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.

Solarfun's Huge Run: Time To Lock in Solar Profits

people are still not getting it which means there is still time to get in.

The solar sector is not dependent on subsidies (anymore) and what the U.S. (whether Obama or McCain) or China does is a non-factor. These companies are already growing exponentially even as an alternative energy!! Can you imagine when solar transitions to mainstream? And we are in the early stages of that transition...but you have to have vision to see this. If you are still talking about putting solar on roofs and subsidies you are way behind. Solar is going to go into the grid and its going to succeed without the huge subsidies that oil currently receives - no one is going to be invading another country for solar anytime soon.

First Solar Spreads Some Sunshine

Good article but if you feel late to these alt energy stocks and you missed FSLR...and you missed ENER...it's not too late to consider SATC. There are many other undiscovered quality companies in this sector that are experiencing incredible growth...SATC makes inverters and regardless of how the solar panel is made they are going to need inverters

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...