US listed solar stocks.
In their Latest Thinking piece McKinsey sees some light for solar.
Despite the challenges, new McKinsey research indicates that the industry is suffering from growing pains rather than undergoing death throes. Solar is entering a period of maturation that, in just a few years, will probably lead to more stable and expansive growth for companies that can manage costs and innovate to tap rising demand from multiple customer segments.
“Solar power: Darkest before dawn” finds that underlying PV costs are likely to continue to drop as manufacturing capacity doubles over the next three to five years. Indeed, the cost of a typical commercial system could fall 40 percent by 2015 and an additional 30 percent by 2020, permitting companies to capture attractive margins while vigorously installing new capacity.
Here is the link to the clean energy report from PEW.
An interesting graph on cell efficiencies from NREL.
The NYT has the story on the cancelled Brightsource IPO.
And here courtesy
ThinkProgress the positions of the US presidential candidates.
Clean energy
Obama:
- “I will not walk away from the promise of clean energy. I will not cede the wind or solar or battery industry to China or Germany because we refuse to make the same commitment here.” [State of the Union, 1/24/12]
- Transforming the Pentagon into a clean energy operation, reducing the military’s dependence on fossil fuels that cost the Pentagon up to $20 billion annually. Investing in hybrid batteries. [National Journal, 4/11/12]
Romney:
- “You can’t drive a car with a windmill on it.” [ThinkProgress,3/6/2012]
- Endorses the Ryan House Republican budget, which gives a 60 percent funding increase to coal, oil, and natural gas, while it decreases funding for research on vehicle batteries and solar projects, and loans for fuel-efficient cars. [Politico, 4/17/12]
- Against the government promoting clean energy, though supports tax loopholes for oil: “Let’s pretend for a moment that [Solyndra] didn’t go bankrupt. Let’s just pretend it was successful … When he picks one [business] that the government gets behind with $500 million, the investments in all the others disappear, because no one wants to compete with the government.” [The Hill, 12/20/11]
