Tuesday, December 29, 2009

German solar industry wants faster subsidy cuts (FSLR; TAN)

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This may be aimed more at the Chinese rather than FSLR but the Big Dog will feel the effects. From Reuters: German solar companies in indust...

Britain’s green rich list

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From the Times of London: There’s gold in those wind turbines. We highlight the top eco-tycoons, as rated by the compiler of our Rich List ...

Fannie Mae, Freddie Mac exec pay suggests stock worth nothing (FNM; FRE)

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Fannie's trading up a few cents, Freddie's down a penny. CNN pointed this out in their Christmas Eve story " Big paydays for Fa...
Monday, December 28, 2009

The Marijuana/Solar/Wine Connection

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Back in '07 we showed the Hydro/B.C. bud connection in " 6% of all power produced by BC Hydro is used to grow marijuana. " In ...

Indicators: "Burlington Northern's Tepid Outlook Is a Warning " (BNI; BRK.A)

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From Barron's: Burlington Northern warned of a weak economy and tepid recovery ahead of its merger with Berkshire Hathaway. Wall Street,...

Move over Sully, it's time for the Flying Dutchman

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As we said in our Miracle on the Hudson post : " Bravo Zulu " Here's the Flying Dutchman story from Foreign Policy: If anythi...

Credit Suisse: Fannie, Freddie Action Means Large Scale Buyouts of Loans in Their Securities (FNM; FRE)

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Bloomberg is on the job with some of the implications of the Christmas Eve Treasury move: The U.S. government’s expanded capital backstops a...

Marc Faber Says Dollar May Rise 5-10% Versus Euro

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I'm still trying to get my head around the Treasury move on Fannie and Freddie. We know it's a positive for the market but we're...

Fannie, Freddie Soar 20% on Treasury’s “Blank Cheque” (FNM; FRE)

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Update III: " Fannie Mae, Freddie Mac exec pay suggests stock worth nothing (FNM; FRE) " Update II: " Credit Suisse: Fannie, ...

The Year in Energy

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From MIT's Technology Review: Liquid batteries, giant lasers, and vast new reserves of natural gas highlight the fundamental energy adva...
Thursday, December 24, 2009

Santa's Carbon Footprint

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First posted Christmas Eve, 2007: MERRY CHRISTMAS Ho Ho Ho! Santa may have one of the biggest carbon footprints of an individual, anywhere i...

"Do you want China building U.S. power lines?" (DUK; AES)

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I lifted the headline from the Houston Chronicle's EnergyWatch blog. They also get the HT . From the Wall Street Journal: Duke, State Gr...

Top 10 questions for 2010 - Climate change and clean tech edition

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From the Financial Times' Energy Source blog : There are easily more than 100 ‘big questions’ for climate change and clean technology in...

Solar: "100 times less silicon generates same amount of electricity"

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I hate it when scientists use terms like "100 times less..." From Sandia National Laboratory: Adventures in microsolar supported b...
Wednesday, December 23, 2009

What is Solyndra’s Cost Per Watt? (SOLY; FSLR; TSL)

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First Solar is the low cost leader although Trina has something to say* about the subject. From Greentech: Solyndra’s module costs could be ...

"How to Enter Natural Gas With Resistance So Close" UNG

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From Minyanville : Chart of the Day: Natural Gas Futures (@NG) Click to enlarge It’s hard to believe it has been more than two weeks since I...

"Physicists may have directly observed dark matter"

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From the Houston Chronicle's SciGuy : ...MORE

Piper Jaffray Comments on Solar & Manufacturing Technologies Stocks. Raises Price Targets on YGE, TSL, CSIQ and JASO

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Trina is leading the pack, up 3 1/2% with CSIQ up 3 1$%, YGE up 2 1/4% and JASO up 1/3%. From StreetInsider: ...These four Chinese suppliers...

"Schwarzenegger to seek federal help for California budget"

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Ain't that just special. California reaped the benefits of their fantasy economy and when reality bites back they want the other 49 stat...

Schaeffer's Research on Options Activity in ReneSola, LDK Solar and Solarfun (SOL; LDK; SOLF)

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Three from Schaeffer's this week: 12/21 Near-Term Traders Bet on a Breach of Resistance for ReneSola Ltd. (SOL) Short-term option trader...