SatCon’s Photovoltaic Inverters Lead Market in Efficiency
SatCon Technology Corporation (SATC) photovoltaic inverters have proven to have efficiencies that are on average 1% higher and as much as 2% higher than comparable products. These results allow PV installers and users to make predictable photovoltaic system performance evaluations, leading to more accurate calculation for payback of the system cost. The conversion efficiency values are used to determine the amount of rebate incentive available to the purchaser. Financial incentives for qualifying commercial photovoltaic power systems in California are calculated for 2005 at $3.50 per watt. For a 100 KW system, each point of higher efficiency would yield an...
Xantrex receives funding from NREL for high power solar inverter development
Xantrex Technology Inc. (XTX.TO) has been awarded US $873,000 from the U.S. Department of Energy's National Renewable Energy Laboratory (NREL) under its Photovoltaics Manufacturing Research and Development Initiative. Xantrex will match the funding from NREL during the course of the project for a total budget of $1.74 Million. This program will take place at the Xantrex facility in Livermore, California. Xantrex PV inverters are America's leading choice for large-scale solar installations. Presently, utility-interactive, three-phase inverters are available in models ranging from 10 kW to 225 kW, and multiple inverters can be paralleled for larger power installations. ...
Rough Patch For Owners of Solar Stocks
Mark Henwood This sector defines investment risk. Not only has Evergreen Solar, Inc. filed for bankruptcy, investors in another high visibility solar developer have been saddled with a 72% loss over the last week. In a massive shift that has to shake confidence in the company, Germany’s Solar Millennium AG announced on Thursday said it will convert the first 500 megawatts of its 1,000 MW Blythe solar power plant in the Mojave desert to PV. It will decide what technology to use for the second half of the project at a later date. Nor has it...
List of Solar Farm Owner and Developer Stocks
Solar farm owner and developer stocks are publicly traded companies who develop or manufacture equipment that converts sunlight into other types of useful energy. Includes manufacturers and developers of both solar photovoltaic and solar thermal equipment, as well as their supply chain.
This list was last updated on 3/21/2022.
See also the list of Solar Manufacturing Stocks, the list of Residential Solar Stocks, and solar and wind inverter stocks.
7C Solarparken AG (HRPK.DE)
Abengoa SA (ABG.MC, ABGOY, ABGOF)
Acciona, S.A. (ANA.MC, ACXIF)
Adani Green Energy (ADANIGREEN.NSE)
Algonquin Power and Utilities (AQN, AQN.TO)
Atlantica Yield PLC (AY)
Azure Power Global Ltd. (AZRE)
Bluefield Solar Income Fund (BSIF.L)
Boralex (BLX.TO, BRLXF)
Brookfield Renewable Energy...
Solar Headwinds, Part I
How Solar PV is like Ethanol Tom Konrad, CFA High levels of competition in the the solar photovoltaic (PV) industry mean that buy-and-hold investors should look elsewhere. In May 2007, I published a competitive analysis of the corn Ethanol industry based on Michael Porter's classic Five Competitive Forces model. At the time, Ethanol stocks were flying high, but my conclusion was that "the prospective ethanol investor should be very careful about investing in corn ethanol producers at random." If anything, I understated the case. This chart shows three ethanol stocks that have survived since 2007. As...
SatCon Technology Corporation Announces Order from Sun Edison
SatCon Technology Corporation (SATC) nnounced that it has entered into a strategic supply agreement and has received a purchase order from New Vision Technologies, an affiliate of Sun Edison, LLC, to initially deliver up to 10 megawatts of PowerGate(TM) photovoltaic inverters through the end of the year. Sun Edison has multiple photovoltaic projects around the U.S. already under contract and the 500kW inverter, recently unveiled by SatCon, is a particularly good fit to meet their demands for high efficiency power conversion.
Crude Oil & Alt Energy: The Non-Relationship That Just Won’t Go Away
Charles Morand The relationship - or lack thereof - between oil prices and the performance of alt energy stocks has been a long-time interest of mine. I discussed it last in late March when I looked at correlations between the daily returns of alt energy and fossil energy ETFs. At the time, I found that only a weak relationship existed between the two and that if someone wanted to make a thematic investment play on Peak Oil, alt energy ETFs were not an ideal way to do so. Seeing as the popular press and countless "experts"...
