time-is-energy.blogspot.com

Time Is Energy

Enter your search terms. Saturday, August 02, 2014. JKS may be mispriced. I haven't posted in forever (1.5 years) and I've laid off the solar stock picking "advice" for almost 3 years (which is just as well considering the poor performance of my picks over this period). And rather that offer advice at this point, I will simply make some observations about a solar stock that I've previously discussed: Jinko Solar (ticker JKS). A similar multiple placed just on JKS Power's completed 250MW. Now a 1-1 compar...

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Enter your search terms. Saturday, August 02, 2014. JKS may be mispriced. I haven't posted in forever (1.5 years) and I've laid off the solar stock picking advice for almost 3 years (which is just as well considering the poor performance of my picks over this period). And rather that offer advice at this point, I will simply make some observations about a solar stock that I've previously discussed: Jinko Solar (ticker JKS). A similar multiple placed just on JKS Power's completed 250MW. Now a 1-1 compar...

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Time Is Energy | time-is-energy.blogspot.com Reviews

https://time-is-energy.blogspot.com

Enter your search terms. Saturday, August 02, 2014. JKS may be mispriced. I haven't posted in forever (1.5 years) and I've laid off the solar stock picking "advice" for almost 3 years (which is just as well considering the poor performance of my picks over this period). And rather that offer advice at this point, I will simply make some observations about a solar stock that I've previously discussed: Jinko Solar (ticker JKS). A similar multiple placed just on JKS Power's completed 250MW. Now a 1-1 compar...

INTERNAL PAGES

time-is-energy.blogspot.com

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Time Is Energy: Hidden Subsidy and Greenpeace "Point of no Return"

http://time-is-energy.blogspot.com/2013/01/hidden-subsidy-and-greenpeace-point-of.html

Enter your search terms. Monday, January 28, 2013. Hidden Subsidy and Greenpeace "Point of no Return". Is out with a new report about climate change. The report " Point of no Return. Is focused on preventing the largest planned carbon producing projects from going forward. The report has a nice 3 page executive summary and lots of pretty graphs (and scary photos). Gets year in and year out. While Arch, Ambre, and Peabody hope to reap sizable. Profits in overseas markets, the US public would unfairly.

2

Time Is Energy: JKS a better value 3 months on

http://time-is-energy.blogspot.com/2011/08/jks-better-value-3-months-on.html

Enter your search terms. Wednesday, August 03, 2011. JKS a better value 3 months on. Today is the three month anniversary of my buying shares. For us to understand how quickly the China market can grow with this newly announced policy, I expect it could change the panel pricing dynamic in JKS favor much sooner. Finally I expect Japan will soon revamp its incentives to jump-start the amount of solar it installs in coming years- perhaps announcing details later this week. Frankly I (still) can't understand...

3

Time Is Energy: Solar market scenarios in 2011

http://time-is-energy.blogspot.com/2010/12/solar-market-scenarios-in-2011.html

Enter your search terms. Wednesday, December 22, 2010. Solar market scenarios in 2011. Solar Business as Ususal. Germany accounts for close to half the world market and their FIT rate will drop by 13% Jan. 1 2011. There are indications that they may add a supplemental 10% (? Given the scenario above, I expect 10-12GW to be installed in Germany in 2011 (half the world market) at an average cost of $4.50/watt. 2012 would likely be 15GW German market (30GW world) at a cost under $4/watt. In a bad market ins...

4

Time Is Energy: Solar PV Cost per GW

http://time-is-energy.blogspot.com/2012/08/solar-pv-cost-per-gw.html

Enter your search terms. Tuesday, August 07, 2012. Solar PV Cost per GW. By request, a quick post on the cost of new solar vs. new nuclear. NB This analysis is like comparing apples to oranges, since solar PV delivers "peak" or daytime power, while nuclear provides "baseload" or power around the clock .}. The cost of solar panels continues to fall.PV panels from China now cost $0.75/W /- (kick that up to about $1/W in the US because of our recent tariffs). Industry claims $8B/GW, but history teaches us t...

5

Time Is Energy: Campus cops behaving badly

http://time-is-energy.blogspot.com/2011/11/campus-cops-behaving-badly.html

Enter your search terms. Tuesday, November 22, 2011. Campus cops behaving badly. If you saw last nights news, you might have seen a 15s clip of the UC Davis students sitting on the sidewalk get drenched in peperspray. If you want to see what transpired before and after (and if you have time for an 8 minute clip) I'd suggest watching either of the videos posted here:. It is clear that this whole "scene" could have (and should have) been avoided. Posted by Daniel @ 12:55 AM. View my complete profile.

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thefraserdomain.typepad.com

The Energy Blog: End in Sight for Silicon Shortage in Solar industry

http://thefraserdomain.typepad.com/energy/2008/02/end-in-site-for.html

The Energy Revolution has begun and will change your lifestyle. Welcome to the Energy Blog. The Energy Blog is where all topics relating to The Energy Revolution are presented. Increasingly, expensive oil, coal and global warming are causing an energy revolution by requiring fossil fuels to be supplemented by alternative energy sources and by requiring changes in lifestyle. Please contact me with your comments and questions. Further Information about me can be found HERE. Thin Film Solar - First Solar.

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time-is-energy.blogspot.com

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Enter your search terms. Saturday, August 02, 2014. JKS may be mispriced. I haven't posted in forever (1.5 years) and I've laid off the solar stock picking "advice" for almost 3 years (which is just as well considering the poor performance of my picks over this period). And rather that offer advice at this point, I will simply make some observations about a solar stock that I've previously discussed: Jinko Solar (ticker JKS). A similar multiple placed just on JKS Power's completed 250MW. Now a 1-1 compar...

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