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cbr20842,1
13-11-2006, 10.01.05
Visto che si parla solo di titoli esteri, per ordine apro qui un nuovo forum.
L'altro molto interessante era sotto : http://www.maidireborsa.it/showthread.php?t=8339&highlight=q-cells

cbr20842,1
13-11-2006, 10.13.25
Stanno trainando tutto il settore del solare.

Tabella riassuntiva :
Conergy AG - Hamburg

3. Quartal (30.9.) 2006 2005
Umsatz 136,4 Mio 100,1 Mio
EBIT - a. 5,4 Mio 4,1 Mio
-Marge 4,0 % 4,1 %
Konzerngewinn 40 Mio 7 Mio
a. Earnings before interest and taxes.
- Angaben in EUR, EBIT-Marge in Prozent.
- Bilanz nach IFRS.
- EBIT im Vorjahr vor IPO-Aufwendungen.
- Aktiensplit im Juni 2006.

Umsatz=ricavi
marge=margine
Konzerngewinn§=utile gruppo(al netto imposte)

cbr20842,1
13-11-2006, 10.28.28
Stime azienda per ricavi a fine anno a 800 milioni circa + 50% sull'anno precedente. Vendite all'estero in forte aumento, in lieve discesa in germania a causa dell'aumento dei prezzi.
Posti di lavoro al 1 ottobre 1340, l'anno scorso alla stessa data erano 696:eek: .
Nel corso del 2007 si procederanno a investimenti per 250 milioni per riconversione fabbrica vicino a frencoforte, (secodo loro) sarà la piu' efficente nel mondo. Assumeranno in questo stabilimento altre 1200 persone nel medio termine:eek: .
nonostante tutte queste assunzioni fatte e annunciate il titolo fa un bel + 6,5% e sta trainando le concorrenti che diffonderanno però i dati tra domani e dopodomani.

Balinor
14-11-2006, 09.18.30
ho chiuso oggi lo switch su q-cell ha aperto in
gap up impressionante e dopo riportera' i dati quindi
immagino ci sara' volatilita' a iosa
cmq ho guardato i dati dei bilanci sono tutti ottimi
conergy e ersol hanno sottoperformato gli altri titoli del
settore immagino perche' non sono ancora giunti
a utile netto ma stanno notevolmente aumentando investimenti
e personale soprattutto , devo studiare le varie
differenze e mi piacerebbe annotarle per aiutare
chi entra per la prima volta nella giungla del solare :)
ciaooo

cbr20842,1
14-11-2006, 10.51.54
Vero spettacolo:D :D

cbr20842,1
14-11-2006, 11.09.01
Significant profit growth following the acquisition

SolarWorld AG (ISIN: DE0005108401) has continued its positive earnings
trend in the third quarter of 2006. The group benefited from the good
development of exports in the wafer segment. Earnings additionally
benefited from the acquisition of the Shell assets.
Earnings before interest and taxes (EBIT) grew 198 per cent to 77.4 (2005:
26.0) million EUR in the third quarter and rose 148 per cent to 142.2
(2005: 57.4) million EUR in the period January to September. The first-time
consolidation of the former Shell companies generated extraordinary
positive one-off income of 53.9 million EUR. Adjusted for extraordinary
effects, the SolarWorld Group managed to increase its EBIT by 40 per cent
to 36.5 million EUR in the third quarter and by 76 per cent to 101.3
million EUR in the first nine months.
Group profits climbed by 319 per cent year-on-year to 63.3 (2005: 15.1)
million EUR in the third quarter. In the first nine months, profits more
than tripled to 103.4 (2005: 33.6) million EUR.
Due to the expansion, group sales grew along the entire value chain by 29
per cent to 142.0 (2005: 110.5) million EUR in the third quarter and by 32
per cent to 326.5 (2005: 247.1) million EUR in the period from January to
September.
The Board of Management of SolarWorld AG confirmed its sales forecast of
around 40 per cent growth year-on-year for the entire year. Due to the
significant one-off effect of the Shell transaction and the positive
development of the group's operating business, the Board of Management of
SolarWorld AG has lifted its profit forecast for the 2006 fiscal year. The
Board of Management now expects group profits to more than double
year-on-year.

Information and Explaination of the Issuer to this News:

About SolarWorld AG: The SolarWorld Group is among the three largest solar
power companies in the world. The group is dedicated exclusively to the
core business of solar energy, combining all stages of the solar value
chain, from the raw material silicon to turn-key solar power plants. The
company operates production facilities in Germany, Sweden and the United
States. In the United States, SolarWorld AG is the leading producer and
provider of solar power technology. In addition, sales offices operate in
South Africa and Singapore, completing the international alignment of the
group. The responsibilities of these offices include the sale of rural
solar power solutions that can make an important contribution to the
sustainable economic development of the southern hemisphere.
In Freiberg, Saxony, the group operates one of the world's most advanced
integrated solar production facilities where the SolarWorld Group turns
solar grade silicon into high quality solar wafers, solar cells and solar
modules. SolarWorld AG offers a broad and diverse range of products from
modules for grid-coupled and grid-independent power generation all the way to a whole class of complete solar power systems for decentralized and centralized electricity generation. After the IPO at the end of 1999, the company developed within a few years from a solar trading house to a fully integrated solar technology group, increasing its workforce to more than 1,300 employees. SolarWorld AG is listed at the stock exchange in the technology index TecDAX, in the Dow Jones STOXX 600 as well as the
international MSCI index, among others.

cbr20842,1
14-11-2006, 11.23.06
Berlin, November 14, 2006 - SOLON AG für Solartechnik (ISIN DE0007471195) continued on an unabated growth path in the third quarter of 2006 despite a difficult market environment. Group revenue rose to EUR 218.0 million in the first nine months of the year, reflecting growth of 81 percent compared to the previous year.
Other key figures of the SOLON Group improved as follows in the period under review: EBITDA increased to EUR 19.9 million (first nine months of 2005: EUR 10.2 million), EBIT to EUR 15.5 million (first nine months of 2005: EUR 8.1 million) and net income after minority interests to EUR 9.5 million (first nine months of 2005: EUR 4.5 million). With 9.3 million shares as of September 30, 2006, earnings per share were EUR 1.04, reflecting a 58 percent increase compared to the year before.
The total output of standard modules and SOLON Movers produced by SOLON in the first nine months of 2006 was 60 megawatts (first nine months of 2005: 38 megawatts). For full-year 2006, the company expects production volume to reach 84 megawatts (previous year: 56 megawatts). Typically, SOLON generates approximately 60% of its annual revenue and net income in the first nine months of the fiscal year. The current nine month figures have once again confirmed the extremely seasonal nature of the photovoltaic industry. However, administrative startup difficulties in young export markets such as Spain and Italy have resulted in delays in individual megawatt projects. Depending on the degree to which these projects can be implemented by year-end, the company's expectation for 2006 as a whole is that Group revenue will increase by 50 to 75 percent compared to 2005, with a corresponding improvement in net income. For 2007, the company is anticipating growth in both production quantities and sales of 25% with a corresponding rise in earnings.
Due to the strong growth of SOLON AG, the company's Management Board and Supervisory Board have decided to move the corporate headquarters in Berlin and the production facilities in Berlin-Neukölln to a new location in Berlin-Adlershof, joining the new facilities with the departments already located in Adlershof. Among other things, the primary consideration in making the decision to change location was integration into the existing structure of the financial, research and scientific base in Adlershof. The move to the new location is planned for the start of 2008.
The complete report as of September 30, 2006 can be downloaded from the SOLON AG homepage at www.solonag.com.

cbr20842,1
14-11-2006, 11.37.33
In Inglese : http://ir2.flife.de/data/qcells/igb_html/index.php?bericht_id=1000004&lang=ENG

cbr20842,1
15-11-2006, 16.30.01
Sales have increased from € 43,216 thousand the previous year to € 96,049 thousand
Operating result has risen by 178.2% to € 16,840 thousand
Financing negotiations for investments announced successfully concluded
The results of ErSol Solar Energy AG (ErSol) for the first nine months of 2006 are again showing strong growth in sales and profits. In comparison with the same period last year (€43,216 thousand), consolidated sales grew by 122.3% to € 96,049 thousand, due to the Group's sustained expansion. At 42.5%, the export quota (previous year: 28.0%) remained at the high level of the first half. ErSol's operating result (EBIT) actually grew in the first nine months by 178.2% and totalled € 16,840 thousand (previous year: € 6,054 thousand).The EBIT margin was increased to 17.5%, up from 14% in 2005. Consolidated earnings were significantly increased year-on-year. With an increase of 127.4%, these amounted to € 10,732 thousand during the reporting period – in the first nine months of 2005 this figure was only € 4,720 thousand.

http://www.ersol.de/admin/content/getfile.php?id=117&type=pm&what=bilder&bildid=1Financing secured for further expansion
The negotiations to secure the financing, which enables a further expansion of capacities, were concluded on 4 October. The ErSol Group will use a consortium loan of € 157 million, the existing cash, the cash flow of current operating activities, and public subsidies to expand its Wafers and Solar Cells segments with continuous output and to develop its thin-film technology business. Managing this significant growth is one of the ErSol Group’s main priorities in the fourth quarter and will continue to be a main focus for the whole of next year.

Outlook FY 2006
Despite the contractually agreed delivery volumes, Q3 2006 only saw moderate earnings growth due to below-schedule deliveries from external wafer manufacturers. ErSol did succeed in partly compensating for the lower multicrystalline wafer volumes by drawing on additional raw materials from the Silicon business segment, however this was only accomplished at higher prices. The resulting increase in the cost of materials impeded the stronger increase in gross earnings originally anticipated.

Dr. Claus Beneking, ErSol's CEO, outlines the outlook for the ErSol Group as follows: "ErSol still expects to achieve its projected sales of between € 120 million and € 125 million for 2006 as a whole. Its operating result is expected to be in the range of € 20 million to € 23 million. Accordingly, the EBIT margin will be below the forecast 20 percent. The reason for this, as was already the case in Q3, are the continued delays with wafer deliveries. However, since it is anticipated that the bulk of these deliveries have only been temporarily postponed, ErSol will benefit from these production volumes next year."

ErSol plans to successively reduce the risk of a further shortfall in its raw materials supply from short-term supply agreements by concluding more reliable long-term agreements. A large portion of the Company’s wafer and silicon supplies will already come from such commercial relations in 2007; this will increase to as much as 80 percent in 2008 and subsequent years.

However, the ErSol Group's earlier than planned capacity expansion has also contributed to the lower than anticipated operating result for the year as a whole. Additional start-up costs for thin-film production and further investments in the crystalline area will be carried in the current year. Nevertheless, these earlier than planned expansion activities will allow, among other things, a faster move into thin-film production.

2008 will herald a new era for ErSol
The ErSol Group is undergoing a growth process that is being shaped by extensive capacity expansion during continued production in 2006 and 2007. "From 2008, we will be reaping the rewards of our hard work,“ Beneking is convinced. "A nominal capacity of 220 MWp in the crystalline area and of 40 MWp in thin-film technology will result in a substantial improvement of the EBIT margin and our market position in the photovoltaics industry. In this way, our growth will continue to outperform the market,“ concludes ErSol's Chief Executive Officer.

cbr20842,1
20-11-2006, 10.15.56
Copio e incollo articoli finanziaria approvata ieri con gli incentivi per il risparmio e maggiore efficenza energetica. Nota per gli edifici di nuova costruzione superiori a 10000 mt cubi l'istallazione di pannelli è obbligatoria.

art 66. Per le spese documentate, sostenute entro il 31 dicembre 2007, relative ad interventi di riqualificazione energetica di edifici esistenti, che conseguono un valore limite di fabbisogno di energia primaria annuo per la climatizzazione invernale inferiore di almeno il 20 per cento rispetto ai valori riportati nell'allegato C, numero 1), tabella 1, annesso al decreto legislativo 19 agosto 2005, n. 192, spetta una detrazione dall'imposta lorda per una quota pari al 55 per cento degli importi rimasti a carico del contribuente, fino a un valore massimo della detrazione di 100.000 euro, da ripartire in tre quote annuali di pari importo.
67. Per le spese documentate, sostenute entro il 31 dicembre 2007, relative ad interventi su edifici esistenti, parti di edifici esistenti o unità immobiliari, riguardanti strutture opache verticali, strutture opache orizzontali (coperture e pavimenti), finestre comprensive di infissi, spetta una detrazione dall'imposta lorda per una quota pari al 55 per cento degli importi rimasti a carico del contribuente, fino a un valore massimo della detrazione di 60.000 euro, da ripartire in tre quote annuali di pari importo, a condizione che siano rispettati i requisiti di trasmittanza termica U, espressa in W/m2K, della Tabella 3 allegata alla presente legge.
68. Per le spese documentate, sostenute entro il 31 dicembre 2007, relative all'installazione di pannelli solari per la produzione di acqua calda per usi domestici o industriali e per la copertura del fabbisogno di acqua calda in piscine, strutture sportive, case di ricovero e cura, istituti scolastici e università, spetta una detrazione dall'imposta lorda per una quota pari al 55 per cento degli importi rimasti a carico del contribuente, fino a un valore massimo della detrazione di 60.000 euro, da ripartire in tre quote annuali di pari importo.
69. Per le spese documentate, sostenute entro il 31 dicembre 2007, per interventi di sostituzione di impianti di climatizzazione invernale con impianti dotati di caldaie a condensazione e contestuale messa a punto del sistema di distribuzione, spetta una detrazione dall'imposta lorda per una quota pari al 55 per cento degli importi rimasti a carico del contribuente, fino a un valore massimo della detrazione di 30.000 euro, da ripartire in tre quote annuali di pari importo.
70. La detrazione fiscale di cui ai commi 66, 67, 68 e 69 è concessa con le modalità di cui all'articolo 1 della legge 27 dicembre 1997, n. 449, e successive modificazioni, e alle relative norme di attuazione previste dal regolamento di cui al decreto del Ministro delle finanze 18 febbraio 1998, n. 41, e successive modificazioni, sempreché siano rispettate le seguenti ulteriori condizioni:
a) la rispondenza dell'intervento ai previsti requisiti è asseverata da un tecnico abilitato, che risponde civilmente e penalmente dell'asseverazione;
b) il contribuente acquisisce la certificazione energetica dell'edificio, di cui all'articolo 6 del decreto legislativo 19 agosto 2005, n. 192, qualora introdotta dalla regione o dall'ente locale, ovvero, negli altri casi, un "attestato di qualificazione energetica", predisposto ed asseverato da un professionista abilitato, nel quale sono riportati i fabbisogni di energia primaria di calcolo, o dell'unità immobiliare ed i corrispondenti valori massimi ammissibili fissati dalla normativa in vigore per il caso specifico o, ove non siano fissati tali limiti, per un identico edificio di nuova costruzione. L'attestato di qualificazione energetica comprende anche l'indicazione di possibili interventi migliorativi delle prestazioni energetiche dell'edificio o dell'unità immobiliare, a seguito della loro eventuale realizzazione. Le spese per la certificazione energetica, ovvero per l'attestato di qualificazione energetica, rientrano negli importi detraibili.
71. Ai fini di quanto disposto dai commi da 66 a 72 si applicano le definizioni di cui al decreto legislativo 19 agosto 2005, n. 192. Con decreto del Ministro dell'economia e delle finanze, di concerto con il Ministro dello sviluppo economico, da adottare entro il 28 febbraio 2007, sono dettate le disposizioni attuative di quanto disposto ai commi 66, 67, 68 e 69.
72. All'articolo 4 del testo unico delle disposizioni legislative e regolamentari in materia edilizia, di cui al decreto del Presidente della Repubblica 6 giugno 2001, n. 380, dopo il comma 1 è inserito il seguente:
"1-bis. Nel regolamento di cui al comma 1, ai fini del rilascio delle concessioni edilizie, è prevista l'installazione dei pannelli fotovoltaici per la produzione di energia elettrica per gli edifici di nuova costruzione, in modo tale da garantire una produzione energetica non inferiore a 0,2 kW".
73. Gli interventi di realizzazione di nuovi edifici o nuovi complessi di edifici, di volumetria complessiva superiore a 10.000 metri cubi, con data di inizio lavori entro il 31 dicembre 2007 e termine entro i tre anni successivi, che conseguono un valore limite di fabbisogno di energia primaria annuo per metro quadrato di superficie utile dell'edificio inferiore di almeno il 50 per cento rispetto ai valori riportati nell'allegato C, numero 1), tabella 1, annesso al decreto legislativo 19 agosto 2005, n. 192, nonché del fabbisogno di energia per il condizionamento estivo e l'illuminazione, hanno diritto a un contributo pari al 55 per cento degli extra costi sostenuti per conseguire il predetto valore limite di fabbisogno di energia, incluse le maggiori spese di progettazione.
74. Per l'attuazione del comma 73, è costituito un Fondo di 15 milioni di euro per ciascuno degli anni del triennio 2007-2009. Con decreto del Ministro dell'economia e delle finanze, di concerto con il Ministro dello sviluppo economico, sono fissate le condizioni e le modalità per l'accesso e l'erogazione dell'incentivo, nonché i valori limite relativi al fabbisogno di energia per il condizionamento estivo e l'illuminazione.
75. Per le spese documentate, sostenute entro il 31 dicembre 2007, per la sostituzione di frigoriferi, congelatori e loro combinazioni con analoghi apparecchi di classe energetica non inferiore ad A+ spetta una detrazione dall'imposta lorda per una quota pari al 20 per cento degli importi rimasti a carico del contribuente, fino a un valore massimo della detrazione di 200 euro per ciascun apparecchio, in un'unica rata.
76. Ai soggetti esercenti attività d'impresa rientrante nel settore del commercio che effettuano interventi di efficienza energetica per l'illuminazione nei due periodi d'imposta successivi a quello in corso al 31 dicembre 2006, spetta una ulteriore deduzione dal reddito d'impresa pari al 36 per cento dei costi sostenuti nei seguenti casi:
a) sostituzione, negli ambienti interni, di apparecchi illuminanti con altri ad alta efficienza energetica, maggiore o uguale al 60 per cento;
b) sostituzione, negli ambienti interni, di lampade ad incandiscenza con lampade fluorescenti di classe A purché alloggiate in apparecchi illuminanti ad alto rendimento ottico, maggiore o uguale al 60 per cento;
c) sostituzione, negli ambienti esterni, di apparecchi illuminanti dotati di lampade a vapori di mercurio con apparecchi illuminanti ad alto rendimento ottico, maggiore o uguale all'80 per cento, dotati di lampade a vapori di sodio ad alta o bassa pressione o di lampade a ioduri metallici;
d) azione o integrazione, in ambienti interni o esterni, di regolatori del flusso luminoso.

cbr20842,1
20-11-2006, 10.20.48
Per testo completo finanziaria approvata ieri ho scaricato dal sito http://www.ecquologia.it/sito/leggi/maxiemend-finaz2007.html in verde sono evidenziati articoli che trattano materie "ecologiche".

Copio e incollo solo articolo riguardante accise sui biocarburanti:

"6-bis. Allo scopo di incrementare l'utilizzo di fonti energetiche che determinino un ridotto impatto ambientale è stabilita, nell'ambito di un progetto triennale a decorrere dal 1o gennaio 2008, una accisa ridotta, secondo le aliquote di seguito indicate, applicabile sui seguenti prodotti impiegati come carburanti da soli o in miscela con olii minerali:
a) bioetanolo derivato da prodotti di origine agricola: euro 289,22 per 1.000 litri;
b) etere etilterbutilico (ETBE), derivato da alcole di origine agricola: euro 298,92 per 1.000 litri;
c) additivi e riformulanti prodotti da biomasse:
1) per benzina senza piombo: euro 289,22 per 1.000 litri;
2) per gasolio, escluso il biodiesel: euro 245,32 per 1.000 litri";
f) il comma 6-ter è sostituito dal seguente:
"6-ter. Con decreto del Ministro dell'economia e delle finanze, di concerto con i Ministri dello sviluppo economico, dell'ambiente e della tutela del territorio e del mare e delle politiche agricole alimentari e forestali, sono fissati, entro il limite complessivo di spesa di 73 milioni di euro annui, comprensivo dell'imposta sul valore aggiunto, i criteri di ripartizione dell'agevolazione prevista dal comma 6-bis, tra le varie tipologie e tra gli operatori, le caratteristiche tecniche dei prodotti singoli e delle relative miscele ai fini dell'impiego nella carburazione, nonché le modalità di verifica della loro idoneità ad abbattere i principali agenti inquinanti, valutata sull'intero ciclo di vita. Con cadenza semestrale dall'inizio del progetto triennale di cui al comma 6-bis, i Ministeri dello sviluppo economico e delle politiche agricole alimentari e forestali comunicano al Ministero dell'economia e delle finanze i costi industriali medi dei prodotti agevolati di cui al comma 6-bis, rilevati nei sei mesi immediatamente precedenti. Sulla base delle suddette rilevazioni, al fine di evitare la sovracompensazione dei costi addizionali legati alla produzione, con decreto del Ministro dell'economia e delle finanze, di concerto con i Ministri dello sviluppo economico, dell'ambiente e della tutela del territorio e del mare e delle politiche agricole alimentari e forestali, da emanare entro sessanta giorni dalla fine del semestre, è eventualmente rideterminata la misura dell'agevolazione di cui al medesimo comma 6-bis".

cbr20842,1
22-11-2006, 10.04.46
Dati 3° trim. In Inglese :http://www.vestas.com/NR/rdonlyres/7E5EE7A0-5750-4451-BF58-8F1B651BDB01/1210/061122MFKUK49.pdf

In italiano:eek: viene oggi pubblicato uno studio sulle prospettive del settore energetico e in particolare sulle rinnovabili :http://nozebra.ipapercms.dk/Vestas/vestasglobal/IT/IT603/fullscreen.aspx#

Sempre oggi e sempre in italiano rivista per i dipendenti del gruppo con le solite statistiche anche di bilancio : http://nozebra.ipapercms.dk/Vestas/VestasInside/IT/042006/fullscreen.aspx#

Di questi due documenti la lettura è un po' labiorosa, se non si aprono i link diretti li trovate sul loro sito www.vestas.com (http://www.vestas.com)

Titolo ai nuovi massimi storici stamattina dopo i dati sopra le 200 corone +15%

dangilio
22-11-2006, 11.28.37
sono entrato ieri su vestas...che botta di culo

cbr20842,1
22-11-2006, 11.48.30
sono entrato ieri su vestas...che botta di culo

Complimenti:);) , pensa che io le avevo prese l'anno scorso a 69 e vendute a inizio anno a 110, ora sono a 203:eek:
E ne avevo 1500 pz:mad: .
Secondo me è un ottimo titolo, l'unico concorrente del suo livello è gen. eletric ma questa è come mettere i soldi in un fondo d'investimento operando dalle turbine alla finanza, altrimenti devi andare su small caps tipo la spagnola gamesa, che sto seguendo perchè ha sottoperformato parecchio rispetto a vestas
Ciao

cbr20842,1
22-11-2006, 15.47.59
Sul sito del finacial times deutschland ho trovato quest'articolo. E' un intervista all'ad di conergy in cui (lui) dice che nei prossimi due anni ci saranno acquisizioni e fusioni nel settore.

n.b in crucco : http://www.ftd.de/unternehmen/industrie/133796.html

Allego ripartizione mercato del 2005

dangilio
24-11-2006, 10.52.26
ma e' tutto in tedesco....ci capisci tu? ?? cosa dice di sharp?

ciao

dangilio
24-11-2006, 11.02.02
ma tu hai acquistato qualcosa di gamesa?

non riesco a trovare fogli di bilancio e prospettive di crescita...almeno per paragonarle al suo diretto concorrente vestas..

cbr20842,1
24-11-2006, 11.12.18
ma e' tutto in tedesco....ci capisci tu? ?? cosa dice di sharp?

ciao

Non molto : Mit der These von der bevorstehenden Konsolidierung stößt Rüter allerdings auf Widerspruch. Zwar ist die Branche noch immer stark zersplittert - neben voll integrierten Herstellern wie Sharp (http://www.ftd.de/ticker/JP3359600008.DE) oder dem Bonner Solarworld-Konzern arbeiten zahlreiche Unternehmen nur auf einzelnen Stufen der Wertschöpfung. Allerdings verzeichnet Fotovoltaik weltweit auf absehbare Zeit hohe Wachstumsraten. "Eine Konzentration am Markt findet aus unserer Sicht noch nicht statt", sagte Peter Thiele, Deutschlandchef von Sharp Solar, der FTD.

In poche parole : il settore (del solare) è ancora molto frammentato, oltre ai fabbricanti totalmente integrati (che si occupano di tutto il ciclo di produzione dai componenti ai servizi) come Sharp e Solarworld, ci sono solo un certo numero di imprese che operano nei diversi gradi intermedi(che producono solo componenti o operano in una parte sola del mercato)che riescono a creare valore. E per questo che l'ad di conergy crede in una fase di consolidamento.
Di altra opinione il capo di Sharp Germania Thiele, dal suo punto di vista il mercato non è ancora pronto per concentrazioni

cbr20842,1
27-11-2006, 09.21.32
FRANKFURT (dpa-AFX) - Die deutsche Regierung will weniger Geld für Solarstrom ausgeben und die Einspeisevergütung stärker senken als bislang geplant. "Es wird darüber diskutiert, dass die Förderung am 2008 jährlich um zehn Prozent sinken soll", zitiert das Anlegermagazin "Euro am Sonntag" (EaS) eine mit den Verhandlungen vertraute Person. Im aktuellen Erneuerbaren-Energien-Gesetz (EEG) sei noch festgeschrieben, dass die Förderung für Solarstrom jedes Jahr um fünf Prozent sinken soll. Viele Politiker störten sich allerdings offenbar an den hohen Margen vieler Solarfirmen, heißt es in dem Magazin./fat

In poche parole, secondo questo giornale, è intenzione del governo tedesco diminuire gli incentivi fiscali e non che sono attualmente in essere a favore del settore solare.

cbr20842,1
27-11-2006, 10.01.39
ma tu hai acquistato qualcosa di gamesa?

non riesco a trovare fogli di bilancio e prospettive di crescita...almeno per paragonarle al suo diretto concorrente vestas..

No, per adesso le seguo e studio.

Qui ti posto un po' di dati, allegato ripartizione 2004 mercato mondiale e spagnolo(dove gamesa principalmente opera).

La differenza fondamentale di gamesa è che questa preferisce fornire pacchetti chiavi in mano, si occupa principalmente dello sviluppo progetto e installazione di parchi eolici completi. Mentre i suoi concorrenti vendono anche le singole turbine e pale a clienti che poi si "arrangiano" nel montaggio.

Altra differenza è che gamese si è specializzata nella produzione di mulini di media misura da 1 MKW e 2 MKW, mentra GE eolics e vestas producono anche grandi pale da 3MKw adatte soprattutto all'utilizzo in mare.

Gamesa punta su questa strategia (promozione e sviluppo di parchi eolici) poichè i diretti concorrenti GE e simens soprattutto possono fornire anche tutta la tecnologia di attrezzature elettriche necessarie non solo al funzionamento ma anche alla trasmissione dell'energia(cosi almeno si giustificano alla gamesa).
Nota che principale azionista e cliente di gamesa è iberdola.

Al contrario di vestas, che opera solo nell'eolico, gamesa investe anche nel solare.

Ultima trimestrale gamesa scaricata dal sito consob spagnola :http://www.cnmv.es/index_n.htm?/asp/EM/HS/HsDescripcionHS_OC.asp?Tipo=OC&Numero=21838~/p_consultas_3.html

cbr20842,1
27-11-2006, 12.07.36
Corn rally seen biting into ethanol profits
By Laura Mandaro, MarketWatch
Last Update: 1:55 PM ET Nov 24, 2006


SAN FRANCISCO -The steep climb in corn prices headed even higher Friday, spelling harvest windfalls for farmers but higher costs for a growing consumer of corn kernels -- ethanol makers.
"Higher corn prices are negative for ethanol producers," said Raymond James analyst Pavel Molchanov, who rates the sector as his favorite among alternative energy companies.
On Friday, Molchanov lowered his earnings estimates for Aventine Renewable Energy Holdings Inc - AVR. Pacific Ethanol Inc. PEIX
VeraSun Energy Corp. VSE The three companies make corn ethanol, a gasoline alternative that's been pushed by proponents of cleaner-burning fuel.

The companies are likely to see costs rise as corn prices keep rallying, Molchanov said.
Over the past three months, corn futures have made a swift climb north of $3.50 a bushel into record levels for the December contract.
On Friday, corn futures traded at $3.70 a bushel, up 7 cents from Wednesday and about $1.30 higher than this time last year.
Driving prices into new highs is the expanding ethanol industry, where a boom in the construction of ethanol refineries has increased demand for corn. Also, new data suggests the U.S. harvest could fall significantly short of last year's.
In mid-Nov., the U.S. Department of Agriculture lowered its forecast for corn production for the second time in two months. It now predicts a harvest of 10.7 billion bushels, 3% lower than last year.
At the same time, higher corn prices have attracted investors to bid up corn future prices in a market once largely occupied by physical buyers.
"It's difficult to quantify, but there seems to be some financial speculation in the corn market," said Molchanov, who compared the speculation-fueled climb in corn prices to the spike in the natural gas market after the 2005 hurricanes.
He raised his forecast for corn prices to $3.50 a bushel in the fourth quarter from an earlier outlook of $2.80. He expects prices to average $3.49 next year and then fall back to $3.25 in 2008.
Those higher prices translate to lower earnings for the three producers, which have trouble passing on higher corn prices to their customers.
Molchanov said he expects Aventine to make $1.31 a share next year, or 37 cents less than he previously forecast.
He sees Pacific Ethanol making 62 cents a share, 12 cents lower than his earlier forecast, and VeraSun Energy making $1.19 a share, or 16 less than an earlier forecast.
But Molchanov sees some relief for ethanol producers later next year with corn prices peaking in mid-2007. If prices stay high until the spring, farmers will likely plant more crops. Those increased acres will then start to weigh on corn prices, said Molchanov.
Shares in Aventine gained as much as 2.1% before closing up 0.5% to $22.95 in Friday trading. Pacific Ethanol fell a penny to $18.23. VeraSun rose 1.3% to $22.42.
Laura Mandaro is a reporter for MarketWatch in San Francisco

dangilio
27-11-2006, 12.26.24
ho tenuto azioni di archer daniels (adm che e' leader del mercato) e per fortuna le ho vendute quando e' iniziata a scoppiare la bolla di questo mercato..ora tengo azioni di un'azienda interessante (sunopta) stkl che opera principalmente nel mercato food ma
ha una divisione che segue i bioprocessi e gli enzimi per la produzione di etanolo (da notare che a differenza di altre societa' come peix xetanol adm, sunopta possiede solo la tecnolagia..quindi no campi e altro..

ciao...sei poi entrato in gamesa???

cbr20842,1
27-11-2006, 12.50.15
ho tenuto azioni di archer daniels (adm che e' leader del mercato) e per fortuna le ho vendute quando e' iniziata a scoppiare la bolla di questo mercato..ora tengo azioni di un'azienda interessante (sunopta) stkl che opera principalmente nel mercato food ma
ha una divisione che segue i bioprocessi e gli enzimi per la produzione di etanolo (da notare che a differenza di altre societa' come peix xetanol adm, sunopta possiede solo la tecnolagia..quindi no campi e altro..

ciao...sei poi entrato in gamesa???

No, ma ti ho postato qualcosa stamattina, leggi sopra.
Ciao, daro' un occhiata a sunopta, non la conoscevo;)

cbr20842,1
28-11-2006, 09.15.54
Vestas Turbines Will Power PGE Biglow Canyon Wind Project

PORTLAND, Ore.--(BUSINESS WIRE)--Portland General Electric Company today announced it has executed an agreement with Vestas Wind Systems, of Denmark, to acquire 76 turbines for phase one construction of the 25,000-acre Biglow Canyon Wind Farm in Sherman County, Ore. The turbines will each have the capacity to generate 1.65 megawatts (MW) of electricity, for a total of 125.4 MW -- enough power to supply the needs of about 32,000 homes.
The Biglow Canyon project was developed by Orion Energy LLC and will be built, owned and operated by PGE.
"We're very pleased to be working with Vestas on this project," said Jim Lobdell, PGE's vice president for power operations and resource strategy. "Wind power will be an increasingly important part of our portfolio in coming years, and Biglow Canyon Phase I will be a model for future developments. Vestas has an outstanding record of success and will help us assure that we're off to a good start."
Vestas Wind Systems is a global leader in the development, manufacture, sale, marketing and maintenance of wind power systems. It began manufacturing wind turbines in 1979, and has since installed a total of 30,000 turbines in 50 countries worldwide.
"Vestas is encouraged by the continuing growth of wind power in the Pacific Northwest. The order with Portland General Electric is a further strengthening of Vestas' activities in the region. Vestas is pleased to be a supplier to Portland General Electric for this wind power project and we look forward to a long-term cooperation with this important customer," says Jens S0by, President of Vestas Americas.
PGE could ultimately construct between 350 and 450 MW of wind energy capacity at the Biglow Canyon site, which could produce enough electricity to power 100,000 homes. This would make it one of the largest wind power projects in the region. PGE proposes to construct the wind farm in three phases during a five-year timeframe.
PGE officials said the project fits well with what customers want and with the company's goal to minimize energy price volatility by reducing exposure to fuel costs.
"We're pleased that our agreement with Vestas will allow us to proceed with phase one on schedule, and optimistic that this will position us well to proceed with the remaining phases in future years" said Lobdell.
In combination with existing wind resources, this first phase of Biglow Canyon will allow PGE to offer its customers access to a total of 225 MW of wind energy capacity. PGE customers already receive all 75 MW of wind capacity from PPM Energy's Klondike II wind farm in Sherman County through a 30-year agreement that began last year, and 25 MW of wind capacity from the Vansycle Ridge wind farm in Umatilla County.
Completion of Biglow Canyon phase one is anticipated by December 2007. In combination with the Klondike II contract this will fulfill PGE's 200 MW wind power target from the company's 2002 Integrated Resource Plan.
PGE currently is first in the nation for residential renewable energy sales through its retail sign-up program, which gives customers the opportunity to have more renewable energy delivered to the electrical grid than what is provided from the standard mix. Over 49,000 PGE residential and commercial customers currently participate in the company's retail renewable power options.
About Portland General Electric Company Portland General Electric, headquartered in Portland, Ore., is a fully integrated electric utility that serves more than 793,000 residential, commercial and industrial customers in Oregon. Visit our Web site at PortlandGeneral.com

cbr20842,1
28-11-2006, 10.23.26
Nota che principale azionista e cliente di gamesa è iberdola.


