Solar Goes Grid Scale First Solar has signed its second PPA with a California utility. The company will develop, sell (to outside equity/fixed investors) 550 MW of production, under 20 year, fixed power price terms, and then construct the capacity during 2011-2. FSLR has one more project of similar size in the queue. This …
Coal Fired Power – Exit Stage Right??? State of Colorado reached a tentative deal with its largest utility, agreeing to let EXEL convert or replace up to 900 MW of coal fired capacity with natural gas. Factoid – if the bottom 15% of all coal fired plants shut down, they would reduce coal-fired carbon dioxide …
may have investment implications. While some of these will be long-dated, some vague, and others controversial, my intention is to point to trends which are underway, from a global perspective. On the premise that many of the best investments anticipate change, the series seeks to focus on issues and events whose emergence/change will create investment …