Is this sector a good investment?
Which equities within the sector are the best investments?
wind equities:
FAN wind-energy ETF
% of global market 2009, turbine manufacturers, country:
14% Vestas, Denmark
13% GE, U.S.
9% Suzlon + RePower, India + Germany
9% Sinovel, China
9% Enercon, Germany
7% Goldwind, China
7% SI (Siemens), Germany
6% Gamesa, Spain
5% Dongfang, China
2% Mitsubishi, Japan
APWR, A-Power
AMSC American Superconductor, electrical components and converters
BWEN, Broadwind Energy, towers
solar equities:
TAN solar-energy ETF
module-maker, technology, manufacturing cost per module (latest data), %efficiency (sunlight/electricity) in mass production :
FSLR First Solar, CaTe thin-film leader, 0.84$/W, 11%
TSL (Trina Solar), crystalline, 18%
STP (Suntech), crystalline, 19%
YGE (Yingli Green), crystalline, 18%, 1.20$/W
LDK (LDK Solar), crystalline, 0.93$/W
JASO (JA Solar), crystalline
SPWRA, (Sunpower), crystalline, 23%, highest cost?
AMAT, Applied Materials, semi-equip and SolarFabs using amorphous silicon
Wafer-makers: WFR (MEMC), Solarworld, Renewable Energy Corp., SOL (Renesola) |