Visto che l'avevo nominata giusto ieri la news la metto qui.

ANSA - ROMA, 28 nov - Iberdrola ha acquistato la Scottish Power per 11,6 miliardi di sterline, conquistando così l'accesso al mercato britannico e a quello nordamericano. Lo ha annunciato la società spagnola precisando che pagherà 777 pence per azione in contanti e titoli per il 100% del quinto fornitore energetico britannico.
L'offerta, che ha già avuto il via libera del cda di Scottish Power, è del 16% superiore rispetto al prezzo segnato da Scottish Power il 7 settembre, cioé, sottolinea l'agenzia Bloomberg, rispetto al giorno prima dell'annuncio di un interesse per la società.
Con l'operazione, Iberdrola si assicurerà 5,2 milioni di nuovi clienti e 6.200 megawatt di potenza. Scottish Power è presente, oltre che nel Regno Unito, anche in Canada e negli Stati Uniti.
I titoli della società spagnola questa mattina erano stati sospesi dalle contrattazioni alla Borsa di Madrid

dangilio
28-11-2006, 17.44.53
ma come mai gamesa non si e' mossa??? dovrebbe schizzare...tu cosa dici?

cbr20842,1
29-11-2006, 11.04.37
ANSA - PARIGI, 29 NOV - EdF Energies Nouvelles, filiale energie alternative di EdF, ha debuttato stamani alle 10 con grande successo. Le sue azioni, introdotte a 28 euro, sono balzate nei primi scambi del 16% a 32,50 euro.
L'offerta del 20,22% del capitale era stata sottoscritta 31 volte dagli investitori istituzionali e 9,5 volte dai privati.
EdF Energies Nouvelles, filiale al 50% di EdF creata nel 1990, ha realizzato nel 2005 un EBITDA di 62,3 milioni per un fatturato di 336 milioni.
Il prezzo di introduzione in borsa era stato fissato ieri sera a 28 euro, cioé nella fascia alta della forbice (24,10 e 28 euro).

Aggiungo :
Codice isin : FR0010400143
Ticker : EEN.PA
Capitalizzazione : 359,14 Miiloni

cbr20842,1
29-11-2006, 11.09.56
Ripartizione quote post ipo:

EDF : 50%
Pâris Mouratoglou : 27,43%
Flottante : 22,57%, dopo l'esercizio della greenshoe per altre 1,8 milioni di azioni circa

cbr20842,1
29-11-2006, 11.11.53
ma come mai gamesa non si e' mossa??? dovrebbe schizzare...tu cosa dici?

Ha già corso molto dalla pubblicazione delle stime di vestas per i prossimi due anni, e poi in questi giorni il mercato non ha aiutato

cbr20842,1
30-11-2006, 11.04.21
By Shaila Dani, AP Business Writer Shares of Ethanol Makers Climb on Higher Oil Prices, Economic Data Showing Dwindling Inventory


NEW YORK (AP) -- Shares of ethanol companies closed higher Wednesday, as higher oil prices indicated demand for alternative energy sources is likely to remain strong. According to data released today by the Department of Energy, supplies of crude, gasoline and heating oil are dwindling. In response, light sweet crude for January delivery rose $1.47 to settle at $62.46 a barrel on the New York Mercantile Exchange, which in turn boosted shares of corn and ethanol producers.
Shares of Andersons Inc. added $2.01, or 5.1 percent, to close at $41.40 on the Nasdaq, while Pacific Ethanol Inc. added 95 cents, or 5.4 percent, to finish at $18.70.
MGP Ingredients Inc. gained 42 cents, or 2 percent, to close at $22.15 on the Nasdaq, while Aventine Renewable Energy Holdings Inc. added $1.48, or 6.1 percent, to end at $25.58 on the Big Board. Archer-Daniels-Midland Co. rose $1.77, or 5.4 percent, to finish at $34.47, while Verasun Energy Corp. climbed $1.22, or 5 percent, to close at $25.88, also on the NYSE.

Ricordo che non ho nessuno di questi titoli in portafolio e che per il momento non li comprero' nel breve/medio essendo saliti molto e anche perchè non conosco bene i fondamentali dei queste aziende.
Li seguo solo per curiosità personale e per imparare.

cbr20842,1
30-11-2006, 18.28.16
MILANO, 30 NOV - La svizzera Atel ha deciso di investire in due parchi eolici in Sicilia e in due piccole centrali idroelettriche in Piemonte. Lo annuncia una nota.
La società ha rilevato in particolare da Veronagest una quota del 49% in due parchi di centrali eoliche nell'area di Ramacca (Catania) e di Marineo (Palermo), con 74 turbine eoliche complessive e una potenza complessiva di 101 Mw. Dal 2008 in poi genereranno 222 Gwh di elettricità da energia eolica all'anno.
In Piemonte Atel rileverà da privati una quota dell'85% in due piccole centrali idroelettriche. Una delle centrali sfrutta l'acqua del fiume Sesia, a Sud del Monte Rosa (4 Mw, è previsto un ampliamento). L'altra centrale avrà una potenza di 4,6 Mw e sarà costruita nelle vicinanze con inizio d'esercizio atteso nel 2008. (ANSA).

cbr20842,1
04-12-2006, 20.54.25
Honda Establishes Solar Cell Subsidiary Company

TOKYO,- Honda Motor Co. says it plans to establish a wholly-owned subsidiary, Honda Soltec Co., to produce and sell the next-generation thin-film solar cell independently developed by Honda. The new company will lead Honda to make a full-scale entry into the solar cell business.

The next-generation solar cell to be produced and sold by Honda Soltec was developed by Honda Engineering Co., Ltd., the production engineering subsidiary of Honda. By using thin film made from a compound of copper, indium, gallium and selenium (CIGS), Honda's next-generation solar cell achieves a major reduction in the amount of energy consumed during the manufacturing process by approximately 50% compared to what is required to produce conventional crystal silicon solar cells. This makes the new solar cell more environmentally-friendly by reducing the amount of CO2 generated even from the production stage.

At the end of September 2006, Honda began construction of a plant to mass produce solar cells within the current site of Honda’s Kumamoto factory, and the new facility will become operational in fall 2007 with an annual capacity of 27.5 megawatts. Prior to the start-up of the new plant, Honda Soltec will begin sales in limited areas in March 2007, of CIGS thin film compound solar cells produced by Honda Engineering. Once mass production begins at the new plant in Kumamoto in fall 2007, Honda Soltec will expand sales throughout Japan.

In addition to its effort to reduce CO2 emissions through development of clean automobile engines, Honda is committed to develop environmentally-friendly and sustainable energy technologies. Honda will contribute to the effort to prevent global warming through production and sales of a clean energy source which does not use fossil fuels.

cbr20842,1
04-12-2006, 21.02.42
Chevron forms biofuels business

Chevron Corporation has formed a biofuels business unit to advance technology and pursue opportunities related to the production and distribution of ethanol and biodiesel in the USA. Chevron officially announced the business unit during an event in Galveston, Texas, to inaugurate construction of one of the first large-scale biodiesel plants in the States. The biofuels business unit will operate within Chevron Technology Ventures (CTV), a corporate subsidiary dedicated to identifying, developing and commercializing emerging energy technologies

cbr20842,1
04-12-2006, 21.25.02
C'è anche l'enel
4 de diciembre de 2006, 17h02
Iberdrola y Fenosa participan en el concurso eólico de Portugal a través de sendos consorcios

Las eléctricas españolas Iberdrola y Unión Fenosa participan en la segunda fase del concurso de atribución de potencia eólica de Portugal, un proyecto que concluirá antes de que finalice el primer trimestre de 2007, según anunció el ministro de Economía luso Manuel Pinho, al margen de la conferencia sobre capital de riesgo "European Venture Summit".
El plazo para entregar las candidaturas termina hoy, por lo que el jurado tendrá ahora un período de casi cuatro meses para analizar las propuestas para la atribución de una potencia mínima de 400 megavatios (MW). "Me gustaría que esta fase estuviese concluida hasta finales del primer trimestre del próximo año, ya que el jurado tendrá tiempo para tratar sobre el asunto con el rigor y la solidez necesarias", indicó Pinho.
La primera fase del concurso la ganó con 1.200 megavatios de potencia eólica el consorcio Eólicas de Portugal, liderado por Energías de Portugal (EDP) y participado por la española Endesa (a través de su empresa Finerge y de su sociedad con Sonae a través de TP). En esta segunda fase se atribuirán entre 400 y 600 MW de potencia y solamente se han podido presentar las empresas que se postularon a la primera: Los consorcios NEI, liderado por Iberdrola y Gamesa , Ventivest (de Galp) y Ventonorte (presidido por Enel y Unión Fenosa). Después habrá una tercera fase en la que se atribuirá una potencia de 200 MW en un conjunto de pequeños lotes.

cbr20842,1
05-12-2006, 17.32.51
Capital Stage reduziert Conergy-Anteil auf 0,67% von 2,21%
3. Dezember 2006,


FRANKFURT (Dow Jones)--Die Capital Stage AG hat ihren Anteil an dem Solaranlagenbauer Conergy auf 0,67% von 2,21% reduziert. Wie die Hamburger Beteiligungsgesellschaft am Montag mitteilte, erfolgte der Abbau "marktschonend" über die Börse. Hintergrund des Anteilsverkaufs sei eine Risikoadjustierung des Portfolios gewesen. Webseiten: http://www.capitalstage.com

cbr20842,1
05-12-2006, 17.51.06
Study Forecasts Explosive Growth in Voluntary Carbon Offsets Market
LONDON, Dec. 5, 2006 - Voluntary carbon markets are growing at breakneck pace, but could be stymied by a lack of credibility and other factors, according to a new report.

However, according to Voluntary Carbon Offsets Market: Outlook 2007, published by ICF International (http://www.icfi.com/), the voluntary carbon offsets market is still quite small compared to the market for project offsets that companies can use for compliance purposes under the Kyoto Protocol.

The World Bank estimates that in 2005 the market for voluntary carbon offsets made up less than 10 million metric tons (Mt) of CO2e, or less than 1 percent of global carbon market transactions and less than 1 percent of the total market value of US$11 million. The International Emissions Trading Association and World Bank estimate that the market for carbon credits has increased to US$ 2.3 billion in the first nine months of 2006 and that the overall carbon market is now worth more than US$21.5 billion.

The market is experiencing significant growth as companies not subject to caps on carbon emissions decide voluntarily to offset some or all of their emissions from a variety of sources directly or indirectly related to their business activities. A variety of obstacles could, however, impede the market's future growth.

"To continue its recent explosive growth, the voluntary carbon market must decisively address the significant persistent challenges of credibility, fragmentation, and overlap with the mandatory carbon emissions market," said Eric Lounsbury, carbon market analyst in ICF's London Office. "The emerging standards for project development and verification are a positive sign that the voluntary market is ready to take the next step in its maturation and development. The market will, however, need to adapt to meet increased stakeholder expectations on environmental integrity and to maintain its niche alongside the market for Kyoto-compliant carbon credits."

"Our analysis examines several scenarios for the evolution of the market for voluntary carbon offsets, and our base case forecasts global demand of around 400 Mt of CO2e per year by 2010," said Abyd Karmali, managing director for ICF's European operations. “Market drivers among the different categories of buyers are diverse and include reputation, experience, and principle. Some companies not subject to caps are low emitters and face inherently high costs of reducing emissions, but nevertheless wish to build a reputation for environmental stewardship and are choosing offsetting as one of the components in their climate strategy. Others recognize that participating in voluntary carbon markets is excellent preparation for future life under a mandatory cap-and-trade scheme. Some companies that have begun to use offsets are doing so based on the principle that it is a means of sharing the responsibility for managing emissions between producers and consumers. We see rapid growth in each segment.”

cbr20842,1
06-12-2006, 20.30.10
Analyst Says EIA Ethanol Outlook Too Low

Wednesday December 6, 2:06 pm ET

UBS Analyst Says Outlook for Ethanol Demand by the Energy Information Administration Too Low

NEW YORK (AP) -- A UBS analyst countered a government outlook on demand for ethanol Wednesday, saying the agency may be underrating the industry's rapid growth.
The Energy Information Administration's annual energy outlook, issued Tuesday, projected that ethanol demand will more than double from today's level to 11.2 billion gallons in 2012.
But analyst Chris L. Shaw said his research suggests that, if all announced plants are built, U.S. ethanol capacity could reach 12 billion gallons as soon as 2008. He believes "this would translate to a similar level of demand for 2009, as we see supply opening up new sources of demand."
The EIA data suggests the market may be underestimating ethanol supply in the coming years, he said.
According to the Ethanol Promotion and Information Council, a trade group, there are currently 53 ethanol plants under construction in the U.S., and another seven are expanding. When complete, the plants will have capacity to produce about 4.2 billion gallons of ethanol.
Currently, there are 109 ethanol plants operating in the U.S. with capacity for 5.28 billion gallons.
Shares of ethanol producers largely retreated Wednesday. In afternoon trading, Verasun Energy Corp. shares dropped $1.71, or 6.8%, to $23.44 on the New York Stock Exchange. Aventine Renewable Energy Holdings Inc. saw its stock lose $1.16, or 4.7%, to $23.39. Andersons Inc. shares fell 70 cents to $39.21.

cbr20842,1
06-12-2006, 20.37.30
Verasun Energy

cbr20842,1
06-12-2006, 20.40.06
Aventine Renowable Energy

cbr20842,1
06-12-2006, 20.50.28
Il piu' piccolo tra i "solari" tedeschi, 3 mesi da dimenticare

Balinor
07-12-2006, 15.41.11
sec me hai visto giusto cbr oggi sono entrato su solon
in ottica speculativa a 20,76 forse era sceso molto e adesso
quota a 13 il p/e di quest'anno e 10 il prossimo
ha avuto dei problemi di consegna con dei pannelli ho letto
sul report se li mette a posto forse risalira' un pochetto
ma la tecnologia sinceramente devo ancora capire che
produttivita' hanno questi pannelli a terra se sono paragonabili
per es a quelli di solarworld
e' un titolo da monitorare sempre cmq :)
ciaoo

cbr20842,1
08-12-2006, 20.49.50
JV sulla produzione di solo silicio per 1000 tonnelate/anno, circa il 5% della domanda mondiale.


Der Solartechnik-Hersteller Solarworld erweitert seine Kapazitäten für die Siliziumproduktion im sächsischen Freiberg. Ein mit der niederländischen Scheuten Solarholding geschlossenes Gemeinschaftsunternehmen soll eine Anlage zur Herstellung von hochreinem Solarsilizium bauen, teilte Solarworld am Donnerstag in Bonn mit. Der knappe Rohstoff werde deutschlandweit erstmals unter Verwendung des - unlimitiert verfügbaren - metallurgischen Silizums industriell gewonnen. Als Kapazität seien zunächst 1000 Tonnen im Jahr geplant. "1000 Tonnen bedeuten fünf Prozent des derzeit weltweiten Solarsiliziumbedarfs", sagte Vorstandschef Frank Asbeck. Die Titel von Solarworld legten 2,1 Prozent zu.
financial times deutschland

cbr20842,1
08-12-2006, 21.06.07
sec me hai visto giusto cbr oggi sono entrato su solon
in ottica speculativa a 20,76 forse era sceso molto e adesso
quota a 13 il p/e di quest'anno e 10 il prossimo
ha avuto dei problemi di consegna con dei pannelli ho letto
sul report se li mette a posto forse risalira' un pochetto
ma la tecnologia sinceramente devo ancora capire che
produttivita' hanno questi pannelli a terra se sono paragonabili
per es a quelli di solarworld
e' un titolo da monitorare sempre cmq :)
ciaoo

Tra i pannelli a terra e quelli classici da tetto non c'è nessuna differenza di resa energetica, l'unico problema è il mercato a cui si rivolge.
Impianti a terra richiedono spazio, sugli edifici lo spazio non è un problema(se non estetico)mentre a terra sono un ingombro e non molta gente è disposta a perdere spazio e valore dei terreni (sia in senso economico che temporale, una volta messi stanno li almeno 20 anni).
Comunque io non ci sono ancora entrato, sono sempre con Conergy, ma questa ora la seguo da vicino è andata proprio giu'...
Ciao

cbr20842,1
08-12-2006, 21.19.14
Finalmente scende un po:D

Vestas Wind Systems fell 3.25 to 224, still hit by reports of gear problems on wind turbines at the Kentish Flats windfarm offshore the UK coast. The stock has, however, risen sharply in the past few weeks since the group released a bullish guidance for the coming years in connection with its third quarter report in late November.
COPYRIGHT
Copyright AFX News Limited 2006

cbr20842,1
10-12-2006, 20.40.35
Debutto atteso giovedi.

NEW YORK, Dec 10 (Reuters) - Ethanol may still be popular with U.S. policy makers, but investors are increasingly leery. Ethanol's lack of visibility at gas stations is fueling skepticism about the scheduled initial public offering of US BioEnergy Corp., a producer of the alternative fuel.
Record high costs for crude oil led to higher gasoline prices this the summer, sparking intensified support for ethanol or ethyl alcohol to reduce dependence on foreign oil.

Ethanol producers tried to latch onto the renewable energy fervor, but have generated mixed IPO results due to uneven valuations for producers and volatile prices for the "green" fuel itself, analysts said.
An autumn decline in oil prices also softened the summer's outcry to increase use of alternative energy. That dropped prices for the fuel and dampened the outlook for US BioEnergy, which is scheduled to float on Thursday. "The question is, 'What is so different about US BioEnergy that is going to turn this around?'" said David Menlow, president of IPOfinancial.com. "We are not especially confident that it is."

President George W. Bush and other U.S. officials continue to support ethanol, which is manufactured domestically from corn, in an effort to reduce oil imports from the Middle East 75 percent by 2025.
On Tuesday, the federal Energy Information Administration forecast U.S. ethanol demand would more than double to 11.2 billion gallons a year by 2012 and 14.6 billion gallons a year by 2030.
But despite the rosy outlook, investors are hesitant to buy without clearer signs of public acceptance, including pumps at local gas stations that carry E-85, a fuel blend that is 85 percent ethanol, Menlow said. "Ethanol is still a little too much of a novelty for people to take seriously," he added.

Ethanol is already mixed with gasoline, whether consumers know it or not, said Raymond James analyst Pavel Molchanov.
While flex-fuel vehicles can use the higher fuel blend, the oil industry already uses lower levels of ethanol as a replacement for gasoline additive MTBE, a suspected carcinogen banned in several states.
"When a consumer buys gasoline, chances are it has a small percentage of ethanol in it," Molchanov said. "Because ethanol producers deal primarily with commercial buyers, the issue of brand recognition is less significant to them."
IPO RESULTS The US BioEnergy float and of ASAlliances Biofuels Inc., which also has registered for an IPO, is complicated further by the checkered performance of recent IPOs from ethanol companies.

VeraSun Energy Corp. floated shares in June when U.S. crude oil <CLc1> prices rose to more than $70 a barrel and its stock soared to a year high of $30.30.
The strong debut set the stage for Aventine Renewable Energy Holdings Inc. , but after pricing at $43, the top of a raised range, the shares sank 10 percent on opening day.
Aventine shares closed at $22.60 on Friday, while VeraSun closed at $22.58. The falling fortunes led Hawkeye Holdings Inc., the third largest U.S.-based ethanol producer, to withdraw its IPO in September, just days before the offering.
Pacific Ethanol Inc. the first U.S. ethanol company to float shares, made its debut in 2005 at $9.30 and the stock rose as high as $44.50 earlier this year. But the company, which lists Bill Gates as an investor, met the same fate as VeraSun and Aventine and its shares closed on Friday at $17.56.

"The issue is valuations," said Ian Horowitz, an analyst with Soleil Securities Group. "People are trying to get their arms around what these companies are worth."
US BioEnergy is attempting to raise about $150 million with an offering of almost 9.4 million shares.
A pricing at the midpoint of a $15 to $17 forecast range, would value the company at about $1 billion. The company also has a price-to-book value of 2.3, below Aventine at 3.3 and VeraSun at 3.5, said Francis Gaskins, president of IPO Desktop.

cbr20842,1
10-12-2006, 20.42.57
Trina Solar Files IPO; Will Be Second Chinese Solar Products Maker to Trade Publicly in U.S.


WASHINGTON (AP) -- Trina Solar Ltd., which makes solar-power products in China, has filed for an initial public offering on the New York Stock Exchange. Trina will be the second Chinese solar-products company going public in the United States. Suntech Power Holdings Co., a China-based manufacturer of solar cells, made its listing debut on the NYSE last December.
Suntech Power also supplies solar cells to Trina Solar, according to the Trina's filing with the U.S. Securities and Exchange Commission.

Trina Solar said in the filing Wednesday that it applied to list its American Depositary Shares under the symbol TSL.
The company didn't disclose how many shares will be offered, nor did it provide an estimated price range for the offering, but it said the IPO could be worth up to $100 million.
The company said it intends to use the proceeds of this offering to purchase raw materials, to complete its solar-cell manufacturing facility and expand production lines, to expand research and development efforts and for general corporate purposes and the acquisition of businesses, products and technologies. For the nine months ended Sept. 30, the company earned $7.8 million on revenue of $75.7 million compared with $1.3 million on revenue of $11.4 million.

cbr20842,1
11-12-2006, 18.15.32
Bel candelozzo rosso, nessuna notizia e volumi alti.
I concorrenti : AVENTINE RENEW ENRGY -2,2%
PACIFIC ETHANOL INC -1,5
ANDERSONS +1,43%

cbr20842,1
12-12-2006, 16.55.28
I cinesi continuano a raccoglier capitali in usa...

Solarfun Power files to sell 12 mln ADS in US IPO
WASHINGTON, Dec 11 (Reuters) - Solarfun Power Holdings Co. Ltd., a maker of photovoltaic cells and modules, on Monday said it plans to sell 12 million American depositary shares for between $11.50 and $13.50 per ADS in an initial public offering.
Goldman Sachs (Asia) LLC and CIBC World Markets will have the option to buy 1.8 million more ADSs from selling shareholders, according to a preliminary offering document with the U.S. Securities and Exchange Commission.
The company, which is based in Qidong, China, said each ADS represents five common shares.
It is seeking a Nasdaq listing under the symbol "SOLF"

cbr20842,1
12-12-2006, 16.57.48
e pure i canadesi...

ATS subsidiary Photowatt posts pre-IPO loss
Dec. 11, 2006. 05:50 PM
CANADIAN PRESS

CAMBRIDGE, Ont. — Photowatt Technologies, the proposed spinoff of ATS Automation Tooling Systems Inc. (TSX: ATA (http://torontostar.morningstar.ca/cb/member_TORSTAR.asp?targetcontent=5&targetID=ATA)), reported a US$4.3-million loss through the six months ended Sept. 30, compared with a profit in the same period in 2005.
The solar power cell company which reported its results in U.S. dollars said it earned US$4.5 million for the six months ended Sept. 30, 2005, in documents filed with U.S. securities regulators.
Revenue in the period was $66 million in 2006, up from $56.9 million for the six months in 2005.
ATS, which employs about 3,900 people at 26 manufacturing facilities around the world, designs and produces automated manufacturing and test systems. It also produces solar energy cells and modules.
ATS shareholders approved the planned spin off and initial public offering for Photowatt in October.
Once the Photowatt is completed, ATS will transfer its solar business to Photowatt.
The company has applied to list its stock on the Nasdaq and Toronto Stock Exchange.

cbr20842,1
13-12-2006, 10.06.02
sec me hai visto giusto cbr oggi sono entrato su solon
in ottica speculativa a 20,76 forse era sceso molto e adesso
quota a 13 il p/e di quest'anno e 10 il prossimo.
e' un titolo da monitorare sempre cmq :)
ciaoo

Complimenti Balinor, io non ho avuto il coraggio di metterci il naso dentro!
Segnalami quando esci, grazie;)

cbr20842,1
13-12-2006, 17.58.08
Complimenti Balinor, io non ho avuto il coraggio di metterci il naso dentro!
Segnalami quando esci, grazie;)

Chiuso a 22,88 + 6%:eek:
per te:D
per me:mad:

cbr20842,1
14-12-2006, 17.28.53
Oggi bellissma:D , secondo me si va al test dei 46, se li supera si torna sui massimi.

cbr20842,1
14-12-2006, 20.49.26
NORWAY: December 14, 2006

OSLO - Renewable Energy Corporation will build the world's biggest solar energy equipment plant in its Heroeya facility in southwestern Norway for 2.5 billion Norwegian crowns (US$407.8 million).

REC, a leading maker of such equipment, said the investment in two plants in Heroeya will expand silicon wafer production -- the key component of solar panels -- sufficient to generate an additional 650 megawatts of energy.
"When up and running, total annual production will be close to 1.3 gigawatts, making Heroeya by far the largest solar production site in the world," REC said in a statement on Wednesday.
REC said the two plants will go into production in the fourth quarter of 2008 and second quarter of 2009, respectively.
"Annualised revenues from the new plants alone will represent between 5 and 6 billion crowns, calculated using estimated industry pricing for 2006, on long-term contracts," said REC.
REC shares have jumped in recent weeks on the back of strong results, growing demand for solar power and hopes that government policy would pile cash into renewable energy to cut the use of fossil fuels and emissions of greenhouse gasses.
The company's shares were up 1.4 percent at 109.5 crowns at 0811 GMT on a weaker Oslo bourse, valuing the company at around US$8.8 billion.


REUTERS NEWS SERVICE

cbr20842,1
14-12-2006, 21.16.25
December 14, 2006Sulzemoos, Germany: Phönix SonnenStrom AG Raises €7.3M
In the context of a private placement, with partial use of the approved capital for 2006 and to the exclusion of the pre-emptive rights of existing shareholders, Phönix SonnenStrom AG has placed 552,000 new no-par bearer shares with institutional investors.
As a result, the share capital has risen from € 5,525,000 to € 6,077,000. The new shares are to be admitted to trading on the official market (Prime Standard) of the Frankfurt Stock Exchange without a prospectus and will be entitled to a profit share as from 1 January 2006. Through the capital increase the company has generated gross proceeds of € 7,341,600.
The funds obtained are to be used to grow the company as planned and for the ongoing internationalization of the Group.
Phönix SonnenStrom AG, based in Sulzemoos near Munich, is a systems supplier in the German and European photovoltaic sectors. The company currently has around 100 employees and generated sales of € 111 million in 2005.

Further details about: Phönix SonnenStrom AG (http://www.sonnenstromag.de/)

cbr20842,1
14-12-2006, 21.28.46
Questa non la seguivo proprio, ho dato un occhiata veloce : quotata sul Xetra, ISIN DE000A0BVU93, interessante confrontato ai concorrenti il P/E 15,9.P ero' ha una capitalizzazione di soli 77 milioni. Con oggi, vedi notizia sopra, aumento di capitale concluso (riservato istituzionali)

cbr20842,1
15-12-2006, 10.32.14
Ha brekkato anche i 47! Anche oggi volumi altissimi.

cbr20842,1
18-12-2006, 17.06.21
Quando escono sti buy stratosferici mi vengono in mente i report del 2000.
Vendute tutte le Conergy con un 30% di guadagno.

Finanzen.net
Conergy buy
Montag 18. Dezember 2006


New York (aktiencheck.de AG) - Die Analysten von Citigroup stufen die Aktie von Conergy (ISIN DE0006040025/ WKN 604002) unverändert mit "buy" ein und bestätigen das Kursziel von 83,33 EUR.

cbr20842,1
18-12-2006, 17.17.00
US BioEnergy Corporation Announces Pricing of Its Initial Public Offering
Friday December 15, 7:38 am ET
INVER GROVE HEIGHTS, Minn.--(BUSINESS WIRE)--US BioEnergy Corporation announced that the initial public offering of 10,000,000 shares of its common stock was priced at $14.00 per share. All of the shares of common stock are being sold by the Company. The Company has granted the underwriters an option to purchase up to 1,500,000 additional shares of common stock to cover over-allotments, if any. The offering is expected to close on December 20, 2006.
The Company's common stock has been approved for listing on The NASDAQ Global Market under the symbol "USBE."
UBS Investment Bank and Piper Jaffray are the joint book-running managers of the offering. William Blair & Company and A.G. Edwards are co-managers.
A registration statement relating to these securities has been filed and declared effective by the Securities and Exchange Commission. This press release shall not constitute an offer to sell or the solicitation of an offer to buy, nor shall there be any sales of these securities in any state or other jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities law of any such state or other jurisdiction.
Copies of the final prospectus relating to this offering, when available, may be obtained by contacting UBS Investment Bank, Prospectus Department, 299 Park Avenue, New York, NY 10171 (800-223-3006) or Piper Jaffray & Co., Prospectus Department, Suite 800, 800 Nicollet Mall, Minneapolis, MN 55402 (877-371-5212).
About US BioEnergy Corporation
US BioEnergy Corporation is a producer and marketer of ethanol and distillers grains. The company currently owns and operates three ethanol plants and has three additional ethanol plants under construction. Upon completion of these initiatives, the company will own and operate six plants with combined expected ethanol production capacity of 500 million gallons per year.


Contact:Media Contact:US BioEnergy CorporationKristi Lee, 605-696-3150klee@usbioenergy.net (klee@usbioenergy.net)</SPAN>

Balinor
19-12-2006, 09.28.45
Segnalami quando esci, grazie;)

uscito a 23,3 :)
questo e' un risultato merito soprattutto dei
tuoi grafici e delle tue analisi
sinceramente volevo tenerlo ancora ma ho dei dubbi
circa la marginalita' del gruppo e un rimbalzo cosi non si
deve sprecare
ciaoo

cbr20842,1
19-12-2006, 11.06.20
Finalmente ho scovato un indice dei titoli del solare a livello mondiale.
Viene calcolato ogni settimana, io l'aggiornamento pero' lo metterò il martedi perche per averlo il sabato mattina si pagano$:D
Dal 01/01/06 è salito del 14%(fanno un confronto con l'indice AMEX OIL che è salito dell'11,9%), la settimana passata del 3,3%(AMEX +1,9%).
La capitalizzazione è di 26,4 miliardi di euro.
Nella tabella sono riportate in ordine : NOME, Prezzo venerdi scorso con valuta di riferimento, % da inizio anno, % della settimana, paese, sottosettore di attività.

cbr20842,1
19-12-2006, 11.07.34
Non so perchè l'ultimo allegato non è comparso, apritevelo da soli:D

cbr20842,1
19-12-2006, 13.59.31
Enel ha firmato un contratto con la societ&#224; spagnola Gamesa per l'acquisto di 195 aerogeneratori. Lo comunica la societ&#224; guidata da Fulvio Conti in una nota, specificando che le macchine, in grado di erogare una potenza complessiva di 166 MW, saranno installate in diversi parchi eolici italiani e consentiranno di evitare l'emissione in atmosfera di 249.000 tonnellate di CO2 l'anno. L'operazione, che ha un valore superiore ai 138 milioni di euro, &#232; parte di un piano di investimenti per oltre 4 miliardi di euro che mira a fare di Enel la societ&#224; dell'energia pi&#249; avanzata al mondo nella ricerca di soluzioni innovative per ridurre l'impatto ambientale della produzione e distribuzione di energia elettrica. Il contratto con Gamesa - il pi&#249; grande mai sottoscritto dal Gruppo spagnolo sul mercato eolico italiano - prevede l'acquisto di aerogeneratori G5X-850 kW da fornire nel periodo 2007-

cbr20842,1
19-12-2006, 14.46.12
Collocata a inizio ottobre, ISIN DE000A0JL9W6, capitalizzazione 880 milioni, scambia poco di media 180.000pz, puo' essere interessante a chi cerca produttori di etanolo europei e non vuole rischio di cambio.
Sito internet in inglese con dati : http://www.verbio.de/en/index.html

cbr20842,1
19-12-2006, 14.49.08
news di ieri
December 18, 2006
Wuxi, China: Suntech Signs Five Year Wafer Purchase Agreement
Suntech Power has entered into an agreement with Sunlight Group Inc. to purchase silicon wafers over a 5-year period. Sunlight is headquartered in the U.S. with China and Japan-based production. The contract provides for increased volumes over the course of the term at fixed prices for each year with an annual price review for each calendar year.
Based on existing contract prices, the value of the silicon wafers to be supplied is approximately $366 million to $670 million.
''We are very pleased to enter into this agreement with Sunlight and look forward to a long term, strategic relationship with them. It is exciting to be able to secure yet another meaningful contract for silicon which will enable us to achieve our ambitious growth targets during a time of industry-wide silicon supply shortages. As all of these long term silicon supply contracts are priced measurably below spot market prices, we will see immediate cost savings when they take effect in 2007. Supply agreements such as these enable us to be among the fastest growing, lowest cost providers of PV products in the industry,'' said Dr. Zhengrong Shi, Suntech's chairman and CEO.
This agreement with Sunlight combined with recent deals with suppliers such as Comtec, MEMC and REC will enable Suntech to exceed its previous expectation that 70% of its wafer supply needs for its projected 2007 PV cell production output will be from fixed-price, multi-year contracts.
Further details about: Suntech Power (http://www.suntech-power.com/)

cbr20842,1
20-12-2006, 12.33.43
UK Offshore Wind Projects Given Green Light

by Sara Parker, Staff Writer
The British government gave the go-ahead yesterday for two major offshore wind farms -- the London Array and the Thanet -- to be built off the southeast coast of England in the Thames Estuary. Together, the projects will boast more than 400 turbines and are expected to produce up to 1.3 gigawatts of electricity when fully operational.
According to the British Wind Energy Association (BWEA), the projects comprise the largest amount of wind power ever to be awarded consent by the Department of Trade and Industry (DTI) and the Department for Environment Food and Rural Affairs (Defra) in a single day.

