Solar and the long tail

Rob Day over at Cleantech Investing has started a series of "Year End Thoughts" on various cleantech investing topics. His first one deals with Solar and is great read.

Why CSP Should Not Try to be Coal

Joe Romm, at the influential Climate Progress blog, has hit on a formula for countering the coal industry's claims that we need baseload power sources.  Since Concentrating Solar Power (CSP) in conjunction with thermal storage can be used to generate 24/7 or baseload power Joe has renamed it "Solar Baseload."   This is win-the-battle-lose-the-war thinking.  While it does neatly counter the argument we need coal or nuclear, since there are renewable power sources which can produce baseload, such as CSP, Geothermal, and Biomass.  I fell into this coal-industry trap myself in a 2007 article about Geothermal, as did AltEnergyStocks...
solar manufactureing

List of Solar Manufacturing Stocks

Solar manufacturing stocks are publicly traded companies who develop or manufacture equipment that converts sunlight into other types of useful energy.  Includes manufacturers and developers of both solar photovoltaic and solar thermal equipment, as well as their supply chain. See also the list of Solar Farm Owner and Developer Stocks, the list of Residential Solar Stocks (forthcoming 6/21), and solar and wind inverter stocks. 5N Plus Inc (VNP.TO, FPLSF) Amtech Systems Inc (ASYS) Apollo Solar Energy (ASOE) Ascent Solar Technologies Inc (ASTI) Canadian Solar (CSIQ) DAQO New Energy Corp. (DQ) First Solar Inc (FSLR) GCL-Poly Energy Holdings Ltd. (3800.HK) Guggenheim Global Solar ETF (TAN) Hanwha Q CELLS Co., Ltd. (HQCL) Iberdrola, S.A....
Solar Farm

List of Solar Farm Owner and Developer Stocks

Solar farm owner and developer stocks are publicly traded companies who develop or manufacture equipment that converts sunlight into other types of useful energy.  Includes manufacturers and developers of both solar photovoltaic and solar thermal equipment, as well as their supply chain. See also the list of Solar Manufacturing Stocks, the list of Residential Solar Stocks (forthcoming 6/21/18), and solar and wind inverter stocks. 7C Solarparken AG (HRPK.DE) Abengoa SA (ABG.MC, ABGOY, ABGOF) Acciona, S.A. (ANA.MC, ACXIF) Algonquin Power and Utilities (AQN, AQN.TO) Atlantica Yield PLC (AY) Bluefield Solar Income Fund (BSIF.L) Boralex (BLX.TO, BRLXF) Brookfield Renewable Energy Partners (BEP) Canadian Solar (CSIQ) Capital Stage AG (CAP.DE) Edisun Power Europe AG (ESUN.SW) Etrion...

First Solar and SunPower Lobby Shareholders to Sell 8point3 YieldCo

by Tom Konrad Ph.D., CFA Will shareholders accept the deal? On Monday, 8point3 Energy Partners, the joint YieldCo from First Solar and SunPower, entered into a definitive agreement to be acquired by Capital Dynamics. When public companies are sold, it's almost always at a premium to the market price. It's that price premium that persuades shareholders to sell. So why would 8point3 (NASD: CAFD) shareholders accept a deal that offers them only $12.35, or 15 to 20 percent below the roughly $15 price CAFD has been trading around for the past three months? To answer this question, we need a little history. Jan Schalkwijk, founder...

Concentrated Solar Power and the New ITC

When the financial turmoil began, I sold my riskiest stocks.  Even a successful bailout bill is unlikely to return us to the heady days of 2006 and 2007.  Yet there is a bright side for clean energy investors.  Despite the recent evidence to the contrary, a financial crisis is likely to convince legislators of the importance of getting the economy going again, and of doing so with the least amount of public money possible. Concentrating Solar Power It was with this thought in mind that I attended CSP Today's Second Annual CSP Summit US in San Francisco. ...
residential solar

List of Residential Solar Stocks

Residential solar stocks are publicly traded companies that develop, install, finance, or own solar systems for single and multi-family residences. See also the list of Solar Farm Owner and Developer Stocks, the list of Solar Manufacturing Stocks, and the list of solar and wind inverter stocks.   Guggenheim Global Solar ETF (TAN) RGS Energy (RGSE) Solar Alliance Energy, Inc (SOLR.V) Sunrun, Inc. (RUN) Sunworks, Inc. (SUNW) Tesla, Inc. (TSLA) Vivint Solar (VSLR) If you know of any residential solar stock that is not listed here and should be, please let us know by leaving a comment. Also for stocks in the list that you think should be removed.

