SolarPVInvestor Forums

My across the street neighbor is a SunPower exec. We talk frequently about solar's prospects. Normally, he's pretty pessimistic on solar's future but our conversation this evening was different. SunPower seems to think the solar glut is just about worked off. He was telling me that almost 30% of California's energy is coming from renewables. That makes them nearly as far along as Germany. SunPower is normally into big solar farms but they see the future in rooftop installations. It all comes down to storage at this point. He sees a solar future as inevitable since grid parity is virtually here.

Anyway, just an FYI. I don't own SPWR...I'm into the ^%$&%# Chinese stocks. This is likely all stuff we know here. I just thought it was interesting hearing the opinion of an executive for one of the biggest players. If only the people actually working in the industry could be heard over all the "analyst" and media noise.

Have a great weekend....and here's hoping there's a chance my gargantuan paper losses won't be on the books much longer.