"Britain is second only to Denmark in the offshore wind sector and projects such as the London Array, which will be the biggest in the world when completed, and Thanet underline the real progress that is being made," said UK Secretary of State for Trade and Industry Alistair Darling yesterday.

Located approximately 12 miles off the Kent and Essex coast in the outer Thames Estuary, the London Array will be made up of approximately 341 turbines generating 1,000 megawatts (MW). Development and construction on the project is expected to take place in two phases to allow monitoring results on bird impacts to be assessed.

"This is a significant step forward in the development of the London Array offshore wind farm. The UK Government has a target of 10% of energy generation from renewables by 2010 and an aspiration to double that by 2020; to help reach these targets it is imperative that large scale wind farms such as London Array get the go-ahead and are built in the not too distant future," said Andrew Murfin, a director of London Array Limited.

London Array Limited, which is developing the project, is comprised of three partners: Shell WindEnergy Ltd., E.ON UK Renewables, and CORE Ltd. The consent for the onshore substation, necessary to connect London Array into the national grid, remains outstanding and will be subject to a public inquiry.

Thanet offshore wind farm, which will be located approximately seven miles off the coast of East Kent, will be comprised of 100 turbines generating up to 300 MW. The GBP 500 million [U.S. $973 million] project, led by developer, Warwick Energy, is being fast-tracked for delivery in 2008.

"Receiving consents is a major milestone for any project and we are relieved to have finally reached this point for Thanet," said Mark Petterson, Project Director.

The projects are the first consents to be awarded in the UK's second phase offshore wind development plan. According to Warwick Energy, the Thanet project is expected to be the first Round 2 offshore wind farm to be built in the UK since it has already reached an advanced stage on the technical front -- and all necessary consents are now in place for the project to proceed.

Currently, there are two phases of offshore development in the UK -- Round 1 and Round 2. A number of Round 1 projects have already been commissioned including North Hoyle, Scroby Sands, Kentish Flats and Barrow, and Burbo Bank.

Round 2, with higher numbers of turbines and at greater distances from shore, is taking place in three strategic areas -- the Thames Estuary, the Greater Wash, and off the coast of North Wales/North West England.

"The BWEA is delighted by the first consent for the second phase of the UK's world-leading offshore program. The significance of London Array is far greater than the project itself, although this will bring many notable benefits to the UK in terms of clean, carbon free generation," said Maria McCaffery, BWEA's chief executive. "Far more important is the clear signal from the UK to the rest of the world that this country is open for business for offshore wind and we look forward to more consents in the near future."

The British government's primary mechanism for supporting the development of new renewable generating capacity, including windfarms is the Renewables Obligation (RO). The RO, which was introduced in 2002, is a market-based mechanism that requires electricity suppliers to source an increasing percentage of their electricity sales from eligible sources of renewable energy. The Energy Review that DTI published in July outlined plans to increase the RO to 20 percent.

"Achieving rapid growth in offshore renewables is essential if we are to reduce carbon emissions and improve the security of our energy supplies. The changes we have proposed to the Renewables Obligation in the Energy Review will give additional incentives to the development of marine energy," said Secretary Darling.

cbr20842,1
20-12-2006, 12.35.22
REC crea la mayor fábrica de obleas del mundo

Renewable Energy Corporation (REC), fabricante noruego de silicio, obleas y células fotovoltaicos, ha anunciado una inversión de más de 400 millones de euros en la ampliación de su centro de producción de obleas. La producción actual, en la fábrica de Herøya, se duplicará para llegar a los 1.300 MW. El conjunto se convertirá en “el mayor complejo del mundo” para la producción de obleas, según un comunicado de REC.18 de diciembre de 2006
El proyecto incluye la construcción de dos centros adicionales de producción en Herøya, “para responder a la fuerte demanda continuada, tanto desde terceros como de la propia producción de células fotovoltaicas de REC”, afirma la empresa. REC prevé iniciar la producción en la primer unidad nueva a finales de 2008 y en la segunda en el segundo trimestre de 2009.

“REC tiene un posicionamiento singular dentro de la industria de la energía solar, ya que es la única empresa con presencia en toda la cadena de valor”, mantiene la empresa noruega. “REC Silicon y REC Wafers son los mayores productores del mundo tanto de silicio de grado solar como de obleas solares”, afirma un comunicado de REC. Además, REC Solar fabrica células y módulos solares.

Más información:
www.recgroup.com (http://www.recgroup.com/)

cbr20842,1
20-12-2006, 12.37.54
NEW YORK (AP) -- Trina Solar Ltd., a Chinese maker of solar power products, climbed above its initial public offering price Tuesday in midday trading.
The stock rose from the offering price of $18.50 per share to $21.45 on the New York Stock Exchange, retreating from a strong opening at $26.
The offering of about 5.3 million American depositary shares raised about $98.1 million. Each ADR represents 100 regular shares of the company. Underwriters have a 30-day option to buy another 800,000 ADRs.
The deal priced well above a previously expected range of $13.50 to $15.50. Trina Solar, which trades under the ticker symbol "TSL," is the parent of subsidiary Changzhou Trina Solar Energy Co. Ltd.


Trina Solar Files IPO; Will Be Second Chinese Solar Products Maker to Trade Publicly in U.S.


WASHINGTON (AP) -- Trina Solar Ltd., which makes solar-power products in China, has filed for an initial public offering on the New York Stock Exchange. Trina will be the second Chinese solar-products company going public in the United States. Suntech Power Holdings Co., a China-based manufacturer of solar cells, made its listing debut on the NYSE last December.
Suntech Power also supplies solar cells to Trina Solar, according to the Trina's filing with the U.S. Securities and Exchange Commission.

Trina Solar said in the filing Wednesday that it applied to list its American Depositary Shares under the symbol TSL.
The company didn't disclose how many shares will be offered, nor did it provide an estimated price range for the offering, but it said the IPO could be worth up to $100 million.
The company said it intends to use the proceeds of this offering to purchase raw materials, to complete its solar-cell manufacturing facility and expand production lines, to expand research and development efforts and for general corporate purposes and the acquisition of businesses, products and technologies. For the nine months ended Sept. 30, the company earned $7.8 million on revenue of $75.7 million compared with $1.3 million on revenue of $11.4 million.

cbr20842,1
20-12-2006, 16.37.37
Cosi' si spiega l'ennesimo balzo del 7%. La eu ha autorizzato lo stato di brandeburgo a finanziare costruzione nuova fabbrica.
20.12.2006

Hamburg, 20 December 2006 - The European Commission today authorised EU money for Hamburg-based Conergy AG to develop the world’s most modern PV production facility. The plant in Frankfurt an der Oder will generate more than 1,000 jobs in the medium term and from mid-2007 will manufacture state-of-the-art PV in modules with the "Made in Germany" label.European funds have been approved for Conergy’s overall investment plans in the Frankfurt-Oder region, including a possible second development phase. Due to the high total investment, the EU’s approval of EUR 76 million in funding was a prerequisite for progress-related disbursement of funding by the State of Brandenburg.

About Conergy Conergy AG is considered to be the highest volume solar company in Europe, and also numbers among the leading international providers of other rapidly growing fields of renewable energy, including bioenergy. Conergy pursues a customer-oriented global growth strategy which aims to offer each energy consumer worldwide the most appropriate technology in attractive markets for renewable energies. In foreign markets, the energy requirement for electricity, heat or cooling varies greatly. Conergy therefore offers a wide range of regenerative energy products, and has an internationally oriented management team. The Conergy Group is now represented with its own branch offices on five continents.

end of announcement euro adhoc 20.12.2006 15:34:55

cbr20842,1
21-12-2006, 10.58.19
News di ieri : Sanyo vuole raddopiare capacità di produzione

TOKYO - Sanyo Electric Co. Ltd. said on Tuesday it will spend 19 billion yen (US$161 million) to more than double its solar cell production capacity to better compete with larger rivals such as Sharp Corp.


Solar cells are one of the core businesses of the struggling consumer electronics maker, which also focuses on rechargeable batteries, digital cameras and mobile phones.
Sanyo, which competes with Sharp and Germany's Q-Cells, said it will spend about 9 billion yen in the business year starting next April and 10 billion yen in the following year to boost its annual capacity to 350 megawatts from the current 165 megawatts.
The Osaka-based company aims to boost its solar cell sales by 18 percent to 56 billion yen (US$474.9 million) or more in the year to next March 31. That would be 2.5 percent of its group sales forecast for the year of 2.2 trillion yen.
Global solar cell sales are rising rapidly due to higher oil prices and growing demand for renewable energy sources. Following the announcement, shares in Sanyo closed down 2.5 percent at 158 yen, underperforming the Tokyo stock market's electrical machinery index IELEC, which fell 1.13 percent. (US$1=117.92 Yen)

cbr20842,1
21-12-2006, 11.00.06
China Halts Expansion of Corn Ethanol Industry; Focus on Biomass Feedstocks
20 December 2006

China has suspended further expansion of its corn ethanol industry in order to halt a rapid increase in corn prices, which climbed almost 5% in November.
The National Development and Reform Commission (NDRC) has ordered local governments to stop approving new projects that process corn for industrial uses, to use non-grain feedstocks to produce biofuels (e.g., cellulosic ethanol from biomass), and to develop the industry more effectively.
China processed more than 23 million tonnes of corn for industrial use last year, an increase of 84% from 2001, while output of corn only grew by 21.9% over the same period. China currently produces around 10 million tonnes of ethanol annually (3.3 billion gallons).
Ethanol mixed with gasoline is sold in five provinces and 27 cities in China, accounting for 20% of the country’s total gasoline consumption.

Expanding industrial demand, along with increasing need for corn by livestock and the reluctance of corn growers to sell in expectation for higher prices, have contributed to a 6.8 per cent rise in the price of corn this year.
“Excessive expansion of corn growing will squeeze the production of wheat and rice,” an official with the NDRC said.

cbr20842,1
22-12-2006, 09.05.57
Notizia di ieri pomeriggio...

Bonn, Germany: SolarWorld to Raise Wafer Production Capacity to 500 Megawatts
SolarWorld AG announced today that the company will now further expand its capacity for the production of solar silicon wafers at its Freiberg location from the current 250 Megawatts within the next 28 months to 500 Megawatts.
50 per cent of this volume has already been sold until 2018 by way of long-term supply contracts with the international solar cell industry. The other half will go into the group's internal value creation process. The solar silicon needed for the production of the 500 MW of solar wafers is secured by way of long-term delivery agreements with leading international silicon producers, the establishment of its own silicon factories and its Freiberg recycling facility.
SolarWorld AG will finance new investments without touching its equity capital base. The company has managed to raise a total of 306.5 million dollars worth of borrowed capital from major investors in the United States and Europe. These investors will make the capital available to the group for periods between seven and twelve years at very competitive conditions.
With this financing round the group has gained new access to highly liquid capital markets in the USA and, in doing so, extends its financing leeway irrespective of the banks.
Further details about: SolarWorld AG (http://www.solarworld.de/)

cbr20842,1
27-12-2006, 20.28.22
Acquisto 100% Gmb, che produce pompe di calore:


Dow Jones
Conergy steigt mit GMB-&#220;bernahme in W&#228;rmepumpenproduktion ein
Mittwoch 27. Dezember 2006, 16:51 Uhr




FRANKFURT (Dow Jones)--Die Conergy AG steigt mit der &#220;bernahme der G&#252;strower Maschinenbau GmbH (GMB) in die Produktion hochleistungsf&#228;higer W&#228;rmepumpen ein. Damit wolle Conergy ihren Kunden k&#252;nftig eine weitere zukunftsweisende Technologie f&#252;r regenerative Energiel&#246;sungen anzubieten, teilte das im TecDax notierte Solarunternehmen am Mittwoch mit. W&#228;rmepumpen nutzen die Energie aus Umgebungsluft, Wasser oder des Erdreichs, um Heizungsw&#228;rme zu produzieren. "Die Nachfrage f&#252;r diese regenerative Systemtechnologie wird sich angesichts steigender Kosten f&#252;r &#214;l und Gas in den n&#228;chsten Jahren weltweit vervielfachen. Aktuell w&#228;chst der Markt in Deutschland f&#252;r W&#228;rmepumpen um &#252;ber 100%", erkl&#228;rte Joachim Schreier, Gesch&#228;ftsf&#252;hrer und Gr&#252;nder der G&#252;strower Maschinenbau GmbH. Das Unternehmen besch&#228;ftigt den Angaben zufolge gegenw&#228;rtig 30 Mitarbeiter. Finanzielle Einzelheiten der Transaktion wurden nicht bekannt gegeben. Webseite: http://www.conergy.de

cbr20842,1
29-12-2006, 20.37.26
Honda Sees Mass Production of Fuel-Cell Cars Possible by 2018

29 December 2006

Honda Motor Co. thinks it will be able to mass produce fuel-cell vehicles for the general market by 2018, Honda President Takeo Fukui said in a recent interwiew with Kyodo News.

Honda plans to begin leasing a hydrogen fuel-cell vehicle based on its FCX Concept in Japan and the United States in 2008. The stack in the current FCX Concept delivers 100 kW of power, and the vehicle has a range of 560 kilometers (350 miles).


By evolving a next model based on this, I think the level of technology will become very close to that of mass-produced ordinary vehicles within 10 years or so. In 2018, I believe the development [of a fuel-cell car] will have been very advanced. It will become a real possibility to a large degree.
—Takeo Fukui



Fukui told Kyodo that there will be many customers who want to buy a Honda fuel-cell car if it goes on sale for ¥10 million (US$84,000) in the general market. Estimates peg the price of current fuel cell cars at more than 10 times that figure.
Challenges that still need to overcome before mass production is possible for Honda include reducing the amount of noble metals used for fuel cells, improving hydrogen storage and lower-cost production of hydrogen, according to Fukui.

cbr20842,1
29-12-2006, 20.41.45
29 dicembre 2006
Goldman Sachs Invests in Green Earth Fuels


Houston, Texas. Biodiesel producer Green Earth Fuels, and its majority investors, Riverstone Holdings, LLC and The Carlyle Group, announced that Goldman Sachs, through GS Power Holdings, LLC, has invested in Green Earth Fuels. Green Earth is building 86 million gallons of biodiesel production capacity at the Kinder Morgan Galena Park Liquids Terminal located on the Houston Ship Channel in Texas and is expected to be online in the third quarter of 2007. The company has also secured state and local permits for an additional 86 million gallons of production capacity at the Kinder Morgan Terminal in Harvey, Louisiana. Green Earth anticipates beginning construction on this facility in early 2007

cbr20842,1
29-12-2006, 20.43.51
Goldman Sachs Awards First 'Environmental Markets' Research Grants



NEW YORK, Dec. 28, 2006 - The Goldman Sachs Center for Environmental Markets has awarded its first research grants, totaling more than $2.3 million, to fund programs focused on finding market-based solutions to climate change.

The grants have been awarded to:

Resources for the Future, for support over one year of its Climate and Technology Policy Program, which seeks to advance economically sensible approaches to dealing with climate change. Anticipating the adoption and implementation of federal controls on greenhouse gas emissions, the Program's main project brings together companies from across the spectrum of the U.S. economy to inform a report to be written by RFF researchers on well-vetted, detailed policy options, important criteria for policy assessment, and well-articulated concerns from which effective federal policy might be crafted.
World Resources Institute, for a two-year project to analyze the viability of the various technology options that could be deployed both in the U.S. and elsewhere to reduce greenhouse gas emissions and diversify the world's energy sources, including coal gasification, biofuels, renewable power, and carbon capture and storage, among others. The project will assess the financial and market barriers to deployment and scale-up of each technology, and the government policies and economies of scale needed for rapid deployment and delivery of the technologies to the market. The project will also include two in-depth reports analyzing the specific opportunities and issues associated with two of the most promising of the options developed.
Woods Hole Research Center, for a three-year project to examine how to value forest ecosystems and analyze economic alternatives to cutting valuable rainforests. Competing demands on forests for land, soils, water, vegetation and carbon capture necessitate a method of valuing these ecosystems and their associated services in determining the true costs and benefits in making decisions on land usage. This project aims to understand how to value sustainable management of forest ecosystem resources and services at the local, national, and international levels.
"These grants address critical climate change challenges and provide opportunities to design a road map for policymakers on a carbon emissions regulatory framework that will include a business perspective; examine the range of alternative energy solutions; and harness market forces to better understand the value of ecosystems," says Mark Tercek, Managing Director and Head of the Goldman Sachs Center for Environmental Markets.

The center was established when Goldman Sachs instituted its environmental policy framework and supports independent research, programs, and other market-based opportunities with partners in the academic and nongovernmental communities to develop public policy and other options for establishing effective and efficient markets around climate change, biodiversity conservation and ecosystem services. The center plans to disseminate the research and finding of these first three research grants through a combination of publications, conferences, strategic communications and targeted outreach to engage and educate clients and policy makers on climate change issues

cbr20842,1
29-12-2006, 20.45.31
Study Shows Biodiesel Will Add $24 Billion to U.S. Economy


WASHINGTON, Dec. 29, 2006 - America's biodiesel industry will add $24 billion to the U.S. economy between 2005 and 2015, according to a study by the National Biodiesel Board. The figure foresees biodiesel growth reaching 650 million gallons of annual production by 2015.

The economic analysis, conducted by John M. Urbanchuk of LECG and funded by the soybean checkoff through the United Soybean Board, also found that biodiesel production will create a projected 39,102 new jobs in all sectors of the economy.

Additional tax revenues from biodiesel production will more than pay for the federal tax incentives provided to the industry, concluded Urbanchuk. It will keep $13.6 billion in America that would otherwise be spent on foreign oil. This total impact of biodiesel on the economy includes the temporary impacts of construction, the permanent impacts of annual production and the direct value of biodiesel and co-products (glycerin).

"Because these plants buy local goods and local services, the second and third-round employment-generating impacts are really significant," Urbanchuk said. “You’re looking at a fairly substantial employment-generating impact. Most of these jobs are going to be located in rural communities, and you can’t overstate the impact of the biofuels’ industry on these rural economies.”

The study finds that if 498 of the 650 million gallons of estimated biodiesel demand in 2015 is produced from soybean oil, farmer-level soybean prices will increase nearly 10 percent. Using the U.S. Department of Agriculture’s 2006 Long-Term Baseline forecast for soybean prices as a starting point, soybean farmers can expect increased biodiesel demand to increase average soybean prices $0.58 per bushel by 2015.

American Ag’s Lankenau says his plant’s expansion will be worthwhile investment for his business, and for his community.

“I have to believe that 80 percent of dollars we’ve spent stay within 150 miles of here,” he said, adding that of all the businesses he’s run, this is the most fulfilling. “I drive my diesel pickup through our rural area where I see soybeans growing, and it makes me feel good about what I do.”

There are 88 plants in the nation producing an estimated 200 - 250 million gallons of biodiesel in 2006. That’s triple last year’s production of 75 million gallons.

cbr20842,1
29-12-2006, 20.47.45
29 dicembre 2006
Evergreen Solar, Q-Cells and REC Are Equal Partners in EverQ


Marlboro, Massachusetts; Thalheim, Saxony-Anhalt, Germany; and Hovik, Norway. German regulatory authorities have approve previously announced EverQ partnership agreements in which Evergreen Solar, Inc., Q-Cells AG and Renewable Energy Corporation ASA (REC) are to share equally in the net income generated by EverQ, which manufactures solar modules in Thalheim, Germany. The partnership intends to grow the EverQ business to approximately 10 times the size of its first facility, generating 300 megawatts (MW) of solar production by 2010. In the third quarter of 2006, EverQ's first factory ramped to full production capacity of 30 MW. EverQ's second factory (EverQ-2) is on track to begin production in the second quarter of 2007, and is expected to reach its full capacity of 60 MW by the end of 2007.

cbr20842,1
02-01-2007, 18.13.39
2 gennaio 2007
Vestas Receives UK Order for 180 MW Offshore Wind Plant


Randers, Denmark. Vestas has received an order from E.ON UK Renewables for an offshore wind power plant with a total capacity of 180 megawatts (MW). The project consists of 60 units of the V90-3.0 MW wind turbine, and the wind power plant will be located on the Robin Rigg Sandbank within the Scottish waters of the Solway Firth, 9 kilometers off the Scottish coast. The order comprises supply and installation of the wind turbines as well as a five-year operation and maintenance contract. The customer is responsible for the supply of foundations and offshore and onshore cables with substation on land. Delivery and installation is expected to take place during 2008, and the wind power plant is expected to be completed in the spring of 2009.

cbr20842,1
02-01-2007, 18.15.30
2 gennaio 2007
Demand for Solar Energy Products May Reach $1.3 B in 2010


Cleveland, Ohio. Demand for photovoltaic (PV) modules is expected to more than triple from 2005 levels by 2010 to 531 megawatts (MW), valued at $1.3 billion, claims Solar Energy Products, a new study from The Freedonia Group. In 2005, U.S. shipments of PV cells were dominated by crystalline silicon cells, which accounted for 76 percent of shipments in terms of generation capacity. However, thin films will post stronger growth, advancing to more than eleven times their 2005 level by 2010 as more manufacturers begin large-scale production. Solar Energy Products costs $4,300.

cbr20842,1
02-01-2007, 18.19.07
2007 Could Be the Year of Biomethane, Says Newsletter

SAN FRANCISCO, Jan. 2, 2007 - Biomethane, chemically the same as natural gas yet available from essentially any kind of organic waste, is emerging as a viable renewable alternative to fossil fuels.
Biomethane's fundamental production efficiencies make it competitive with such better known liquids as biodiesel and ethanol, even though vehicles need special fuel tanks to handle it.
That's the word from Fleets & Fuels (http://www.fleetsandfuels.com/), a newsletter on advanced technology vehicles and the fuels that drive them.
Biomethane is made from waste -- from animals, crops or even municipal sewage -- so unlike the liquid biofuels, its production involves no diversion of foodstuffs. Production costs are unaffected by world energy market swings.
"We're extremely excited about the potential for biomethane," said Fleets & Fuels editor Rich Piellisch.
"It's potential production efficiencies are terrific, and not at all dependent on the fossil fuel markets," Piellisch said. "And, because its production actually consumes potent greenhouse gases that are often vented to the atmosphere, there's a double benefit in terms of climate change mitigation.
The single investment in suitable vehicles pays off many times during the life of those very clean vehicles.
"Biomethane is fast proving itself in Europe, and entrepreneurs and policymakers in the United States are becoming aware of it too," Piellisch said.
Biomethane is most commonly made via anaerobic digestion of organic biomass material. Thermal gasification of cellulosic (woody) material is emerging as a viable production route too, with production efficiencies shown to be far better than those of liquid biofuels.
Biomethane can be injected into existing natural gas pipelines, and drawn from the pipeline network for vehicle use or any other natural gas application.
Biomethane can easily be processed into compressed natural gas (CNG) for natural gas vehicles or the more energy-dense liquefied natural gas (LNG). There are more than 5 million natural gas vehicles (NGVs) worldwide.
Biomethane (chemically CH4) can also be used as a renewable hydrogen source.

cbr20842,1
04-01-2007, 18.19.34
Retail giant Wal-Mart Stores is thinking big about solar power.

The company put out an RFP (request for proposal) last month to solar electric suppliers and expects to receive responses early this month, according to a representative. The move is part of a long-term plan to convert to renewable energy sources.
Wal-Mart is keeping the details of the proposal under wraps as the process is still ongoing.
However, one person who saw the proposal said that if completed, it could amount to a significantly large installation--on the order of 100 megawatts of power over the next five years.
"To put that into perspective, the solar system currently being installed at Google headquarters (http://news.com.com/Microsoft+vs.+Google+Whos+greener/2100-1022_3-6080297.html) in California--the largest single corporate solar installation in history--is 1.6 MW, about 1/60th the size," wrote Joel Makower (http://makower.typepad.com/joel_makower/2006/12/walmarts_solar_.html), a clean-technology consultant who saw the proposal but is not bidding on it.
Makower said the Wal-Mart proposal called for a system that could be replicated across its stores in five states and make use of available roofing space.
Wal-Mart has set up experimental stores in McKinney, Texas, and Aurora, Colo. These stores are already using renewable power sources, including solar and wind.
"We will continue to use the learnings from those stores to find ways to achieve our renewable energy goals in our other stores across the nation," said spokesman Kory Lundberg.
Corporations take a shine to solar
Although Wal-Mart's bid may not result in any investment, the move is significant as an indicator of growing corporate interest in sustainable practices and technologies.
http://i.i.com.com/cnwk.1d/i/ne/p/2007/solarmart_click_170x110.jpg (http://news.com.com/2300-11746_3-6146843-1.html) Installing solar power is a well understood--and potentially visible--way to use renewable energy. Aided by government incentives such as tax breaks, solar electric systems are becoming more cost-effective as solar companies devise new technologies and target specific markets (http://news.com.com/Solar+industry+chases+a+cheaper+kilowatt/2100-1008_3-6047664.html).
Google is using a flat-panel solar power system installed by a subsidiary of Energy Innovations, a company that specializes in solar systems for flat roofs like those found in office parks.
Microsoft, too, has gotten into the solar game (http://news.com.com/2300-11395_3-6064010-1.html). Last year, it equipped its Silicon Valley headquarters with more than 2,000 solar panels capable of generating 480 kilowatts at peak capacity.
Electronics manufacturer Sharp last year started operation of a plant in Kameyama, Japan (http://sharp-world.com/corporate/news/060919.html), which is capable of generating 5.2 megawatts of power through solar photo voltaics.
Renewable energy is central to Wal-Mart's environmental efforts as well. The company has a vice president of corporate strategy and sustainability, Andy Ruben, and its corporate policy is to reduce its "carbon footprint (http://news.com.com/Supreme+Court+to+consider+climate+change+rules/2100-11395_3-6139083.html)" and greenhouse gas emissions.
Its three specific, long-term environmental goals are: using 100 percent renewable energy; creating zero waste and selling products from sustainable resources. In a speech in October of last year, Wal-Mart president and CEO Lee Scott provided more detail on the company's short-term goals (click for PDF (http://www.walmartstores.com/Files/21st%20Century%20Leadership.pdf)), including a commitment to invest $500 million a year in energy efficiency and technologies to reduce greenhouse gas emissions.
Scott said the company intends to reduce greenhouse gases from its retail locations around the world by 20 percent in the next seven years.
In the next four years, he said the company is working to develop building prototypes (http://news.com.com/Selling+green+buildings+with+people+power/2100-1008_3-5918004.html) that will be 25 to 30 percent more energy efficient and produce up to 30 percent fewer greenhouse gas emissions.

cbr20842,1
04-01-2007, 20.55.06
In ordine, Verasun, Andersons, Pacific Ethanol, Aventine renewable Energy l'ultima e piu' interessante da seguire è Archer daniels è smazzolata da tempo e forse a trovato il fondo da cui ripartire.

Per chi crede (io non tanto) a futuri recuperi e poi rialzi del petrolio sono titoli da seguire....

cbr20842,1
04-01-2007, 21.01.18
Last Update: 1:17 PM ET Jan 4, 2007



NEW YORK (MarketWatch) -- For Metabolix CEO Jim Barber, it's all about plastics.
While Barber's Cambridge, Mass., research-and-development firm has other potential applications for its genetically engineered bacteria, its most direct path to profits lies in its 50-50 alliance to build a plant with Archer Daniels Midland.
Metabolix , which held its IPO in November, hopes to complete construction of the factory and begin producing about 110 million pounds a year of biodegradable plastics derived from corn in 2008.
"It's a good starter plant," said Barber, who is taking aim at the 350 billion-pound U.S. plastics market.
While biodegradable plastics stay strong on the shelf -- just as wood inside a house lasts for hundreds of years -- the material breaks down within weeks once it's exposed to the elements. Petroleum-based plastics don't break down in the environment and eat up about 10% of the oil produced in the U.S.
Barber traced the company's roots in the commercialization of biodegradable plastics to 1992, saying that, after years of effort, technological challenges are "now behind us."
A sampling of products made from Metabolix plastics includes a disposable razor, a plastic bag, a lipstick case and a coffee cup.
Barber said the company is talking to about 30 customers concerning potential applications.
One company, American Excelsior, has used biodegradable plastic stakes for erosion control. The stakes save money because they don't require additional manpower for removal, since they biodegrade.
http://www.marketwatch.com/charts/gifquotes/story-med-ss.img?symb=MBLX&time=20&freq=1&compidx=aaaaa:0&comp=&uf=0&lf=1&lf2=0&lf3=0&state=0&sid=2451591&startdate=&enddate=39086&nosettings=1&style=1012&size=2&mocktick=1&rand= (http://www.marketwatch.com/tools/quotes/intchart.asp?symb=MBLX)
So far, Wall Street seems to like the Metabolix story.
Metabolix shares debuted at $14 on Nov. 10 after pricing at the top of its $12-to-$14 estimated range. The stock rose 9% in its first day of trades and has since risen above the $18 level, having notched a couple of session closes atop $20.
In recent weeks, the stock has drawn analyst coverage, as well, attracting a buy rating from Jefferies and a market-weight rating from Thomas Weisel.
The company uses microbe fermentation through genetically engineered bacteria that consume corn sugar and produce a polymer, for about the same cost as traditional plastic.
About 27 billion pounds of plastic are deposited in landfills per year.
The company is also developing a system using switchgrass to co-produce both PHA Natural Plastics and biomass feedstock for the production of ethanol.
Elsewhere in the IPO market, wireless firm MetroPCS filed to raise more than $1 billion in an IPO on Thursday as 2007 kicks off with a blockbuster IPO.

Steve Gelsi is a reporter for MarketWatch in New York.

cbr20842,1
05-01-2007, 21.07.12
Consumo di energia da fonti rinnovabili al 7,7% nel 2006 in europa. Nel 2005 era al 6,8% sul totale di energia consumata.

BERLIN - Renewable energy usage will rise further in Germany this year after reaching its highest ever level in 2006, the BEE renewable energy association said on Thursday.


Renewable energy sources accounted for 7.7 percent of total energy consumption in Europe's biggest economy last year, up from the 2005 level of 6.8 percent, the group said.
That equates to supplies of about 200 billion kilowatt hours, or the power, heating and fuel consumption of 10 million households, the BEE said.
"We expect growth to continue in 2007, with a particularly strong increase in renewable electricity," Milan Nitzschke, head of the BEE, told Reuters. In 2006, consumption of electricity alone from renewable sources, including solar and wind power, rose about 11 percent to 71.5 billion kilowatt hours, accounting for 11.6 percent of Germany's power market.
Nitzschke said Germany was seeing the strongest growth in renewable energy consumption in Europe, although Austria and Scandinavian countries were ahead in terms of the proportion of overall energy used.

