energyforecast’s Activity

Mon Feb 17

Article Comment

energyforecast commented on an article. 3:41 PM

This Solar Stock Leads Its Peers, But Shareholders Aren't Benefiting

Yes, you're right, even more production over near Xinjiang. TSL's production growth for ridiculously low cost is stunning. Trina's CEO is calling this their "asset light" strategy, and it's perfect given the industry's

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Article Comment

energyforecast commented on an article. 11:19 AM

This Solar Stock Leads Its Peers, But Shareholders Aren't Benefiting

You forgot that Trina (symbol TSL) also aquired 500 MW of production capacity from Yabang Group a few months ago. Trina actually runs their 2.4 GW nameplate capacity at about 2.8 GW (see their earnings transcripts for comfirmation).

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Thu Jan 30

Article Comment

energyforecast commented on an article. 2:35 PM

The Issue Lurking Behind Utility Solar

To clarify, baseline energy can be considered the energy that is known to be required (fundamental daytime needs for example). The smaller portion - nightime needs, the peak hours, and cloudy/stormy days) is what will eventually be

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Article Comment

energyforecast commented on an article. 2:27 PM

The Issue Lurking Behind Utility Solar

The world is moving to use solar for baseline energy, and natural gas for peak energy. Most importantly, Sunpower is NOT as cost-effective as Trina. Sunpower's panels are more efficient, but they cost WAY more, so it isn't worth it.

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