chrisceeaustin

thanks for the comments, Robert.

My guess is that Japan may want to eliminate some projects that are not feasible or something, not slam the brakes on their program. The sell-off made it seem like Japan was halving their program. I am sure it is not what it sounds like. Of course companies must be assured of an FIT before they build the project.

Has anyone said they want to renew ITC? Has India become credible yet as the new big market? I guess investors do not care about India? Even if costs slow their descent, I believe the installation costs will drop much faster over the next several months, creating a big rush in the USA.

deal of the day. 150 MW Equinix wants its servers to run on RE. Sunedison ppa. http://news.investors.com/092315-772208-equinix-sunedison-sign-solar-agreement.htm?ven=yahoocp&src=aurlled&ven=yahoo

Developer PS claims they can build solar unsubsidized, at grid parity.

now is the time to pile in to FSLR. We have to live with Fed bad breath on China for at least a month. Sold out of almost all of Chinese solars yesterday.

this is some sort of signal. but what sort? bloomberg putting death nail in it. bury it. put a fork in it!

Those solar workers / businesspeople are a major solar lobby now. Numerous votes!

What are people talking about at the conference?

why is fslr stalled?

http://www.prnewswire.com/news-releases/luminant-solar-project-expands-diverse-mix-of-generation-300138372.html little pr for this news in Texas. The state will be one of the top solar producers in a few years. Maybe next only to CA. Also SUNE signs another multiple GW deal in India. People much smarter than me, is this for real? http://cleantechnica.com/2015/09/17/sunedison-signs-2-gw-renewable-energy-deal-indian-state/

looks like solars are trading on assumption of expiration! and this first scenario of 3 GW in 2017 instead of 7 GW in 2015. Like I said, 2016 will be great!

Cali public utilities commission seeks all new homes be zero-net energy by 2020.... old news but goodie.

On top of what I said, I think it's still about cost and reputation. And a handful of companies will rise up to the top. CN4 plus Westnern3. We just have to make sure the China build out does not collapse and ITC does not gut the market. Pluses are India, grid parity, climate summit, Latin America, 2016 ITC rush, Middle East, some markets growing by 500 to 1000% or whatever, recovery of southern Europe(?), where there is grid parity; growing grid parity in Australia, growing grid parity in USA, Asia, Africa, Latin America. Grid parity!!! Socket parity! I see 2016 as a great year. China stimulus should be at full bloom if it is needed. US ITC rush. India full ramp, kinks worked out. Latin America grid parity acceleration. Australia sheds need for government support. Climate change more urgent!

Well, there are a number of ways of looking at SUNE, and JASO, for that matter. But one thing is clear: the discount for being a Chinese module supplier is very high right now. People are not excited about JASO, outside of the buyout, and they are more excited about the American project developers. And two months ago, those American companies were viewed in a different way than they were now. This whole game, we are just pawns unless you are playing with tens of millions, at least. Cross between a popularity contest and Illuminati.