Tag Archives: stp
Solar Stocks to Watch this Week
In the watchlist posted on Thursday, I had posted the chart of JinkoSolar Holding Co., Ltd. (NYSE:JKS) and commented “The volume picked up today and it may be starting a rally. The daily chart shows a doji candle after a few down days, which is sometimes a reversal signal.” Well, the following technical chart above [...]
Solar Stocks Move Higher
Solar stocks have been on an impressive run with the Guggenheim Solar ETF, which consists of approximately 25 stocks selected based on the relative importance of solar power within the Company’s business model, up roughly 19 percent in the month of January. Aaron Chew, a Maxim Group LLC analyst in New York recently told Bloomberg [...]
Blame The Germans: Solar Stocks Nosedive
After installing a record 7.5 gigawatts of solar last year in Germany, almost twice the target, the government announced it would cut solar feed-in payments once again to reduce skyrocketing costs. Although the news was widely expected, solar stocks dived on the world markets, also once again. Representatives of Germany’s solar industry met with government officials to find ways to address [...]
Solar Stocks: Is The Worst Over? $STP $LDK $TSL
In 2011, solar busted out all over the world, soaring 54% to 28 gigawatts (GW), driven by record installations in Germany and Italy, reports Bloomberg New Energy Finance. “The year was on the high side of even bullish estimates,” says Jenny Chase of Bloomberg New Energy. “We think 2012 will be about flat, as European [...]
The Machine That Is Chinese Solar
A notable development in the renewable energy industry has been the swift ascendency of China in solar cell manufacturing. It took under five years for Chinese manufacturers to dominate production and the global market. Many of these manufacturers are Applied Materials customers. So, when MIT’s Technology Review started to research their February cover feature on [...]
Why Tier One Chinese Solar will Survive and Thrive $STP $YGE $TSL
The chart above tells a particularly interesting story. Back in November of 2011, having been bearish on solar for some months, we argued that the market was finally beginning to see a process of rebalancing in the solar sector. A key component of this of course related to a number of announcements from Chinese solar players [...]
Global PV Industry Will Survive – Just Has To Get Through Q3 2011
It is a foregone conclusion that the first half of 2011 was a particularly bad time for the solar photovoltaic (PV) industry along the value chain. In fact these were the worst two quarters in recent memory. Years of increasing investments in ever-larger production capacities led to spiraling overproduction at a time of weakening markets, [...]
Chinese Solar PV Firms Respond to Trade Claims $STP $TSL $JKS $YGE
On October 19, 2011, a trade action was filed in Washington, D.C. alleging the unfair importation of crystalline silicon photovoltaic cells and modules from China. Trina Solar Response to the Trade Action Filed in the United States Trina Solar believes the allegations made by the U.S. petitioners will eventually prove to be unfounded and that [...]
Chinese Solar Stocks Pressured after Trade Complaint Filed $STP $LDK $JASO
Chinese solar companies are facing pressure from U.S. solar manufacturers for selling their products in the U.S. at very low prices. Last week, seven U.S. solar manufacturers filed complaint against Chinese solar manufacturers for using anti-competitive tactics. In a complaint filed with the U.S. International Trade Commission and the Commerce Department, U.S. companies have asked [...]