The stock market

15 juli 2015

Tyvärr, jag hade fel.

När jag nu läser q2 för REC silicon och ser att man aviserar en nyemission och samtidigt pratar om att dra ner verksamheten med 50% i en av företagets fabriker så måste jag säga att jag har kommit till vägs ände med det här bolaget. Jag kommer förmodligen att sälja mina aktier i morgon bitti.

Detta var ett misstag från början till slut från min sida, det måste erkännas. Jag hade inte tillräcklig insyn i bolaget, jag kände inte till ledningen. Jag lät mig förföras av denna möjlighet att utvinna elenergi ur solstrålarna.

Det blir en stor förlust för mig. Största jag haft på många år. Jag kan bara hoppas att jag lärde mig något, men tydligen, efter så många år, så är det fortfarande väldigt svårt att hålla sig till vad som vore en rimlig satsning i ett helt okänt bolag.

Dåligt. Inte av REC. Utan av mig.

8 juli 2015

Forecast of global electricity generation

More #renewables are now added to global electricity generation than fossil fuels http://t.co/YRyxF3hCrK #NCE2015 pic.twitter.com/N6kLCWrRYB
— World Resources Inst (@WorldResources) July 7, 2015

7 juli 2015

Solar energy in India.

India’s government has set a mammoth new goal to build a solar power capacity of 100 GW in an energy-starved-but-hungry country, permitting 100% foreign investment and offering a series of tax breaks for its fledgling solar sector. The audacious new target quintuples the previous goal of 20 GW and is about 30 times the country’s installed capacity (less than 3.7 GW). The flurry of investors is making solar energy seem like the new Gold Rush.

“If the government removes bottlenecks and gets regional administrations to offer incentives, solar could be a long-term play for investors,” said Amol Kotwal, director, energy practice, at consultancy firm, Frost & Sullivan. “It could turn out to be a Gold Rush.”

Strategic, innovative players could build a very exciting business as the market potential is huge with room for established companies as well as entrepreneurs, said Tobias Engelmeier, director & founder, Bridge To India, a renewable energy consultancy. India has the potential to become the world’s leading solar markets as its location near the equator and low solar park construction costs coupled with plunging costs of solar energy in recent times (now only marginally higher than cost of producing conventional energy) are all aligning with India’s ambitions. “Our estimate is that, in the next 15 years, solar in India could be a 1,000 GW opportunity,” said Engelmeier.

The government’s unprecedented push has already attracted a pack of investors. Japanese telecom multinational SoftBank, India’s biggest wireless telecom provider Bharti Enterprises and Taiwan’s technology manufacturer Foxconn Technology have announced a $20 billion joint venture, SBG Cleantech, to bid for contracts to develop solar energy plants across the country. SunEdison, the Missouri, U.S.-based renewable energy firm said it intends to invest $15 billion by 2022. It also announced that it would put $2 billion into a joint venture with billionaire Gautam Adani’s Adani Group to manufacture photo voltaic modules. China’s Trina Solar has unveiled plans to invest $500 million in a plant to make panels in a joint venture with India’s Welspun Energy.

29 juni 2015

US Community Solar Market

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The U.S. community solar market is approaching a tipping point. In its latest report, U.S. Community Solar Outlook 2015-2020, GTM Research forecasts the market to grow fivefold this year, with 115 megawatts installed. By 2020, community solar in the United States will be an annual half-gigawatt opportunity.

With 66 cumulative megawatts installed through the end of 2014, the U.S. community solar market is just getting off the ground. However, GTM Research has pegged it as the most significant solar growth market for the United States. Between 2014 and 2020, GTM Research expects U.S. community solar to have a compound annual growth rate of 59 percent.

FIGURE: Annual U.S. Community Solar Installations, 2010-2020E