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A123's Elegant Financing Transaction

Mon, 23 Jan 2012 15:38:47 GMT
On Friday A123 Systems (AONE) announced a direct registered offering that's an elegant example of a well-structured financing transaction in a difficult market. A123 had a solid financial base before the offering and the stock was starting to turn a critical corner into an upward trend. The new financing should add momentum to that trend.

Gambling on Iraq's Oil

Mon, 23 Jan 2012 13:00:00 GMT
Iraqi Prime Minister Nouri al-Maliki's recent efforts to arrest Iraqi Vice President Tariq al-Hashemi on terrorism charges have elevated the risk of renewed sectarian violence in the wake of the 18 December U.S. military withdrawal.

Solar Fred Solar Marketing Tip: What If We Sold Residential Solar Like Cars?

Mon, 16 Jan 2012 14:00:00 GMT
While solar is making steady progress towards the main stream, it ain’t there yet. Many consumers are still suspicious of solar because it’s unfamiliar. They’ve seen panels and solar homes in pictures, but it’s not like buying or selling a car… or is it? Making analogies to something familiar can be very helpful fo

Electric Vehicles: No House of Cards

Wed, 11 Jan 2012 14:58:22 GMT
Once again, John Petersen has gone too far with his petrol-head arguments against Electric Vehicles (EVs.)

Solar Fred's Top 5 Solar Marketing Wishes for 2012: Build Solar Communities

Mon, 19 Dec 2011 14:00:00 GMT
Welcome to Solar Fred’s 3rd annual Solar Marketing Wish List for the coming year.  If you haven’t granted my last two years worth of wishes, take another shot: Here’s 2010 and 2011. For 2012, the theme is focusing your marketing on building solar communities. And when I say “communities,” I’m not just tal

Shanghai to Provide Free License Plates for Electric Vehicles Through Auctions

Wed, 07 Dec 2011 14:00:00 GMT
As part of the EVZone project, thirty municipal electric buses are already cruising the streets of the district, with the goal of replacing all existing buses in the Anting section within the next two years. To date, the construction of 100 charging poles in public areas has been completed in the zone, with plans to end the year with 770 charging poles in operation, along with supporting charging facilities placed in both residential neighborhoods and office buildings. Plans further call for the placement of between two and three thousand charging poles, deemed a sufficient number to satisfy the recharging needs of local EVs, over the coming two to three years.

Why America Will Still Win the Solar Race

Fri, 02 Dec 2011 15:08:00 GMT
As I have said before, there is deliberate bearishness about solar power, much of it coming from the fossil fuel industries.   They ignore solar economics. Install a capital good now and money comes out day-after-day, year-after-year, literally for decades. Regardless of the current price of grid electricity you will, in time, pay for that c

Predictions for Cleantech in 2012

Fri, 02 Dec 2011 14:00:00 GMT
It’s December again (how did that happen!?) and our annual time for reflection here at Kachan & Co. So as we close out 2011, let’s look towards what the new year may have in store for cleantech. There are eggshells across the sector for 2012. Global economic uncertainty is leaving some skeptical about the chances for emerging clean

Psst! Solar Fred Market Research Tip for PV Companies: Think Small and Think Service

Fri, 02 Dec 2011 14:00:00 GMT
Good news, solar PV manufacturers (and inverter companies, too). You may not be just a $/watt commodity after all, at least according to some new solar market research that was recently given to me by one of my solar market research friends, Jon Worren of ClearSky Advisors. I saw Jon at SPI in Dallas, and we started discussing the latest solar PV

A Fusion Reactor Hollywood Could Love

Mon, 28 Nov 2011 17:30:39 GMT
Some latest scuttlebutt from the world of nuclear fusion has all the ingredients of a Hollywood thriller screenplay (and for those who remember Inside Greentech’s Greentech Avenger, you know I know scuttlebutt!) There’ve been all kinds of cinematic ideas, and personalities, on the front lines of the crazy world of cleantech i

TenneT Unable to Complete German Offshore Transmission Project Under Current Regulations, Requests Extension

Mon, 21 Nov 2011 16:35:50 GMT
Maybe transmission operator TenneT should have thought twice about acquiring the northern German high-voltage grid from E.ON and accepting responsibility to build underwater links to offshore wind farms in the North Sea. The Dutch-German company has taken on a huge project that it now says it can't manage as planned.

