The Week In Cleantech (June 8 - June 14) - Are Large Industrials Going to Consolidate Solar?
On Tuesday, Eize de Vries at Renewable Energy World described the challenges of growth for us. A very detailed article on where the main tension points are in the global wind value chain.
On Tuesday, Tate Dwinnell at Self Investors told us that wind ETFs were coming. At last North American can play wind directly.
On Wednesday, Energy Tech Stocks informed us that a new FERC forecast indicates U.S. demand response firms should do well this summer. An interesting piece of insight from FERC, and noteworthy that demand response is increasingly seen as an effective peak load management strategy.
On Thursday, David Appleyard at Renewable Energy World explained how inverters were continuing to push efficiency. A thorough article on an important piece of hardware for solar investors.
ON Thursday, Katie Fehrenbacher at earth2tech told us that GE was becoming a prime investor in PrimeStar. Earlier this week, Richard Asplund discussed how large industrials were moving into solar. Many analysts predict a shakedown in solar, and big industrials are well positioned to consolidate the space.