REUTERS NEWS SERVICE

cbr20842,1
05-01-2007, 21.17.35
Tutto sommato tiene, come detto ieri sembra aver trovato una base solida, ma con il petrolio che scende tutti queti titoli perdono appeal

cbr20842,1
05-01-2007, 21.19.01
Bel candelozzo rosso

cbr20842,1
05-01-2007, 21.20.37
La peggiore oggi

cbr20842,1
05-01-2007, 21.22.56
Questa è quella dove Bill the Bill Gates ha investito (personalmente a suo nome) 65 milioni di $

cbr20842,1
05-01-2007, 21.24.40
l'ultima che seguo

dangilio
08-01-2007, 11.19.54
sai non so se sia davvero il petrolio ad influenzare l'andamento di questi titoli..in teoria dovrebbe essere il contrario.(infatti i guadagni grossi di questo mercato son stati fatti questa primavera/estate con il prezzo sul crude oil che volava).
se ci pensi e' normale e giusto che sia cosi'...piu' mi costa un barile di petrolio piu' cerco un alternativa.
credo invece che per l'etanolo come per il solare (anche se per quest' ultimo il discorso e' riaperto) sia scoppiata la bolla di un mercato con troppe speculazioni...ripartira' anche se seguendo da vicino quel che ruota intorno all'etanolo non son cosi' fiducioso che riuscira' ad affermarsi come energia alternativa al petrolio.

cbr20842,1
08-01-2007, 12.06.17
Sono d'accordo con te, però io non sono uno di quelli che crede (e quindi non ne sono convinto) che il petrolio sarà soppiantato e sostituito dalle alternative.
Però come dici tu c'è una correlazione altissima tra prezzi del petrolio e gli investimenti in ricerca e produzione di energie alternative. Pero' questa è solo una delle variabili da considerare, altre possono essere la politica, vedi il rispetto del famoso protocollo di kyoto, o per es. proprio l'andamento dei titoli dell'etanolo usa che sono stati spinti al rialzo prima delle elezioni americane di metà mandato scontando una vittoria dei democratici che (a parole per ora) spingono per una crescita del settore. O anche solo la ricerca di un modello aziendale sostenibile e che magari abbia anche un ritorno di pubblicità presso i consumatori, vedi notizia di wal mart che vuole installare pannelli solari sopra i suoi magazzini.
Io seguo questi titoli per due ragioni fondamentali, tassi di crescita superiori alle major dell'oil e per il fatto che le queste stesse investano parecchio nelle alternative, vedi BP solar, o Chevron nell'etanolo o Shell nel eolico e biomasse...
Anzi investono parte nella ricerca di nuovi giacimenti di petrolio, parte nelle rinnovabili e quasi 0 nella raffinazione.
Negli Usa negli ultimi 10 anni non è stata costruita nessuna nuova raffineria, segno che prevedono una domanda stagnante e non in crescita. Stesso discorso in europa dove le uniche raffinerie sono state aperte in turchia(ops non è in asia? ).
Il petrolio continuerà a svolgere il suo ruolo trainante, ma non sarà l'unica fonte di energia possibile, indipendentemente dalle valutazioni politiche o militari se l'Iran vuole costruirsi le centrali nucleari qualche motivo ci sarà...

cbr20842,1
09-01-2007, 16.58.03
DETROIT, Jan. 8, 2007 - This weekend, GE participated in General Motors' unveiling of its newest concept vehicle, the Chevrolet Volt, here at the North American International Auto Show (NAIAS). The Volt’s E-Flex flexible propulsion system offers a global blended range of transportation energy solutions to regional energy issues and driving behavior.

GE Plastics played the role of a strategic partner in enabling the design and development of the Chevrolet Volt, by contributing the key materials technology to reduce part weight up to 50 percent and design engineering support to help position the vehicle as a way to help the world diversify its energy sources and to reduce the dependence on petroleum.

In the United States alone, almost half the households have a daily mileage of less than 30 miles per day. The Chevrolet Volt concept vehicle is capable of 40 miles of pure electrical vehicle driving, which according to the Environmental Protection Agency, means that, for most city drivers, the Chevrolet Volt will use little or no gasoline. In the spirit of ecomagination, GE Plastics’ differentiated technologies helped reduce the weight on the Volt and optimize its fuel efficiency so that drivers can now skip the pump to extend their mileage and increase savings.

"GM’s commitment to improving fuel economy, reducing vehicle emissions, and developing electrically-driven vehicles is facilitated with GE Plastics’ weight-reduction technologies on the Chevrolet Volt concept car. We were able to take mass out of the Volt in order to optimize its overall efficiency," said General Motors’ vice president of Global Program Management, Jon Lauckner. “Through the independent auditor, GreenOrder, we were also able to see clear positive environmental results from working with GE Plastics,” said Lauckner.

“GE’s history and leadership in technology innovation led to this great opportunity to collaborate with GM on the Volt,” said Gregory A. Adams, vice president for the Automotive business at GE Plastics. “We were able to help GM to develope this environmentally-responsible vehicle with outstanding performance, strength, and style. Together with GM, we assembled a joint project team to drive forward the development of this monumental new electric vehicle.”

GE’s fuel saving technologies showcased on the Chevy Volt include:

Roof made with Lexan GLX resins and Exatec coating technology

Rear deck lid and fixed side glazing made with Lexan GLX resins and Exatec coating technology

Doors and hood made with Xenoy iQ high performance thermoplastic composites (HPPC)

Global energy absorber and hybrid rear energy absorbers with Xenoy iQ resins

Steering wheel and instrument panel with integrated airbag chute made with Lexan EXL resins

“GE is driving the next generation of materials: greener, lighter, with aesthetically better properties that enable customers, such as GM to create vehicles with a reduced environmental impact,” said Adams. “This effort builds upon each company’s long-standing commitment to help improve the environment and we are pleased to be working on such a visionary project.”

GE’s resins and newest composite technologies are some of the key lightweight materials that helped GM to reduce mass on the Volt. These materials also allow for less fuel consumption, fewer carbon dioxide emissions, and improved overall performance.

cbr20842,1
09-01-2007, 17.09.11
Analysis: U.S. wind power boom to continue

By KRISTYN ECOCHARD
UPI Energy Correspondent WASHINGTON, Jan. 9 (UPI) -- A record 2,750 megawatts of wind energy capacity was installed in the United States last year and expectations for 2007 are even higher.
"This was one of the best years we ever had in the wind industry," said Robert Gleitz, wind product line leader for GE Energy.
The U.S. wind industry now has the capacity to generate more than 10,492 megawatts, according to the most recent estimates by the American Wind Energy Association -- enough energy to meet the demand of about 2.5 million homes.
The Energy Information Administration, the data arm of the U.S. Energy Department, said wind power made up between 18 and 20 percent of all newly installed capacity in 2006; only natural gas plants provided more.
In the early release of the EIA's 2007 Energy Outlook, the predicted generation for this year is 46.21 billion kilowatt hours, an increase from last year's prediction.
Chris Namovicz, operations research analyst for the EIA, said they underestimated in 2006. The longer term outlook predicts approximately 51.85 billion kilowatt hours by 2030.
The EIA expects about 4,000 megawatts of wind power capacity to be added in 2007. That's more than the AWEA projection of 3,000 to 3,500 megawatts.
"Current regulations keep wind from more significantly contributing to renewable goals," Namovicz said. "Not that it wouldn't happen, but there isn't policy in place right now."
The analysis, Namovicz said, reflects that wind energy generation is up but it also responds to policy drivers. Originally, the federal production tax credit was scheduled to expire in December 2007 but as one of their last actions, the 109th Congress passed an extension until December 2008, which wind energy producers can benefit from.
The current PTC rate is two cents per kilowatt hour and some industry officials say the market would stabilize if the credit was available for more than a year at a time. The current EIA projections are based on the 2007 deadline and Namovicz said that if the 2008 deadline for PTC's was extended further, additional generation beyond what's been predicted would be possible.
"It's clear that if we had a long term predictable PTC it would benefit the whole wind industry and everybody would be much happier and we would too," Gleitz said. "Nevertheless today we have 24 months in front of us with full PTC and that's already a good business climate."
Spain and Germany currently lead the world in the wind market. Spanish wind farms are expected to supply more than 15 percent of Spain's electricity by 2010. If the U.S. wind industry meets the 3,500 megawatt capacity expectation for 2007, then it would become the largest market, officials said. Europe has become crowded and is running out of room to put new wind farms while the United States still has untapped land resources.
The largest land-based wind project to date was completed last year in Texas. The Horse Hollow Wind Energy Center in Abilene has a generation capacity of 735 megawatts per hour. The largest offshore project was approved to be built in Britain towards the end of 2006. When it's completed it is predicted to generate 1 gigawatt of zero emission, renewable energy.
The high price of fossil fuels and growing concern over the pollution they produce, especially those that may cause global warming, have been a major driver behind renewable energy sources like wind.
Lack of a long term tax credit program, along with opposition from environmentalists over land use and effects on wildlife, continue to pose a challenge to the industry.
Residents' objections over poor aesthetics and noise also create obstacles; most recently, plans for a wind farm in Britain were rejected Monday due to resident complaints.
Integration into public utility's electric grids is also sometimes a challenge for wind power producers. And regulations vary state to state.
"The challenge on our side, is more getting the components for all the machines we need to deliver to our customers," Gleitz said, noting the increasing demand for wind, as well as the rising cost of needed materials like steel, is tightening the supply.
GE was one of the largest contributors to the wind industry, expanding its manufacturing with plants in China and Canada, and selling more than 5,000 of its 1.5 megawatt turbine. GE also advanced technologically with the introduction of a 2.5 megawatt turbine as well as grid integration products.
"The twelve months in 2007 will be full steam ahead to produce the maximum number of turbines and we'll again increase the number of turbines we deliver into the market, and launch some new features and products, it should be a tremendous year," he said.

cbr20842,1
09-01-2007, 17.11.57
Bush to fund alternative fuel research

By Stephen Foley

Published: 09 January 2007



President George Bush is set to promise new federal money to help make plug-in electric cars and other alternative-fuel vehicles a reality.
The additional cash - for research projects in aca-demia and in the car industry - comes as car makers are promoting prototypes for a new generation of greener vehicles at this year's Detroit Motor Show.
Industry executives see a future in whichbuyers have a choice of vehicles running on different fuels - from petrol, diesel and ethanol, to electricity or hydrogen.
It is likely that the President Bush will use his State of the Union address in two weeks to press his theme of America's "addiction to oil", as he first did a year ago. Washington insiders expect him to announce funding for alternative fuel research for next year's federal budget.
At $180m (£93m), the annual budget for the Department of Energy's vehicle technologies office has repeatedly been criticised as too modest given the scale of the environmental pollution from more than 200 million petrol vehicles on US roads. Only a fraction of the budget is distributed to groups working on alternative fuels, who have to compete for funds against academic institutions and corporate ventures working on light-weight materials and other projects to improve the efficiency of petrol vehicles.
At the weekend, General Motors and Ford both unveiled concept vehicles that run entirely on electricity. However it is unclear how long the lithium-ion batteries used will last, particularly in extreme climates.
Other companies, including BMW, have used the Motor Show to unveil hydrogen-fuelled vehicles. Michael Ganal, head of sales and marketing at BMW, said: "We are proud to have taken the first step and to have demonstrated what is possible."
And Saab has reserved a prominent spot at the show for its new BioPower car, a bioethanol hybrid concept.
Chrysler's head of advance vehicle engineering, Mark Chernoby, said car-makers had a network of development projects on alternative fuels and electric cars between themselves and with the US government. Chry-sler had pumped $1bn into hydrogen fuel cell technology over the past decade, he said, but it was important for governments to support the development of an infrastructure to make hydrogen available to consumers.
"If we are going to shift to a hydrogen economy, it's going to take more than money. We've got to look at international codes and standards and infrastructure requirements."

dangilio
10-01-2007, 15.13.00
dopo i casini con il gas russo,oggi vertice europeo per discutere e approvare piano che portera' all'utilizzo del 20% del fabbisogno energitico con energie rinnovabili.

vai europa!!!!

redhawk
10-01-2007, 16.43.12
dopo i casini con il gas russo,oggi vertice europeo per discutere e approvare piano che portera' all'utilizzo del 20% del fabbisogno energitico con energie rinnovabili.

vai europa!!!!

Peccato che considerino il Nucleare fra le energie rinnovabili! Quando ci sono gli interessi dietro....

cbr20842,1
10-01-2007, 16.49.41
Collocata a inizio ottobre, ISIN DE000A0JL9W6, capitalizzazione 880 milioni, scambia poco di media 180.000pz, puo' essere interessante a chi cerca produttori di etanolo europei e non vuole rischio di cambio.
Sito internet in inglese con dati : http://www.verbio.de/en/index.html

Acquistate a 14,71, mi sembra messa bene

cbr20842,1
10-01-2007, 16.54.47
Peccato che considerino il Nucleare fra le energie rinnovabili! Quando ci sono gli interessi dietro....

Dopo i problemi delle forniture è uscito un sondaggio in germania giusto ieri in cui il 71% dei tedeschi è favorevole allo sviluppo e alla crescita della produzione di energia nucleare(che già possiede)
Certo sull'onda emotiva c'è sempre da aspettarsi larghi consensi, ma non cosi ampi in un paese dove il verde, l'ambiente e l'ecologismo sono a livelli incredibili

cbr20842,1
10-01-2007, 18.13.39
dopo i casini con il gas russo,oggi vertice europeo per discutere e approvare piano che portera' all'utilizzo del 20% del fabbisogno energitico con energie rinnovabili.



Le solite parole al vento dei politici? Vedremo, intanto è l'andamento negativo del petrolio a dettar legge, anche oggi quasi tutti segni rossi.
Ciao

cbr20842,1
10-01-2007, 18.35.09
Mi ero perso la scorsa settimana...
Dal 5/01/07 viene inserito il titolo canadese ICP Solar Technologies.
Nella prima settimana dell' anno l'indice ha perso lo 0,5% contro una perdita dell' Amex OIL del 4,7%.
La capitalizzazione è di 26,8 miliardi di euro. (rispetto all'ultima rilevazione(26,4) è scesa, bisogna tenere in conto il nuovo titolo inserito ICP).
Nella tabella sono riportate in ordine : NOME, Prezzo venerdi scorso con valuta di riferimento, % da inizio anno, % della settimana, paese, sottosettore di attività.

cbr20842,1
10-01-2007, 18.41.02
I pesi dell'indice non è dato saperli, ho scritto alla società tedesca che lo calcola, fin ora non mi hanno risposto.
Non è che poi me ne freghi poi tanto:D mi piace rompere le balle;)

cbr20842,1
10-01-2007, 18.51.41
Piano alla terminator per gli automobilisti californiani (che consumano un decimo della benzina usa)

Governor proposes "revolutionary" energy plan
By Ian Hoffman and Janis Mara, STAFF WRITERS
Article Last Updated: 01/09/2007
http://www.insidebayarea.com/oaklandtribune/localnews/ci_4981367


In the state's biggest, immediate step toward cutting global warming pollution, Gov. Schwarzenegger on Tuesday began shifting California's 26 million cars and trucks off petroleum-based fuels and toward alternatives that emit less greenhouse gas.
The governor said his new, greenhouse-gas standard for transportation fuels -- the world's first -- "leads us away from fossil fuel" and would help "in moving the entire country beyond debate, denial and inaction" on global warming.
"Our cars have been running on dirty fuel for too long. We have been dependent on foreign oil for too long, so I ask you to free us from dirty oil and from OPEC," Schwarzenegger said in his state of the state address, referring to the oil cartel.
State air-pollution regulators expect to work out the details over the next 18 months or so. But the policy would limit the amount of greenhouse gases released for each bit of energy in fuel, then gradually shave those emissions down 10 percent by 2020.
Fuel producers could choose how to meet the new limits, at first probably by blending in more home-grown fuels such as ethanol, biodiesel or biobutanol, or purchasing credits from producers of lower-carbon fuels, such as electricity for plug-in electric-gas hybrids. In time, they could team with automakers to bolster the supply of hydrogen vehicles, electric cars and the like. "Let us use the freedom and the flexibility of the market to accomplish it," Schwarzenegger urged lawmakers Tuesday evening.

Environmentalists called the new plan revolutionary, and energy experts said it would be watched closely by policymakers from Washington to London and Berlin, where similar policies are under consideration.
Greenhouse gases from cars, trucks and aircraft are a powerful contributor to global warming, but each mobile source is small and notoriously difficult to regulate. The new policy reaches past those difficulties to take effect at the refinery, the fueling station and perhaps the electrical outlet in the household garage.
Given California's appetite for oil, the policy stands to affect a 10th of the nation's transportation fuel and ease the leading source of greenhouse gases in the world's sixth-largest economy. Those reductions would start at least two years before California launches mandatory cuts in stationary sources of greenhouse gases, such as refineries, cement plants and electrical power plants.
"This is a big deal. This is the world's first greenhouse-gas standard for transportation fuels," said Eric Heitz, president of the Energy Foundation, a San Francisco-based nonprofit group that monitors energy policy. "This policy will be noticed worldwide."
Several experts predicted a flush of capital for California-based green energy technologies and, for consumers, a dazzling menu of automotive choices from plug-in hybrids to cars running on hydrogen, natural gas and plant-derived biofuels -- to as many as 7 million more such vehicles in 2020, or 20 times more than are on the road now.
"The policy will motivate new investment in California in alternatives such as biofuel, electric vehicles and hydrogen fuel and related products including electric motors and batteries," said Daniel Sperling, director of the Institute of Transportation Studies at the University of California, Davis.
"It will stimulate the California economy and reduce oil imports," said Sperling, who is analyzing the policy's impact.
Roland Hwang, head of vehicles policy for the Natural Resources Defense Council, planted the idea of a greenhouse standard for fuels with state regulators and the governor's staff.
"What the financial markets will see is a fairly substantial shifting of capital from drilling for more oil to investing in the cleaner fuels of the future," he said.
Oil and gas companies opposed last year's legislation locking in broader reductions in greenhouse gas emissions. On Tuesday, some welcomed the state's reliance on market forces in the new policy.
"We're encouraged that this looks like a target that allows for creative solutions," said Catherine Reheis-Boyd, the chief operating officer of the Western States Petroleum Association. "If I understand correctly, we're looking at a market-based approach."
Such an approach, Reheis-Boyd said, would allow the people who produce the fuel and build the engines to come up with their own ways to achieve the target, rather than taking a prescriptive approach dictating specifics such as specific fuel mixes.
Researchers said the policy could create a richer energy landscape, moving from 96 percent reliance on refined oil, overwhelmingly shipped from abroad, to multiple fuels and multiple suppliers.
"This policy will encourage investment in new infrastructure to supply California consumers with fuels," said Alex Ferrell, an assistant professor in the Energy and Resources Group at UC Berkeley and leader of a study on the new fuel standard. "It will be different than the one we have now -- it will be owned by different entities like Pacific Ethanol or even Pacific Gas and Electric, who may be encouraged to deliver electricity for plug-in vehicles."
Bill Jones, a former secretary of state and chairman of Pacific Ethanol, with a 40-million gallon ethanol plant in Madera, called the new policy "in fact historic, and it is one of the most comprehensive, well-thought out policies I've ever seen."
Greater fuel diversity and competition could ease Californians' susceptibility to price spikes in gasoline and diesel, Ferrell said.
"By increasing the infrastructure that's available to supply fuels to California consumers, this makes the system less vulnerable to disruption," he said. "By increasing diversity of supply we are reducing the vulnerability in the long run to disruptions in oil prices."

cbr20842,1
12-01-2007, 14.17.21
Sull'XeTRA -10%.

La società ha annunciato che i dati del 2006 saranno piu' bassi delle loro stesse stime a causa della difficoltà a finire e consegnare i progetti in tempo poichè la produzione non sta al passo degli ordini:eek:
Le stime per il 2007 vengono confermate.
Ma avevano rilasciato le stime in novembre ???????

cbr20842,1
12-01-2007, 17.51.52
Exxon Mobil softens its climate-change stance

By Jeffrey Ball, The Wall Street Journal



In one of the strongest signs yet that U.S. industry anticipates government curbs on global-warming emissions, Exxon Mobil Corp., long a leading opponent of such rules, is starting to talk about how it would like them to be structured.
Exxon, the world's largest publicly traded oil company by market value, long has been a lightning rod in the global-warming debate. Its top executives have openly questioned the scientific validity of claims that fossil-fuel emissions are warming the planet, and it has funded outside groups that have challenged such claims in language sometimes stronger than the company itself has used. Those actions have prompted criticism of the company by environmentalists and by Democrats in the U.S., who now control the Congress.
Now, Exxon has cut off funding to a handful of those outside groups. It says climate-science models that link greenhouse-gas concentrations to global warming are getting more reliable. And it is meeting in Washington with officials of other large corporations to discuss what form the companies would prefer a possible U.S. carbon regulation to take.
The changes in Exxon's words and actions are nuanced. The oil giant continues to note uncertainties in climate science. It continues to oppose the Kyoto Protocol, the international global-warming treaty that limits emissions from industrialized countries that have ratified it. It also stresses that any future carbon policy should include developing countries, where emissions are rising fastest.
Still, the company's subtle softening is significant and reflects a gathering trend among much of U.S. industry, from utilities to auto makers. While many continue to oppose caps, these companies expect the country will impose mandatory global-warming-emission constraints at some point, so they are lining up to try to shape any mandate so they escape with minimum economic pain.
Exxon has stopped funding the Competitive Enterprise Institute, a Washington-based think tank that last year ran television ads saying that carbon dioxide, the main greenhouse gas, is helpful. After funding them previously, Exxon decided in late 2005 not to fund for 2006 CEI and "five or six" other groups active in the global-warming debate, Kenneth Cohen, Exxon's vice president for public affairs, confirmed this week in an interview at Exxon's headquarters in Irving, Texas. He declined to identify the groups beyond CEI; their names are expected to become public in the spring, when Exxon releases its annual list of donations to nonprofit groups.
Myron Ebell, director of CEI's energy and global-warming program, declined to comment about why Exxon didn't fund CEI last year. But he added: "Like any company, they are concerned about both policies and image.
"We're not at the mercy of our funders for what we believe. But we are dependent on them for funding to help promote our programs," he said. "Obviously, we would like to find a lot more funding on energy and global warming than we've had."
More significant are the meetings between executives from Exxon and other companies to discuss the potential structure of a U.S. carbon regulation. Several parallel tracks of discussions are under way, some sponsored by Washington think tanks, including the Brookings Institution and Resources for the Future.
The meetings underscore the view within much of U.S. industry that the science and the politics of global warming are changing. "The issue has evolved," Mr. Cohen said.
Exxon says important questions remain about the degree to which fossil-fuel emissions are contributing to global warming. But "the modeling has gotten better" analyzing the probabilities of how rising greenhouse-gas emissions will affect global temperatures, Mr. Cohen said. Exxon continues to stress the modeling is imperfect; it is "helpful to an analysis, but it's not a predictor," he said. But he added, "we know enough now -- or, society knows enough now -- that the risk is serious and action should be taken."
The question is what kind of action. The economic reality is that some companies will win from a carbon constraint and some companies will lose, depending on how the regulation is written.
One question is whether a carbon tax or cap should be imposed upstream -- on producers of fossil fuels -- or downstream, on the industries, and perhaps even the individual consumers, who use those fuels. Another question is whether such a constraint should target just a few industries or should be applied across the economy.
Such questions already are sparking fierce lobbying fights among industries in Europe. There, countries have slapped carbon caps on several heavily emitting industries. Now the countries are toughening those constraints.
A similar zero-sum fight appears increasingly likely in the U.S. California adopted a broad global-warming cap last year, and now it has to decide which companies, and perhaps which consumers, to stick with the responsibility for meeting the targets. Other states say they plan to follow California's lead.
In Washington, meanwhile, Democratic congressional leaders say they will push for some sort of federal carbon constraint.
"By all indications, we'll certainly see much more legislative activity at the state and federal level going forward," Exxon's Mr. Cohen said. Among the broad options being debated, he said, "some look more favorable to us than others."
Exxon wants any regulation to be applied across "the broadest possible base" of the economy, said Jaime Spellings, Exxon's general manager for corporate planning. Exxon says avoiding a ton of carbon-dioxide emissions is, with certain exceptions, less expensive in the power industry than in the transportation sector. Though solar energy remains expensive, reducing a ton of emissions by generating electricity from essentially carbon-free sources such as nuclear or wind energy is cheaper than reducing a ton of emissions through low-carbon transportation fuels such as ethanol.
Exxon, like the U.S. government, also argues that any regulation should take into account rising emissions from developing countries, too. Both Exxon and the federal government oppose the Kyoto Protocol. The fact that Exxon officials are beginning to lay out even these generalities is significant, said Philip Sharp, president of Resources for the Future. "They are taking this debate very seriously," said Mr. Sharp, a former Democratic congressman long active in energy-policy debates. "My personal opinion of them has changed by watching them operate."

cbr20842,1
12-01-2007, 17.57.32
Bp solar(gruppo BP) a fine novembre avrà completato la nuova fabbrica per la produzione di cristalli al silicio in usa, investimento totale 70 mil $.
Bp vuole continuare a crescere nel solare, lo reputa settore strategico.

Mit einer Investition von 70 Millionen Dollar soll die Kapazität zum Schmelzen und Kristallisieren von Silizium sowie zum Sägen von Wafern auf rund 150 Megawatt erweitert und damit nahezu verdoppelt werden. Die Bauarbeiten sollen bis Ende 2008 abgeschlossen sein. Die Wafer werden in den vier Solarzellenfabriken von BP Solar in Indien, Spanien, Australien und Frederick weiter verarbeitet, die eine Gesamtkapazität von 210 Megawatt haben. Und auch die soll kräftig ausgebaut werden. Am spanischen Standort in Tres Cantos will BP von 70 Megawatt Ende 2006 in den nächsten Jahren auf »einige hundert Megawatt« erweitern, so Bill Rever von der Abteilung für strategische Marktentwicklung bei BP Solar.

cbr20842,1
15-01-2007, 11.29.57
Capitalizzazione indice : 28,2 Mrd euro.

Situazione indice : movimento settimanale + 3,9%
movimento annuale + 3,4%

Amex Oil : settimanale + 1%
annuale - 3,7%

Nella tabella sono riportate in ordine : NOME, Prezzo venerdi scorso con valuta di riferimento, % da inizio anno, % della settimana, paese, sottosettore di attività.

cbr20842,1
15-01-2007, 11.37.20
Osaka, Japan: Sharp Sets Up Additional Solar Cell Production Line; Starts Silicon Recycling
Sharp Corporation will increase annual production capacity for solar cells at its Katsuragi Plant in Nara Prefecture by 110 Megawatts (MW) from March 2007 to meet burgeoning demand in Japan and abroad. As a result, solar cell production capacity at the Katsuragi Plant will reach 710 MW per year, the world’s highest.
With the call for new forms of energy growing in line with concerns over global environmental issues, major European countries like Italy, Spain, and France have set up electricity purchasing systems modeled after an already successful system in Germany. Consequently, the demand for solar cells is greatly expanding, mainly for industrial and electric power use.
Sharp will continue to develop highly efficient solar cells and improve productivity while securing a stable procurement of silicon raw material for solar cells. Sharp will keep expanding its solar energy business, which holds tremendous potential as a source of clean energy.
In January 2007, to procure the raw materials needed to meet an expanding demand for solar cells in the global market, Sharp Corporation is opening the Toyama site (in Toyama Prefecture, Japan) for the Solar Systems Group and is starting to produce recycled silicon for solar cells. The facility has an annual production capacity of 1,000 tonnes and required an investment of 5 billion Yen ($42 Million).
Sharp has been promoting the efficient use of silicon raw material by reducing the thickness of its solar cells and by improving the yield of cells and modules while striving to develop new technologies for silicon material-recycling of mill ends and for refining impurities efficiently. As these newly developed technologies have been made practical, Sharp has been able to start production of silicon for solar cells at the Toyama site.
To meet the growing demand for solar cells, Sharp will enhance its cooperation with material suppliers and will establish an integrated production system ranging from silicon raw material to wafers, solar cells, and modules.
Futher details about: Sharp Corporation (http://www.sharp.co.jp/)

cbr20842,1
15-01-2007, 11.39.28
Sull'XeTRA -10%.

La società ha annunciato che i dati del 2006 saranno piu' bassi delle loro stesse stime a causa della difficoltà a finire e consegnare i progetti in tempo poichè la produzione non sta al passo degli ordini:eek:
Le stime per il 2007 vengono confermate.
Ma avevano rilasciato le stime in novembre ???????

Qualche dato in piu':

Hamburg, Germany: Conergy Announces Preliminary Revenues and Earnings Guidance
Conergy AG today announced that according to initial, preliminary figures, the company has increased 2006 revenues by more than 40% to over EUR 750m (2005: EUR 530.2m) and the company says was therefore able to consolidate its position as the largest European solar energy company.
Delayed deliveries of solar modules and wind turbines led to delays in some projects and resulted in a loss of revenues of approximately EUR 53m, which will now be booked in 2007 instead. Conergy was thus unable to achieve its goal of revenues of EUR 800m.
However, Conergy now expects correspondingly higher 2007 revenues - compared with previous expectations - of EUR 1.25bn, representing an increase of over 60%. At the end of January, Conergy’s order book stood at EUR 813m, more than three times the level at the same time last year, supporting the company’s revenue expectation for the full year. Sales outside Germany rose more strongly than expected and now account for 38% of the total (2005: 14%).
These figures confirm that Conergy is on target to achieve 50% of its revenues outside Germany and 50% outside the photovoltaics core business from 2008 onwards. As a result of these delayed projects, net profit in 2006 is expected to be above the level of 2005 (EUR 27.8m) but below previous expectations of EUR40m. The profits from the delayed projects will be booked in 2007 and are expected to lead to a higher than previously expected net profit of around EUR60m.
Additional costs incurred in 2006 for the construction of the fully integrated solar wafer, solar cell and solar module plant in Frankfurt/Oder will be more than compensated by non-recurring profits. Conergy expects that 2007 earnings will be higher as a result of higher margins in the high-growth non-German business and by higher earnings in the areas of solar thermal and bioenergy.

cbr20842,1
15-01-2007, 15.59.31
Scatta l'ORA!
Alla riapertura usa di domani da valutare attentamente.
Buy sopra 38,75
Leader mondiale nella geotermica http://www.ormat.com (http://www.ormat.com/)

cbr20842,1
16-01-2007, 11.31.10
January 16, 2007
San Jose, CA, USA: SunPower's SunTile Powers Largest All-Solar Neighborhood in America
SunPower Corporation and its subsidiary PowerLight Corporation, yesterday announced the opening of the nation's largest solar-powered neighborhood.
Built by Lennar Corporation in Roseville, California, the planned 650 homes will use SunPower's roof-integrated SunTile® solar electric system, featuring the world's most efficient solar cell. Lennar estimates that homeowners are expected to save an average of 40 to 60 percent on their monthly electric bills.
"We applaud Lennar for offering solar systems as a standard feature to all of their prospective homeowners in Roseville," said Tom Werner, SunPower CEO. "Our acquisition of PowerLight Corp., completed last week, has expanded our business to include an outstanding portfolio of solar technology and systems, including SunTile installed on Lennar's homes. SunTile is a market-changing solar system because it replaces roofing material, lowers installation time and improves solar system roof aesthetics."
"Customers value solar systems today because they can significantly reduce their electric bill and help lower greenhouse gas emissions," said Howard Wenger, vice president, Global Business Units. "With the support of great partners such as Lennar, a leading national homebuilder, and the City of Roseville, we are proud to offer affordable solar systems to entire communities of new homeowners today."
Contact details for: SunPower Corporation (http://www.sunpowercorp.com/)

cbr20842,1
18-01-2007, 14.11.03
2007: Renewable Energy Gets Real

By Chris Nelder

In my earlier article, “2006: A Time of Transition (http://wealthdaily.net/newsletter.php?pub=gcr&id=69) ,” I looked back at some of the major changes and trends of the last year. The most obvious to me were 1) a major change in public consciousness about global warming and our vulnerability in oil and gas supply, 2) confirmation of peak oil theory in the data from last year’s supply and demand, and 3) some very weighty changes in the geopolitical balances of power, as influenced by oil and gas. Now let’s take a look at how those trends will develop in 2007.
RE Explodes
First and foremost, I think it’s clear that 2007 is the year when renewable energy finally gets real. That is, it will make sense as an investment just on the return alone, no matter what your politics or your view on climate change may be. This tipping point for RE has been awaited for so long that the veterans in the wind and solar businesses (especially) have grown gray and wrinkled, waiting at the altar with a handful of long-dried brown flowers while their beards grew to the floor. But no more. This is it, baby!
Let’s take a look at just a small selection of the positive indicators.
The Energy Information Administration’s (EIA) Annual Energy Outlook 2007 projects (http://www.eia.doe.gov/neic/press/press277.html) major growth in all forms of RE: more biofuels, more CTL capacity, more alternative forms of transportation, more nuclear generation, more coal use, and an acceleration in the adoption of energy efficiency measures. In fact, the biggest growth sector in their projections through 2030, at 6.8% annually, is “Other,” a category that “includes liquid hydrogen, methanol, and some domestic inputs to refineries.” Their projected annual growth rate for ethanol? A stunning 11.8%!
Bellying Up to Ethanol
In the ethanol sector, 2006 saw a few darlings turned demons and some IPOs that went south so fast you’d think it was a migration of falcons. So should ethanol still be unloved? Not at all.
As any observer who is up-to-date on peak oil knows, the most pressing problem right now isn’t a need for greener electricity, but for liquid fuels. Solar and wind and other forms of RE are great, and clean, and we continue to love them, but they make electricity. What we need most urgently is a replacement for liquid fuels, particularly diesel and gasoline. As I will explain next week, there are some inherent limits to biodiesel production, primarily that it’s mostly made from corn in the U.S. and therefore quickly cuts into food supply. While ethanol is also mostly made from corn today, it can be made from a variety of waste products as well.
Ethanol production in the U.S. is set to double over the next 18 months and increase as much as 15-fold by 2030. Now that’s a growth story! So much so that Thomas Weisel Partners analyst Kevin Monroe wrote in his January 5 note to clients that the latter part of 2007 may see an oversupply of ethanol—although he primarily blames the demand side, calling for greater discretionary spending and higher Renewable Portfolio Standards (RPS) for ethanol.
Other Liquid Fuel Alternatives
Other than ethanol, the only liquid fuel alternatives are biodiesel, methanol, and various technologies for converting coal, natural gas, wood and other less energy-dense (and therefore less desirable) energy feedstocks into liquid fuels—at high production costs, both in dollars and energy. Let’s run down the numbers:

