Those who followed the Solyndra story closely will
SunPower ( SPWR) also has had manufacturing relationships with contract manufacturers Jabil Circuit ( JBL) in Mexico and Flextronics ( FLEX) in California. So
With shares currently bouncing between $32 and $36 and the recent earnings forecast from the company for 2012 less than half the level of the Wall Street consensus, is First Solar stuck in its $30 rut for the foreseeable future? Interim CEO and First Solar founder Michael Ahearn has
There's no end to the rumors about
On Wednesday, the CDB announced a new set of loans for LDK to construct 20 megawatts of solar projects in the U.S. Even though these are very small deals relative to the polysilicon plant investment, not surprisingly, the CDB hasn't stopped doing business with its favorite indebted Chinese solar company. And while on the subject of Chinese solar's Solyndra: 6. Which company goes bankrupt first, LDK Solar or Suntech Power?
Or are all the Chinese solar companies, too big too fail? You can make the case that LDK Solar is the survivor if one is forced to choose between these two companies. Why? Location, location, location. LDK's balance sheet is worse than Suntech Power's, but it is arguably better positioned politically in China by location of its operations and the jobs it is creating far from the already established urban centers of China. As one solar analyst said to me last year when I asked if there was
If you think back over the past few years for this sector all of the market moving headlines -- before the crash of 2011 -- had been about the risk to European subsidies. Would Germany install a cap on solar installations? Would Italy curtail the level of subsidies paid for solar projects?
Eric Rosenbaum. >To follow the writer on Twitter, go to Eric Rosenbaum. Follow TheStreet on Twitter and become a fan on Facebook.