I don't follow WOLF or CSIQ. Are these favorites of yours?
Not really, don't own either one. Just following them at the moment.
Wolf considering the business they are in 'might' have the potential to become an investment to buy at some point and nurture over the longer term. Nividia after the 2000 top went basically sideways with an upward bias for 10 plus years. Then it really took off.
I like solar long term as a sector, pretty beat up right now. My longer term view on energy is that it is likely to get much more expensive than it is now, which would seem to help solar. The Cycles. There is another part of solar that is pretty important, battery storage. And maybe software that manages energy use, deciding when to store energy, when to use it, when to replace, etc. Tesla for one is into that.
I live up in the far north. Residential electricity is pretty pricey here, about 30 cents per kwh. Most of it is generated by liquid fuels, a little by coal. Natural gas not available. Not surprisingly really, a lot of PV solar has been installed up here. Small businesses awa residential. Our utility is fairly solar friendly. You can't make money off of it, but you can over a year drive your electricity costs to a very low value, if you install a large enough system. I drive a diesel PU, a 7.3 L Powerstroke. New ones do not get much better fuel economy really. I like my diesel PU, but when diesel heads towards 7 dollars a gallon, it really becomes noticeable when you fill up. About 200 dollars a tank. Retired so don't drive much anymore, maybe a tank a month.
I cranked all the numbers on solar. If you do most of the install yourself, pretty good payout. If you hire it done, not very good. It is not that difficult to install. Gets a bit more complicated if you install batt backup, off grid capability, and all that.
We have a special problem up north, heating needs during the winter season, the heavy part is November thru middle of March. Not much solar then. I burn quite a bit of firewood, which I cut myself. Some people buy it and think they are saving big, over burning diesel. They usually are not. Not much wind right where I am at, so wind power not much of an option either. In some places it is viable.
Tweets
Here is an Alaskan residential solar set up. Offgrid, this place is. Diesel gens in the winter.
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