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.

Will Some Solar Companies Face a Cash Crunch?

Yup, much of this analysis applies to cash/credit/inventory issues inherent in any business and is not inherent or specific to solar.

Thus, one must question the motive of the author...shorting the sector I assume?

Solar Stocks Down on Spanish Subsidy Concerns

As I commented yesterday, the key driver for solar and other alternative energies right now is not subsidies. The key driver is the increasingly prohibitive cost of traditional forms of energy (i.e. oil and gas), as well as geopolitical and environmental reasons.

Traditional analysts still don't get it...

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...

Another Solar Blow: Spain May Cut Its Incentive Program

I agree wholeheartedly with you Daniel.

Regarding "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...


On Jun 28 01:03 PM daniel hext wrote:

> sure sounds like 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,solar is a needed tech in this world,it
> will evolve to better techniques and less expensive processes ,also
> the price of silicon for it's panel's will decrease as production
> ramp's up.the company's that are able to change with the technology
> are the one's that will survive and prosper, no matter the short
> term manipulation of the current market

Solar Stocks Feeling the Heat

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...