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  • Article / 24 August 2016 at 10:30 GMT

    Stepping into the light of First Solar

    Head of Equity Strategy / Saxo Bank
    Denmark
    First Solar may have been forced to revise the outlook down after its Q2 performance, but the fundamentals look robust and it is in the vanguard of an industry that looks set to prosper from government-backed projects.
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  • Editor’s Picks / 01 June 2016 at 0:58 GMT

    Solar power is reshaping energy production in the developing world

    The Economist
    Across the developing world, solar power is hitting its stride. Rather than the rooftop panels popular in Germany, countries where solar irradiance is much stronger than northern Europe are creating vast parks with tens of thousands of flexible PV panels supplying power to their national grids. Some countries, such as China, provide generous subsidies (though these are sometimes years overdue). But in other countries solar PV is becoming competitive even without financial support. In 2015 China surged past Germany to become the biggest producer of solar energy. Solar power accounts for just 3% of the electricity mix, but China is now building its biggest plant, in the Gobi desert. Analysts expect the country to install 12 gigawatts of solar in the first half of this year. That would be one-third more than the record amount America plans to build for the full year.
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  • Editor’s Picks / 18 December 2015 at 2:01 GMT

    Paris pact pursues common good, sends market signal

    Nikkei Asian Review
    The Paris accord is a triumph for the environment and for multilateralism, says UN Secretary-General Ban Ki-moon. It is a health insurance policy for the planet. For the first time, every country has pledged to curb their emissions, and act internationally and domestically to address climate change. Together, countries have agreed that, in minimizing risks of climate change, the national interest is best served by pursuing the common good. I believe it is an example we could follow across the political agenda. The Paris Agreement gives markets the clear signal they need to scale up investments that will generate low-emissions, climate-resilient development.
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  • Trade view / 12 November 2015 at 4:42 GMT
    Strategic trade

    JinkoSolar set to buck rivals' earnings trend

    China Watcher / Shanghai
    China
    Solar energy firm JinkoSolar has suffered a near minus 10% fall this week as a result of disappointing earnings from smaller domestic rivals. However, I fully expect that it will report strong third-quarter earnings as it is in a strong position to benefit from imminent demand from both China and overseas.
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  • Trade view / 22 October 2015 at 0:56 GMT
    Strategic trade

    Boost to Jinkosolar from China's five-year plan

    China Watcher / Shanghai
    China
    China’s government will next week discuss its agenda for the upcoming five-year plan. Clean energy looks set to be a major focus and overseas investors can get exposure through Chinese solar energy firms listed in the US. The top firm in the industry is Jinkosolar, with one of the lowest cost per watt figures and strongest downstream business.
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  • Article / 14 October 2015 at 1:00 GMT

    Debt-laden Yingli kicking the can down the road

    China Watcher / Shanghai
    China
    Debt-laden Yingli kicking the can down the road
    Yingli Green Energy announced that it has paid off two thirds of a $157m medium-term note debt. As positive as this may seem, more debt deadlines will be approaching over the coming months. The payment came from asset fire sales, which suggests that the firm is in serious danger of being crushed by its own debt.
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  • Trade view / 06 October 2015 at 3:30 GMT
    Strategic trade

    Sunny conditions ahead for Jinkosolar

    China Watcher / Shanghai
    China
    Jinkosolar is in a strong position to benefit from both domestic and international demand for alternative energy, and this should be boosted by the perceived subsiding of Chinese macro concerns, which have dominated the price action of US-listed Chinese firms.
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