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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: Seeker of Truth who wrote (43681)12/9/2008 7:06:09 PM
From: TobagoJack  Respond to of 218871
 
hello seeker, pervasive grid parity without subsidies between solar pv electricity and conventional electricity will happen progressively from now to 2012, starting now with certain locales in s.california, italy, and hawaii.

the size of the solar subsidies (17 bil over 8 years) passed in one one so-far insignificant solar market nation as part of the mere 700 bil bank bailout is already 50% of one year's solar energy industry revenue pool as it stands today.

solar energy is in tune with national imperatives, and its fundamentals are per diffusion and experience curves of semiconductor industry.

scale matters, and early producers gain unstoppable scale and incredible momentum against late comers.

further, the macro storm is and will continue to still-born many potentially disruptive technologies that might do damage to the existing combatants.

bullish.

cheers, tj