Copyright © 2013 Knight Sac Media. All rights reserved.http://www.siliconinvestor.com/subject.aspx?subjectid=50902This thread is for those interested in pooling their efforts in researching the emerging energy revolution; fuel cells, solar, microturbines, bio-oil, smart grid, etc. As moderator I will commit to posting 5 times a week. Each post will include a link to an article or other information of interest,...http://www.siliconinvestor.com/images/Logo380x132.pnghttp://www.siliconinvestor.com/subject.aspx?subjectid=5090238013210SamJASO is up 70% today. And it isn't due to a takeover bid! JKS, TSL, STP and LDK all up over 20% (although the latter two are still on life support), CSIQ and SOl up over 17%, YGE is only up 13%. This has to be the most volatile group I have ever seen. I sold the last of my TSL this afternoon. I am presuming that pri...http://www.siliconinvestor.com/readmsg.aspx?msgid=289053585/20/2013 4:26:10 PMTheSlowLaneAnecdotally...I've seen two very large arrays go up near where I live recently. The latest one is right along the highway on a strip of land that looks like it probably wasn't suited for anything else. So even though real estate is at a premium around here, they are finding places to deploy.http://www.siliconinvestor.com/readmsg.aspx?msgid=289048865/20/2013 1:31:01 PMDorenhttp://www.siliconinvestor.com/readmsg.aspx?msgid=289046375/20/2013 11:57:30 AMsylvester80http://www.siliconinvestor.com/readmsg.aspx?msgid=289037235/19/2013 7:16:40 PMEricGoldman Sachs to Finance $500 Million for SolarCity Roofs SolarCity Corp. (SCTY), a solar-energy developer chaired by billionaire Elon Musk, won financing from Goldman Sachs (GS) Group Inc. for more than $500 million in rooftop solar systems that the company will complete this year. The lease-financing agreeme...http://www.siliconinvestor.com/readmsg.aspx?msgid=289016345/17/2013 11:08:26 PMEricTesla’s Straubel Keeps Motors Rolling as Stock Surges 57% Elon Musk was fresh off the sale of PayPal and starting another business, commercial rocket service Space Exploration Technologies Corp., when he met kindred spirit JB Straubel. Their shared belief that consumer electronics advances could be applied to more ...http://www.siliconinvestor.com/readmsg.aspx?msgid=288942215/14/2013 5:34:59 PMJacob Snyderre FSLR: Citi assigns a value of almost zero, to FSLR's thin-film module business. The entire stock price comes from their Systems business. Unfortunately, I'd have to agree with them, at this point, given the spectacular reductions in manufacturing costs seen in c-Si. Thanks for posting that report.http://www.siliconinvestor.com/readmsg.aspx?msgid=288935015/14/2013 1:18:47 PMJack of All TradesAP IMPACT: Wind farms get pass on eagle deaths By DINA CAPPIELLO Associated Press [graphic] AP Photo/Dina CappielloScience Video [graphic]Multimedia[graphic]Oregon Wind Farm [graphic]Latest NewsAP IMPACT: Wind farms get pass on eagle deaths JPMorgan received 'Wells-type' notice Pakistan...http://www.siliconinvestor.com/readmsg.aspx?msgid=288932875/14/2013 12:07:41 PMDennis RothSolarCity (SCTY) 14 May 2013, 7 pages doc.research-and-analytics.csfb.com  Credit Suisse Downgrading to Neutral on Valuation Downgrade to Neutral. We are downgrading SolarCity (SCTY) from Outperform to Neutral primarily on valuation. We are increasing our PT from $22 to $28 to reflect recent lower costs of capital. ...http://www.siliconinvestor.com/readmsg.aspx?msgid=288929535/14/2013 10:01:37 AMsylvester80MUST READ..Adding an electric car cut the payback point of our solar panel investment in half[/url] by Kevin C. Tofel 10 HOURS AGO 9 CommentsAA gigaom.com  [graphic] SUMMARY:When planning our solar panel home project in 2011, we figured on paper that it would take nearly a dozen years to break even on the investment...http://www.siliconinvestor.com/readmsg.aspx?msgid=288904575/12/2013 8:59:25 PMEric2014 Is Looking To Be A 7,000 Megawatt Year For Wind Power Capacity And Innovation By Jeff Spross on May 12, 2013 at 10:35 am [graphic] GE's new Brilliant 2.5 megawatt turbine. (Credit: GE) According to Bloomberg, Warren Buffet’s MidAmerican Energy Holdings Co. is gearing up to drop $1.9 billion on new wind f...http://www.siliconinvestor.com/readmsg.aspx?msgid=288902645/12/2013 6:07:19 PMGlenn PetersenBiofuel Pioneer Forsakes Renewables to Make Gas-Fed Fuels By Andrew Herndon Bloomberg May 1, 2013 3:23 PM CT Alan Shaw, the chemist and executive who led a