Solar Industry

March 18, 2009

Big moves at project levels…

The consolidation is well underway at the installer level. See the acquisition of projects vertically by First Solar and horizontally by project developer Recurrent. So the […]
March 17, 2009

Solar Companies Crumble?

The beginning of the end for some solar companies appears to be near. If you look at the rash of negative earnings announcements, halts to planned […]
November 22, 2008

The glut’s a comin…

While many are recognizing that a glut of solar polysilicon is going to reduce costs and the crunch in the credit markets is going to tailor […]
October 6, 2008

Oversupply Overdue

Now that oversupply is just around the corner, for solar cells and everything upstream, where does it take the industry? Consolidation, price reductions and market share […]