Electric Vehicles: Ineptitude, Apathy and Piles of Taxpayer Money

Fri, 18 Nov 2011 16:00:00 GMT
The last few weeks have been a media and political circus in the U.S. as a pair of high-profile Department of Energy loan guarantees wound up in bankruptcy court. In the first case, solar power innovator Solyndra filed two years after closing a $535 million loan for a factory that never quite made it into production. In the second case, flywheel storage innovator Beacon Power (BCONQ.PK) filed about a year after scoring a $43 million loan for a 20-MW frequency regulation plant that was commissioned in June. Both are black eyes for the Obama administration's green energy policies.

High Conviction Paired Trade – Short Tesla Motors And Buy Exide Technologies, The Sequel

Thu, 17 Nov 2011 14:00:00 GMT
Last November I broke with tradition for the first time in over 30 years and suggested a paired trade that bought Exide Technologies (XIDE) and shorted Tesla Motors (TSLA). Over the following three months, investors who made the trade and bought four Exide shares while shorting one Tesla share pocketed the following gains.

A Solar Fred Conversation with Shawn Qu, Canadian Solar's CEO: Part 1

Mon, 14 Nov 2011 14:15:00 GMT
When I interview people at SPI, it’s less of an “interview” and more of a conversation. There are questions, sure, but I often draw from my recent solar industry blog posts here and ask these industry leaders to respond. So, it was great to sit down with Shawn Qu, Canadian Solar’s CEO, and have a frank conversation about sol

Australia's Carbon Price Should Support the New Community Energy Sector

Mon, 14 Nov 2011 13:36:00 GMT
Australia is in the global spotlight for passing its new renewable energy package. A few days before the new measures passed, the senate saw a historic moment for community energy with the opening of Australia’s first citizen-funded wind farm. (Watch the ABC TV story.) The Hepburn Community Wind Farm (which I am a Director of) sit

Future Supply of Rare Earth Elements Could be Disrupted, Says Geological Society of London

Mon, 14 Nov 2011 12:00:00 GMT
While scarcity of rare earth elements (REE) in absolute terms is unlikely to be a concern, their future supply could be disrupted by technical, environmental and financial factors, according to a briefing note published by the Geological Society of London.

A Bright Future for Renewables...As Long as Subsidies Stay In Place

Wed, 09 Nov 2011 16:07:19 GMT
A sudden U-turn on renewable energy subsidies by governments facing economic austerity measures could fatally wound the industry, the International Energy Agency has warned.

SolarWorld's Trade Complaint Announcement at SPI: PR Brilliance or Blunder?

Wed, 02 Nov 2011 13:00:00 GMT
For the moment, let’s forget whether or not SolarWorld and its six anonymous co-plaintiffs have a valid claim against the named Chinese solar manufacturers. What I want to discuss here is the marketing and public relations ramifications of SolarWorld’s announcement and share my own Solar Fred insights on whether this was ultimately good

Electric Vehicle and Lithium-ion Battery Investing For Imbeciles

Tue, 01 Nov 2011 13:00:00 GMT
In their 1969 bestseller "The Peter Principle" Laurence Peter and Raymond Hull quoted a Latin-American student named Caesare Innocente who lamented, "Professor Peter, I'm afraid that what I want to know is not answered by all my studying. I don't know whether the world is run by smart men who are, how you Americans say, putting us on, or by imbeciles who really mean it." After watching the events of the last few weeks, I think most of my regular readers would agree that the imbeciles are clearly steering the ship.

Excellence in Renewable Energy Awards: Nominate Now!

Thu, 27 Oct 2011 17:43:00 GMT
Get ready to celebrate the industry's achievements. At RenewableEnergyWorld.com, we are ready to accept nominations for the Excellence in Renewable Energy Awards. These awards recognize the best companies, people and projects in the North American renewable energy industry.

Source: www.renewableenergyworld.com

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