28 Oct '11, 3pm

The Pending Solar Apocalypse — Not!

Yes, narrowing margins are making life difficult for smaller, higher cost producers. But this is and has always been a standard part of the evolution of any industry from niche to growth to mainstream. An undervalued name we own and that I’ve used as an industry representative example before, Canadian Solar (CSIQ), announced October 17 that, due to the rapid growth in the solar industry and emerging commoditization of some components, their overall profit margin is expected to shrink to 12 percent by year end 2011. Meanwhile, their industry is growing at 10 times the rate of the overall U.S. economy and will far more than make up in volume what it loses in margins. This is the normal progression with any new technology, and is usually considered a good thing. In fact, most mature industries operate — profitably — at or below 12 percent. Here's the Fortune/CNN 2009 list of ...

Full article: http://www.renewableenergyworld.com/rea/news/article/2011...

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The Pending Solar Apocalypse — Not! via @reworld

renewableenergyworld.com 28 Oct '11, 3pm

Yes, narrowing margins are making life difficult for smaller, higher cost producers. But this is and has always been a sta...

The Pending Solar Apocalypse -- Not!

The Pending Solar Apocalypse -- Not!

altenergystocks.com 26 Oct '11, 11pm

The hysterics around recent solar industry announcements that in general profit margins are narrowing are, as usual with a...

will

businessgreen.com 28 Oct '11, 9am

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Solar industry to march on Downing Street to sa...

businessgreen.com 28 Oct '11, 3pm

Members of the solar sector are preparing to stage a protest calling on the prime minister to intervene to block anticipat...

Solar Companies Team Up With Habitat for Humanity

Solar Companies Team Up With Habitat for Humanity

renewableenergyworld.com 27 Oct '11, 3pm

Solar Energy Industries Association (SEIA) coordinated with SolarCity, Trina Solar, SolarUS, SES 21, SolarTrek, Schletter ...

Leasing Options Bringing Solar Awareness to the Masses

Leasing Options Bringing Solar Awareness to the...

renewableenergyworld.com 28 Oct '11, 2pm

Leasing programs have allowed the industry to get more in-tune with the public. It also has garnered more recognition thro...

In case you missed it: an excellent article on ...

businessgreen.com 28 Oct '11, 1pm

You could not make it up. In a development that reads like a plot from The Thick of It , the Energy Saving Trust inadverte...

Interior Dept. Anoints Solar Energy Sites

green.blogs.nytimes.com 28 Oct '11, 11am

The Interior Department is pressing on with its efforts to channel solar energy development into the areas with the best s...

FT and our sources now saying solar FiT will be...

businessgreen.com 27 Oct '11, 9am

The government is reportedly poised to confirm cuts of around 50 per cent to the feed-in tariffs available for solar insta...

Excellence in Renewable Energy Awards: Nominate...

renewableenergyworld.com 27 Oct '11, 6pm

Last year’s awards were a huge success . And over the past 9 months, we’ve been getting a lot of questions about when nomi...

Excellence in Renewable Energy Awards: Nominate...

renewableenergyworld.com 27 Oct '11, 5pm

Last year’s awards were a huge success . And over the past 9 months, we’ve been getting a lot of questions about when nomi...

Green Blog: Interior Dept. Anoints Solar Energy...

green.blogs.nytimes.com 28 Oct '11, 12pm

The Interior Department is pressing on with its efforts to channel solar energy development into the areas with the best s...

First Solar's CEO Leaves Abruptly Amid Tough Times For Solar Industry

First Solar's CEO Leaves Abruptly Amid Tough Ti...

renewableenergyworld.com 25 Oct '11, 8pm

First Solar’s shares plummeted 26 percent to reach $43.06 per share near Tuesday's closing. The Arizona thin-film maker is...