Wonk Room - White House Global Warming Report.

White House Report: Human Activity Is ‘Most Likely Responsible For Global Warming’

Peak Oil on CNBC.

Robert Hirsch of the Hirsch Report.

Here's how I often spend my days... Battling in Livejournal.

The Livejournal Conservatism Community is always alot of fun. I was a bit more agressive this time around, because the particular original poster, Writerspleasure, is a particularly disagreeable individual. He appears to live in Britain, but seems to get maximum joy from convincing Americans that it would be a great idea to tear down their Government for Laissez-faire Capitalism.

Obama - 05/20/08 - Change.

"Change is an energy policy that doesn't rely on buddying up to the saudi royal family, and then begging them for oil*.


Change is an energy policy that puts a price on pollution and makes the oil companies invest their record profits in clean, renewable sources of energy, that will create millions of jobs, and leaves our children a safer planet."


-Obama 05/20/08

Market tanks, oil blamed. Time to ponder.

Stocks stumble on record oil, inflation worries


It's a day like this when investors and market watchers are reminded of the importance of affordable energy to their future. It's not a bad thing to be reminded of.

Oddly enough, Solar was mixed (See below).




A basic Reminder: when we think "Inflation," we must think "Energy Supply." When we think "Energy Supply," we must not just think "Oil," but also "Coal." Both of these primary sources of Energy are at risk of runaway prices. Therefore, when we think of either of these two forms of Fossil Energy, we must think of the "competition." This should lead us right to "Solar," "Wind," and "Geothermal." We need to stop thinking about Energy only in terms of "Burning Things."

Energy is Conserved, and energy from Fossils is ultimately the same as Energy from the Sun, or the Wind. Yes, the form is different, and the technology required to make use of the different forms of Energy are different, but given that one form of energy is increasing in scarcity, it is incumbent on those who have concern for the Economy to develop additional sources of available Energy. There is simply no choice in the matter. There is no Economy without Energy.

Thinking Ahead - ASTI Solar.

Promotional Video on Ascent Tech, by Norsk Hydro


When you think thin film, think this: ASTI is integrating into building materials, and will be going up in locations that are impossible to serve with any of today's Silicon-based Tech.

Asti is moving into niche of their own, which is a powerful advantage in a rapidly developing market.

BTW: If you're looking for a brief on what ASTI is all about, here's an Investor's Presentation from last year. It's good stuff.

TSL vs. STP.

Note that I haven't been paying too much attention to Trina since I was in it for awhile last year, but looking it over right now, I'd say it's sure looking good compared to STP (for earnings purposes, anyway).

Looking back on Q1 news, Trina shone, while Suntech Power looked to be running into obstacles. Plus, the recent Akeena Earnings may be in part reflected in STP's results as they are trading partners. I'm not sure of Trina's geographic distribution, if anyone's got it on hand, I'd love to see to compare.

I'm also pleased that Trina gave up on their poly plans, as they really didn't make sense so late in the game.

I don't own any of either one.

Q-Cells to enter Thin Film Market.

Q-Cells plans plant abroad to cut costs

McCain on Wind... Wonk Room

From the Wonk Room.

Lots of Info on McCain's Failed Record on Wind Energy.

Solar Earning This Week.

Solar Earnings On Deck (JASO, LDK, CSIQ, YGE)

New Nasdaq China Index!

Includes LDK, STP, YGE.

This will help to draw invesment over the long term.

See Components on Yahoo

Related Businessweek Article

This is great! LDK is now bundled up with some great Chinese US Listed Companies like BIDU and PTR.

GUNTHER Portfolio: Timminco Limited: O Canada! Solar Grade Silicon, Eh? – Part 1

GUNTHER Portfolio: Timminco Limited: O Canada! Solar Grade Silicon, Eh? – Part 1


For those on Canadian Exchanges, check out Timminco. It's being sold by an LDK Short as Competition in Poly, and they do seem to have quite a good start in the business.

Mining Operations are being hit by Energy Shortages.

Metals Surge as Rationing Cuts Power at Biggest Mines