EPOD to Build Five Megawatt Solar Panel Factory
EPOD INTL INC (EPOI.OB) announced that they intend to construct a solar panel manufacturing facility in Kelowna, B.C. An estimated two megawatts of production capacity is anticipated to be available within six months, with the annual capacity of the plant projected to be five megawatts upon completion.
WorldWater & Power Corp. Signs Contract to Provide Solar Power to Quest Environmental Facility
Worldwater Corp (WWAT) announced that it has signed a $109,824 contract to build and install a solar electric power generation system for Quest Environmental & Engineering Services, headquartered in Clinton, New Jersey. The photovoltaic (PV) system will provide electricity for the company, and is expected to substantially reduce electrical usage costs for the facility.
WorldWater & Power Signs Contracts Worth $160,540 for Residential Solar Systems in New Jersey...
Worldwater Corp (WWAT) announced the signing of contracts with homeowners in New Jersey and California to build photovoltaic solar electric systems to power their residences in parallel with their present electric utility company. The contract value of the systems in New Jersey and California is $160,540.
The Next Trend: Integrating PV with Solar Thermal
Tom Konrad CFA The Once Bright Future of CSP Solúcar PS10 solar tower. Photo by afloresm via Flickr Since before I started writing about investing in clean energy in 2006, I’ve been fascinated by Concentrating Solar Thermal Power (CSP.) CSP held the promise of much cheaper energy than was then available from photovoltiac (PV) solar, combined with thermal storage, which eliminated the variability problems of PV. Unlike other renewable energy able to produce baseload power (geothermal, biomass, and hydro), CSP is scaleable: The solar resource in areas...
Is XsunX (XSNX) Being Manipulated?
Hans Deuel at Clearfish Research presents some very good concerns about the possible manipulation of the shares of XSUNX Inc. (XSNX). I've received a number of comments about XsunX, all from the same person. I decided to look into them. They are working on transparent solar cells, have a weird history, and a weird structure. The only technological information I can find on them is all paid advertising (from IPODesktop and others) masquerading as research. Each of their press releases are misleading. They offer one key statement, and then go on about intentions. For example, the latest one...
Big Solar Out; Distributed Solar In: Brightsource & Solar City IPOs
Jennifer Runyon On the heels of Brightsource Energy's announcement last month that it was canceling its plans to go public, SolarCity on Monday announced that it plans to conduct a registered initial public offering (IPO) of its common stock. The IPO will begin after the Securities and Exchange Commission completes the review process that SolarCity initiated on April 26. No further information about the IPO such as when and at what price shares will be available is available at this time. SolarCity has been in the residential solar PV leasing space since 2006 and...
SolarCity Files for IPO under Cloak of Secrecy
Debra Fiakas CFA Image by Olga Palma via Wikimedia Commons On the first word of an initial public offering investors flock to the Securities Exchange Commission website to get financial details on the heretofore private company. Earlier this week solar energy solutions provider SolarCity Corporation announced its IPO plans, but investors will have to wait a while to get a look behind the SolarCity curtain. The company is among the first to take advantage of a new “confidential” registration for emerging growth companies. The process...
Inverter Stocks: A Value BOS Play on Solar
Tom Konrad CFA Think low solar panel prices drive a renewed boom in solar installations? Consider inverter companies as a way to play it. I don't usually follow solar stocks because I think solar is just a little too cool, and the space is too well covered by other analysts for me to feel like I can offer new insights. Nevertheless, the sharp decline in solar stocks this year has been tempting me to dip my toe in the golden stuff. Since I'm no solar stock expert, I've...
After Consolidation, Solar Will Shatter Expectations
by Shawn Kravetz, Esplanade Capital
Somewhat catalyzed by COVID-19 disruptions but more so by sector maturation, solar is entering a consolidation phase driven by:
Solar incumbents seeking to fortify market positions and reduce costs through
scale
Legacy/traditional energy and utility players seeking renewables exposure to
diversify away from fossil fuels, accommodate investor concerns, and generate
sustainable, predictable profit streams
Corporates capitalizing on cost of capital advantages particularly in cross-border
acquisitions
Parents, specifically China state-owned independent power producers, privatizing
their separately listed renewable subsidiaries (typically in Hong Kong) to bolster
their renewable bona fides and exploit wide valuation discrepancies (typically
between mainland China and Hong Kong).
Like the entire...