Like ethanol, biodiesel production is also set to explode in a 16-fold increase from 25 million gallons in 2005 to 400 million gallons in 2030.
Methanol has some good potential in specific applications, but as an industry it’s still very much in its infancy and has negligible production.
Coal-to-liquids, or CTL, which uses the Fischer-Tropsch process originally developed by the Nazis to synthesize liquid fuels from coal, is a promising direction. We have relatively large supplies of coal (never mind the “200 years’ worth” estimate, by the time it gets used for everybody’s Plan B, it will be closer to 80 years’ worth), and if some of the new “in-situ” recovery techniques prove economical and practical, such that you can get the hydrocarbons out without destroying entire landscapes, it might not be all that horrible as a substitute. But the EIA anticipates only 5.7 billion gallons of CTL production by 2030, equivalent to about 8% of the production we anticipate from biodiesel and ethanol by then. And other methods for converting less preferential feedstocks, such as gasifying oil shale and wood and then turning that gas into a liquid, are not yet production-scale technologies.
Demonstrating their serious intent in Congress, Sen. Barack Obama and other Midwest senators have already offered the Biofuels Security Act, which would require the United States to use 60 billion gallons of ethanol and biodiesel a year by 2030. Along with Sen. Jim Bunning (R-KY), he also introduced the Coal-to-Liquid Fuel Promotion Act of 2007, a package of loan guarantees and tax credits that would promote large-scale production of CTL fuels. Other Congressmen are offering their own energy solutions, such as Rep. Roscoe Bartlett’s Energy Farm Bill, which would offer federal R&D support to make farms “net positive” in both food and energy.Hard Times for Hydrocarbons
Not only is the Democratic majority leading the way in Congress to push for alternative fuels, but they’re also gunning for Big Oil. It looks likely that they will repeal some of the 2004 tax cuts for oil and gas companies, to the tune of $5 billion. Not only that, they are making a concerted effort to collect royalties on drilling leases, which went unpaid under the Bush administration due to a clerical error. Add another $9 to $11 billion for that. And where will that money go? Into a new fund to promote conservation and help develop renewable energy. Compared to the dearth of investment in renewables under the last six years of leadership by Big Oil cronies, that’s a HUGE shot in the arm for renewables.
Further, the oil industry can expect a new attempt at passing a federal law against price gouging by oil companies and the elimination of another set of tax breaks that weren’t intended for them, but that have benefited them anyway—“a break they didn’t earn, deserve or need” says Rep. Jim McDermott, D-WA.
But the biggest potential new cost—untold billions more—may come from another proposal that would raise taxes on oil inventories. “That would significantly raise the cost of holding inventory” and “prices will go through the roof,” causing oil companies to reduce their stores, according to Red Cavaney, president of the American Petroleum Institute. This is very bad news indeed for a country increasingly dependent on imports.
The Peak Comes Into View
The oil industry isn’t going to like 2007 for another reason: the peak of global production. As I mentioned in my 2006 wrap-up, it appears that we may have reached the global peak of crude oil production in 2006, including the unconventional types that were expected to increase overall production for another few years. We already hit the conventional oil peak in 2005.
The outlook for oil production in 2007 isn’t promising. Exploration for oil fields is coming up with gas more often than oil, reflecting the reality that we’ve already plucked the low-hanging fruit and we’re now getting into the iffy prospects. Oil companies are reducing their exploration budgets, preferring to prospect on Wall Street for M&A targets than to risk drilling yet another dry hole. Dry holes are now outnumbering wet ones by about four to one.
It also appears that previous forecasts were overly optimistic, both for growth in reserves and growth in new oil and gas fields. “An Evaluation of the USGS World Petroleum Assessment 2000,” a 2005 paper from the American Association of Petroleum Geologists, compared a 30-year forecast by the USGS (US Geological Survey) from 1995 with the actual additions that materialized in the world through 2003. They discovered that in the intervening eight years, or 27% of the forecast span, “only about 11% of the estimated undiscovered oil and about 10% of the estimated undiscovered gas resources were discovered.” This is not an encouraging revelation given how often these USGS surveys are cited as if they were biblical truth. The only “growth” that was more or less on target was the growth in reserves estimates, which are, as any peak oil student knows, notoriously unreliable and politically skewed.
Unfortunately, the “Invisible Hand” isn’t showing itself yet to correct the supply issue via higher prices. For a multiplicity of reasons, not the least of which is futures speculation, crude and gas prices remain low relative to the recent past, with light sweet crude now at an 18-month low. Consequently, expansion plans are being tabled, particularly for some of the more exotic (though eagerly anticipated) sources like the tar sands of Alberta.
In some cases, ironically, the price of oil itself is stifling oil projects. For example, at Shell’s Alberta oil sands project, the cost of producing a barrel of oil after a planned 100,000 b/d expansion will be six times higher than the cost of a barrel when the project first started!
Let’s take another example: offshore oil production. Just Saudi Arabia’s efforts alone to offset the depletion of their major fields and increase their “spare” production capacity have drawn some 58 offshore drilling rigs away from the Gulf of Mexico. That’s over a third of the 148 rigs that we had in the Gulf in 2001. This competition from the Saudis has caused the cost of renting the rigs to skyrocket from about $190,000 per day last year, to $520,000 per day this year. That pushes them out of the feasibility zone for some of the mature, marginal wells in the Gulf. All of which adds up to less domestic production of oil and a greater reliance on imports.
In dollar terms, it adds up to about $20 trillion in new investment over the next 25 years just to keep supplies up with demand, according to a recent IEA estimate. But as frightening as that number is, following the lessons of the examples we just discussed, we should expect that number to be even higher when the day arrives. Much higher!
Higher Prices, More Attacks Ahead
All of this has prompted some observers to note that we seem to be setting ourselves up for another crisis and a serious price spike, when (not if) the next major shortage event occurs (another bad hurricane season, a successful terrorist attack on a Saudi oil facility, Iran blocking the Strait of Hormuz, Russia playing hardball . . . pick your poison).
Stay tuned for more next week on the big picture for 2007.
Until then,
http://images.wealthdaily.net/chris_sig.gif

Chris Nelder

cbr20842,1
18-01-2007, 14.27.58
Elenco completo aderenti tra cui enel: http://www.combatclimatechange.org/
3C Initiative Unites Big Companies to Combat Climate Change


BRUSSELS, Jan. 16, 2007 - A group of large companies meeting here last week has formed a new group aimed at developing an effective global climate protection policy for the period following the expiration of the Kyoto Protocol in 2013.

Combat Climate Change (http://www.combatclimatechange.org/), also known as the 3C Initiative, began its life with 18 major corporate members, many from the energy sector, including both power companies (Duke Energy, Endesa, Eskom, PG&E, Suez, Vattenfall) and manufacturers of power-generating equipment (ABB, Alstom, GE, Siemens). The group has issued an "urgent request to the global community and all its representatives" to join in.

The goal, says 3C, is "to underline the need for urgent action by the global community and to influence the post-Kyoto process by demanding a global framework supporting a market-based solution to the climate change issue. This can be achieved by getting as many companies as possible aboard and by getting our common platform well known and well understood."

The 3C group has rooted its approach in a report published last year by the Swedish energy company Vattenfall, which is coordinating the 3C Initiative. The Vattenfall report (Download - PDF (http://www.vattenfall.com/www/vf_com/vf_com/Gemeinsame_Inhalte/DOCUMENT/360168vatt/386246envi/Curbing_climate_report.pdf)) outlines an "adaptive burden-sharing model" for addressing climate change.

The model, according to the report, "The model is based on the assumption that an overwhelming majority of all countries commit to participate in the system given that they will only face restrictions once the country is wealthy enough in relative terms. The long-term predictability and the flexibility needed for economic growth can thereby be sustained. Most important is that we start now by forming a burden-sharing model built on commitments to long-term reductions."

The group is actively seeking additional members. Companies agreeing to join the initiative agree "to take responsibility to combat global climate change and prepare to take action now and to urge for the support of the global community to create incentives for commercial solutions, technological development and market-based investments," according to the group's Web site.

cbr20842,1
18-01-2007, 14.35.13
Un sito interessante per scoprire le automobili ibride in produzione e quelle del futuro.
http://www.hybridcars.org.uk/

cbr20842,1
18-01-2007, 14.47.40
http://ecobabes.org/

Il calendario che mancava! Proposto da delle gentili signore di san francisco per raccogliere fondi e sensibilizzare i californiani...
Lo vendono a 6$, caruccio, se vado dal meccanico me ne regala uno:D .

Attenzione:
No spam
No porno
No erotico
Praticamente nulla di nulla:D

cbr20842,1
19-01-2007, 15.37.28
Da : http://www.energyandcapital.com/

2007: Renewable Energy Gets Real, Part Two

2007-01-18
By Chris Nelder

Last week we covered the 2007 outlook for renewables in detail. This week, we step back a bit and look at the big picture, because that’s what affects the price of oil, and the price of oil, along with global warming, is one of the twin engines driving the renewables industry’s awesome growth.
Supply Stays Tight
According to the IEA, in 2007 the supply growth outside of OPEC should roughly balance out the demand growth, which it will have to do, because OPEC production remains flat at 28.8 mbpd. Many peakers have observed that OPEC’s announced production cuts, particularly Saudi Arabia’s, may be simply a way to hide the fact that they’re in terminal decline and can’t do much about it.
As for the price, one analyst I respect, Tim Guinness of Guinness Atkinson Funds, puts the 2007 probabilities for the price of WTI (West Texas Intermediate crude) as follows: 10% for under $50, 40% $50–60, 40% $60–80, and 10% over 80. Based in his predictive track record, I think these estimates are a bit on the conservative side, and we should see $80 oil this year, no problem. One factor that I don’t think he, or most other analysts, has taken into account is the price increases that will likely be the result of all the pressures I’ve described on the oil business as a whole.
As for natural gas, our number-one source of imports, Canada, may have 10% less to sell us in 2007, due to reduced drilling (in turn due to higher costs) and the increased consumption of gas by the tar sands boom. Since North America is past the peak of gas production and the hope of increasing imports in the form of LNG from places like Qatar is still several years off, this means that a suddenly cold winter could leave poorer customers in the cold, or that a hot summer could cause more major grid failures.
But supply and demand issues aside, the oil and gas picture is considerably worse once you factor in the geopolitics. With Russia, Venezuela and Bolivia all making bold moves to renationalize their oil and gas assets in 2006, kicking out the Western oil majors, there is no reason to think that they’re going to be any nicer this year—or that other countries that have enough military might to defend themselves might not try to follow suit. Russia really has Europe by the short hairs, especially in the icy grip of winter, and Venezuela has become a stone in the shoe for the U.S., because we can’t live without its imports—not with Canada and Mexico both on the downslope. The biggest sticks on the block, the U.S. and the U.K., are increasingly vulnerable to geopolitical disturbances to their supplies of fossil fuels. I think it’s safe to expect that terrorist attacks on facilities in Nigeria and Angola will continue in 2007, because they were remarkably successful in 2006. And let’s not forget that Africa is one of the two places in the world that has any hope of seriously increasing its exports of oil and gas right now, since the world’s major producers are all past the peak (or likely so).
States Step into the Breach
Hydrocarbon fuels are increasingly under attack for their greenhouse gas emissions. While President Bush buries his head in the sand, still refusing to admit that global warming is man-made and breaking his campaign pledge to regulate C02, the states and cities have stepped into the leadership void and taken action:
By the end of the year, we should have at least a dozen states with laws intended to reduce greenhouse gas emissions.
Twenty states already have portfolio standards that require their utilities to produce some percentage of their power from renewable sources.
In his State of the State address last week, California Gov. Arnold Schwarzenegger announced that he will order, by executive decree, a 10% cut in motor vehicle emissions of greenhouse gases. (Under state law, the governor has the authority to regulate fuel content.) A 10% cut in emissions will translate to a 20% drop in gasoline consumption and more than triple the size of the state’s renewable-fuels market, because burning biofuels produces less carbon than oil. This will offer some much-needed confidence for biofuel manufacturers, particularly Pacific Ethanol, the largest independent marketer of ethanol in the West. “The opportunity is there, not just for us but for others to see a critical path to additional production of renewable fuels for the California market,” said Bill Jones, chairman. “That’s very important for financing additional plants and the long-term viability of an emerging industry.”
From a global warming perspective, the latest statistics show that 2006 was the hottest year yet, and 2007 is “set to be the hottest on record worldwide due to global warming and the El Nino weather phenomenon,” according to the British Meteorological Office. “This new information represents another warning that climate change is happening around the world,” the office said.
In terms of public opinion on global warming, Big Oil just took another big hit with the publication of a report last week by the Union of Concerned Scientists showing that Exxon has “funneled nearly $16 million between 1998 and 2005 to a network of 43 advocacy organizations that seek to confuse the public on global warming science.” The campaign has deliberately distorted global warming research and attacked state and local actions to regulate carbon dioxide emissions. And that $16 million is just from Exxon; we don’t yet know how much has been spent on disinformation by the oil industry as a whole. So that cat’s out of the bag. Now that the public has proof that Big Oil is trying to confuse them and stymie the debate, it won’t be quite as easy to mislead the public about global warming anymore.
The Chinese Threat
Beyond public opinion and policy, the global warming threat is bigger than ever in real terms. We have new reports that in China the emissions from increased burning of coal are suffocating and killing people. Those emissions are also killing trees in California and rendering fish stocks around the world even more unsafe to eat—due to the increased levels of mercury that bioaccumulate in fish after being expelled into the atmosphere by coal plants.
Sounds bad, but how bad is it?
Really bad.
China only recently learned that some ten new coal plants—8.5 gigawatts’ worth!—had been built in Mongolia without its knowledge or permission. They join 2,000 older, very dirty plants, and another 500 more coal-fired power stations that are on the way. China’s coal output has doubled over the last five years, and they are on course to overtake the U.S. in coal consumption within two years.
After years of resisting any caps on their greenhouse gas emissions, China now has goals to curb their emissions and reduce their energy consumption by 20% per unit of national income by 2010. But, as the world’s second largest energy consumer, with an economic growth rate of some 10%, they are a major (and opaque) factor in any global effort to get climate change under control.
Take vehicles, for example. The number of vehicles in China is expected to explode from 25 million today to 175 million by 2020. They now have one car per 280 people, but they are industrializing rapidly and they want to live like us—with one car for every two people. From an energy standpoint, as the U.S. industrialized we went from oil consumption of about one barrel per person per year in 1900 to 27 barrels in 1970. China now consumes about 1.3 barrels per person per year. To put all of that in perspective, let’s not forget that China has five times the U.S. population at about 1.5 billion.
Other Renewables & Solutions
Ethanol and biodiesel may be getting a disproportionate share of the spotlight given the urgency of the liquid fuels issue, but all other solutions and forms of renewable energy are also set for explosive growth. Senator Harry Reid, the new Senate majority leader, is coming out strongly in support of solar, wind, geothermal, biomass and nuclear power. “We can’t do it overnight but I think we have to set goals,” he says, indicating that we can expect much more along these lines.
There is even a growing coalition of bipartisan support for raising the fuel economy standards, joined by Senator Reid and Senator Ted Stevens (R-AK). As any peak observer can tell you, raising these standards is by far the lowest of the low-hanging fruit for dealing with an impending shortage in liquid fuels. It’s a no-brainer, and pays off immediately.
The outlook for solar and wind is nothing but rosy. The annual growth rate for solar photovoltaics is estimated at 11.2% in the EIA’s 2007 outlook, implying that the PV market will double in about six years. For wind, their projected growth rate is 5.2%, which seems on the low side given other available projections.
Even geothermal energy, once an all-but-forgotten part of the energy mix, is getting goosed with federal and state incentives.
It’s Hip to be Green
Everywhere I turn, I am getting media messages about reducing my energy load and my carbon footprint. By the end of 2007, I predict that a sizable number of Americans will take concrete measures to do their bit, be it simply replacing some light bulbs with LEDs or compact fluorescents, or buying carbon credits to offset their last vacation, or buying a hybrid, or putting solar thermal and solar PV panels on their roofs. It’s not quite hip to be green just yet, but by the end of the year it will be.
Plug-in hybrids may be the biggest winner of all, with their potential to displace some of our imported oil with domestically produced electricity, particularly electricity produced by clean, green sources, and at a lower cost than gasoline to boot. I read somewhere that Toyota originally made the Prius with a plug-in option for the European market, which was removed for the U.S. market. I’m not sure under what sort of rationale that dubious decision was made, but when that option is restored for cars in the U.S., hopefully in at least some models before the end of the year, I predict a boom in their sales. Again: it’s a no-brainer!
But I think the most profitable RE investments in 2007 will be the least-noticed players, tiny little off-the-radar companies that are quietly figuring out how to squeeze a little more utility out of the energy that goes into all sorts of devices, from small battery powered gadgets to passenger cars. More efficient engines, LED lights, buildings that turn off their own lights at night, more energy efficient computers and displays, smarter thermostats . . . the list is virtually endless. In a post-peak world, we will have to find ways to do more with less, all across the board. We have an entire infrastructure to replace! This is going to be a huge growth sector in 2007, despite its lack of sex appeal.
In sum, I think the time has finally arrived when it’s no longer political suicide to talk about energy conservation. And as Sen. Obama has observed, the lack of political will has been the primary reason for our lack of motivation to deal with these problems—problems that we’ve known about for decades. The CFR has given the all-clear (http://www.energyandcapital.com/editorials.php?id=330) , and now it’s safe to be green . . . and well on its way to being cool.
http://www.wealthdaily.com/images/chris_sig.gif
Chris Nelder

cbr20842,1
19-01-2007, 15.55.27
Interessante grafico per confrontare l'andamento dei prezzi in usa e europa dei moduli di potenza superiore a 125 Kw.
Per la precisione è una media, in Italia(Tirolo escluso) attualmente, i prezzi sono superiori del 25/35%. Questo è il motivo per cui se ne installano pochi. Il punto per andare in pareggio è dopo circa 7 anni. Troppi e cosi' chi si informa desiste.
Se ci fosse piu' concorrenza i distributori italiani abbasserebero i prezzi, ma per adesso sono pochi e vogliono mangiarci sopra...Italian Style

cbr20842,1
19-01-2007, 17.02.29
By FELICITY BARRINGER (http://topics.nytimes.com/top/reference/timestopics/people/b/felicity_barringer/index.html?inline=nyt-per)
Published: January 19, 2007
WASHINGTON, Jan. 18 — Ten major companies with operations across the economy — utilities, manufacturing, petroleum, chemicals and financial services — have banded together with leading environmental groups to call for a firm nationwide limit on carbon dioxide emissions that would lead to reductions of 10 to 30 percent over the next 15 years.
Introduction of this group, which includes industry giants like General Electric (http://www.nytimes.com/mem/MWredirect.html?MW=http://custom.marketwatch.com/custom/nyt-com/html-companyprofile.asp&symb=GE), DuPont (http://www.nytimes.com/mem/MWredirect.html?MW=http://custom.marketwatch.com/custom/nyt-com/html-companyprofile.asp&symb=DD) and Alcoa (http://www.nytimes.com/mem/MWredirect.html?MW=http://custom.marketwatch.com/custom/nyt-com/html-companyprofile.asp&symb=AA), is aimed at adding to the recent impetus for Congressional action on emissions controls and the creation of a market in which allowances to emit carbon dioxide could be traded in a way that achieves the greatest reduction at the lowest cost.
The diversity of the coalition — some members had already come out for other forms of emissions control, like a carbon tax or voluntary controls, but others had been silent on climate-change issues until now — could send a strong signal that businesses want to get ahead of the increasing political momentum for federal emissions controls, in part to ensure that their long-term interests are protected.
Many energy producers and manufacturers have expressed concern that various state efforts, if not coordinated, could lead to a scattershot system of regulation. Others worry that harsher measures, like a stiff tax on fossil fuels, the biggest contributor to global-warming gases, could be imposed if they do not reach a consensus on a legislative approach.
The group’s formal announcement is scheduled for Monday, the day before President Bush is to deliver his State of the Union address and offer the administration’s newest basket of proposals to promote energy security and combat global warming (http://topics.nytimes.com/top/news/science/topics/globalwarming/index.html?inline=nyt-classifier).
Aside from General Electric and Alcoa, Caterpillar is the leading manufacturing company among the group, which also includes four utilities — Duke Energy (http://www.nytimes.com/mem/MWredirect.html?MW=http://custom.marketwatch.com/custom/nyt-com/html-companyprofile.asp&symb=DKE), based in North Carolina; PG&E (http://www.nytimes.com/mem/MWredirect.html?MW=http://custom.marketwatch.com/custom/nyt-com/html-companyprofile.asp&symb=PCG) of California; the FPL Group (http://www.nytimes.com/mem/MWredirect.html?MW=http://custom.marketwatch.com/custom/nyt-com/html-companyprofile.asp&symb=FPLPRA) of Florida; and PNM Resources (http://www.nytimes.com/mem/MWredirect.html?MW=http://custom.marketwatch.com/custom/nyt-com/html-companyprofile.asp&symb=PNMPRA) of New Mexico. The group counts the multinational oil company BP (http://www.nytimes.com/mem/MWredirect.html?MW=http://custom.marketwatch.com/custom/nyt-com/html-companyprofile.asp&symb=BP) and Lehman Brothers (http://www.nytimes.com/mem/MWredirect.html?MW=http://custom.marketwatch.com/custom/nyt-com/html-companyprofile.asp&symb=LEH) as members as well.
Jonathan Lash, the president of the World Resources Institute, said Thursday that “this signals that the differences in the interests between these sectors and within these sectors can be resolved.”
Peter A. Darbee, chief executive of PG&E, said, “My hope and expectation is that Congress, the White House and the public will look at these chief executives” and note that companies with a motive to oppose emissions controls are nonetheless saying, “Here’s a serious problem; it needs to be dealt with, and it needs to be dealt with now.”
The negotiations, conducted primarily by the chief executives of the companies, did not produce a model piece of legislation, but rather a detailed set of principles that they suggest as a guide to any legislation. In the Senate, there are already four Democratic proposals for limiting carbon emissions and creating a market-based system, under which the government gives or sells permits to businesses, allowing them a certain level of emissions.
Once established, such a system would allow better-performing companies to sell or trade unneeded credits, and all companies involved would be able to determine whether it would be more efficient for them to clean up their own emissions or buy credits from others.
The group’s principles include recommending a range of emissions levels — from 100 to 105 percent of current levels within five years, then down to 90 to 100 percent of current levels in 10 years, and 70 to 90 percent of current levels in 15 years. In addition, the chief executives agreed after some discussion, to “strongly discourage further construction of stationary sources that cannot easily capture” carbon dioxide.
This comes close to a rejection of almost all new coal-fired power plants on the drawing boards, including the 11 plants recently proposed by TXU, a Texas utility. The technology that would isolate carbon dioxide emissions and bury them is still in the earliest phases of development, so this near-repudiation of existing coal technology would have a disproportionate impact on utilities that depend largely on coal, like TXU and the Southern Company.
But Jeff Sterba, the chief executive of PNM Resources, whose company gets about two-thirds of its power from coal and is a member of the coalition, explained why he supports such an approach. “The most important thing for us is to have a viable, diverse portfolio of resources, and coal has got to be part of that mix,” he said. “Today, the biggest problem coal has is uncertainty about carbon.”
The group, called the United States Climate Action Partnership, had its origin in conversations last spring among Mr. Lash; Fred Krupp, the president of Environmental Defense; and Jeffrey R. Immelt (http://topics.nytimes.com/top/reference/timestopics/people/i/jeffrey_r_immelt/index.html?inline=nyt-per), the chief executive of General Electric. Mr. Lash had worked with Mr. Immelt on the rollout of GE’s Ecomagination program in 2005 — which combined pledges of emissions reductions with a new emphasis on energy-efficient and climate-friendly technologies.
Mr. Sterba and the leaders of the other environmental groups, which also includes Frances Beinecke of the Natural Resources Defense Council (http://topics.nytimes.com/top/reference/timestopics/organizations/n/natural_resources_defense_council/index.html?inline=nyt-org) and Eileen Claussen of the Pew Center on Global Climate Change, said that an efficient, flexible cap-and-trade system would stimulate the development of new technologies to cut energy use and provide renewable energy.
General Electric claims significant advances in these areas already. According to Peter O’Toole, a company spokesman, “Revenues from the sale of energy-efficient and environmentally advanced products and services hit $10 billion in 2005,” up from $6.2 billion in 2004.
The chief executives in the group met for the first time in July. During the meeting, Mr. Krupp said, “it became clear that cap-and-trade is an element of the deal that is good for everybody.”
“It’s good for the environmental community,” he said, “because a hard cap guarantees the integrity of the environment” and “industry likes it because it’s so efficient.”
Timing also played a role in the executives’ thinking. As Mr. Darbee said, “We have the opportunity to construct something more pragmatic and realistic while President Bush is in office.” A future political climate, after 2008, he said, might produce “solutions less sensitive to the needs of business.”

cbr20842,1
19-01-2007, 17.08.43
Fonte : http://www.technologyreview.com/
Creating Ethanol from Trash

Researchers find a way to make liquid fuels from waste cheaply and without the pollution produced by earlier methods.
By Kevin Bullis

A new system for converting trash into ethanol and methanol could help reduce the amount of waste piling up in landfills while displacing a large fraction of the fossil fuels used to power vehicles in the United States.

The technology, developed originally by researchers at MIT and at Batelle Pacific Northwest National Labs (PNNL), in Richland, WA, doesn't incinerate refuse, so it doesn't produce the pollutants that have historically plagued efforts to convert waste into energy. Instead, the technology vaporizes organic materials to produce hydrogen and carbon monoxide, a mixture called synthesis gas, or syngas, that can be used to synthesize a wide variety of fuels and chemicals. The technology has been further developed and commercialized by a spinoff called Integrated Environmental Technologies (IET), also based in Richland, WA. In addition to processing municipal waste, the technology can be used to create ethanol out of agricultural biomass waste, providing a potentially less expensive way to make ethanol than current corn-based plants.

The new system makes syngas in two stages. In the first, waste is heated in a 1,200 °C chamber into which a small amount of oxygen is added--just enough to partially oxidize carbon and free hydrogen. In this stage, not all of the organic material is converted: some becomes a charcoal-like material. This char is then gasified when researchers pass it through arcs of plasma, using technology developed in the 1990s at MIT's Plasma Science and Fusion Center. The remaining inorganic materials, including toxic substances, are oxidized and incorporated into a pool of molten glass, made using PNNL technology. The molten glass hardens into a material that can be used for building roads or discarded as a safe material in landfills.

The next step is a catalyst-based process for converting syngas into equal parts ethanol and methanol. Ethanol is now widely used as a fuel additive, and it can also be used as a substitute for gasoline in some vehicles. Methanol is important for producing biodiesel and is currently made from methane in natural gas.

There is enough municipal and industrial waste produced in the United States for the system to replace as much as a quarter of the gasoline used in this country, says Daniel Cohn, a cofounder of IET and a senior research scientist at the Plasma Science and Fusion Center.

According to Jeff Surma, another cofounder and the CEO and president of IET, the multistage system makes it possible to produce fuels from waste at competitive costs. The economics look even better when including the fact that cities and manufacturers will pay to have waste removed, he says. This makes possible costs of between 10 and 95 cents per gallon of fuel, depending on the size of IET's system and how much it is paid to take waste. IET is currently in talks with a major Midwest utility and several municipalities interested in employing its technology, Surma says.

But George Sterzinger, executive director of the Renewable Energy Policy Project, an advocacy group in Washington, D.C., cautions that IET shouldn't rely too much on being paid for its feedstock. It will face stiff competition from landfills, which have an economic stake in keeping the waste to themselves, he says.

At this stage, multiple new approaches for transforming waste into biofuels are being explored, and the winner is not yet clear. IET's success will depend in large part on how it scales up its technology and develops a complete system, from getting the waste in the first place to distributing the fuel that it makes.

http://www.technologyreview.com/files/8897/PEM.jpgThis nondescript piece of equipment can transform waste into a combustible gas, which can then be converted into ethanol.
Credit: Integrated Environmental Technologies, LLC

bramantino
19-01-2007, 17.22.11
ciao cbr leggo spesso i tuoi post sulle politiche ambientali, sono contento che su queste pagine virtuali si faccia seria informazione su questi argomenti e doppiamente contento di non trovare quell' ambientalismo da 4 soldi che purtroppo va per la maggiore

cbr20842,1
19-01-2007, 22.02.52
January 18, 2007
Montreal, Canada: ICP Solar to Acquire California Solar Company, Discover Power
ICP Solar, a developer, manufacturer and marketer of solar cells and products, has executed a binding letter of intent pursuant to which ICP Solar has indicated its intention to purchase all the issued and outstanding shares of solar pioneer Discover Power Inc., located in San Diego, California.
“Discover Power’s team features over 18 years of experience in selling complete solar solutions for off-grid and grid-tie systems. Their location in Southern California is ideal given the Million Solar Roofs initiative being put into place by California Governor Arnold Schwarzenegger. Having installed the first ever solar roof shingle system in southern California and with a nationwide installer network, the Discover Power brand and organization will be a great addition in line with our growth plans” said ICP Solar CEO and Chairman Sass Peress. “This revenue-generating acquisition compliments our strategy for rooftop solutions and creates immediate opportunities for ICP Solar’s retailer sales network to add significant off-grid and grid-tie solution offerings.”
“Sass Peress’ considerable experience will be a great asset in helping to expand Discover Power in our Californian and nationwide markets,” said Damian Gutierrez, President of Discover Power. “His perspective on the industry cuts through the hype and turmoil in the market, and he provides expertise and resources that will help Discover Power execute its growth plans across several channels.”
Mr. Gutierrez has helped tens of thousands of people in the public and private sector from all over the world design and implement cost-effective and efficient solar power systems, first at Solar Electric Inc. and now at Discover Power.
“Enhancing our customers’ overall experience from design to system implementation has always been paramount, said Crystal Phelps, Chief Marketing Officer of Discover Power. “This relationship with ICP Solar will not only expand our brand exposure in the residential and leisure markets, but will allow us to offer a broader range of solutions to our customers, further enhancing their solar experience.”
Completion of the transaction is subject to a complete and satisfactory due diligence of Discover Power, the finalization of a definitive Purchase Agreement and the signing of non-competition and employment agreements with Damien Gutierrez, President and Crystal Phelps, Chief Marketing Officer of Discover Power.

Contact details for: ICP Solar (http://www.icpsolar.com/) and Discover Power (http://www.discoverpower.com/)

cbr20842,1
19-01-2007, 22.06.29
WASHINGTON, Jan 16 (Reuters) - China's JA Solar Holdings Co. Ltd., maker of solar cells, said on Tuesday it is planning an initial public offering of 15 million American depositary shares for $12.50 to $14.50 each.
Each American depositary share represents three common shares, according to a preliminary offering document filed with the U.S. Securities and Exchange Commission.
The underwriters -- CIBC World Markets, Piper Jaffray, Needham & Company LLC and RBC Capital Markets -- will have the option to buy another 2.25 million depositary shares.
It is seeking a Nasdaq listing under the symbol "JASO."

&#169; Reuters 2007.

cbr20842,1
19-01-2007, 22.29.03
ciao cbr leggo spesso i tuoi post sulle politiche ambientali, sono contento che su queste pagine virtuali si faccia seria informazione su questi argomenti e doppiamente contento di non trovare quell' ambientalismo da 4 soldi che purtroppo va per la maggiore

Wie geht's? Tu dovresti essere facilitato quando posto le notizie in crucco;) :D

Sono contento che ogni tanto qualcuno interrompa con un pensiero una domanda o una considerazione e magari una critica la mia lista di notizie e commenti.

Comunque io credo che sia un settore, o meglio un macro settore vista poi la suddivisione in solare, eolico, biocarburanti, geotermica, mezzi di trasporto e l'ultima su cui non vi ho ancora martellato la produzione di energia sfruttando le onde marine, che va seguito e non sottovalutato per diversi motivi, tassi di crescita interessanti, investimenti in crescita e interesse politico( nel senso che i governi stessi spingono per gli investmenti).

