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Non-Tech : Alternative energy -- Ignore unavailable to you. Want to Upgrade?

To: Jacob Snyder who wrote (7852)	4/15/2010 12:08:21 PM
From: Sam	Respond to of 16955

The Chinese government may do what the Japanese have done: force the strong to merge with the weak companies, so nobody fails. They did some of that last year, in the spring, I think it was. I'm pretty sure I posted some articles about it on the Solar Power thread, although I'm not sure it is worth it to go back and try to find them. The companies were "no name" companies to western eyes (at least these western eyes). The Chinese have prioritized alternative energy as essential to their future. Especially wind and solar, IMO, and they are flush enough with cash right now to allow some entrepreneurial games. They merged some of the companies last year as part of their recognition that there was oversupply, and made some noises about more closures/mergers in the future. My guess is that it will happen in the next sharp down turn, which may happen as soon as the summer/fall of this year, but that is just my WAG. There are a lot of cross currents in the solar sector, very difficult to read with any precision. Among other things, it will depend on levels of subsidies, interest rates, and how high conventional energy prices go--obviously, the higher they go, the better investments in alt energy projects look.