Today in Cleantech

The jockeying is beginning to call the bottom of the solar market. After an awful 2011, Gordon Johnson, an analyst at Axiom Capital who foresaw in 2010 some of the troubles headed to solar, has upgraded First Solar, Trina Solar, Yingli, Power-one and Suntech.  At the same time, Matt Feinstein from Lux Research, has laid out his six companies that he sees on the chopping block, from Solarworld to Suntech, one of the companies Feinstein and Johnson don’t see eye to eye on. I’ve been watching MidAmerican Energy, Warren Buffet’s utility jewel at Berkshire, because the company has begun to aggressively purchase solar projects, meaning some investors are starting to see value whereas others only see more calamity.  Johnson points to potential supply constraints for PV panels in Germany, and even if there’s anecdotal evidence of that, I have a hard time seeing the oversupply issue going away in Europe, given the subsidy crash there. That said, both Johnson and Feinstein point to opportunities in India and China, where I think the real rebound in solar will come from.

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Adam Lesser

Cleantech Curator Gigaom Research

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