six-year effort to turn inedible crops into fuels to displace gasoline, has renounced the industry he helped pioneer and decided the future instead lies with n...http://www.siliconinvestor.com/readmsg.aspx?msgid=288899905/12/2013 2:28:01 PMErichttp://www.siliconinvestor.com/readmsg.aspx?msgid=288878615/10/2013 8:48:46 PMErichttp://www.siliconinvestor.com/readmsg.aspx?msgid=288878605/10/2013 8:47:48 PMEricStudy: More Wind Energy Would Save PJM Customers Billions by NA Windpower on Friday 10 May 2013 Adding more wind power to the grid in the PJM region can lower gas and coal consumption and reduce regional wholesale energy market prices, saving nearly $7 billion per year in the mid-2020s, according to a ne...http://www.siliconinvestor.com/readmsg.aspx?msgid=288878575/10/2013 8:45:51 PMEricWind Energy Procurement Top Of Mind For Big-Name Companies by Mark Del Franco on Thursday 09 May 2013 Google likes wind energy. So does Motorola and Bloomberg. Ditto Walmart, which intends to become even more active in wind energy procurement. "Walmart is open for business when it concerns wind," Greg P...http://www.siliconinvestor.com/readmsg.aspx?msgid=288878515/10/2013 8:35:21 PMEricOffshore Wind Industry To Reach $170 Billion By 2020 Total global investment in offshore wind power will reach approximately $170 billion by 2020, according to a report from Roland Berger Strategy Consultants. In Europe alone, there will be 40 GW of installed offshore capacity by the same year. The study, however, ...http://www.siliconinvestor.com/readmsg.aspx?msgid=288878485/10/2013 8:32:50 PMEricDoubling Wind Power Could Save Mid-Atlantic Consumers $6.9 Billion A Year By Adam James, Guest Blogger on May 9, 2013 at 2:01 pm Wind power had a banner year in 2012, accounting for more new generating capacity than any other resource. Despite the boom in cheap natural gas, 42 percent of all new capacity last year ...http://www.siliconinvestor.com/readmsg.aspx?msgid=288851865/9/2013 4:16:17 PMEricConventional Wisdom About Clean Energy Is Still Way Out of Date“It’s not 1990 anymore.” Chris Nelder: May 9, 2013 "We're fifteen to twenty years out of date in how we think about renewables," said Dr. Eric Martinot to an audience at the first Pathways to 100% Renewables Conference held April 16 in San Francisco. "It...http://www.siliconinvestor.com/readmsg.aspx?msgid=288850705/9/2013 3:42:28 PMEricSolar Incentives Are Dead, Long Live Solar PV incentives for California homeowners are effectively gone, and it won’t cause even a blip in California’s solar growth rates. [graphic] Barry Cinnamon: May 8, 2013 The California Solar Initiative (CSI) program, which provides rebates for homes and businesses, is no lo...http://www.siliconinvestor.com/readmsg.aspx?msgid=288850495/9/2013 3:36:31 PMEricEU Said to Plan Duties Up to 67.9% on China Solar Panels The European Union is planning to impose tariffs of as much as 67.9 percent on solar panels from China to counter unfair pricing in the largest EU trade dispute of its kind, according to a commerce official from the bloc. The European Commission expects ...http://www.siliconinvestor.com/readmsg.aspx?msgid=288850225/9/2013 3:27:55 PMDennis RothFirst Solar Inc. (FSLR) Solar Power (Citi) 6 May 2013 ¦ 10 pages ir.citi.com  Lumpy Quarter Driven By Project Timing – Outlook Maintained Fundamentals — This evening, FSLR reported Q1 2013 EPS of $0.69 and sales of $775mm. Results for the quarter were essentially a beat on the top end; miss on the bottom end versus ...http://www.siliconinvestor.com/readmsg.aspx?msgid=288819995/8/2013 10:25:58 AMSamThe headline is a little misleading, since this hasn't yet been done, but the article is better than the head. EU to Slap Tariffs on Chinese Solar Panels By MATTHEW DALTON online.wsj.com  BRUSSELS—The European Union is poised to slap import duties on solar-panel equipment made in China, sparking one of the lar...http://www.siliconinvestor.com/readmsg.aspx?msgid=288783045/6/2013 3:13:58 PMEricFrom CS this morning FSLR 06 May 2013 Americas/United States Equity Research Clean Tech Focus on new bookings magnitude & margins; cost and efficiency improvement Bottom line. FSLR will report 1Q13 earnings on Monday May 6th after the market closes. We continue to believe that the risk/reward is not at...http://www.siliconinvestor.com/readmsg.aspx?msgid=288776455/6/2013 10:52:53 AMDennis RothSunPower Corp. (SPWR) Solid Beat; Inline With Citi – All Eyes On The Analyst