List of Solar Manufacturing Stocks
This list was last updated on 6/6/2022.
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, and solar and wind inverter stocks.
5N Plus Inc (VNP.TO, FPLSF)
Amtech Systems Inc (ASYS)
Array Technologies, Inc. (ARRY)
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...
Bragawatts
Tom Konrad, Ph.D. When Solaren announced they are seeking PUC approval for a power purchase agreement (PPA) with PG&E (NYSE:PCG) for solar power from outer space, I wasn't too surprised. California utilities signing deals for large solar projects which quite likely may never be built is something of an industry trend. At a Concentrating Solar Power (CSP) conference last fall, John White, the Executive Director of Cleanpower.org, said that competitive solicitations for power supplies in California are becoming a sideshow, and that the "Process lacks credibility among the most serious and qualified developers." Rainier Aringhoff, the president of one...
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...
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...
Mirrors in the Mojave
by Debra Fiakas CFA Last week the Ivanpah solar thermal power plant in California went operational last week. Ivanpah is a marvel. Located in the Mojave Desert, the power plant generators are driven by steam like any other. However, at Ivanpah the steam is created by acres of large mirrors that reflect and concentrate the desert sunlight onto water-filled boilers. The boilers tower 150 feet above the mirrors that are spread across 3,500 acres. Ivanpah scale has required the cooperation of a number of players. Brightsource Energy is running the show with the...
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. ...
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...