|
|
Written by Eben Esterhuizen
|
|
Saturday, 03 November 2007 |
Photo:lynnieb, Creative Commons, Flickr
Is the solar industry about to sell its soul? The emerging consensus is that solar is a commodity, and the only thing that matters is cost per watt. The quicker the industry can reduce costs, the quicker solar technology can be introduced to the masses, and the more valuable your solar investments become. But how far is the solar industry willing to go to reduce costs and maximize profitability? |
|
Last Updated ( Sunday, 11 November 2007 )
|
|
|
Written by Eben Esterhuizen
|
|
Thursday, 25 October 2007 |
Photo:Peter Duhon, Creative Commons, Flickr
I stumbled out of bed last week, made a cup of coffee and turned on CNBC to get up to speed with the latest earnings results before heading out to work. The first thing I saw was a panel of talking heads discussing whether the Fed was going to cut interest rates at their next meeting. Both sides offered compelling arguments, and by the end of the discussion I felt more confused about the Fed than I did before turning on the TV. |
|
Last Updated ( Sunday, 28 October 2007 )
|
|
|
Written by Eben Esterhuizen
|
|
Monday, 22 October 2007 |
|
As an alcoholic, the first step to recovery is to admit that you are an alcoholic. The same principle applies to Wall Street banks in the aftermath of the recent credit crunch: the first step to recovery is to disclose the size of losses during the recent market turmoil. At the start of October, several banks disclosed their losses, with the Citigroup CFO saying that they were returning to a “normal earnings environment”. These confessions sparked a rally in global stock markets as investors decided that Wall Street banks were on their way to recovery. But we, at The Panelist, are not popping the champagne just yet – it seems likely that solar companies will suffer from a nasty hangover when the dust settles. |
|
Last Updated ( Sunday, 28 October 2007 )
|
|
|
Written by Mark Bershatsky
|
|
Monday, 15 October 2007 |
No, I am not about to embark on some anti-war propaganda, nor am I implying that LDK Solar (LDK) has anything to do with the messy conflict in the Middle East. What I am commenting on is the excessive growth of the solar industry that we are witnessing, and how this same prosperity could very well prove to be an Achilles heel down the road.
|
|
Last Updated ( Monday, 22 October 2007 )
|
|
|
|
<< Start < Prev 1 2 3 4 5 6 7 Next > End >>
|
| Results 10 - 18 of 60 |
ThePanelist Latest Postings
