraq? Half, because we obviously do need oil at this point but we could have gotten that half from better sources than by killing our soldiers and the people of Iraq and rampage a country an bankrupt our own along the way.

    It always amazes me when people talk about Oil being not subsidized by the government while the planet is on fire from battles over it.
    May 15 01:34 PM | 3 Likes Like |Link to Comment
  • Burned By Solar [View article]
    I think the point you are also missing is that solar energy as a producer of energy is not only to be seen as something to make money with in comparison to a regular energy bill of 2012. Solar has to be seen as a energy source for the future which we humans on planet earth desperately need in order to keep feeding our ever increasing needs for energy on this planet. This is not about to make a profit necessarily , this is about viable sources of energy to keep our economy and lives going.
    May 15 01:26 PM | 3 Likes Like |Link to Comment
  • The disastrous coal-driven electricity system in India may give a reprieve to the battered solar industry in the near future. The power sector problems there have become so acute due to mismanagement that it's starting to impede growth. As fossil-fuel grid power reaches near-parity with solar in the region, solar manufacturers see an opportunity - a country with plenty of sun and flat idle land that is starved for energy.  [View news story]
    I have travelled all over the world during all seasons pretty much and the rains in california during "monsoon season" can get pretty hard, that doesn't have any impact on solar though.
    Yes, India is corrupt but which government isn't? They wouldn't be able to exist if they weren't able to install solar plants. There really isn't much to it.
    May 1 12:09 AM | Likes Like |Link to Comment
  • Bob Wenzel holds no punches in a speech this week to the NY Fed: "The noose is tightening on your organization, vast amounts of money printing are now required to keep your manipulated economy afloat. It will ultimately result in huge price inflation, or, if you stop printing, another massive economic crash will occur. There is no other way out."  [View news story]
    Why don't you look into it and let us know. May be the world was ready to use flowers as payment at that time, it would be difficult to know in the present exactly where society or culture was back then.
    Apr 30 01:08 PM | Likes Like |Link to Comment
  • Bob Wenzel holds no punches in a speech this week to the NY Fed: "The noose is tightening on your organization, vast amounts of money printing are now required to keep your manipulated economy afloat. It will ultimately result in huge price inflation, or, if you stop printing, another massive economic crash will occur. There is no other way out."  [View news story]
    The point thats not clarified is the word "Demand" certain demands can be created and certain demands never change. Food has a demand that never changes but the demand for smart phones can be created. I have to add though that no demand can be created that does not serve any purpose on a cultural, social or plain survival level. When a demand is created then it can seem equal to production to the blurry eyed. But the demand has to exist by the time production does, otherwise its gonna fail.
    Apr 29 03:17 AM | 1 Like Like |Link to Comment
  • Bob Wenzel holds no punches in a speech this week to the NY Fed: "The noose is tightening on your organization, vast amounts of money printing are now required to keep your manipulated economy afloat. It will ultimately result in huge price inflation, or, if you stop printing, another massive economic crash will occur. There is no other way out."  [View news story]
    I think it was obvious.
    Apr 29 03:10 AM | Likes Like |Link to Comment
  • The Solar Bubble Has Officially Burst - Survivors Will Ultimately Capture More Market Share [View article]
    I have read about space solar before and the concept does sound fantastic.
    I am having trouble envisioning a space elevator but my friend keeps talking about it and she loves it :)
    Apr 13 11:07 PM | Likes Like |Link to Comment
  • The Solar Bubble Has Officially Burst - Survivors Will Ultimately Capture More Market Share [View article]
    what is it thats not working, exactly?

    The Honda Clarity is on the streets in Southern california, its running on Hydrogen and Honda also offers a hydrogen generating station for the garage. It requires electrictity which could come during the day from solar panels. Am I being a bad student, not worthy of you?
    Apr 13 05:31 PM | 1 Like Like |Link to Comment
  • Understanding California's Solar Equation [View article]
    Gasoline in cars or burning oil for power of any sort will be long gone by the end of this century. It will be the past like a kerosine lamp is from the past.
    Apr 13 01:16 AM | Likes Like |Link to Comment
  • The Solar Bubble Has Officially Burst - Survivors Will Ultimately Capture More Market Share [View article]
    How would you feel about solar in this situation? Imagine a parking lot next to a shopping mall or supermarket, your car would be boiling hot when you get back to it but they built a roof over the parking structure out of solar panels. The solar panels power for example the AC in the shopping mall during the day as it is actually during the day when most energy is needed. Or a industrial complex that also needs huge amounts of power for AC etc during the day, its enormous flat roof is covered with solar panels, so the power for the AC now comes from the roof instead of from a power plant miles away which makes it more efficient and the grid won't get overloaded during a hot summer day.

    Even without energy storage, wouldn't just that sound good already ?
    Apr 13 01:06 AM | 1 Like Like |Link to Comment
  • Solar Stocks Are Close To The Bottom [View article]
    The reason why I think its not wise to short the solar market is because it won't disappear from the face of the earth. And for it to crash even further would mean that solar as we know it would end its existence. The industry is way too established for that to happen, you would have to find the ones that go bankrupt which there will be more of, but some big players will survive and the stock will bounce up and down some more until it will find its grounds. And should panels get even cheaper and should new technology hit the market then it might go up dramatically similar to the PC market during the past 20 years. Drawing energy from the sun could eventually be like having an iphone as it certainly does represent a social / cultural shift that could be conceived as extremely modern. Once the price is right and the efficiency is in place its all a matter of marketing.
    It feels like we are getting closer to that point rather then further away.
    Apr 12 07:54 PM | Likes Like |Link to Comment
  • The Solar Bubble Has Officially Burst - Survivors Will Ultimately Capture More Market Share [View article]
    I agree, it doesn't but sometimes a bit of humor can be suitable.

    Lets just say for a moment that solar is the established source of energy and fossil fuels are the new "thing". How many unanswered questions is that industry facing on a daily basis? Wars, pollution, corruption etc.
    We all know that solar is lacking certain technology like energy storage solutions and so on, technology that could be in place with the proper research, but to bring up a discussion talking about moisture seeping into the panels over a 30 year period and the degradation of output without substantial articles to start a discussion is just as funny I think.
    Apr 12 03:43 PM | Likes Like |Link to Comment
  • The Solar Bubble Has Officially Burst - Survivors Will Ultimately Capture More Market Share [View article]
    Thats the reason why I would recommend to NOT install a roof on your house, it will only get damaged when it rains and from excessive sunshine. When large hail hits it, you will end up with large holes in it which will render it worthless, so its best to not waste the money to begin with. Sunshine will also deteriorate its condition and its proven that simply putting on sunblock is more efficient than installing cumbersome roofs. I am not even gonna get into the damaging effect of the moonlight, especially during full moon, some say it will compel people to climb on it and make wolf like sounds. What a waste I say.
    Apr 12 02:25 PM | 1 Like Like |Link to Comment
  • The Solar Bubble Has Officially Burst - Survivors Will Ultimately Capture More Market Share [View article]
    A nice and effective way of storing energy also would be to produce hydrogen during the day from solar panels and then drive your car with a electric motor powered by a hydrogen fuelcell.
    The problem is the hydrogen of course and how to contain it but Honda with the Clarity has already produced a example of that technology including a hydrogen generating station for the garage.

    I feel that if a war was dependent on being won similar like the race for the atom bomb during WW2, the required technology would exist within a few years time.
    Apr 12 01:13 AM | 1 Like Like |Link to Comment
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