412 replies to this topic

[sunnysky]

US Working Towards Energy Independence but Big Challenges Remain, Says Salazar

http://www.renewable...n-says-salazar?

[zendoc1love]

The world's "dumbest trade war" is being fought over solar panels.

 

http://blogs.marketw...r-solar-panels/

 

Interesting points.

[Norse]

Exxon CEO Joins Suit Citing Fracking Concerns

http://thinkprogress...tests-fracking/

LOL!

[eysteinh]

http://www.digitimes...40220PD202.html

As I have written before taiwan can take a share of tariff before it affects them.

The US Department of Commerce (DOC) has started an anti-dumping investigation of China- and Taiwan-based solar players and is expected to announce preliminary anti-dumping tariffs in June. Taiwan-based solar cell makers can tolerate tariffs up to 15% before seeing a negative impact on exports to the US, Taiwan government officials cited Motech Industries as estimating.

[JulyWebb]

Exxon CEO Joins Suit Citing Fracking Concerns

http://thinkprogress...tests-fracking/

LOL!

Forbes has got an article on this and it's direct to the Point with all the punches included http://www.forbes.co...rd-and-he-sues/
 

Making this even more deliciously enjoyable is the name of the lead plaintiffs in the case.

That would be Mr. and Mrs. Dick Armey…as in former GOP House Majority Leader Dick Armey who is also the former Chairman of FreedomWorks Dick Army

[pgo]

IHS thinks solar capacity expansion will bring solar renaissance - sites recent canadian solar news. Also talks about micro inverter market to be in demand.

 

http://en.ofweek.com...y-says-IHS-8288

[Norse]

Instead of two titans clashing with each other, the two most populous countries in Asia - China and India - are potentially working together on massive infastructure developments in India.

http://www.thestar.c...-work-togather/

Not only will it help chinese solar. It will also help China with having a stabile and growing economy.

[sunnysky]

Good news, thanks Norse.

[Norse]

China Must Reduce ‘Unbearable’ Smog, Government Adviser Says

http://mobile.bloomb...anger-mark.html

"Heavy industries including construction and manufacturing made up about 46 percent of the economy in 2012, according to Ma. He proposed reducing coal’s share in energy consumption to 46 percent by 2030, and increasing the use of clean energy to the same rate by that year."

At the same time energy consumption is expected to increase by 50% in that time. Add the EV revolution and we have some great demand. If the deal with India also happens it is amazing, since they are expected to be second after China in installations per year.

[luckygoose]

http://m.prnewswire....-246847221.html

launch new series of smart modules jks

[solarpvgo]

Excellent article on bloomberg:

 

http://www.bloomberg...html?cmpid=yhoo

 

Talks about how consolidation is happening and being encouraged by the government in the renewable energy space. Notes that Chinese government is becoming conscious of reducing debt financing for many of the heavy manufacturing industry it is unlikely to put the squeeze on renewable energy companies given the environmental challenges China is facing.

[odyd]

Companies like LDK and Chaori need to go, sell their assets pay as much debt as possible with those sales. Have the remaining debt reduced to cents on a dollar and let another strong organization to take over capacity and contracts. Calling off debt, which pays interest, will cripple many of those. At the end it is about removing management and private equity. Workers should continue to be employed if business has viable capacity and technology, and if not, we hear about deficit of workers, let them find the best employment elsewhere. 

[solarpvgo]

Yes and great opportunity for the successful companies to acquire holdings of companies going bankrupt where synergies exist. By 2017 China will have 3 to 5 solar companies accounting for 80% of market per Trina chairman.

[pg6solar]

Companies like LDK and Chaori need to go

 

Speaking of LDK, stock is halted (does anyone really trade them?) pending "news".

[spiritcraft]

Hell has indeed frozen over!

 

Another Republican about to do battle with a utility company regarding Solar as a right.

http://www.greenfiel...GA--Solar-Power

[kknd1234]

LDK Solar Files in Cayman Islands to Resolve Offshore Liquidity

http://finance.yahoo...-134600448.html

[JulyWebb]

LDK Solar Files in Cayman Islands to Resolve Offshore Liquidity

http://finance.yahoo...-134600448.html

 

 

So this is Belly-Up Time for LDK I guess. 

[odyd]

Not really, the liquidity issues they are addressing are outside of the Mainland China. The company has no intention to do anything in China.  I would say it is over for anyone holding to LDK.

[explo]

Not really, the liquidity issues they are addressing are outside of the Mainland China. The company has no intention to do anything in China.  I would say it is over for anyone holding to LDK.

 

I can't believe the stock stayed above the October 19, 2012 close of $0.71 all this time.