The Future Shape of CSP

Parabolic Troughs have dominated Concentrating Solar Power (CSP) until recently, but several companies are vying to replace them. Will the upstarts succeed, or will incumbency and improvements to trough technology ward off the competition? Dr. Arnold Leitner, CEO of Skyfuel, Inc., thinks the battle for dominance of CSP will be "winner-take-all." The technology which can deliver power when it is needed at a reasonable price should triumph. Photovoltaic (PV) technologies are rapidly producing price reductions, and can be used almost anywhere, but only produce power when the sun is shining. In contrast, CSP is still cheaper than PV enables...

Newsweek Special Report

"Experts generally agree that our current reliance on fossil fuels is unsustainable. Already oil is near $50 per barrel, and the great millions of Chinese and Indians destined to take to the road in the next decades have not yet gotten behind the wheel." This week Newsweek has written several special reports about alternative energy in all its forms. All of these reports can be found at the following link.

Aqua Dyne To Test Solar Powered Water Desalination

Aqua Dyne Inc. (AQDY.OB) and the Australian, Commonwealth Scientific and Industry Research Organisation (CSIRO), the Federal Government's Premier Research Organisation will be advancing the study and use of Solar Energy in thermal water desalination for the Coal Mining Industry. Aqua Dyne has received approval to deploy component modules of the JetWater Thermal Desalination system to a site adjacent to Lake Liddell in the Upper Hunter region of New South Wales, Australia. The JetWater Thermal module will be tested and monitored over a three month trial program. The module will be connected to a solar energy system developed and...

Epic Changes Are Coming in the Electric Power, Transportation and Energy Storage Sectors

John Petersen Epic is the only word I can use to describe an evolving tragedy that killed tens of thousands of people, inflicted hundreds of billions in property damage, destroyed 3.5% of Japan's base-load power generating capacity in a heartbeat and will cause recurring aftershocks in the global electric power, transportation and energy storage sectors for decades. While I'd love to believe the worst is behind us, I fear the times of trouble have just begun. Since it's clear that Japan will have to turn inward and serve the urgent needs of its own population first, the...
Sunpower /SolarWorld shipment growth 2005-15

SunPower and SolarWorld: Strange Bedfellows

by Paula Mints Oh, what a tangled web you weave when vying for an exclusion from tariffs via strategic ac-quisition. In April, SunPower (SPWR) announced it had acquired (subject to regulatory approval) So-larWorld US, subsidiary of the company that kicked off the solar tariff dispute with a petition in 2012, focused on China as the dumper of cells and modules. SolarWorld GmbH, based in Germany, could not file the petition. It needed its US subsidiary to do so. As SolarWorld US is, currently, the only crystalline cell manufacturer in the US, it takes on a value beyond the sum of...

Book Review: Investment Opportunities for a Low Carbon World (Wind + Solar)

Charles Morand Tom and I recently received complimentary copies of a new book called "Investment Opportunities for a Low Carbon World", edited FTSE Group's Director of Responsible Investment Will Oulton*.  The book is a compendium of articles by 31 different authors broken down into three main categories: (1) environmental and low-carbon technologies; (2) investment approaches, products and markets; and (3) regulation, incentives, investor and company case studies. While Tom will provide a comprehensive review of the book once he's finished reading it in its entirety, I will instead review a few selected chapters over...

Five Solar Stocks To Own In 2015

By Jeff Siegel This past Saturday afternoon, Rick Diaz locked in another customer. A former roofing contractor, Rick is now a sales rep and installation manager for a small roofing and solar company in Maryland. He tells me most people he talks to about solar have pretty much already made up their minds before he even walks in the door: The investment works out for young couples who are going to be in these homes for more than ten years. But most seem more concerned about the environment than the return on investment. Either way, it's a...

From Solar 2009: Investment Opportunities in Solar Stocks: Solar Millennium (SMLNF.PK)

Tom Konrad, Ph.D. This is the third in a series of entries on opportunities in solar stocks, based on a panel at Solar 2009.  The the first article introduced the panelists, and took a look at the solar sector as a whole.  The second was about First Solar. Allen Goodman  on Solar Millennium (SMLNF.PK) "Project developers stand out because of their ability to have a relationship with the customer." Peter Lynch on Solar Millennium (SMLNF.PK) "I liked Solar Millennium before it ran up to $90 last year, I liked it at $90, and I like it today at...

Crude Oil & Alt Energy: The Non-Relationship That Just Won’t Go Away

Charles Morand The relationship - or lack thereof - between oil prices and the performance of alt energy stocks has been a long-time interest of mine. I discussed it last in late March when I looked at correlations between the daily returns of alt energy and fossil energy ETFs. At the time, I found that only a weak relationship existed between the two and that if someone wanted to make a thematic investment play on Peak Oil, alt energy ETFs were not an ideal way to do so.  Seeing as the popular press and countless "experts"...