Per me poi il 3d sul forum è fondamentale per archiviare le notizie, è l'ideale grazie all'ottimo sistema di ricerca, posso ritrovare quello che mi interessa facilmente usando sia il cpu di casa che quello dell'ufficio, che non è mio e quindi non posso salvarci roba mia, non potrei farlo.
Chiaro salvo solo le notizie che per me sono piu' interessanti o nomi di azioni che mi possono tornare utili in futuro, ma credo e spero che a qualcuno possano servire.
Qui niente ambientalismo, solo speculazione finanziaria per lo piu' a lungo termine e conoscenza di tecnologia che è il futuro. Vincente in borsa o no ce lo diranno i nostri figli ;)

Aufwiedersehen o horen? cosa si dice in un forum?
Ciao pietro

cbr20842,1
19-01-2007, 22.33.06
19 gennaio 2007

Cuba Analyzes Renewable Energy


Havana, Cuba [Prensa Latina] A contribution to the Energy Revolution in Cuba aimed at reducing oil dependence is included in sessions taking place in this capital on renewable energy sources. ... For the first time, the National Commission of that movement, unusual in the world for social participation and political commitments, analyzes possibilities to improve solar energy, biomass, sucro-energetics, biogas, wind, thermal, photovoltaic and other forms of energy.

cbr20842,1
19-01-2007, 22.34.48
19 gennaio 2007

56 Wind Tower Support Structures to Go to Affiliate of Gamesa Eolica


Manitowoc, Wisconsin.
Tower Tech Holdings, Inc.'s wholly owned subsidiary, Tower Tech Systems, Inc., has reached agreement to produce and deliver 56 large Wind Tower Support Structures for Apoyos y Estructuras Metalicas, S.A, an affiliate of Gamesa Eolica. The letter agreement confirms Gamesa Eolica purchase of 56 Wind Tower Support Structures; model G87 -78M from Tower Tech Systems, Inc. with delivery of the first two towers slated for February 10, 2007, with no less than two towers to be delivered every week thereafter. The four-section Wind Tower Support Structures are 78 meters when erected. The agreement also provides Tower Tech with an opportunity to elect to supply steel for the towers.

cbr20842,1
22-01-2007, 11.23.40
http://www.enf.cn/it/

Archivio produttori, distributori, istallatori.
Notizie(scarse, ma non si puo' avere tutto;) ) e altro.
Possibile che un archivio completo(credo) in italiano dovevano farlo i cinesi?
Bravi loro!

cbr20842,1
22-01-2007, 15.50.02
Il gigante francese del nucleare Areva lancia un opa sulle azioni non in suo possesso a 105 euro sul produttore di turbine eoliche tedesco.Che dichiara l'offerta amichevole.
la notizia è stata data prima dell'apertura di stamattina.
Interessanti 2 cose. Il titolo rpw è scambiato a 110 sopra il prezzo opa, areva sale del 2%, forse si crede in un rilancio di qualcun altro?
La danese vestas sale del 7%

cbr20842,1
22-01-2007, 16.53.46
Grande fermento su molti titoli, il rimbalzo del petrolio e le notizie di accordi e acquisizioni stanno favorendo sia i solari tedeschi tutti in rialzo tra il 3 e 4%, sia gli eolici come vestas e nordex, sia i titoli dell'etanolo usa in rialzo come peix +4%, adm+2,5% per citarne 2.
Giornata solare è proprio il caso di dirlo:D

cbr20842,1
24-01-2007, 15.47.29
Wind Power Capacity in U.S. Increased 27% in 2006

AWEA Expects Growth in 2007 to Reach an Additional 26%
Washington, DC [RenewableEnergyAccess.com]
Wind power-generating capacity increased by 27 percent in 2006 and is expected to increase an additional 26 percent in 2007, proving wind is now a mainstream option for new power generation in the U.S., according to a market forecast released today by the American Wind Energy Association (AWEA).
"Extending the PTC five years will significantly increase the progress America is making in expanding its use of new forms of energy when they've never been needed more."

-- Randall Swisher, AWEA, Executive Director

The U.S. wind energy industry installed 2,454 megawatts (MW) of new generating capacity in 2006, an investment of approximately $4 billion, billing wind as one of the largest sources of new power generation in the country -- second only to natural gas -- for the second year in a row. New wind farms boosted cumulative U.S. installed wind energy capacity by 27 percent to 11,603 MW, well above the 10,000-MW milestone reached in August 2006.

Wind power has attracted the support of state and federal government legislatures. The U.S. Congress recently extended the federal production tax credit (PTC) through December 2008 to further expand the number of wind farms throughout the U.S. Based on the success of the PTC to date, AWEA is calling for extending the provision an additional five years.

"Wind is a proven, cost-effective source of energy that also alleviates global warming and enhances our nation's energy security," said AWEA Executive Director Randall Swisher. "The industry has demonstrated a generous return on the investment of both private and public investment in wind," said Swisher. "Extending the PTC five years will significantly increase the progress America is making in expanding its use of new forms of energy when they've never been needed more."

cbr20842,1
24-01-2007, 15.51.25
Il loro sito internet :http://www.us-cap.org/


Ten major companies with operations across the economy — utilities, manufacturing, petroleum, chemicals and financial services — have banded together with leading environmental groups to call for a firm nationwide limit on carbon dioxide emissions that would lead to reductions of 10 to 30 percent over the next 15 years.
Introduction of this group, which includes industry giants like General Electric (http://www.nytimes.com/mem/MWredirect.html?MW=http://custom.marketwatch.com/custom/nyt-com/html-companyprofile.asp&symb=GE), DuPont (http://www.nytimes.com/mem/MWredirect.html?MW=http://custom.marketwatch.com/custom/nyt-com/html-companyprofile.asp&symb=DD) and Alcoa (http://www.nytimes.com/mem/MWredirect.html?MW=http://custom.marketwatch.com/custom/nyt-com/html-companyprofile.asp&symb=AA), is aimed at adding to the recent impetus for Congressional action on emissions controls and the creation of a market in which allowances to emit carbon dioxide could be traded in a way that achieves the greatest reduction at the lowest cost.

cbr20842,1
24-01-2007, 16.34.59
Si puo dire che su Aventine il discorso di bush a sortito i suoi effetti...
Dal collocamento è in caduta libera

cbr20842,1
24-01-2007, 16.37.35
I titoli del techdax solare hanno dimostrato anche oggi una volatilità pazzesca. Solo ersol tiene bene i rialzi della mattina.

cbr20842,1
25-01-2007, 17.28.19
da : http://www.japantoday.com/jp/ (http://www.japantoday.com/jp/)

Sharp to produce more efficient thin-film silicon solar cells

Thursday, January 25, 2007 at 04:00 EST
OSAKA — Sharp Corp said Wednesday it has developed know-how to mass-produce more efficient thin-film silicon solar cells. Commercial production will start in May at the company's Katsuragi plant in Nara Prefecture, it said.
Sharp said it has adopted a three-layer cell instead of a conventional two-layer cell to increase the efficiency for converting solar energy to electricity from 8.6 percent to 10%. Thin-film solar cells, though using less silicon than mainstay crystal solar cells, have had problems with conversion efficiency.

cbr20842,1
25-01-2007, 17.33.51
TOKYO - Toyota Motor Corp. said on Wednesday it is aiming for a 40 percent jump in its global sales of gas-electric hybrid vehicles to 430,000 units this year.

Japan's top auto maker said it also aims to boost domestic production of Prius hybrid cars by 40 percent to 280,000 units.
In 2006, Toyota's hybrid sales rose 33 percent from a year earlier to 312,500 units.
Hybrids, particularly Toyota's Prius, have gained in popularity among environmentally conscious Americans, in part due to high gasoline prices.
Accounting for about 1 percent of new car sales in the United States, a hybrid couples a traditional internal combustion engine with a battery to allow for lower gasoline use.
Toyota has forecast its group -- including Hino Motors Ltd. and Daihatsu Motor Co. -- will sell 9.34 million vehicles in 2007, up 6 percent from an estimated 8.80 million units last year.
Toyota last November formed an equity tie-up with truck maker Isuzu Motors Ltd. in a bid to catch up in clean diesel, a rival technology to its signature hybrid system. In 2005, it took a stake in Fuji Heavy Industries Ltd., partly as a way to quickly add production capacity in North America.

REUTERS NEWS SERVICE

cbr20842,1
25-01-2007, 17.41.26
La toyota fa sul serio. Quando qualche mese fa disse che si sarebbe arrivati alla produzione di massa nel 2017 (non ricordo bene,ma c'&#232; la notizia salvata) i commenti degli esperti e appasionati di auto erano sarcastici.
Ma non bisogna pensare a domani. Ma tra 10 anni.con gli investimenti in ricerca la tecnologia sar&#224; sicuramente in grado non di garantire le stesse prestazioni dei motori di oggi, ma di superarle.
Oggi 400.000 auto sui (credo) 9 milioni non sembrano molte, ma la rivoluzione &#232; in essere e tocca tutti i settori. Cominciando dalle scelte strategiche delle Major dell'oil.

Chi si ferma &#232; perduto...

cbr20842,1
31-01-2007, 14.57.16
Ubs, anche opportunità dai cambiamenti climatici

I mutamenti climatici porteranno rischi ma anche occasioni per gli investitori. Lo spiega un rapporto pubblicato oggi da Ubs Wealth Management Research in cui vengono analizzati settore per settore gli impatti di un fenomeno ormai riconosciuto anche dalla comunità scientifica, tanto da aver indotto alcuni studiosi ad annunciare che il 2007 sarà l’anno “più caldo nella storia degli annali” e a parlare in generale di fenomeni meteo estremi.

Da qui i rischi per i settori ritenuti più vulnerabili alle condizioni climatiche, così come i settori le cui attività verrebbero interrotte da eventi meteorologici straordinari: agricoltura, pesca, selvicoltura (utilizzazione delle foreste), centrali idriche e attività ad alto consumo idrico, ma anche turismo, sanità, assicurazioni e le attività influenzate dalle tempeste quali l’estrazione di petrolio offshore. Si tratta di rischi di un maggiore deterioramento delle proprietà materiali, di un calo delle entrate, ma non sarebbero i soli. Secondo Ubs uno dei maggiori rischi che le industrie devono affrontare è di essere esposte a normative più severe. Leggi più rigide in fatto di emissioni potrebbero ad esempio interessare direttemente i grandi produttori di energia, di prodotti chimici, di acciaio, di alluminio e di cemento, ma anche le industrie come l’auto, l’elettronica e le costruzioni che solo indirettamente contribuiscono alle emissioni utilizzando materie prime e semilavorati acquistati esternamente.

E qui scatterebbero però anche le occasioni di investimento. Più le persone saranno incoraggiate a limitare le emissioni di gas serra maggiori saranno le opportunità di investimento legate al contenimento degli effetti del cambiamento climatico. Le opportunità vengono secondo Ubs da un lato dai settori legati a prodotti e processi caratterizzati da una maggiore efficienza energetica, dall’altro dallo sviluppo di fonti energetiche rinnovabili, a basso contenuto di carbonio. Questi settori e le aree di investimento al loro interno sarebbero ben posizionati per beneficiare delle condizioni climatiche in mutamento e delle nuove normative. Nel settore delle energie rinnovabili, spazio quindi per il fotovoltaico, il geotermico, i biofuels, l’idroelettrico e l’eolico. Tra i settori in cui invece si potrebbe raggiungere una maggiore efficienza di processi e prodotti Ubs cita l’illuminazione, l’isolamento termico, la climatizzazione e il riscaldamento, ma anche l’industria dell’auto attraverso alimentazione ibrida o a celle combustibili.

cbr20842,1
31-01-2007, 16.15.33
http://www.maidireborsa.it/showpost.php?p=100230&postcount=109

Come detto sono entrato. Secondo me è molto interessante.

cbr20842,1
01-02-2007, 11.16.45
La mia preferita riparte alla grande oggi:)


Dow Jones
Conergy übernimmt Mehrheit an Solarunternehmen in Kanada
Donnerstag 1. Februar 2007, 10:45 Uhr


HAMBURG (Dow Jones)--Die Conergy AG expandiert in Nordamerika. Dank der mehrheitlichen Übernahme der ETI Solar Energy Technologies Inc, Edmonton, gehöre Conergy nun auch in Kanada zu den führenden solaren Systemanbietern, teilte das in Hamburg ansässige Solarunternehmen am Donnerstag mit. ETI Solar gelte mit einem Umsatz von rund 5,4 Mio EUR und einem Marktanteil von mehr als 10% als zweitgrößtes Solarunternehmen Kanadas. Der kanadische Markt für photovoltaische Anlagen wuchs mit durchschnittlich 25% in den letzten 10 Jahren auf inzwischen rund 5 Megawatt, wie Conergy schreibt. Neue Förderprogramme böten zusätzliche ökonomische Anreize zur Installation von Solarstromanlagen. Webseite: http://www.conergy.de

cbr20842,1
01-02-2007, 11.24.58
Goldman Sachs Expects Big Returns from Going Green

http://www.resourcesaver.org/file/News/O16F34521.jpg The investment giant announced an ambitious series of environmental goals, and found them directly in line with its primary goal of making money, Christopher Wright reports.

In November 2005 Goldman Sachs surprised many people in the financial sector when it announced an ambitious new environmental policy framework (http://www2.goldmansachs.com/our_firm/our_culture/corporate_citizenship/environmental_policy_framework/docs/EnvironmentalPolicyFramework.pdf). [PDF] The slew of green measures included commitments to consider the environmental and social impacts of investments, encourage the development of environmental markets, and reduce the investment bank's overall climate footprint.

Now a little over a year later (and on the back of soaring profits) the investment giant is taking stock of its efforts. On January 21, 2007, it quietly released its year-end environmental report (http://www2.goldmansachs.com/our_firm/our_culture/corporate_citizenship/environmental_policy_framework/docs/Environmental_Initiative_Report_-_Final.pdf), [PDF] demonstrating that environmental commitments are indeed in line with Goldman's raison d'etre: making money.

"We tried to make the framework as business-oriented as possible, because we believe it would be the best way for us to have a positive impact on the environment," says Sonal Shah, vice president of corporate citizenship at Goldman Sachs. "We want to show that there is a way to make money on this."

Winds of Change

"Goldman Sachs really pushed the envelope with [its] policy framework," says Jon Sohn, a senior associate at the World Resources Institute. "They are sending a message that valuing the environment can go hand in hand with wealth creation."

In particular, Goldman Sachs chose to focus its efforts on the renewable energy sector in 2006, where it thinks profits may just be blowing in the wind. Due to strong demand and opportunity, it exceeded its original pledge to invest $1 billion in alternative energy by 50 percent. In June 2005 the investment bank acquired Horizon Wind Energy (formerly Zilkha Renewable Energy), and then acted as a joint book runner on the syndication of $263 million in project financing for the company in April 2006. Horizon says it will put the money to work constructing turbines capable of producing enough electricity (4,000 megawatts) for 1.2 million homes.

In addition to betting on wind, Goldman Sachs kicked in support for companies in the solar, biodiesel and ethanol businesses. The investment bank made a private equity investment in SunEdison LLC, a Baltimore-based company in the solar photovoltaic systems business, and arranged $217 million in debt financing for Northeast Biofuels. Reflecting its appetite for innovation, Goldman also purchased a minority stake in Iogen Corporation, which is attempting to pioneer the conversion of agriculture materials like straw, corn stalks, and switchgrass into ethanol.

Of course, environmental advocacy groups are quick to point out that upping investment levels in alternative energy addresses just one side of the climate change problem facing the current economy. Sohn argues, for instance, that Goldman's year-end report did not say enough about the nature and number of transactions it screened when making project investments in environmentally-sensitive industries.

"Investment banks need to carefully evaluate who they're doing business with, and the environmental and social impacts of the full range of financial services that they provide," says Dana Clark, global finance campaigner for the Rainforest Action Network. "They need to reduce their involvement with the dirtiest industries, and find ways to reduce the carbon intensity of their investments."

Goldman admits that controversies about project finance decisions may become more commonplace in the future, but argues it is difficult to turn down such investments in light of the growing demand for energy, and the current inability of alternative sources to meet it. According to Shah, investing in alternative energy and technology is not without its own problems. For example, wind farms sometimes face local not-in-my-backyard opposition, and there are still some unresolved questions with regards to the implementation of certain technologies.

So instead of an abrupt shift from fossil-fuel based to alternative energy, Goldman Sachs envisions a phased approach in which different sectors of the economy gradually become less and less dependent on coal and oil. In this context, Shah says Goldman Sachs will continue to make investments in proven alternative energy sources and will help develop the carbon market.

"Money is already flowing to alternative energy sources," says Sohn. "But with this policy, Goldman Sachs recognizes that markets have to be enhanced to significantly increase these flows globally and reduce our reliance on fossil fuels."

Making Markets

The investment bank's strategic investments in renewable energy are just one part of its market-making strategy.

Goldman Sachs purchased a 10.1 percent stake in the UK-listed Climate Exchange, the parent company of the European Climate Exchange (ECX), in September 2006. The investment formed part of the Climate Exchange's merger with the Chicago Climate Exchange (CCX), strategically positioning the company--and by extension Goldman Sachs--in two significant markets. Goldman liked this position enough to double its stake in the deal to 19 percent last week, fueling a five percent surge in Climate Exchange stock on January 19, 2007.

Goldman Sachs is also looking to stoke the fires of less established sectors of the carbon market. Just last month, the investment bank's new Center for Environmental Markets commissioned Resources for the Future, the World Resources Institute and the Woods Hole Research Center to research: policy options for federal greenhouse gas regulations in the United States; the promise of various clean technologies; and the value of avoided deforestation. The research will be made available to the public and discussed in a series of global conferences. The aim, says Shah, is to inform current policy debates about the potential of environmental markets in reversing environmental degradation.

Yet, in relation to other ecosystem services, such as the preservation of water-quality or biodiversity conservation, there was little progress to report. But Goldman Sachs says it is evaluating opportunities in relation to water and biodiversity, and may commission research or make investments in this area in the coming year.

"I would be disappointed if a market for valuing biodiversity does not emerge in the next 10-15 years," says Alice Chapple, director of sustainable financial markets at Forum for the Future, a UK-based organization. "I expect that financial institutions, alongside other companies, will begin to understand the role they play in both the extinction and protection of vulnerable species."

Long-Term Greed

Goldman Sachs has a history of making long-term strategic investments in new product lines. Gus Levy, its former legendary partner, famously conceded that the investment bank was greedy, but clarified, "long-term greedy." The fact that the powerhouse of capitalism is taking the plunge into environmental markets is perhaps the embodiment of this mantra, and the surest signal yet that there is money to be made on sustaining ecosystem services.

"People do perceive Goldman Sachs in a different way from other investment banks," says Chapple. "So when it released its environmental policy framework, some skeptics in the financial sector did reconsider their views on the commercial viability of green investments."

As with its investments more generally, thorough internal research will underpin Goldman Sachs' latest move. While the research grants provided to explore public policy options totaled $2.3 million, the investment bank's support for internal research is much more substantial. Last year, Goldman became a partner of ASSET4, a provider of non-financial data on corporations worldwide that incorporates environmental, social and governance (ESG) data into its investment research. The aim is to understand the relationship between ESG performance and share prices.

"We have done a lot of research on this and we feel we will become better investors," says Shah. "We are really trying to get to our clients and the investing audience out there, and demonstrate why these issues are important to think about."

If Goldman Sachs can drive interest in environmental markets, it would certainly be timely. According to the Millennium Ecosystem Assessment, approximately 60 percent of ecosystem services are being degraded or used unsustainably. Fortunately, Shah says the demand for advice on ESG issues is rising, particularly among corporations in Europe, and among utilities worldwide. But more importantly, as many clients will increasingly be exposed to such risks, Goldman Sachs wants to be in a position to help them.

The Hibernating Giant

A notable finding of Goldman Sachs' research is that the impact of pressures from NGOs and SRI funds, or single pollution incidences, impacts shareholder value much less than government regulation. Accordingly, the investment bank has strongly come out in favor of regulation that creates long-term value for greenhouse gas emissions reductions and new technologies. Voluntary action, it reasons, is insufficient.

"We are not advocating for any specific federal regulatory policy," says Shah. "Rather, we want to inform decision-makers of good market-principles that they should think about."

Chapple agrees with this approach: "The best input into policy that investment banks can provide is to conduct and present research to government and stakeholders that identifies the obstacles they face in expanding their investments into alternative energy and clean technologies," she says. In turn, government should set clear policy targets and stick to them, thereby providing regulatory certainty for investors.

Based on its financial standing and reputation, Goldman Sachs is a bellwether for investors. When it speaks, Wall Street listens. So given its endorsement of the sustainability agenda, are we seeing the contours of a green arms race in the financial industry?

Well, perhaps. Last October Morgan Stanley tripled Goldman's $1bn commitment, announcing plans to invest roughly $3bn in carbon credits and energy projects to reduce greenhouse gas emissions during the next five years. In the long run, however, only effective and stable federal regulation can put a robust price on carbon.

Market analysts have called the U.S carbon market a "hibernating giant." With Goldman Sachs leading the way, the conservative wing of Wall Street seems to have woken up. And so the question is: when will lawmakers on Capitol Hill follow suit?

cbr20842,1
01-02-2007, 11.37.57
:eek: 50,20, ottimi i volumi, la notizia ha spinto ulteriormente il titolo che era rimasto al palo nei giorni scorsi rispetto alle concorrenti.

cbr20842,1
01-02-2007, 12.28.27
Ragazzi questa è una vera perla rara da seguire.
Unico neo volumi davvero scarsi.
E' l'unica società al mondo quotata (ne esistono altre, ma non sono in borsa) che fa ricerca e produce tecnologia per produrre energia sfruttando le onde marine e le maree.
E' americana ma quotata a londra : http://www.londonstockexchange.com/en-gb/pricesnews/prices/system/detailedprices.htm?ti=OPT

il loro sito internet : http://www.oceanpowertechnologies.com/

Dati diffusi ieri : http://www.londonstockexchange.com/LSECWS/IFSPages/MarketNewsPopup.aspx?id=1396415&source=RNS

cbr20842,1
01-02-2007, 15.27.16
- PARIGI, 01 FEB - Secondo il quotidiano 'Le Monde' , il gruppo francese non conferma ancora la firma del protocollo per non irritare i cinesi che avevano chiesto il massimo riserbo.
Areva, scrive sempre il giornale, si è fissata "l'obiettivo ambizioso di fornire un terzo dei reattori nucleari nel mondo nel 2011". Il gruppo francese, che al momento è l'unico al mondo a poter fornire ai suoi clienti il ciclo nucleare completo, punta soprattutto al mercato americano che è ormai "il più maturo" dopo che il nucleare è stato congelato dall'incidente di Three Mile Island nel 1979. Dopo gli Usa, che si accingono a rilanciare il nucleare, Areva punterebbe all'India, che considera un mercato più promettente di quello cinese.In Europa, il paese più promettente è la Gran Bretagna che per ridurre le emissioni di CO2 e compensare il declino della sua produzione di petrolio nel mare del Nord intende rinnovare il suo parco di centrali nucleari obsolete. (ANSA).

cbr20842,1
05-02-2007, 10.50.17
Giornata fiacca? Non per le alternative tedesche:D

cbr20842,1
05-02-2007, 11.01.03
E si assicura forniture silicio fina al 2018

05.02.2007 - 08:57 Uhr
Q-Cells sichert sich Lieferung von Silizium bis 2018
Wie Q-Cells weiter mitteilte, wird sie im Rahmen eines Aktientausch 17,9%entsprechend 88.456.767 Aktien der REC Renewable Energy Corp ASA von Good Energies übernehmen. Sie beteilige sich damit am weltweit größten Hersteller von multikristallinem Silizium sowie von Siliziumwafern für die Solarzellenproduktion mit Sitz im norwegischen Høvik. REC sei bereits einer der bedeutendsten Lieferanten von Q-Cells. Im Gegenzug erhöhe die Good Energies Investments BV im Zuge einer Sachkapitalerhöhung ihren Anteil an Q-Cells. Der Solarzellenanbieter gebe im Rahmen der Sachkapitalerhöhung 34.323.579 neue Aktien an Good Energies aus, davon 3.753.595 Stück als Stammaktien. Damit erreiche Good Energies einen Stimmrechtsanteil von 29,9%. Die weiteren 30.569.984 Aktien seien Vorzugsaktien. Insgesamt steige die Betiligung von Good Energies an Q-cells auf 49,55%.
Good Energies wolle ihren Anteil an stimmberechtigten Aktien derzeit nicht über 29,9% erhöhen, teilte Q-Cells weiter mit. Durch die Ausgabe der neuen Aktien erhöhe sich das Grundkapital von Q-Cells auf 109.053.307 Mio EUR.

cbr20842,1
05-02-2007, 11.02.37
Dati in linea con stime

05.02.2007 - 09:07 Uhr
Q-Cells übertrifft 2006 Analystenerwartungen
THALHEIM (Dow Jones)--Die Q-Cells AG, Thalheim, hat das Geschäftsjahr 2006 mit einem EBIT von 129,1 (63,2) Mio EUR abgeschlossen und damit die Erwartung der Analysten übertroffen. Diese hatten im Mittel mit einem EBIT von 122,2 Mio EUR gerechnet. Auch der Umsatz lag mit 539,5 (299,4) Mio EUR über der Konsensprognose von 528,0 Mio EUR. Den Jahresüberschuss bezifferte der Hersteller von Solarzellen am Montag auf Basis vorläufiger Zahlen auf 87,7 (39,9) Mio EUR. Im Jahr 2006 seien Solarzellen mit einer Gesamtleistung von 253,1 Megawatt-Peak (MWp) produziert worden, 53% mehr als im Vorjahr. Im abgelaufenen Jahr sei ein außerordentlicher Ergebnisbeitrag aus der erstmaligen Bilanzierung der EverQ-Anteile in Höhe eines einstelligen Millionenbetrags verbucht worden, hieß es weiter.

Webseite: http://www.qcells.de

cbr20842,1
05-02-2007, 15.55.10
Total: De Margerie Pensa Ad Investire Nel Nucleare

(ANSA) - PARIGI, 05 FEB - Total vuole diversificarsi nel nucleare. A indicarlo è Christophe de Margerie, il numero due della compagnia francese che il 14 febbraio succederà a Thierry Desmarest alla guida del quarto gruppo petrolifero mondiale.
"Un giorno parteciperemo sicuramente a questa avventura", ha dichiarato de Margerie al quotidiano 'Financial Times' spiegando che per Total "l'energia non è solo business ma anche una responsabilità nei confronti dei consumatori".
Altro motivo per investire nel nucleare, scrive il quotidiano 'Le Monde', è la difficoltà di accedere, per le 'majors' alle riserve di gas e petrolio, controllate a più dell'80% dagli stati produttori e dalle loro compagnie nazionali. Quanto al nucleare, che è al momento dominato dai grandi gruppi che operano le centrali, come EdF o E.O.N, il quotidiano si chiede quale possa essere il margine di manovra di Total che detiene solo l'1% di Areva, il numero uno mondiale dell'industria nucleare. Finora del resto Desmarest aveva indicato che Total non intendeva rafforzarsi nel capitale di Areva nel caso il governo dovesse dare il suo benestare a un'apertura del suo capitale.
Secondo il giornale, Total che sta accumulando maxiutili (12 mld di euro nel 2005) potrebbe investire nelle miniere di uranio, che sono meno concentrate del petrolio in zone a rischio, o lanciarsi anche come operatore di centrali nucleari.
Total avrebbe anche studiato la possibilità di far costruire una centrale nucleare in Canada.
Total, come le altri grandi major, stanno tutte comunque "già pensando al momento più o meno vicino in cui la produzione e la raffinazione dell'oro nero non sarà più la loro attività principale". Desmarest e de Margerie annunceranno i risultati di Total il 14 febbraio, giorno del passaggio delle consegne.(ANSA).

cbr20842,1
05-02-2007, 17.39.42
:d :d :d :d :d

cbr20842,1
05-02-2007, 17.59.30
La scintilla è stata la diffusione dei dati stamattina, la benzina la conference call del pomeriggio.

Da qui al 2010 circa 5000 nuove assunzioni...

dpa-afx
Solarzellenhersteller Q-Cells rechnet mit Tausenden neuen Jobs
Montag 5. Februar 2007
THALHEIM (dpa-AFX) - Der Solarzellenhersteller Q-Cells rechnet auf Grund des langfristigen Liefervertrages für den Rohstoff Silizium in den nächsten Jahren mit Tausenden neuen Arbeitsplätzen am Standort Thalheim (Landkreis Bitterfeld). "Wir halten an unserem Ziel fest, die Zahl der Arbeitsplätze am Standort von bisher rund 1.300 bis zum Jahr 2010 auf etwa 5.000 zu erhöhen. Darüber hinaus rechnen wir in den Folgejahren zusätzlich nochmals mit 3.000 bis 5.000 neuen Arbeitsplätzen", sagte der Sprecher der Q-Cells AG (Thalheim bei Wolfen), Stefan Dietrich am Montag.



Ad. domanda fortissima, praticamente tutto esaurito...

Dow Jones
Q-Cells sieht starke Nachfrage: "Sind praktisch ausverkauft"
Montag 5. Februar 2007, 14:54 Uhr

DÜSSELDORF (Dow Jones)--Die Q-Cells AG verzeichnet derzeit eine "sehr sehr starke Nachfrage", insbesondere in Deutschland und Spanien. Das Unternehmen sei praktisch "ausverkauft", sagte der Vorstandsvorsitzende des Thalheimer Photovoltaik-Unternehmen, Anton Milner, am Montag während einer Telefonkonferenz anlässlich der Veröffentlichung der vorläufigen Zahlen für 2006. Er erwarte, dass diese sehr starke Nachfrage auch während des Jahres anhalte.

dangilio
05-02-2007, 18.27.32
solo kerself..da quel che mi risulta.

azione letteralemte esplosa in 2 mesi.

cbr20842,1
06-02-2007, 11.01.20
La chiusura di ieri sopra i 41 è ottima, alzo lo stop a 39.
Ricordo che sono entrato a 38,75 e che per me è un titolo da cassetto

cbr20842,1
06-02-2007, 11.07.06
solo kerself..da quel che mi risulta.

azione letteralemte esplosa in 2 mesi.

Da noi è l'unica. Tra l'altro sta diversificando nel solare solo dalla metà dell'anno scorso. Io sono dentro con pochi pezzi, preferisco puntare sulle aziende "pure" e non diversificate.
Comunque aspetto il bilancio per valutare l'impatto delle acquisizioni e la ripartizione dei ricavi tra pompe e solare.

dangilio
06-02-2007, 12.29.11
be' se sei entrato ,hai fatto un colpaccio..io son rimasto alla finestra come uno scemo con lo sguardo incredulo.

io sto facendo molto bene con suntech..che hai oltre omart?

cbr20842,1
06-02-2007, 16.24.23
Nel solare Conergy a 45 circa e Renewable energy poco sotto 120.
Geotermica Ormat tec appena entrato da poco a 39 circa.
Etanolo Verbio quotata sul xetra a 14,7.
Sulle prime 3 ho puntato parecchio, su verbio poco roba perchè sti carburanti alternativi ancora devo capirli del tutto;) .
Kerself solo 200 pezzi a 5,32. Devo ringraziare Balinor che la segnalò nel vecchio 3d di q-cells, ma sono entrato il giorno del mio compleanno il 16 gennaio su un post di apuo molto divertente in cui parlava di siccità pompe e battuttaccie. Come si dice i ringraziamenti sono fondamentali:D

Sto studiando Ocean Power tec. come scritto poco piu' su. Mi pare il Jolly, vedremo.
Piu' tardi mi sa che vendero' Conergy per poi ricomprarla, ma solo per un discorso di pagamento di imposte. Se arriva il 20% non voglio regalare niente a Schioppa e visco;)

cbr20842,1
06-02-2007, 16.32.26
Se le università e le imprese italiane non fanno ricerca, ma solo il solito bla bla bla tipico della politica e delle istituzioni non puo' che andare cosi'...

MILANO (Finanza.com) - Enel veste i panni del mecenate nel settore della ricerca energetica. La società italiana ha staccato oggi un assegno da 5 milioni di dollari per finanziare studi che portino soluzioni innovative nel settore dell'energia. L'amministratore delegato del gruppo, Fulvio Conti, ha infatti firmato a Cambridge un protocollo di collaborazione con la Harvard University offrendo alla storica istituzione statunitense una donazione appunto di 5 milioni di dollari destinata anche a sviluppare programmi congiunti sui temi ambientali e la generazione pulita. L'iniziativa va ad arricchire la parte scientifica del piano ambiente di Enel lanciato il mese scorso che prevede investimenti per 4,1 miliardi di euro di qui al 2011 e permette a regime minori emissioni di anidride carbonica in atmosfera per 4 milioni di tonnellate l'anno.

cbr20842,1
06-02-2007, 17.22.10
Sempre in campana;) I risultati di ieri di q-calls avevano fatto salire il rusco e il brusco.
Oggi c'è selezione. Q-cells dopo il +20% di ieri storna solo dell'1-2%, mentre altri, tipo solarworld perdono piu' di quello che avevano guadagnato ieri.

cbr20842,1
07-02-2007, 10.20.35
La quarta cinese che raccoglie capitali in usa.

NEW YORK, Feb 6 (Reuters) - China's JA Solar Holdings Co. Ltd., a maker of solar cells, on Tuesday raised $225 million with an initial public offering that was priced above a forecast range.
The 15 million American depositary share (ADS) offering sold for $15 per share compared with a $12.50 to $14.50 forecast, according to an underwriter.
Each ADS represents three common shares, according to documents filed with the U.S. Securities and Exchange Commission.

The offering price gives the company an initial market capitalization of about $658 million.

The company produces solar cells that are assembled by module manufacturers into systems that convert sunlight into electricity.
JA Solar joins a surge of IPOs from Chinese solar companies to float shares on U.S. exchanges. In December, Trina Solar Ltd. (TSL.N: Quote (http://stocks.us.reuters.com/stocks/overview.asp?symbol=TSL.N&WTmodLoc=InvArt-C1-ArticlePage1), Profile (http://stocks.us.reuters.com/stocks/fullDescription.asp?symbol=TSL.N&WTmodLoc=InvArt-C1-ArticlePage1) , Research (http://stocks.us.reuters.com/stocks/analystResearch.asp?symbol=TSL.N&WTmodLoc=InvArt-C1-ArticlePage1)) and Solarfun Power Holdings Co. Ltd. (SOLF.O: Quote (http://stocks.us.reuters.com/stocks/overview.asp?symbol=SOLF.O&WTmodLoc=InvArt-C1-ArticlePage1), Profile (http://stocks.us.reuters.com/stocks/fullDescription.asp?symbol=SOLF.O&WTmodLoc=InvArt-C1-ArticlePage1) , Research (http://stocks.us.reuters.com/stocks/analystResearch.asp?symbol=SOLF.O&WTmodLoc=InvArt-C1-ArticlePage1)) offered shares.
Underwriters, led by CIBC World Markets and Piper Jaffray, have the option to buy another 2.25 million ADS to cover overallotments.
The company was approved to list shares on the Nasdaq under the symbol "JASO." (JASO.O: Quote (http://stocks.us.reuters.com/stocks/overview.asp?symbol=JASO.O&WTmodLoc=InvArt-C1-ArticlePage1), Profile (http://stocks.us.reuters.com/stocks/fullDescription.asp?symbol=JASO.O&WTmodLoc=InvArt-C1-ArticlePage1) , Research (http://stocks.us.reuters.com/stocks/analystResearch.asp?symbol=JASO.O&WTmodLoc=InvArt-C1-ArticlePage1))

cbr20842,1
09-02-2007, 10.37.07
WREXHAM, Wales, Feb. 7, 2007 -- Sharp Electronics is doubling the size of its photovoltaic solar panel plant in this northern Welsh town to meet soaring demand for solar energy systems across Europe. The company announced an investment of approximately $18.2 million in its Wales facility.

