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GLG News by Renewable Energy Experts in GLG Member Programs

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September 4, 2008
Who actually owns the grid?
Analysis of: U.S wind power strangled by antiquated power grid | www.iht.com
Author: GLG Expert Contributor
We are constantly aware of the antiquated grid, as we see it all the time in our daily travels. The utility companies have for years observed the "abandon in place" mentality and in some areas of the country it is utterly ridiculous how many wires, poles, and transformers exist. Yet based upon...
September 3, 2008
Losing the Peace in Afghanistan
Analysis of: Examining Afghanistan | globalstrategyproject.org
Author: GLG Expert Contributor
This excellant article captures virtually all of the problems currently faced in Afghanistan: 1. Karzai's problem in holding together a government that was carved up among the victorious participants (even if Karzai were a strong leader); 2. The failure of enough countries to contribute significant...
Mark BurgerAugust 21, 2008
US Solar Installers Continue To Get Snapped Up
Analysis of: Hopland, CA, USA: Real Goods Solar Acquires Independent Energy Systems | www.solarbuzz.com
Author: Mark Burger, Principal, Kestrel Development Company
Despite trepidations over the lapsing of US federal incentives, the domestic photovoltaic market continues to consolidate to take advantage of better economy of scale.  Photovoltaic installations in the US now number over 10,000 a year, growth that will continue to increase once new federal incentives...
Mark BurgerAugust 18, 2008
Negotiating the Spanish and US Solar Markets
Analysis of: Premier Power solar panels take over Spanish rooftops | www.bizjournals.com
Author: Mark Burger, Principal, Kestrel Development Company
This story on a US based installer setting up shop in Mediterranean Europe is a good example of the challenges of dealing with what was until recently two of the hottest PV markets in the world for 2009 - Spain and the United States.  The dynamics of what the changes in incentives will do and how...
Mark BurgerAugust 5, 2008
Sniping at Solar Costs, Ignoring General Electricity Cost Increases
Analysis of: Energía fotovoltaica y subida de la luz | www.enervia.com
Author: Mark Burger, Principal, Kestrel Development Company
Feed in tariffs, a way to provide measured funding for photovoltaic and other renewable energy systems, has been successful in bringing these technologies to market.  Paying only for performance, requiring outside financing, steadily reduced rates and caps on rate impacts have enabled solar and...
August 5, 2008
Why the Dramatic Changes in the New Regulation of Photovoltaic Solar Energy in Spain?
Analysis of: Energía fotovoltaica y subida de la luz | www.enervia.com
Author: GLG Expert Contributor
1. One of the reasons behind the new draft for the regulation of photovoltaic (PV) solar energy in Spain, which changes dramatically this sector’s regulation, is the significant effect that, the Ministry for Industry argues, the PV feed-in tariff has on the electricity tariff. But this is neither...
August 5, 2008
The Merger of British Airways and Iberia Makes Common Sense
Analysis of: Iberia y British Airways se fusionan | www.elpais.com
Author: GLG Expert Contributor
1. The merger of British Airways and Iberia makes good common sense for at least five reasons. 2. It could even be the first step towards the largest airline in the world by merging in the future with their partner American Airlines.
August 5, 2008
Is Gas Natural’s Purchase of Unión Fenosa the Beginning of the Battle for Iberdrola?
Analysis of: Gas Natural compra Unión Fenosa | www.elpais.com
Author: GLG Expert Contributor
1. It seems very unlikely that any last-minute surprise avoids that Gas Natural, finally and after two other attempts in 2003 and 2005, takes over a Spanish electricity company. 2. The next battle is going to be fought in Iberdrola’s court, but it’s going to be very difficult for ACS’ Florentino Pérez...
August 5, 2008
The Dramatic Changes in the New Drafted Regulation of Photovoltaic Solar Energy in Spain Got the “Approval” of the National Energy Commission
Analysis of: LA CNE APRUEBA LA PROPUESTA DE INDUSTRIA PARA EL SECTOR FOTOVOLTAICO | www.enervia.com
Author: GLG Expert Contributor
1. The cap on photovoltaic (PV) power capacity will be based on annual caps with the new regulation, rather than on accumulative power, as with current regulation. 2. Feed-in tariffs are significantly cut by the new regulation, especially for on-the-ground facilities.
Mark BurgerAugust 4, 2008
Let the Renewable Energy Markets Slug It Out
Analysis of: IT'S TIME TO STOP AMERICA'S ADDICTION TO FOREIGN OIL | www.pickensplan.com
Author: Mark Burger, Principal, Kestrel Development Company
The Pickens Plan is not bad in itself, being grounded in the reality of changing markets and led by a businessman who has actually invested in the process.  What may be more important is that the Plan could shake the monopolistic grip that fossil and nuclear energy has on our infrastructure and...

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