Conference; Reiterate Our High Conviction Buy Thesis 2 May 2013 ¦ 9 pages ir.citi.com  Solid Beat - reiterate non consensus Top Pick. SPWR reported adjusted Q1 2013 EPS of $0.22 – materially above Citi and Consensus estimate of $0.15 and $0.0...http://www.siliconinvestor.com/readmsg.aspx?msgid=288772975/6/2013 8:26:31 AMEricPV Storage Market Will See Massive Surge The worldwide market for PV storage will grow rapidly to reach $19 billion in 2017, from less than $200 million in 2012, according to a new report from IMS Research, now part of IHS Inc. Following the introduction of an energy storage subsidy in Germany, global installations ...http://www.siliconinvestor.com/readmsg.aspx?msgid=288710265/2/2013 1:25:09 PMEricTVA Approves More Than 250 Renewable Energy Projects The Tennessee Valley Authority says it has approved more than 250 small-scale renewable energy projects across the Tennessee Valley for this year, thus reaching TVA's renewable goals under two different programs. TVA has approved applications for nearly 7.5 MW fr...http://www.siliconinvestor.com/readmsg.aspx?msgid=288709745/2/2013 1:03:23 PMEricDistributed Solar Poised For Growth According to a recent report from Navigant Research, 220 GW of distributed solar photovoltaic capacity will be installed worldwide between 2013 and 2018. The total, which includes solar generation in residential, small commercial and industrial settings, will represent $540 bil...http://www.siliconinvestor.com/readmsg.aspx?msgid=288709315/2/2013 12:50:31 PMEricMidAmerican, SunPower Start Major Construction On 579 MW Project [graphic] MidAmerican Solar says "major construction" activities have begun on its massive 579 MW Antelope Valley solar power initiative in Southern California. The program consists of two projects designed by SunPower that are co-located on 3,230 acre...http://www.siliconinvestor.com/readmsg.aspx?msgid=288709165/2/2013 12:43:56 PMJacob SnyderEurope solar module prices rise for first time in 4 years, says IHS The ASP for China-based crystalline silicon (c-Si) solar modules shipped to the European Union (EU) increased by 4% in March, the first monthly rise since January 2009, according to the IHS. Prices are set to rise by another 1% in April and by an a...http://www.siliconinvestor.com/readmsg.aspx?msgid=288574114/25/2013 12:09:28 AMJacob SnyderYingli Green Energy Signs US$165 Million Loan Agreements with China Development Bank reuters.com  YGE up 8% today; TSL up 10%, indicating the market thinks TSL will also continue to have access to capital. STP down today, indicating the market thinks STP will continue to not get new loans. LDK, CSIQ, and JKS up 4-5%...http://www.siliconinvestor.com/readmsg.aspx?msgid=288545384/23/2013 4:54:26 PMJacob SnyderTSL vs. YGE: FY2012 results: 1.29 2.49 total debt, B$ 0.92 0.49 cash + eq. including restricted, B$ -0.37 -2.0 net cash in B$ +4% -3% gross margin, full year 1.3 1.8 revenues in B$ So, TSL's balance sheet is much better, and they are also doing significantly better (I mean, less awful) on gross margins. YGE...http://www.siliconinvestor.com/readmsg.aspx?msgid=288523004/22/2013 6:21:09 PMJacob SnyderFSLR news: 4/9 presentation: First Solar is banking its future on a hybrid model where solar is a replacement for hard-to-obtain energy in special applications. No subsidies needed for economic viability.The majority of FSLR's growth will come from emerging and frontier markets by 2015.FSLR's extra emphasis and in...http://www.siliconinvestor.com/readmsg.aspx?msgid=288520794/22/2013 4:24:48 PMbrokenst0neshttp://www.siliconinvestor.com/readmsg.aspx?msgid=288509164/22/2013 8:04:11 AMGlenn PetersenChina's environmental policies are a study in contrasts: Dirty China Spending Big to Get Clean Walter Russell Mead April 18, 2013 Chinese investment in clean energy jumped twenty percent last year, helping the world’s biggest producer and consumer of energy to vault past the US as the world’s top investor in cle...http://www.siliconinvestor.com/readmsg.aspx?msgid=288452434/19/2013 12:25:54 AMDorenhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288452334/19/2013 12:10:03 AMDorenLED lamp prototype delivers 200 lumen per watt electronics-eetimes.com  ----- I'm about 40% LED in my home. Most of my lighting watts are eaten by infrared activated spotlights outside. I've been testing a Costco LED spot on an infrared sensor for about 4 mnths now. At about 15W and $15 its performed very