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


To: A Horse With No Name who wrote (72716)4/4/2011 6:36:05 AM
From: TobagoJack  Read Replies (3) | Respond to of 217755
 
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.



To: A Horse With No Name who wrote (72716)4/4/2011 9:30:15 AM
From: TobagoJack  Read Replies (1) | Respond to of 217755
 
Speaking of new energy n china, n going forward, and reminding some on what I had figured, that imperatives give rise to solutions, just in from bloomberg bloomberg.com