Production capacity will be doubled and the existing 110 Megawatts (MW) capacity will be expanded to 220MW. This expansion will make the facility one of the largest PV solar module plants in the world," Sharp said in a statement. The Wrexham plant was opened in 2004 with an annual capacity of 20MW.

Denise Marsden, general manager at Sharp Manufacturing at the Wales site, said, "The fact that we are willing to invest further in Wales is testimony to the quality and skills of the local workforce. Sharp is at the forefront of photovoltaic technology. As the search for greater renewable energy resources continues, the expansion will give us the capacity to meet the increasing needs of the market." Sharp is one of the world's largest producers of photovoltaic panels, which convert sunlight into electricity.

Wales' Enterprise Minister Andrew Davies said Sharp's investment in increased production capacity at Wrexham was "a milestone for Wales."

He added, "This latest investment by Sharp to create in North Wales one of the biggest and most advanced solar module plants in the world is an extremely important boost to the Welsh presence in this sector.

"Clean and renewable energy is one of the most important sectors in the future economy -- and its further growth is one of the Assembly Government's priorities. Thanks to a range of initiatives and investments by research institutes and by companies large and small, Wales is beginning to lead the way."

The Sharp Corporation has a long history of involvement in the solar power industry -- beginning research and development in solar energy in 1959 and commencing the mass production of solar cells in 1963.

International Business Wales is the economic development arm of the Welsh Assembly Government with the responsibility of helping international corporations locate operations in Wales, and with promoting international trade by Welsh businesses. IBW can assist businesses in finding suitable properties in Wales for their operations, help them in finding employees and in obtaining financial assistance from the Welsh government, when appropriate.

cbr20842,1
09-02-2007, 10.39.22
Finanziamento da mezzo miliardo per ricerca sui biocarburanti
BP Funds $500 Million in Biofuels Research at Berkeley

LONDON and BERKELEY, Calif., Feb. 7, 2007 -- British Petroleum announced it has selected the University of California Berkeley and its partners -- the University of Illinois, Urbana-Champaign and the Lawrence Berkeley National Laboratory -- to join in a $500 million research program that will explore how bioscience can be used to increase energy production and reduce the impact of energy consumption on the environment.

The Energy Biosciences Institute will perform ground-breaking research aimed at the production of new and cleaner energy, initially focusing on renewable biofuels for road transport. The EBI will also pursue bioscience-based research in three other key areas; the conversion of heavy hydrocarbons to clean fuels, improved recovery from existing oil and gas reservoirs, and carbon sequestration.

"The proposal from UC Berkeley and its partners was selected in large part because these institutions have excellent track records of delivering 'Big Science' -- large and complex developments predicated on both scientific breakthroughs and engineering applications that can be deployed in the real world," said BP Group Chief Executive John Browne.

Browne added that "This program will further both basic and applied biological research relevant to energy. In short, it will create the discipline of Energy Biosciences. The Institute will be unique in both its scale and its partnership between BP, academia and others in the private sector."

Dedicated facilities on the campuses of UC Berkeley and the University of Illinois will house EBI research laboratories and staff. The Lawrence Berkeley National Laboratory will carry out supporting research. Up to 50 BP staff located on the two campuses will work in partnership with university faculty and researchers. BP and its partners will share governance of the EBI and guidance of its research programs.

"We are delighted to welcome UC Berkeley, the University of Illinois and the Lawrence Berkeley Lab to this effort," said Bob Malone, chairman and president of BP America Inc. "We are joining with some of the world's best science and engineering talent to meet the world's demand for low carbon energy. As part of that effort we will be working to improve and expand the production of clean, renewable energy through the integrated development of better crops, better processing technologies, and new biofuels."



U.S. Secretary of Energy Samuel W. Bodman said in praising the announcement, "As we continue to promote alternative energy as a means to strengthen our nation's energy security, it is important that private industry join in support of research to advance President Bush's goal of making clean energy sources, like bioenergy and biofuels, commercially available."

"I can't tell you how excited I am that BP has chosen UC Berkeley and California for its new $500 Million Energy Biosciences Institute," said California Governor Arnold Schwarzenegger. "I’m proud that the private sector has recognized California’s leadership and commitment to clean energy. This is a perfect complement to our new low-carbon fuel standard which will cut carbon emissions 10 percent from our cars by the year 2020, and with research facilities like the Energy Biosciences Institute, California will continue to be a leader in the Cleantech industry."

cbr20842,1
09-02-2007, 10.49.45
Fuel from forests is new clean energy goal


By Sun Xiaohua http://www.chinadaily.com.cn/

Money may not grow on trees but they could help power cars, thanks to a path-breaking effort to develop biofuel from forests.
By 2010, China plans to plant an area the size of England, or 13 million hectares, with trees from which biofuel can be extracted as a source of clean energy, according to the State Forestry Administration (SFA).
Jatropha, also called physic nut, is currently grown on around 2 million hectares across the country and produces non-edible oil for making candles and soap.
Now, it will be the main ingredient in the production of biodiesel.
The 13-million-hectare forest mostly spread over southern China is expected to produce nearly 6 million tons of biodiesel every year.
Vehicles account for a third of all oil use in the country.
Biodiesel is a clean-burning diesel made from natural, renewable sources such as agricultural products like palm oil, soybeans and sugarcane with Brazil, in particular, being a global leader.
The jatropha trees can also provide wood fuel for a power plant with an installed capacity of 12 million kilowatts about two-thirds the capacity of the Three Gorges Dam project, the world's biggest.
This amount of bio-energy will account for 30 percent of the country's renewable energy by 2010, according to the SFA.
Cao Qingyao, spokesman for the SFA, said: "This plan will not only help the country enlarge its green coverage (currently at about 130 million hectares) but also meet increasing demand for energy."
"And most importantly, it provides clean energy to meet the country's target of sustainable development," he said.
Currently, the country relies mainly on fossil fuels for energy production. To ease the pressure and reduce pollution and greenhouse gas emissions, a renewable energy target has been set: By 2010, it will make up 10 percent of the energy structure; and 16 percent by 2020.
China National Petroleum Corporation, one of the country's three energy giants, has started collaboration with the SFA to develop biofuel. Jiang Jiemin, head of the corporation, said last month that the group would, by 2010, build a commercial production base with an annual capacity of 200,000 tons of biodiesel by planting more than 400,000 hectares of trees.

cbr20842,1
09-02-2007, 10.54.45
Dutch scientist says software can cut car fuel use

AMSTERDAM (Reuters) - Modern cars can reduce fuel consumption by more than 2.5 percent just by adding a piece of software to the engine computer, a Dutch scientist found in a university research project together with Ford.
University of Eindhoven scientist John Kessels said on Wednesday he had managed to reach optimal engine performance more often by adding a piece of software to a car's computer.
Kessels's software dynamically switches the dynamo, which charges the car battery, on and off.
"Just by adding a piece of software and a simple cable, cars can save 2.6 percent of fuel consumption," he told Reuters.


The software is not proprietary to Ford and can be used in any car with an engine computer, he said. In general this applies to most modern cars.
A more significant fuel saving of 5 to 6 percent can be achieved if the car engine were to be switched on and off, but this would require adjustments to the car engine, he said.
Fuel efficiency is a major topic for car makers as governments struggle to reduce greenhouse gas emissions, which contribute to global warming.
Earlier on Wednesday, the European Commission unveiled a broad strategy to cut carbon dioxide emissions from cars, proposing binding limits that automakers say will threaten jobs and lead to big price increases for consumers.
The European Union executive, a world leader in fighting climate change, is targeting car companies to help meet goals to reduce emissions under the Kyoto Protocol.

cbr20842,1
09-02-2007, 11.06.06
Tutte tre nel video (4min)
http://www.cnn.com/video/player/player.html?url=/video/business/2007/01/25/b2.go.green.get.rich.cnn.cnn&source=money

Airtricity:
The background: Carbon dioxide makes up nearly 80 percent of all greenhouse gases. More than a quarter of that CO2 comes from electrical power plants.
The solution: Wind power, thanks to recent breakthroughs in turbine and transmission technology; it's also 70 percent cheaper than solar power. In May, Dublin-based Airtricity, the world's fastest-growing wind developer, announced plans for a European supergrid - a network of 2,000 offshore wind turbines in the North Atlantic. The grid would initially supply 10,000 megawatts to 8 million homes.
The payoff: Founded just seven years ago, Airtricity is on track to bring in $657 million in revenue by 2010. The company operates 16 wind farms in the United States, the United Kingdom, and Ireland.
The opportunity: Airtricity is already lobbying for government approvals. But there's opportunity for other wind producers to start banding together, since scale is what's needed most to lift wind out of the "alternative" market.

cbr20842,1
09-02-2007, 11.25.59
C'è proprio di tutto in giro. Seguire tutto è difficilissimo, capire quale saranno quelli che sopraviveranno ancor di piu', c'è fermento e tanti investimenti, ma come sempre ci sarà selezione e solo alcune tecnologie risulteranno vincenti nel futuro.

Comunque questa è l'ultima quotata che ho scovato, canadese, tecnologia per treni(locomotive) a propulsione ibrida : www.Railpower.com (http://www.Railpower.com)

Ribadisco che non sono consigli ad acquistare o vendere i titoli in questione, ma solo notizie, riflessioni, vuole essere una sorta di memoria su questo settore industriale in forte ed espansione, come detto tra anni molte di queste tecnologie(e quindi aziende) saranno scomparse o non saranno mai imesse sul mercato in larga scala o ce ne saranno di nuove piu' efficenti e remunerative(in termini energetici e quindi economici)

cbr20842,1
09-02-2007, 11.35.47
Da : http://www.fueltechnv.com/home.php

Fuel Tech is a leading technology company engaged in the worldwide development, commercialization and application of state-of-the-art proprietary technologies for air pollution control, process optimization, and advanced engineering services. The Company’s nitrogen oxide (NOx) reduction processes have established Fuel Tech as a leader in post-combustion NOx control systems, which are installed on over 400 units worldwide.
New technologies that have grown out of the core NOx reduction business now form the basis of the FUEL CHEM (http://www.fueltechnv.com/fcOverview.php)® business. FUEL CHEM technology, including the Targeted In-Furnace Injection™ process, revolves around the unique application of specialty chemicals to improve the performance of combustion units by controlling slagging, fouling, corrosion and opacity. The Company’s FUEL CHEM products are being applied to over 80 combustion units burning a wide variety of fuels including coal, heavy oil, biomass, and municipal waste. Both the NOx reduction and FUEL CHEM businesses rely heavily on the Company’s exceptional Computational Fluid Dynamics (http://www.fueltechnv.com/techAPM.php) modeling skills, which are enhanced by internally developed, high-end visualization software.
Incorporated in 1987, Fuel Tech has over 100 employees, of which approximately 20% hold advanced degrees. The Company maintains domestic offices in Batavia, Illinois, site of its Corporate Headquarters, and in Stamford, Connecticut. International offices are located in Canada and Italy. Fuel Tech's Common Shares are listed on The NASDAQ Stock Market, Inc. under the symbol “FTEK.”

francescomezzelani
09-02-2007, 11.41.46
è da un pò di tempo che sono dentro al seguente fondo che investe nelle risorse idriche con ottime risultati.

PF (Lux) Water R Acc
Benchmark dichiarato: MSCI THE WORLD INDEX ND

Il comparto Water investe in azioni di società con sede in tutto il mondo operanti nei settori dell’acqua e dell’aria. Rientrano nell’area d’investimento del settore idrico le società produttrici di acqua, le società di trattamento e dissalazione, le società di distribuzione, le società di imbottigliamento, trasporto e distribuzione finale, le società specializzate nel trattamento delle acque reflue ed acque di rifiuto e nel trattamento di rifiuti solidi, liquidi e chimici e le società che gestiscono gli impianti di depurazione, nonché le società di impiantistica e le società di consulenza ed ingegneria legate alle attività sopra descritte. Per il settore dell’aria, gli investimenti riguarderanno le società incaricate del controllo della qualità dell’aria, i produttori di impianti di filtrazione dell’aria e i produttori di catalizzatori per veicoli. Il comparto investirà non meno di due terzi del proprio patrimonio netto in titoli azionari di emittenti operanti nel settore idrico.

Composizione
Primi 5 titoli % Prime 3 regioni % Primi 3 settori %

Veolia Environnement 7.2 Nord America 35.7 Servizi di pubblica utilità 33.2
Suez 4.7 Europa Occidentale - Euro 33.9 Servizi alle aziende 28.0
DANONE Grp 4.6 Regno Unito 14.5 Beni industriali 19.0
Nestle 4.5
ITT Industries, Inc. 4.4

Asset allocation Style by Morningstar
% patr.netto
Liquidità 3.1
Azioni 96.9
Obbligazioni 0.0
Altro 0.0
Azionario
Size
Large
Med
Small
Value Blend Growth
Style



Distribuzione settoriale
%Azioni Rel cat %Azioni Rel cat %Azioni Rel cat

Inform. 0.0 0.0 Servizi 36.7 0.9 Industria 63.3 1.5
Software 0.0 0.0 Salute 4.6 0.7 Beni cons. 9.5 0.9
Hardware 0.0 0.0 Ser.cons. 2.4 0.4 Beni ind. 19.0 0.9
Media 0.0 0.0 Serv.azien. 28.0 2.4 Energia 1.6 0.3
Telec. 0.0 0.0 Finanza 1.6 0.1 Serv.pubb. 33.2 9.1

Categoria: Azionari Internazionali Small/Mid Cap
Dati al 31/10/2006

Ripartizione geografica
% Azioni Rel cat
Regno Unito 14.5 1.2
Europa Occidentale - Non Euro 8.7 1.1
Europa Occidentale - Euro 33.9 1.1
Europa dell'Est 0.0 0.0
Medio Oriente/Africa 0.0 0.0
Asia Emergente - Ex 4 Tigri 0.0 0.0
Asia 4 Tigri 1.1 0.2
Giappone 5.1 0.7
Australiasia 0.0 0.0
Nord America 35.7 1.4
America Latina e Centrale 1.0 0.8

cosa ne pensate?

dangilio
09-02-2007, 11.46.02
ho notato che i titoli di energia eolica che seguo gamesa e vestas a maggio quando c'e' stato il tonfo generale questi hanno perso molto meno rispetto al comparto solare.


tra l'altro oggi vestas fa +9..vabe' ieri era -5..pero' rimane un titolo molto interessante.

ciao a tutti..

cbr20842,1
09-02-2007, 12.15.01
cosa ne pensate?

;) ;)
Questo è un indice americano del settore, nel riquadro in basso trovi la performance rispetto allo sp500. Negli ultimi 3 anni ha sempre fatto meglio.

Se mi indichi l'isin o il nome del fondo vorrei dargli un occhiata.
Mi sembra giusto e particolarmente "difensivo" in quanto oltre alle utility ha dentro pure le alimentari come danone e soprattutto nestlè.
Ricordo che quest'ultima produce il 10% del giro d'affari proprio dalla vendita di bottiglie d'acqua e similari.

cbr20842,1
09-02-2007, 12.35.04
ho notato che i titoli di energia eolica che seguo gamesa e vestas a maggio quando c'e' stato il tonfo generale questi hanno perso molto meno rispetto al comparto solare.


tra l'altro oggi vestas fa +9..vabe' ieri era -5..pero' rimane un titolo molto interessante.

ciao a tutti..

A parte la volatilit&#224; pazzesca sia dei solari che degli eolici che in nessun settore avevo mai visto(neanche in america nel 1999-2000 sui tecnologici), ho notato anch'io la stessa cosa il settore dell'eolico &#232; andato decisamente meglio dei fotovoltaico e solare in generale.
La risposta, da quello che ho letto, &#232; che le prospettive sono migliori, in quanto la resa energetica giustifica gli investimenti.
Un altra considerazione &#232; che c'&#232; meno concorrenza rispetto alle decine e decine di societ&#224; che si sono buttate nel solare queste sono tutte le quotate al mondo, se togli ge,vestas e gamesa che hanno il grosso del mercato, molte di queste sono quotate al OTC di ny, dove gli istituzionali non mettono piede.
Se postassi una lista di quelle che operano nel solare termico e fotovoltaico non basterebbe una pagina. Qui ci sar&#224; una dura selezione e secondo me rischi maggiori, ma anche prospettive di fusioni e acquisizioni per guadagnare economia di scala.
Comunque quando guardo le vestas mi viene il mal di testa, le avevo comprate a 69 e rivendute a 110...


Alternate Energy Solutions, Inc (http://www.aesmichigan.com/).
Americas Wind Energy Corporation (http://www.awewind.com/Home/tabid/36/Default.aspx)
Babcock & Brown Wind Partners (http://www.bbwindpartners.com/)
Clipper Windpower (http://www.clipperwind.com/)
First National Power Corp. (http://www.firstnationalpower.com/)
Finavera Renewables Inc (http://www.finavera.com/)
FPL Group, Inc (http://www.fplgroup.com/).
Gamesa Corp (http://www.gamesa.es/gamesa/index.html)
General Electric (http://www.ge.com/en/)
Greentech Energy (http://www.greentech.dk/)
Greenwind Pwr Cp NEW (http://www.greenwindpower.com/home.html)
Kore Holdings, Inc. (http://www.koreholdings.com/)
McKenzie Bay International Ltd (http://www.mckenziebay.com/)
Mass Megawatts Wind Power, Inc. (http://www.massmegawatts.com/)
NaiKun Wind Energy Group Inc. (http://www.naikun.ca/)
Plambeck Neue Energien AG (http://194.172.36.133/pne/index2.html)
Renewable Energy Holding plc (http://www.reh-plc.com/index.asp)
Repower Systems (http://www.repower.de/index.php?id=1&L=1)
Scottish Power PLC (http://www.scottishpower.plc.uk/)
Sea Breeze Power Corp. (http://www.seabreezepower.com/)
Suzlon Energy LTD (http://www.suzlon.com/)
Tower Tech Holdings, Inc (http://www.towertechsystems.com/)
TXU Corp. (http://www.txucorp.com/)
Vector Wind Energy (http://www.vectorwindenergy.com/)
Western Wind Energy (http://www.westernwindenergy.com/)
Windflow Tech ADR (http://www.windflow.co.nz/index.html)
www.vestas.com (http://www.vestas.com)

cbr20842,1
12-02-2007, 16.19.54
Uscito definitivamente da verbio a 15,10 - spese.
Non ci rientrero' a breve ne qui ne nell' intero settore bio carburanti.

Uscito da Conergy a 61,72. Pago le plus e rientro se scende;)

cbr20842,1
12-02-2007, 17.21.02
Monday February 12, 3:55 am ET
<< Trading Symbols: SXR - Toronto Stock Exchange, JSE Limited (Johannesburg Stock Exchange) UUU - TSX Venture Exchange, AIM (London Stock Exchange) >>

TORONTO, ON, VANCOUVER, BC and JOHANNESBURG, South Africa Feb. 12 /CNW/ - sxr Uranium One Inc. ("Uranium One") and UrAsia Energy Ltd. ("UrAsia") are pleased to announce that the two companies have entered into a definitive arrangement agreement whereby Uranium One will acquire all of the outstanding common shares of UrAsia. The acquisition will result in the creation of a new, globally diversified uranium producer with an exciting growth profile and a combined fully-diluted market capitalization of approximately US$5 billion. Subject to shareholder approval, the combined company will continue under the name of Uranium One Inc.
Under the terms of the acquisition, UrAsia shareholders will receive 0.45 common shares of Uranium One for each issued share of UrAsia, representing a value of C$7.05 per share based upon the closing price of Uranium One on the TSX on February 9, 2007. This represents a 13% premium to the closing share price of UrAsia's shares on the TSX Venture Exchange on February 9, 2007 and a 21% premium to the 20 day volume weighted average trading prices of Uranium One's and UrAsia's shares on the TSX and TSX Venture Exchange, respectively.
The new Uranium One will be one of the world's largest uranium companies ranked by market capitalization. The profile of Uranium One will be:
- Estimated combined attributable annual production in excess of 7 million pounds U3O8 from five operations in 2008 (Dominion, Akdala, South Inkai, Kharassan and Honeymoon) - Estimated cash operating costs of approximately US$10 to US$12 per pound U3O8 in steady state - Un-hedged and un-capped sales contracts provide exposure to further uranium price increases on substantially all projected production - Attributable proven and probable reserve base of 49 million pounds of U3O8, indicated resources of 102 million pounds of U3O8 and inferred resources of 269 million pounds of U3O8 - Substantial Russian P1 resources at South Inkai and Kharassan and upside potential at Dominion to drive organic resource growth - A strong balance sheet with a pro forma cash balance of approximately US$389 million at December 31, 2006 - Industry leading expertise in both conventional and in situ leach (ISL) mining techniques Further detailed information on reserves and resources can be found in the Additional Reserve and Resource Data section below and in the Other Matters and Cautionary Statement at the end of this release.
The transaction creates an emerging senior uranium company based on the combined project pipeline. The new Uranium One will provide shareholders with the benefits of scale through an increased market capitalization. The combined entity will be the only company in the uranium sector with production and asset exposure to each of the world's five largest resource jurisdictions, namely Kazakhstan, South Africa, Australia, the United States and Canada.
The Board of Directors of UrAsia has determined that the transaction is in the best interest of UrAsia and its shareholders and that the exchange ratio is fair to the UrAsia shareholders. The Board unanimously recommends that holders of UrAsia shares vote in favour of the transaction.
Paradigm Capital Inc. has provided a fairness opinion to the Board of Directors of UrAsia that the consideration offered pursuant to the transaction is fair, from a financial point of view, to the common shareholders of UrAsia.
Senior officers and directors of UrAsia have agreed to vote in favour of the transaction and lock-up as well as support agreements have been executed.
Commenting on the transaction, Neal Froneman, Uranium One CEO said:
"The combination of Uranium One and UrAsia creates a new, globally diversified uranium company with compelling investment appeal. With imminent production from Dominion in South Africa, combined with an established production profile from the Akdala ISL mine, the new Uranium One will be an exciting low-cost, growth-oriented uranium company, with five mines in operation by Q1 2008. As a result of this acquisition, the competitive advantages of the new Uranium One will be significant, as we will have the technical and financial capabilities to pursue further value enhancing growth opportunities, both organically and through further consolidation."
Phillip Shirvington, CEO of UrAsia added:
"The new Uranium One will be the pre-eminent growth company in the sector, with an unrivalled production growth profile. The Company is well positioned to gain maximum benefit from rising uranium prices. As a director of the new Uranium One, I look forward to contributing to its continued development and growth."
Summary of the Transaction
The business combination of Uranium One and UrAsia will be completed by way of a statutory plan of arrangement under the Business Corporations Act (British Columbia) whereby each UrAsia common share will be exchanged for 0.45 Uranium One common shares. After completion of the transaction, it is expected that current Uranium One shareholders will own approximately 40% of the combined company and current UrAsia shareholders will own approximately 60%.
The combination has been unanimously approved by the Boards of Directors of both Uranium One and UrAsia and will be subject to, among other things, approval by a two-thirds majority of holders of UrAsia common shares and regulatory approvals. A meeting of UrAsia shareholders to approve the transaction will be held on or about May 15, 2007. The notice of meeting, information circular and related materials is expected to be mailed in mid-April, 2007.
Paradigm Capital Inc. has provided an opinion to the Board of Directors of UrAsia that the consideration offered pursuant to the transaction is fair, from a financial point of view, to the common shareholders of UrAsia.
The Board of Directors of Uranium One has determined that this transaction is in the best interests of Uranium One shareholders and BMO Capital Markets has provided an opinion to the Board of Directors of Uranium One that the consideration offered pursuant to the arrangement is fair, from a financial point of view, to Uranium One.
If the transaction is not completed, UrAsia has agreed to pay a break fee to Uranium One under certain circumstances of US$90 million. UrAsia has also provided Uranium One with certain other customary rights, including a right to match competing offers.
As the new Uranium One will have a significant United Kingdom and continental European shareholder base, the company will investigate all available alternatives to facilitate continued liquidity for these shareholders.
Management Team and Board of Directors
Neal Froneman will continue as President and Chief Executive Officer of the combined company.
The Board of Directors of the new Uranium One will ultimately consist of nine members, comprising three nominees of UrAsia and six nominees of Uranium One. Ian Telfer will be Non-Executive Chairman and Phillip Shirvington will be one of the UrAsia nominees to the Uranium One Board. Frank Giustra resigned from the Board of UrAsia effective February 11, 2007 in order to permit the UrAsia Board to pursue this transaction without any perception of conflict, as he is also Chairman of Endeavour Financial (UrAsia's financial advisor). Mr. Giustra has confirmed to Uranium One and the UrAsia Board his continued support for the transaction and will assist UrAsia, as financial advisor, to bring the transaction to a timely and successful conclusion. Messrs. Telfer and Shirvington and a third nominee from UrAsia will join Andrew Adams, Ken Williamson, David Hodgson, Terry Rosenberg and Mark Wheatley as Non-Executive Directors of the new Uranium One. At closing, the Board of Directors will be comprised of eight members with the ninth member (one of the Uranium One nominees), being nominated at the next AGM.
Advisors and Counsel
Uranium One's exclusive financial advisor is BMO Capital Markets and its legal counsel is Fasken Martineau DuMoulin LLP. UrAsia's financial advisors are Endeavour Financial International Corporation, Canaccord Adams Limited and Paradigm Capital Inc. and its legal counsel is Stikeman Elliott LLP.
www.uranium1.com (http://www.uranium1.com).
A live audio webcast of the call will be available at http://events.startcast.com/events/50/B0001 (http://events.startcast.com/events/50/B0001)

dangilio
12-02-2007, 21.52.53
Uscito definitivamente da verbio a 15,10 - spese.
Non ci rientrero' a breve ne qui ne nell' intero settore bio carburanti.

Uscito da Conergy a 61,72. Pago le plus e rientro se scende;)

proprio oggi ho letto di un' accordo tra conergy e suntech..peccato che suntech e' rimasta al palo.

cbr20842,1
13-02-2007, 17.02.14
proprio oggi ho letto di un' accordo tra conergy e suntech..peccato che suntech e' rimasta al palo.

In effetti ieri conergy si è assicurta un contratto di fornitura di vari moduli PV (fotovoltaici) per un valore di di 270 milioni di$ nel 2007.
La notizia ieri aveva spinto conergy, poichè alla fine del 2006 aveva avuto problemi nelle consegne e non aveva coperto tutta la domanda. L'essersi assicurata la fornitura dai cinesi ha tranquillizato.
Cert un contratto per il solo 2007 di questo valore avrebbe dovuto dare un po' di spinta anche a suntech. Ma mai dare nulla per scontato.

Ho fatto il mio dovere di cittadino e dopo aver pagato il 12,5%(il prossimo mese chiaramente) sulle plus, sono rientrato su conergy a 60,75.:D

cbr20842,1
15-02-2007, 17.27.34
Press ReleaseSource: Trina Solar Limited
Trina Solar Limited Announces Fourth Quarter and 2006 Year End Results
Thursday February 15, 7:00 am ET
CHANGZHOU, China, Feb. 15 /Xinhua-PRNewswire-FirstCall/ -- Trina Solar Limited , an integrated manufacturer of solar PV products based in Changzhou, China, today announced its unaudited financial results for the fourth quarter and year ended December 31, 2006.
Fourth Quarter 2006 Highlights -- Total net revenues increased 19.8% sequentially and 144.3% year-over- year to $38.8 million -- Operating income increased 27.3% sequentially and 119.8% year-over- year to $5.9 million -- Net income from continuing operations increased 9.8% sequentially and 110.5% year-over-year to $4.4 million -- Shipped 8.98 MW of solar modules, up from 8.01 MW in the third quarter of 2006 and up from 3.87 MW in the fourth quarter of 2005 -- Annualized module production capacity increased to 75.0 MW, up from 59.8 MW at September 30, 2006 Full Year 2006 Highlights -- Total net revenues increased 319.8% in 2006 to $114.5 million -- Operating income increased 296.2% in 2006 to $16.9 million -- Net income from continuing operations increased 309.1% in 2006 to $13.2 million -- Shipped 27.4 MW of solar modules in 2006, up from 6.8 MW in 2005 Fourth Quarter 2006 Results
''This was a very successful quarter for Trina Solar, both in terms of financial performance and the execution of our key business strategies. We achieved double-digit sequential growth in net revenues, driven by strong demand for our solar modules. Despite the rising cost of silicon, we saw strong increases in operating and net income from continuing operations,'' said Mr. Jifan Gao, Chairman and CEO of Trina Solar Limited. ''In addition, the successful completion of our initial public offering and listing on the New York Stock Exchange was an important milestone for our company, and provided us with the capital necessary to complete our vertical integration and expand our production lines.''
Trina Solar's net revenues in the fourth quarter of 2006 were $38.8 million, an increase of 19.8% sequentially and 144.3% year-over-year. The sequential increase was due to increased demand for the company's solar modules, which was partially offset by a decline in average sales price (''ASP''). Total shipments and ASP were 8.98 MW and $3.86, respectively in the fourth quarter of 2006, compared to 8.01 MW and $4.04, respectively, in the third quarter of 2006. Sales to customers in Europe continued to generate almost all of the total net revenues in the fourth quarter of 2006.
At year end total annualized module production capacity increased to 75 MW, up from 59.8 MW at the end of the third quarter of 2006. The company is currently expanding its existing production lines and is also bringing a new solar cell manufacturing plant online. Commercial production at the new plant is expected to begin in the second quarter of 2007, with an initial manufacturing capacity of 50 MW. The company expects total annualized module production capacity of 150 MW by the end of 2007.
Gross profit in the fourth quarter of 2006 was $9.0 million, an increase of 6.3% sequentially and 154.9% year-over-year. Gross margin was 23.3% in the fourth quarter of 2006, down from 26.2% in the third quarter of 2006 and up from 22.3% in the fourth quarter of 2005. The sequential decline in gross margin was mainly due to lower ASP.
Operating expenses in the fourth quarter of 2006 were $3.2 million, a decrease of 18.5% sequentially and an increase of 262.0% year-over-year. The sequential decrease was due to the accrual of professional fees recorded in the third quarter of 2006 related to the company's 20-F filing with the Securities and Exchange Commission for the year ended December 31, 2006. The year-over-year increase was due to higher selling expenses and higher general and administrative expenses to support the rapid growth of the business.
Operating income in the fourth quarter of 2006 was $5.9 million, an increase of 27.3% sequentially and 119.8% year-over-year. Operating margin was 15.1% in the fourth quarter of 2006, up from 14.2% in the third quarter of 2006 and down from 16.8% in the fourth quarter of 2005.
Interest expense was $1.1 million in the fourth quarter of 2006, compared to $0.4 million in the third quarter of 2006 and $0.2 million in the fourth quarter of 2005. The increase was due to an increase in short-term borrowings in order to support the company's growth.
Net income from continuing operations was $4.4 million in the fourth quarter of 2006, an increase of 9.8% sequentially and 110.5% year-over-year. Net income was $4.6 million in the fourth quarter of 2006, an increase of 18.3% sequentially and 110.5% year-over-year.
Full Year 2006 Results
For the full year 2006, net revenues were $114.5 million, up 319.8% from $27.3 million in 2005. Gross profit for the full year 2006 was $30.0 million, an increase of 377.8% from $6.3 million in 2005. Gross margin improved 310 basis points to 26.2% in 2006, compared to 23.1% in 2005. Operating income for the full year 2006 was $16.9 million, up 296.2% from $4.3 million in 2005. Operating margin was 14.8% in 2006, compared to 15.7% in 2005. The decline in operating margin in 2006 was primarily due to the higher selling expenses and general and administrative expenses related to the growth of the company's business in 2006. Net income from continuing operations for the full year 2006 was $13.2 million, an increase of 309.1% from 2005. Net income for the full year 2006 was $12.4 million, an increase of 275.1% from 2005.
Financial Condition
As of December 31, 2006, the company had $93.4 million in cash and cash equivalents and working capital of $109.7 million. Total bank borrowings stood at $76.5 million, of which $5.1 million were long-term borrowings. During the fourth quarter, the company completed its IPO, generating net proceeds of $87.2 million, net of listing expenses.
Outlook for 2007
Based on its expectations of continued strong demand in the solar market, combined with an anticipated decline in ASP, the company expects total net revenues in the range of $270 million to $300 million and net income in the range of $34.5 million to $36.5 million for the full year 2007. The company anticipates to ship between 75 MW to 80 MW of modules for the full year 2007.
''As we enter 2007, we expect the strong growth in our top line to continue as we increase capacity to meet demand. We intend to improve our cost structure and counter the high cost of silicon by utilizing a portion of the proceeds from our IPO to complete our vertical integration,'' said Mr. Gao. ''We also plan to broaden our customer base by targeting medium-sized companies through our own sales channels, in addition to distributors and wholesalers. We also plan to expand our geographic footprint by increasing our presence in existing markets such as Spain and Italy, and by entering new markets, including the United States.''
Recent Events
In December 2006, the company completed its IPO, generating net proceeds of $87.2 million, net of listing expenses. In January 2007, the underwriters exercised their over-allotment option for the purchase of additional ADSs, generating net proceeds of $8.8 million. The company intends to use the proceeds to complete its solar cell manufacturing facility, expand its existing production lines, purchase raw materials and for general working capital purposes. Upon the consummation of the IPO in December 2006, all of the company's outstanding 545,808,968 Series A preferred shares were automatically converted into 545,808,968 ordinary shares.
In January 2007, the company announced a strategic cooperation agreement with Q-Cells, one of the largest solar cell manufacturers in the world. Under this strategic cooperation agreement, the company will supply Q-Cells with a certain amount of high-quality monocrystalline wafers which will be processed into high efficiency cells for the company's module assembly facility. In addition, Q-Cells will provide some technical assistance to Trina Solar during the ramp up of the company's cell lines.
In January 2007, the company entered into a long-term supply agreement with Wacker Polysilicon, the polysilicon division of Wacker Chemie AG (''Wacker''). Under this supply agreement, the polysilicon division of Wacker has agreed to provide the company with high purity polysilicon over a six year period beginning in 2009. The overall supply from this contract will allow the company to produce over 150MW of modules during this period.
At the start of February 2007, the company entered into a long-term supply agreement for polysilicon with DC Chemical, one of the leading chemical companies in Korea ("DCC"). DCC has agreed to supply polysilicon to the company over a seven-year period with a total contract value exceeding $120 million and with shipments expected to begin in 2009.
In February 2007, the company plans to increase its power supply from 15,000 KVA to 80,000 KVA in order to support the expansion of its production capacity. To accommodate this power upgrade, the company had started suspending production beginning February 12, 2007 and expected to start restoring the production beginning February 21, 2007, largely overlapping the Chinese New Year holiday. Production is expected to resume on February 23, 2007. The company does not anticipate any other power upgrades for the remainder of the year. As of the time of this announcement, the company has secured over 80% of its 2007 and 50% of its 2008 supply requirements, respectively. Most of this supply has been secured through 1 to 3 year medium term contracts with polysilicon manufacturers, semiconductor companies, and silicon reclamation companies.

cbr20842,1
15-02-2007, 17.32.43
dati diffusi ieri
AP
Evergreen Solar 4Q Loss Widens
Wednesday February 14, 5:48 pm ET

Evergreen Solar Posts Bigger 4Q Loss As Growing Costs Offset Higher Revenue

MARLBORO, Mass. (AP) -- Solar power product maker Evergreen Solar Inc. said Wednesday its fourth-quarter loss widened, as expenses grew with revenue. Quarterly losses totaled $5.5 million, compared with a loss of $5 million in the prior-year period. Per-share results were flat at a loss of 8 cents, as the number of outstanding shares increased.
Revenue jumped to $32.4 million from $11.6 million.