well. Says...http://www.siliconinvestor.com/readmsg.aspx?msgid=288334194/13/2013 2:38:38 PMDoren> combined capacities of San Onofre and Diablo Canyon San Onofre has been down shut since January 2012. Edison International is trying to turn one of the two reactors back on at 75% to see if it will work without melting down. Basically they are losing money and would like to risk the lives of the people around the p...http://www.siliconinvestor.com/readmsg.aspx?msgid=288316254/12/2013 2:58:59 PMDennis RothFirst Solar Inc. (FSLR) — Analyst Day Outlook Reinforces Our Thesis; Raising TP – Buy (Citi) ir.citi.com  FSLR management held their much anticipated analyst day on Tuesday in NYC. Contrary to the bear argument, the outlook is not deteriorating. We reiterate our Buy rating and raise our 12-month target price to $50/sh...http://www.siliconinvestor.com/readmsg.aspx?msgid=288307784/12/2013 10:23:54 AMEricRecord 4,196 Megawatts of Wind on California’s Grid April 7 It was 17.5 percent of the state’s electricity, the equivalent of two nuclear facilities. Herman K. Trabish: April 10, 2013 [graphic] Winds that reached over 90 miles per hour on mountain ridges blew down through the wind farms in California’s Altamont, S...http://www.siliconinvestor.com/readmsg.aspx?msgid=288301974/11/2013 10:10:58 PMEricThe $25 Billion Impact of the Wind Industry The wind industry provided a noticeable boost for the U.S. economy in 2012. Herman K. Trabish: April 11, 2013 [graphic] In a record-setting year, the U.S. wind industry’s 28 percent growth boosted its job count back to 80,000 and had a discernible impact on the U.S. gross...http://www.siliconinvestor.com/readmsg.aspx?msgid=288301844/11/2013 10:05:15 PMDorenhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288251764/9/2013 9:27:34 PMThe Oxfinance.yahoo.com  First Solar Announces Full-Year 2013 Financial Guidance2013 Net Sales of $3.8 to $4.0 billion 2013 earnings per fully diluted share of $4.00 to $4.50 Operating Cash Flow of $0.8 - $1.0 Billion Summary outlook through 2015http://www.siliconinvestor.com/readmsg.aspx?msgid=288243974/9/2013 1:48:17 PMSamSolar achieves grid parity Deutsche Bank has released a report concluding that the cost of unsubsidized solar power is about the same as the cost of electricity from the grid in India and Italy, and that by 2014 even more countries will achieve solar “ grid parity,” reports Currents in Commerce. During 20...http://www.siliconinvestor.com/readmsg.aspx?msgid=288233254/8/2013 11:27:03 PMSamSuntech Jumps on Buffett Buyout Report: China Overnight By Belinda Cao - Apr 8, 2013 5:52 PM ET bloomberg.com[graphic] Chinese solar manufacturers rallied in New York, ...http://www.siliconinvestor.com/readmsg.aspx?msgid=288233114/8/2013 11:16:20 PMDorenhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288155524/4/2013 11:27:13 AMGlenn PetersenDairy Finds a Way to Let Cows Power Trucks By STEVEN YACCINO New York Times Published: March 27, 2013 [graphic] Peter Hoffman for The New York Times Fair Oaks Farms in Fair Oaks, Ind., has long used livestock waste to create enough natural gas to fully power 10 barns, a cheese factory, a gift shop and more. __...http://www.siliconinvestor.com/readmsg.aspx?msgid=288034673/27/2013 11:34:18 PMSamSuntech Collapse Stokes Solar Volatility: China Overnight By Belinda Cao - Mar 24, 2013 12:00 PM ET bloomberg.com  Solar stocks, the most volatile Chinese equities in New York, will extend declines as Suntech Power Holdings Co. (STP)’s bankruptcy stokes concern they are over-leveraged, according to Gamco Investors ...http://www.siliconinvestor.com/readmsg.aspx?msgid=288005513/26/2013 3:02:14 PMFUBHOWhere the money is in cleantech: oil and gas SUMMARY:Cleantech investment is not dead, it just requires new approaches and a recognition that the traditional oil and gas industry may very well be the best patron for cleantech development and deployment. At least for now. An idea that would have seemed blasphemous fiv...http://www.siliconinvestor.com/readmsg.aspx?msgid=287931473/22/2013 9:49:26 AMFUBHOBrightSource Pushes Ahead on Another Massive Solar Thermal Plant With BrightSource’s Ivanpah solar plant about to come online, the company looks to its next projects for the economics to improve. By Jessica Leber on March 21, 201 technologyreview.com  Excerpt: BrightSource CEO John Woolard says that while lower PV ...http://www.siliconinvestor.com/readmsg.aspx?msgid=287928533/22/2013 6:27:30 AM