tag:blogger.com,1999:blog-6538576184771430333.post623216804900172164..comments2008-01-05T15:19:18.436-08:00Jerome Ballhttp://www.blogger.com/profile/14808484766860150289noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-6538576184771430333.post-43045786296473103722008-01-05T15:19:00.000-08:002008-01-05T15:19:00.000-08:00I am not sure one can make any rational prediction about the solar industry (PV or CSP) in 2008-2010 without discussing several macro considerations:<BR/>Peak Oil - Many experts think that that phrase will replace Global Warming by the end of 2008. The price of oil will continue to soar. According to Boone Pickens, we are already past Peak;<BR/>Democrats in control of Congress & White House - The Oil Cartel administration will be thoroughly repudiated, and environmental concerns will finally move to the political forefront;<BR/>The 2008 Summer Olympics - As the World sees in High Definition all the trouble China has with its pollution -- needing to shut down industry for weeks before to keep the athletes from gagging -- all those nice Suntech solar panels on the roof of the stadium are going to get a lot of attention.<BR/><BR/>Bottom line, there is a Perfect Storm forming in the World Energy Paradigm in 2008-2010, and there will not be an over-supply of solar (either PV or CSP) in your lifetime.<BR/><BR/>Alan Beattieawbeattiehttp://www.blogger.com/profile/17666214637737351922noreply@blogger.comtag:blogger.com,1999:blog-6538576184771430333.post-49718790057662708632008-01-02T22:56:00.000-08:002008-01-02T22:56:00.000-08:00Good stuff, enjoyed the submission on Seeking Alpha. The shares want to sell off already, Yingli has been below thirty before the last momo runup. I am going to give this one time, like you, b/c solar went into the manic stage a couple of weeks ago. No point in fighting traders hopped up on who knows what. Still, the recent single day doubles on the like of CSUN on absolutely no news are just too tempting not to shortcalvinonoreply@blogger.com