akapital

Solar Breaks Oil Price Dependence

A few notes here:

1. Solar is not the only energy sector being subsidized. Don't people realize how much the oil industry is being subsidized, vis-a-vis fighting wars all over the world to secure extraction and safe passage? Solar is immune to these geo-political subsidies as the sun shines everywhere. In short, Oil subsidies dwarf solar subsidies and all other energy subsidies comibined. Anyone who doesn't think oil is subsidized does not understand the big picture at all.

2. We don't need a Henry Ford of solar. That is not an apt metaphor really. The big cost savings will be with utilities adding to their grid as PG&E announced recently. Yes, maybe there will be an increase in individual use but the prime growth will come from industry seeing the cost savings. It will be huge.

Solar's Warm, But Not Hot - Barron's

Rhino, I agree...few people see it this way but what other industry has dictated the US foreign policy for the last 40 years if not longer. And how much is the war costing us in Iraq. I don't think we have invaded any country for Solar...the sun shines everywhere.

Lehman Recommends Pair Trades in Solar Stocks

Lehman is yelling fire again,the whole solar industries is being manipulated and heavily shorted by by the new york specialist's and they're hedge fund bosses

Some speculate that illegal naked short selling is behind some of the manipulation of solar and alternative energy stocks by traditional brokerage houses and hedges...they're not quite embracing the future...and it's obvious why, they're deep in oil.

Everyone knows Subsidies are not what are currently driving the solar or alternative energy market right now. Certainly this was the case for many years but it is evident now that higher traditional energy is the prime mover. Thus, these observations are anachronistic.

Interest in alt energy is being driven by the prohibitive cost of oil and other traditional energies. In addition, alt energies are cleaner and have less geopolitical impact as well.

But traditional analysts and investors alike are slow to change...even worse, enemies to it...

The U.S. industrial complex is currently sending bodies to Iraq to fight for oil...is it so far fetched to think that it might be fudging markets in favor of big oil? Big oil is use to getting what it wants. In free market capitalism the stakes are high, very high...and when a whole way of life is threatened (big oil) success will not be left to chance. When the stakes are this high, there will be cheaters...

German Subsidy Fears Trigger Solar Downgrades

MER LYNCH, GOLDMAN...etc... they still don't get it and quite frankly I hope they continue to not get it.

These are the same co.s that bought into FICO scores and AAA rated tranches, etc. and created the whole subprimse mess.

They're running a racket and solar is like a foreign language to them as well as any kind of alternative to mainstream. They don't like reliance on subsidies, they don't understand the big picture on energy.

Solar is the future and both governments and free markets realize that. Will their be pullbacks on the way up? Of course. Some of those pullbacks will be induced by analysts who want to control these stocks like a yo-yo. That's their game.

No worries. There's more than a few people long on solar...there will be many sunny days ahead.