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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 382.95-0.8%4:00 PM EST

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To: A Horse With No Name who wrote (72716)4/4/2011 6:36:05 AM
From: TobagoJack  Read Replies (3) of 217749
 
Wind is troublesome. Worked on usd 230m wind project, saved investors from their own mistakes. Really quite small, and to get big require implementation of smart grid network.

China suppliers should provide plenty of competition to all suppliers elsewhere.

Solar is getting economical. Worked as consultant from 2007-2009 to big upstream consumable supplier to wafer maker. The tech Is on small base, growing fast but still small overall. The various solar techs are duking it out.
To me, Poly silicon based cells for distributed systems are of more merit than thin film, and utility scale solar concentrator tech makes sense for the proverbial long run.

I have speculated in Tan.
Am now in remx.
Prefer staying in remx.
Solar companies may start slaughtering each other.
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