Happy New Year for Solar? Written By: Eben Esterhuizen 2008-01-09 22:52:43 Photo:niznoz, Creative Commons, Flickr
Happy new year! May the good fortune bore you in 2008.
How to Turn The Polysilicon Supply Problem Into a Profitable Solution (Part 1) Written By: Eben Esterhuizen 2007-10-15 00:28:12 Photo:bibliogrrl, Creative Commons, Flickr
It looks like the glass is always half full at chip equipment giant Applied Materials (AMAT - Last trade $21.04). The company's Chief Technology Officer, Winfried Hoffmann, said in a recent Reuters interview that he expects tight supplies of polysilicon, a key component in solar cell production, to ease from this year. He projects that the market for solar power will grow by 25%-30% over the next 3-5 years due to the lower costs associated with expanded polysilicon supplies.
Polysilicon Shortage - Investors Shouldn't be Swimming Upstream Written By: Eben Esterhuizen 2007-05-14 23:09:51 I like to catch up on my reading while on the subway on the way to work (Warren Buffet once said that Wall Street is the only place that people ride to work in a Rolls Royce to get advice from those who take the subway). I came across an interesting article discussing the polysilicon shortage choking the growth of the solar industry.
Solar Credit Crunch: Buy When There's Blood on the Streets (Part 1) Written By: Eben Esterhuizen 2007-08-22 03:02:00 It finally happened! On Friday the Fed cut its discount rate - what it charges banks for direct loans - by 0.5% to 5.75%, in an effort to increase liquidity in longer-term loans and bonds. But Bernanke-bashing is alive and well, and there is a choir of analysts saying that Bernanke has gone soft on inflation. The Fed walks a fine line between acknowledging a problem and offering relief without saying anything that might spook investors further.
