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January 7, 2008Hoku Hiccup Indicative of Broader Polysilicon Supply Issues?
Analysis of: Hoku reduces volume of Solar-Fabrik deal | media.cleantech.com
Author: Mark Burger, Principal, Kestrel Development Company
A report by Cleantech Media about Hoku's delay in bringing polysilicon manufacturing and supply on line may be due to a variety of reasons. Financing issues appear to be a factor as well as technical ones. The question is whether issues like these are more pervasive throughout the industry...
January 4, 2008But What Will Happen to US Wind Power Beyond 2009?
Analysis of: US wind power installations to rise 63% in 2007 | www.windtech-international.com
Author: Mark Burger, Principal, Kestrel Development Company
Wind power in the U.S. continues to grow at a fast pace, but its growth is liable to be choked off as the end of the present incentive approaches on December 31 of this year. Fast action by Congress with Presidential signature this year looks unlikely with a veto threat being the biggest factor. ...
January 4, 2008Another Step of Consumerism to Grow Solar Power Market
Analysis of: New Loan Program To Encourage Solar Sales | www.aer-online.com
Author: Mark Burger, Principal, Kestrel Development Company
While solar electric power is installed on tens of thousands of American roofs in California and other states, the market penetration is not even 0.1% of residential rooftops. High cost is often cited as a chief barrier to wider implementation, but one answer may be solar not being marketed...
January 2, 2008What are the implications of the defeat of key renewable energy provisions of the new Energy Bill?
Analysis of: Industry Flexes Muscle, Weaker Energy Bill Passes | www.nytimes.com
Author: Lawrence Neuman, President, CHINA POWER DEVELOPMENT CORP.
The US renewable energy industry suffered a body blow on December 14 when the U.S. Senate passed an eviscerated bill after it was stripped of the investment tax credits, production tax credits and a national renewable electricity standard (RES). The irony was this occurred just as the United...
January 2, 2008French Market May Be Stabilizer for European Photovoltaic and Related Technologies
Analysis of: France Sets Ambitious Renewable Energy Targets | www.renewableenergyaccess.com
Author: Mark Burger, Principal, Kestrel Development Company
While attention continues to be focused on Germany, Spain and Italy in solar and wind power, the announcement by France of a major commitment to the same energy technologies should not go unnoticed. The proposed growth rates to 2020 may serve as a strategic stabilizer to potential boom and...
December 26, 2007Calpine's exit from BK doesn't mean that they are out of the woods
Analysis of: Court OKs Calpine bankruptcy-exit plan | www.mercurynews.com
Author: Jacob Rudisill, President, DAREnterprises, LLC
The analysis of recent press releases implies that Calpine has valuable assets in CA and TX whose value will somehow become realized in the coming years due to scarcity of low-carbon generating assets. However, the presumed scarcity of generating assets in CA and TX have been widely forecasted...
December 17, 2007U.S. Renewble Energy Policy - The Hard Way Instead of the Easy Way
Analysis of: Energy Bill Update: Senate Approves Compromise Legislation | www.renewableenergyaccess.com
Author: Mark Burger, Principal, Kestrel Development Company
The failure by the Senate to pass an Energy Bill without support for the growing solar and wind industries is damaging to the U.S. market, but not the end of the world. The solar and wind power markets will continue to grow globally, and even in the U.S., despite Federal intransigence. There...
December 14, 2007Concentrated Photovoltaics - In Canada?
Analysis of: EMCORE Corporation enters into an Agreement to supply 60MW of Terrestrial Solar Power Systems in Ontario, Canada | money.cnn.com
Author: Mark Burger, Principal, Kestrel Development Company
The Ontario, Canada, photovoltaic market still has to realize its potential after the launching of its feed-in tariff rate. Most PV developers still found it hard to make the numbers work for a project. New entrants and technologies like a company offering concentrated PV power may change...
December 14, 2007Building Code Requirements Will Buttress Global Solar Market
Analysis of: Germany to Require Renewables for New Homes in 2009 | www.renewableenergyaccess.com
Author: Mark Burger, Principal, Kestrel Development Company
The German requirement of solar and other forms of renewable energy in new residential construction is another leadership effort by the world's largest wind and photovoltaic nation. It is part of a growing trend by primarily European countries to require solar in new and substantially rehabilitated...
December 14, 2007Oil and Solar Doesn't Mix?
Analysis of: Shell Sheds Solar | www.greentechmedia.com
Author: Mark Burger, Principal, Kestrel Development Company
The announcement by Shell exiting a photovoltaic business is another sign of Big Oil's retreat from PV. The reasons may be less sinister than what the public may think. It also may be more a factor of how much a business is into PV versus what industry it's from.&nbs...
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