[Guest JulyWebb]

Upbeat from pvexpo in japan:

http://www.pv-magazine.com/news/details/beitrag/pv-expo-tokyo-hints-at-further-growth-for-japans-solar-market-_100014348/#axzz2uWQxfiKm

 

80% for JA that's Huge! It looks like that relationship with Marubeni will pay off. 

[Guest JulyWebb]

PV Expo Tokyo Japanese Market Flowing Downstream

http://www.pv-magazine.com/news/details/beitrag/pv-expo-tokyo--japanese-market-flowing-downstream_100014361/#axzz2uXVC8NqC

[sunnysky 905]

India presidential candidate, Modi: ‘Use solar to empower people’

http://www.pv-tech.org/news/india_presidential_candidate_modi_solar_should_be_used_to_empower_people?utm_source=newsnow&utm_medium=web&utm_campaign=newsnow-feed

[sunnysky 905]

The Biggest Solar Farm In Latin America Will Replace An Old Coal Plant

http://cleantechnica.com/2014/02/27/biggest-solar-farm-latin-america-will-replace-old-coal-plant/?

 

 

However, Mexico also has some major energy changes in the pipeline, and after decades of state-run oil company PEMEX having sole purview over fossil fuel extraction, international investment and companies will now be let into the mix after recent constitutional reforms. This will increase oil flows from America’s southern neighbor into those same Gulf refineries as Keystone XL might. At the same time renewable energy has started to take off in Mexico, with construction of the biggest solar power plant in Latin America, Aura Solar I — a 30-megawatt solar farm in La Paz, Mexico — the latest signal.

 

If Mexican President Enrique Peña Nieto’s recent summit with North American leaders is an indication of the significance of the trio’s relationship, then his expected upcoming visit to the Aura I solar farm can be seen as a benchmark on the country’s path to a more renewable future. Mexico is poised to be Latin America’s solar hotbed according to Greentech Media, with the solar market’s installed base expected to quadruple from 60 megawatts to 240 megawatts by the end of this year. Mexico’s energy ministry has set a target for 35 percent of power generation to come from non-fossil fuel sources by 2024.

[Guest roller]

The street refers to the Jordan deal as the reason behind todays tsl spike. I would think report day next week could also explain this movement.

NEW YORK (TheStreet) -- Trina Solar is spiking on the news it has been awarded an EPC contract for Jordan's largest solar power project.

The streets view of trina is mixed with a hold rating. Maybe these views could partly explain the neutral trend.

TheStreet Ratings team rates TRINA SOLAR LTD as a Hold with a ratings score of C-.

http://www.thestreet.mobi/story/12459843/1/why-trina-solar-tsl-is-spiking-on-thursday.html

[Guest Xeloris]

he street refers to the Jordan deal as the reason behind todays tsl spike

 

I dunno if that would cause close to 10m shares traded over 2MW project

[Guest roller]

No, it seems like a bit thin explanation.

[odyd 1,339]

I think it is EPC element which is a change, something I lamented about yesterday.

[Guest BIPV Investor]

http://finance.yahoo.com/news/bright-prospects-chinas-rooftop-solar-210049617.html

 

Not an overly optimistic article from reuters (surprise). They have published several articles essentially saying the same thing, namely that China will not meet it installation targets this year and shares will suffer. Since they cite 2014 demand as 40GW, which would be very low, they are not overly in touch with the sector. However, there may be some truth to it if they are actually interviewing developers as they claim. The article does summarize my (and I believe the market's) worry well though. Recall how SOL mentioning that 2014 demand in China could be lower than 2013 completely blew-up the sector. I guess we'll find out next week, one way or another!

[Scsnospam 117]

Investors Take a New Shine to Solar

http://online.wsj.com/news/articles/SB10001424052702304071004579407443805474238?mg=reno64-wsj&url=http%3A%2F%2Fonline.wsj.com%2Farticle%2FSB10001424052702304071004579407443805474238.html

 

Interesting take from wall street pros on solar. The article actually sounds bullish, which is a change for the WSJ.