Wall Street, on average, expected a loss of 7 cents per share on $34.4 million in revenue.
Total operating costs jumped to $13.1 million from $7.6 million, offsetting Evergreen Solar's revenue gains. The company was hurt by a $1.5 million loss on disposal of fixed assets. Full-year losses widened to $26.7 million, or 41 cents per share, from a prior-year loss of $17.3 million, or 29 cents per share. Annual revenue jumped to $103.1 million from $44 million in 2005.

cbr20842,1
15-02-2007, 17.33.22
AP
Evergreen Solar Expects 1Q Loss
Wednesday February 14, 5:43 pm ET Evergreen Solar Warns of 1Q Loss Amid Startup Costs for Joint Venture EverQ
MARLBORO, Mass. (AP) -- Solar power product maker Evergreen Solar Inc. on Wednesday forecast a first-quarter net loss of $7 million to $7.5 million, as it incurs startup costs at a joint venture factory.
That compares with the $5.5 million net loss Evergreen Solar reported for the fourth quarter. The company said it expects a loss of about $600,000 for its share of joint venture EverQ's first-quarter loss.
Evergreen Solar sees total first-quarter revenue at $13.3 million to $14 million, including $12 million to $12.5 million in product revenue. Wall Street, on average, expects quarterly sales of $12.9 million, according to an analyst poll by Thomson Financial.

cbr20842,1
15-02-2007, 17.34.51
Digeriti male i dati...

apuo
15-02-2007, 18.21.00
Ha fatto una partenza sparata sopra i 44.
Poi è ripiegata malamente.
Venduto in area 41 +18%, poche solo 40 azioni, ma tutto fà brodo.
voglio vedere questo quarto come ha reso, anche perchè, in diretta, il Ceo parlava, se ho ben capito il suo chinoinglish, che si aspettavano risultati migliori nel secondo e terzo quarto.
Prendila con un pizzico di sale, perchè il mio inglese è liceale di venti anni fà.
ciao
apuo

cbr20842,1
16-02-2007, 16.52.42
Ha fatto una partenza sparata sopra i 44.
Poi è ripiegata malamente.
Venduto in area 41 +18%, poche solo 40 azioni, ma tutto fà brodo.
voglio vedere questo quarto come ha reso, anche perchè, in diretta, il Ceo parlava, se ho ben capito il suo chinoinglish, che si aspettavano risultati migliori nel secondo e terzo quarto.
Prendila con un pizzico di sale, perchè il mio inglese è liceale di venti anni fà.
ciao
apuo

Questo secondo me è il dato piu' rilevante:
In February 2007, the company plans to increase its power supply from 15,000 KVA to 80,000 KVA in order to support the expansion of its production capacity
Praticamente intendono moltiplicare la capacità produttiva per 5.
Questi sono i dati chiave per intende investire nel lungo periodo...

cbr20842,1
16-02-2007, 17.04.15
Ogni tanto si ricorda di essere leader mondiale insiema a vestas nell'eolico!
E quando si muove general eletric per i concorrenti non è mai una buona notizia.
Inoltre consolida con i francesi di Theolia

General Electric Announces Major Wind-Power Investments


FAIRFIELD, Conn., Feb. 16, 2007 -- GE Energy Financial Services, the energy-investment unit of General Electric, announced two major deals in the wind-power industry this week, including major investments in the United States and Europe.

The company announced that it will invest $270 million to fund 410 megawatts of wind energy in the U.S., and struck a deal with French wind power company Theolia to swap GE's German wind-power facilities for 5.2 million shares of Theolia stock.

GE will invest in six wind farms in California, Illinois, New Mexico and Pennsylvania, including these production facilities:

Aragonne Mesa (90 megawatts) in Guadalupe County, New Mexico. Built with Mitsubishi 1000A turbines, it sells electricity to Arizona Public Services.
Allegheny Ridge I and II, (80 and 70 megawatts respectively), in Pennsylvania's Cambria and Blair counties. FirstEnergy Solutions, a subsidiary of FirstEnergy Corp., has contracted to purchase the output of the two wind farms, which use Gamesa G87 turbines.
GSG (80 megawatts), in Illinois' Lee and LaSalle counties. Using Gamesa G87 turbines, the output will be sold at market prices.
Mendota Hills (52 megawatts), in Lee County, Illinois. The wind farm uses Gamesa G52 turbines and will sell output at market prices.
Buena Vista (38 megawatts), in the Altamont Pass area of Northern California. The output is contracted to PG&E Corporation and uses Mitsubishi 1000A turbines.
Five of the six wind farms will be fully operational by the end of April, with Allegheny Ridge II going into operations by December 2007. Combined, the 410 megawatts of wind energy produced by these farms will be sufficient to provide power to 100,000 homes.

In Europe, GE will trade its four wind facilities in Germany, which can generate 165 megawatts of wind energy, to Theolia, the French wind developer. In exchange for the facilities, GE will acquire 5,250,000 shares of Theolia, and GE also agreed to purchase an additional 1.2 million shares of the company for 20 million Euro.

The four GE facilities in Germany have a combined generation capacity of 165 megawatts, or enough to power about 70,000 homes. The deal greatly increases Theolia's wind-power capacity from 78 megawatts to 243 megawatts.

cbr20842,1
16-02-2007, 17.15.07
In oltre 70 paesi 25000 nuovi MW installati o se preferite 23 miliardi di $ di investimenti

Su un totale di 74000Mw 20000 sono in germania
by Eric Kane, New York, NY (http://www.treehugger.com/authors/index.php?author=erick) on 02.16.07

http://i.treehugger.com/images/2007-2-15/wind_turbine.jpg According to the Global Wind Energy Council (GWEC), 2006 was another banner year for new wind energy developments. In a recent report, the GWEC announced that the total amount of installed wind energy capacity increased from 59,901 megawatts (MW) in 2005 to 74,223 MW in 2006. This data includes wind energy developments in more than 70 countries around the world. In general, 2006 delivered a 32% growth in the wind energy market compared to 41% in 2005. The GWEC estimates the economic value of this additional capacity to be $23 billion.
The GWEC reports that Germany continues to lead the world with 20,621 MW of installed capacity followed by Spain, the United States, India and Denmark. While, the US led in 2006 with respect to new wind developments. Although, the future of climate change legislation remains uncertain in many parts of the world, one can hope that increasing demand will allow these trends to continue into the future.

cbr20842,1
16-02-2007, 17.22.54
Fatto bene e molto utile. click sul secondo link

Q4 2006 Renewable Energy Country Attractiveness Indices Out

Ernst & Young's Renewable Energy Group (http://www.ey.com/global/content.nsf/International/Oil_Gas_Renewable_Energy) just released the Q4 '06 update for its Renewable Energy Country Attractiveness Indices (http://www.ey.com/global/content.nsf/UK/ECU_-_Library#2) (the document is not yet available on the website, but it should be soon).
In the words of Ernst & Young," the Country Attractiveness Indices provide scores for national renewable energy markets, renewable energy infrastructures and their suitability for individual technologies." These indices thus provide useful information for investors wanting to assess the desirability of company exposure to certain markets.
There are 3 indices (their names pretty much says what they are about): (a) the All Renewables Index, (b) the Long-term Wind Index, and (c) the Near-term Wind Index (this last index has a 2-year time horizon, and is useful in trying to assess near-term opportunities).
There are no huge surprises to report on for Q4 2006. The US retains the top spot in all 3 indices, which is good news for many of our readers.
One interesting thing I thought I would highlight is a short discussion in the Near-term Wind Index section on how certain Canadian provinces, most notably Quebec and British Columbia, have aggressive wind targets for 2007 that could create nice near-term opportunities. More specifically, Quebec is expected to put out RFPs for 2,000 MW of wind during the year...now that's no joke.
Other interesting excerpts from the report:
"The US retains pole position in the All Renewables Index as investors take a long-term view that political support has now turned firmly in favour of renewable energy. Wind, biofuels and solar are now key growth areas as the Bush Administration seeks to lower the country’s dependence on foreign oil."
Of China, which ranked 6th on the All Renewables Index: "Its position in the Indices recognises the potential in terms of market size and growth potential, but also recognises that this is a complex market and that the requirement for local partnering and presence is a barrier to some investors."
"Renewables in India are becoming a major part of the country’s energy mix, and its position in the All Renewables Index [tied in 2nd place with Spain] is largely a result of a political environment that is friendly to foreigners and even friendlier to an Indian-based renewables industry. Renewables contributed some 7% of India’s electricity in 2006, generated from around 9.1GW of renewable capacity – two-thirds of which come from wind power and around 1GW from bioenergy power generation."

cbr20842,1
16-02-2007, 17.31.38
February 16, 2007
Washington, DC, USA: Solar Industry Starts Major Push for US Solar Market Legislation
Washington, DC based, Solar Energy Industries Assocation (SEIA) today started a major campaign to engage solar proponents to help support the Securing America’s Energy Independence Act.
Senators Gordon Smith (R-OR) and Ken Salazar (D-CO) yesterday introduced legislation to stimulate investment in America’s most abundant renewable resource – solar power. The Solar Energy Industries Association praised Senators Smith and Salazar for sponsoring S. 590, the “Securing America’s Energy Independence Act.” The bill would extend and expand solar energy investment tax credits for homeowners and businesses through 2016. Under current law, the credits are set to expire at the end of next year.
S. 590, the Securing America’s Energy Independence Act (SAEI) includes the following provisions, to take effect for all equipment installed retroactive to January 1, 2007 and going forward:
Residential Solar Tax Credit: Extends a 30-percent tax credit, created in the Energy Policy Act of 2005, for the purchase of residential solar water heating and fuel cell property. Changes the maximum credit to $1,500 for each half-kilowatt of capacity for solar PV equipment and $1,000 for each kilowatt of capacity for fuel cells. Credits may be taken against the alternative minimum tax. Expires after December 31, 2016.
Business Solar Tax Credit and Fuel Cell Tax Credit: Extends a 30-percent business credit, established in the Energy Policy Act of 2005, for the purchase of fuel cell power plants, solar energy property, and fiber-optic property used to illuminate the inside of a structure. Changes the maximum credit to $1,500 for each half-kilowatt of capacity for solar PV equipment. Credits may be taken against the alternative minimum tax. Expires after December 31, 2016.
Accelerated Depreciation: Creates a three-year accelerated depreciation period for all solar equipment eligible for the business solar tax credit.
This link (http://capwiz.com/re-action/go/seia) allows employees and customers to ask their Senators and Representatives to co-sponsor the SAEI and the Assocation wants solar proponents to forward the link (http://capwiz.com/re-action/go/seia) below to as many employees and customers as possible. Also, solar company CEOs area being encouraged to write a letter to their Congressman and Senators utilizing company letterhead. Congressmen and Senators mailing addresses are here (http://www.congress.org/congressorg/directory/congdir.tt).
“The Securing America’s Energy Independence Act represents a pro-growth path toward developing clean, domestic solar energy,” said Rhone Resch, SEIA president. “American taxpayers want the government to invest in technologies that create jobs, reduce emissions, lower our energy bills, and keep our energy dollars here in the United States. We commend Senators Smith and Salazar for proposing a bill that helps meet all of these goals with solar power.”
“Encouraging the purchase of solar or fuel cell powered systems is good for the nation’s energy security and our environment,” Senator Smith said. “We are seeing renewed interest in expanding and investing in solar energy and fuel cell technologies. The long-term extension of the credits will help companies plan for and acquire new equipment, creating a stable investment picture for these innovative technologies.”
"Renewable energy sources such as solar are critical for the future of our national security, our economy and our environment," said Senator Salazar. "This bill provides a long-term extension of investment tax credits that will generate thousands of high-quality jobs in clean energy and make solar power more affordable for millions of Americans. I will work with my colleagues on both sides of the aisle to ensure that Congress makes the solar ITC extension a priority as we work to jump-start a clean energy infrastructure in the United States.”
Original Senate cosponsors included Senators Olympia Snowe (R-ME), Robert Menendez (D-NJ), Richard Lugar (R-IN), John Kerry (D-MA), Edward Kennedy (D-MA), Wayne Allard (R-CO), Ron Wyden (D-OR), Joseph Lieberman (D-CT), Frank Lautenberg (D-NJ), Maria Cantwell (D-WA), and Mary Landrieu (D-LA).
SEIA estimated that a long-term credit extension would create approximately 55,000 solar industry jobs by 2016 and encourage states to invest billions of dollars in renewable energy infrastructure. Solar energy would displace four trillion cubic feet of natural gas under the bill, saving American consumers $32 billion over equipment lifetimes.
“The United States has the best solar resources in the industrialized world, and we should be a world leader in developing technologies that put these resources to work for all Americans,” said SEIA’s Resch. “This bill strengthens America’s economic future as well as our energy security. It will stimulate economic investment and create high-quality renewable industry jobs in every state across the U.S.”

Further details about: Solar Energy Industries Assocation (SEIA) (http://www.seia.org/)

cbr20842,1
16-02-2007, 17.38.48
Magari è senza importanza, ma il piccolo calo dei prezzi in europa potrebbe essere la conseguenza della grande concorrenza e dei molti investimenti nell'ampliamento della produzione.
Comunque è inevitabile che in tutti i settori in forte espansione l'aumento della produzione e della concorrenza porti primo o poi a un calo dei margini.
Forse è ancora presto, ma sempre in campana che come detto piu' volte nel solare ci sarà molta selezione;)

cbr20842,1
19-02-2007, 15.36.51
2007-02-19 14:51 www.ansa.it (http://www.ansa.it)ENERGIA: ARRIVA IL PIANO DEL GOVERNO IN SEI MOSSEhttp://www.ansa.it/webimages/medium/1071/re219ywaX_20070219.jpg ROMA - Sei azioni per un pacchetto eco-energetico. Il Governo, alla presenza del premier Romano Prodi, dei ministri dello Sviluppo economico, Pierluigi Bersani, dell' Ambiente, Alfonso Pecoraro Scanio, del vice ministro dell' Economia, Vincenzo Visco, ha presentato il pacchetto "Clima - Efficienza energetica - Innovazione industriale". Due i fronti di lavoro: uno sulla domanda e uno sull' offerta. Per quanto riguarda la domanda, diventano operativi i benefici previsti dalla finanziaria 2007, con l' emanazione dei decreti attuativi su riqualificazione degli edifici (innalzamento dal 36% al 55% della detrazione fiscale per eco-interventi); efficienza nell' industria; mobilità sostenibile (-20% carico fiscale per gpl); fondo di Kyoto (600 milioni di fondo rotativo per il triennio 2007-2009). Il pacchetto del Governo prevede anche, al secondo punto, incentivi al fotovoltaico; potenziamento dei certificati bianchi; revisione del meccanismo di incentivazione delle fonti rinnovabili; incentivazione alla cogenerazione ad alto rendimento; impulso alla bio-edilizia.

PRODI, NUOVE MISURE PER CAMBIARE REGISTRO
Un "pacchetto organico di misure fiscali, economiche e di cambiamenti organizzativi" che "era ora di compiere", perché "dobbiamo cambiare registro sulle politiche energetiche. L'Italia ne ha un bisogno enorme, più di altri paesi". Così il presidente del Consiglio Romano Prodi, nel corso di una conferenza stampa al ministero dello Sviluppo Economico, commenta la presentazione del nuovo piano nazionale per l'energia. Le misure prese dal governo sono la dimostrazione che l'esecutivo "si occupa dell'ambiente - dice Prodi - e che dunque questo è un governo verde in modo attivo e non solo passivo".

Prodi esprime la propria "soddisfazione" per il lavoro fatto dai ministri Bersani e Pecoraro Scanio e dal viceministro all'Economia Visco: "Serve - dice infatti il premier - ottimizzare le risorse e fare ricorso a nuove forme di energia che devono mobilitare la domanda e l'offerta". Il presidente del Consiglio sottolinea come l'Italia sia un "grande importatore di energia", anche in confronto ad altri paesi europei. "Non possiamo - prosegue Prodi - continuare ad andare avanti sprecando energia e con la mancanza di coscienza per gli interessi nazionali e mondiali". Serve dunque "risparmiare energia, ridurre l'impatto ambientale e migliorare l'offerta per l'interesse del paese, ma anche per il dovere che abbiamo a livello mondiale. La nostra industria è rimasta indietro - dice ancora il premier - ma siamo in tempo". Prodi sottolinea come "nel mondo ci siano stati cambiamenti strepitosi e un enorme flusso di capitali: degli elementi di novità di fronte ai quali è inammissibile che l'Italia rimanga fuori".

VISCO, DA NUOVO PACCHETTO RISPARMI FINO A 20%
Il nuovo pacchetto sull'energia presentato oggi può portare risparmi energetici "fino al 20% dei consumi attuali". Lo ha detto il vice ministro all'Economia, Vincenzo Visco , spiegando che se "contribuiamo alla diffusione dei pannelli solari e degli edifici a norma in materia di efficienza energetica, ciò ridurrà i costi del paese". Il ministro per lo Sviluppo economico, Pierluigi Bersani, ha quindi aggiunto che: "Se raggiungiamo gli obiettivi di un risparmio energetico del 20% possiamo evitare di importare energia".

PECORARO, VIA A LENZUOLATA VERDE
''Oggi vareremo una lenzuolata verde sull'energia e sara' solo verde finche' ci saremo noi al governo. Non sara' nera come il carbone e ne' radioattiva come il nucleare''. Lo ha detto il ministro dell'Ambiente, Alfonso Pecoraro Scanio arrivando al vertice con il premier Prodi e il ministro dello Sviluppo economico Bersani, per presentare il pacchetto energia. ''L'obiettivo - ha detto Pecoraro Scanio - e' il protocollo di Kioto,. Dobbiamo cambiare il modo di fare energia, piu' rinnovabili e piu' efficienza. Sprechiamo il 20% e questo incide in modo negativo sia sulla bolletta che sull'ambiente. Oggi - ha concluso - annunciamo ulteriore avvio di innovazione''.

BERSANI, UN MILIARDO IN 3 ANNI PER ECO-INDUSTRIA
Nel nuovo pacchetto energia, presentato oggi dal ministro per lo Sviluppo Economico, Pierluigi Bersani, sono compresi i fondi per un miliardo di euro da destinare, nell'arco di tre anni, all'eco-indusrtria, cioe' l'industria che utilizza meno energia nei processi produttivi e che produce nuovi prodotti per piu' risparmio energetico e lo sviluppo delle rinnovabili. Lo ha detto lo stesso ministro Bersani, spiegando che la prima parte dell'importo e' rappresentata da 350 milioni di euro che verranno mobilitati immediatamente attraverso il fondo per la competitivita' istituito nella finanziaria. A tali somme si aggiungeranno anche risorse provenienti dal fondo investimenti in ricerca scientifica e tecnologica First con una dotazione complessiva di un miliardo di euro. Infine, a queste risorse di aggiungeranno quelle previste per la programmazione collegata all'utilizzo dei fondi comunitari 2007-2013 e quella dei fondi aggiuntivi nazionali (Fas), per le quali si prevede un programma specifico nel Mezzogiorno destinato alle rinnovabili e al risparmio energetico per una somma di 2,35 miliardi al 2013.

cbr20842,1
19-02-2007, 16.03.52
Oil industry ready to gamble on alternative energy

By Carola Hoyos in London
Published: February 18 2007 22:08 | Last updated: February 18 2007 22:08

Miles from the nearest port, pipeline or airstrip, dense black oil emerges from a small stream near Bemolanga, in central Madagascar. Few people – even those in the energy industry – connect the Indian Ocean island with crude oil, but that will change in the next 15 years as the hunt for unconventional resources intensifies.
Extracting and refining unconventional oil and natural gas, such as the goo emerging in Madagascar, uses large amounts of energy. Nevertheless, from 2020 such extraction will be critical to the world’s economic health.

By that time, most of the globe’s easily accessible oilfields will be in decline. Production growth will keep up with demand only if fields such as Madagascar Oil’s Bemolanga are tapped.
Wood Mackenzie (http://www.woodmacresearch.com/home/index.html), the consultant, estimates the world holds such vast amounts of difficult-to-extract oil and gas that it undermines the argument the planet is running out of hydrocarbons.
But not all of Wood Mackenzie’s findings are so comforting. Its calculations show the transition to unconventional oil is coming more quickly than many had expected. Whether the shift will be smooth is far from certain.
Companies face massive challenges in extracting such hydrocarbons. In the case of Madagascar, the hurdles that have yet to be overcome include the remoteness of the fields, quickly-eroding ground that makes road construction difficult, and the environmental implications.
Oil prices would have to remain at about $60 a barrel to make a decent profit on the investment.
Analysts at Sanford Bernstein, the financial services group, say ExxonMobil (http://mwprices.ft.com/custom/ft2-com/html-quotechartnews.asp?FTSite=FTCOM&q=XOM&searchtype&expanded=&countrycode=us&s2=us&symb=XOM&company=NEW), Marathon (http://mwprices.ft.com/custom/ft2-com/html-quotechartnews.asp?FTSite=FTCOM&q=MRO&searchtype&expanded=&countrycode=us&s2=us&symb=MRO&company=NEW) and Chevron (http://mwprices.ft.com/custom/ft2-com/html-quotechartnews.asp?FTSite=FTCOM&q=CVX&searchtype&expanded=&countrycode=us&s2=us&symb=CVX&company=NEW) of the US, and Europe’s Royal Dutch Shell (http://mwprices.ft.com/custom/ft2-com/html-quotechartnews.asp?FTSite=FTCOM&q=RDSB&searchtype&expanded=&countrycode=uk&s2=uk&symb=RDSB&company=NEW)and BG (http://mwprices.ft.com/custom/ft2-com/html-quotechartnews.asp?FTSite=FTCOM&q=BG.&searchtype&expanded=&countrycode=uk&s2=uk&symb=BG.&company=NEW) are making the bet. More than 30 per cent of their production will come from unconventional oil and gas by 2020.
International oil executives in China say they are being approached to import more heavy oil into the country while simultaneously exploring ways to extract the sizeable unconventional oil and gas resources within China’s borders.
Extracting extra heavy oil profitably is possible, as illustrated by the Alberta oil sand rush, but turning the tar-like substance into liquid uses a lot of natural gas and industry is worried that it will run out before the heavy oil does.
Hugo Chávez, Venezuela’s president, has seized control of the Orinoco tar belt projects, making their future far less certain. But heavy and extra heavy oil are not the only unconventional global resources.
Shale oil and gas hydrates account for most of the world’s unconventional reserves and require significant technological breakthroughs before they can be exploited. As in Madagascar, the remoteness and environmental sensitivity of many reserves pose problems.
But judging from Madagascar’s hotel lobbies, where frontier oil cowboys are being replaced by big-energy executives, the industry believes it is up to the challenge.

Copyright (http://www.ft.com/servicestools/help/copyright) The Financial Times Limited 2007

Roba vecchia già detto e scritto da qualche altra parte nel forum, che le petrolifere siano le big del futuro anche nelle alternative ci sono pochi dubbi. Quello che risparmiano dal rallentamento degli investimenti nella downstream viene giocato sulle alternative.
Chi è leader(oligopolista)oggi nell'energia lo sarà anche domani;)

cbr20842,1
20-02-2007, 11.50.46
Risultati di ieri accolti(sempre ieri) da un piu' 15% e volumi altissimi.
E' tra quelle con un p\u piu' bassi 17 sul 2006, 21 sul 2007(stima)

February 19, 2007
Berlin, Germany: SOLON AG Publishes Preliminary 2006 Results
SOLON AG für Solartechnik continued its strong growth in 2006. According to preliminary results, the Group's total output rose to over EUR 380 million (2005: EUR 199 million), while sales increased to EUR 345 million (2005: EUR 201 million). This generated year-on-year sales growth of 72 percent.
The SOLON Group's other key performance indicators also improved significantly in 2006. Earnings before interest and tax (EBIT) rose to EUR 25 million (2005: EUR 14.5 million), while earnings after minority interests increased to EUR 14.4 million (2005: EUR 7.9 million). Earnings per share consequently advanced by 62 percent year on year to EUR 1.54 (2005: EUR 0.95).
The total output of standard modules and SOLON Movers produced by the SOLON Group in 2006 amounted to 84 megawatts (2005: 56 megawatts). This year the company plans to increase production to over 110 megawatts. All of its resultant demand for raw materials - especially solar cells - is covered by existing agreements.
For the current year the SOLON Group expects to raise its sales by over 30 percent to at least EUR 450 million and to improve its earnings accordingly. SOLON intends to generate one-third of its sales for 2007 from its power-plant business. As in 2006, Spain will be the main focus of this business unit. In Spain, SOLON AG is currently in negotiations on power-plant projects with a total volume in excess of 60 megawatts.
Given the business opportunities available in the new photovoltaics markets US, Greece and France and the increasing quantities of solar cells being supplied under existing long-term agreements, SOLON AG is forecasting accelerated sales growth of over 50 percent for 2008.
Further details about: Solon AG (http://www.solonag.de/)

cbr20842,1
20-02-2007, 12.00.31
E se il futuro energetico fosse questo?

University's prototype uses ocean's energy

By Kurt Loft http://www.journalnow.com
MEDIA GENERAL NEWS SERVICE
A perpetual-motion machine is the stuff of fantasy, but clean, renewable energy sources are within the grasp of societies that marry science, industry and economics.
For years, inventors have dreamed and schemed of tapping power from the ocean, yet nobody has come through with a practical plan. That's the hope of a Florida project that will test the waters on a way to generate electricity from Gulf Stream currents. Researchers at Florida Atlantic University in Boca Raton are developing an underwater energy farm that employs a network of turbines secured to the ocean floor. As strong currents turn the turbine props, spinning magnets create electricity and send it to a power plant along the shore.
"The concept is you have turbine blades in the flow of the ocean, much like turbines that harness the wind," said engineer Rick Driscoll, the director of the Florida Center for Excellence in Ocean Energy Technology, a research arm of the university.
"Ocean currents are much slower than the wind, but water is 700 to 800 times denser than air."
The turbines will be anywhere from five to 40 miles off the Southeast coast, where ocean currents are robust and reliable. Anchored to the bottom and suspended about 300 feet below the surface, each corrosion-resistant turbine will include a rotor 120 feet in diameter.
"Everything will be underwater except a few surface buoys," Driscoll said. "There will be inherent challenges in putting something that big in the ocean because you want it to be a long-duration thing."
The system won't produce carbon- dioxide emissions, create surface noise or be seen from shore. Because the high-torque, low-rpm rotors spin slowly, they aren't expected to hurt fish or other marine life.
If the prototype works - and clears an environmental-impact assessment - the immediate aim is to produce electricity for Florida's power grid, at the same time creating a revenue stream. In the larger picture, Driscoll said, the turbines could create electricity to make a fuel for the future - hydrogen - pumped back to an offshore loading station for ship transport to other markets.
"Right now, hydrogen is produced from coal or oil, so there's a net gain in pollution," Driscoll said. "We want this to have a positive environmental impact."
Florida Atlantic will use $5 million toward getting the project off the ground and in the water. Incentive comes from Florida's rapid growth - and a possible energy crisis. In-state energy production, currently is less than 1 percent of consumption, is forcing residents to rely heavily on imported sources.
Experts estimate a 30 percent increase in energy use in the next 10 years, with demand growing by 76 percent by 2030.

Nella foto :
An underwater view shows a ship being loaded with hydrogen, the fuel that could result from the power produced.
(Illustrations courtesy of Florida Atlantic University)

cbr20842,1
27-02-2007, 12.30.54
Scattato stop su conergy a 57,50. Ieri ho liquidato Ormat tec a 44$.
La situazione è chiara questi titoli sono quelli a beta + alto ed è inevitabile il massacro di oggi.
Per quello che riguarda la mia strategia di breve-medio evito i titoli in dollari(se potete date un occhiata al usdollarindex) e rientro su conergy solo sotto i 40-45.

rezzonico
27-02-2007, 12.33.41
Azz.. argomenti interessantissimi.. ma tutto sto inglese mi ammazza!!

cbr20842,1
27-02-2007, 12.45.58
Azz.. argomenti interessantissimi.. ma tutto sto inglese mi ammazza!!

Purtroppo è cosi', qui da noi il problema è se,mi,mu,ma se fa o non se fa'. Chi ci guadagna chi ci perde, se è per tutti o se per pochi eletti, chi ci mangia e chi munge...
Gli altri paesi prendono e fanno senza chiacchere, magari facendo errori e sbagliando, ma investendo nella ricerca comunque.
Ti assicuro che nonostante le chiacchere che si sentono qui da noi siamo all'era primordiale.
Per quanto riguarda l'inglese io lo imparo leggendo tutta la roba che mi interessa, con pazienza, un dizionario e nient'altro.
Parlarlo e scriverlo è un altra cosa, ma a me basta capire la marea di informazioni finanziarie e industriali che sono in rete.

cbr20842,1
27-02-2007, 17.28.13
TecDax - 6% e oltre...

cbr20842,1
01-03-2007, 15.32.00
Solarworld in controdenza +1,5%.
Installerà grossa fabbrica in usa

cbr20842,1
02-03-2007, 11.33.23
Bp solar (british petrolium) richiama pannelli solari per difetto di fabbricazione. Il rischio è di shock elettrico se si entra a contatto con il sistema.
http://www.bp.com/sectiongenericarticle.do?categoryId=7061&contentId=7026017

cbr20842,1
05-03-2007, 15.25.49
Capitalizzazione indice : 33,2 Mrd euro.

Situazione indice : movimento settimanale -9,6%
movimento annuale + 19,4%

Amex Oil : settimanale -5,6%
annuale - 6,1%

Nella tabella sono riportate in ordine : NOME, Prezzo venerdi scorso con valuta di riferimento, % da inizio anno, % della settimana, paese, sottosettore di attività.

cbr20842,1
06-03-2007, 14.08.15
In blu i Mw forniti.
In azzurro i nuovi Mw installati.
I dati non hanno bisogno di commenti.
NB. dati 2006 non definitivi.

cbr20842,1
07-03-2007, 10.39.13
March 7, 2007
Santa Clara, CA, USA: Conergy to Test Silicon Valley Solar Concentrator Module
Silicon Valley Solar has finalized an agreement with Conergy AG that will enable a more rapid market introduction of the company’s Sol-X2 internal concentrator solar modules. Conergy has placed an order for a multi-kilowatt test system with a commitment to engineering collaboration and the sharing of performance data.
“We are very pleased with the level of interest Conergy has expressed in our Sol-X technology,” said Tim Fischer, vice president of business development for SV Solar. “This agreement represents the culmination of a series of meetings both in Germany and in the U.S., where Conergy has fully explored the benefits of our technology to their business.”
“Conergy has entered into a strategic R&D partnership with SV Solar that has the potential to expand into a significant, multi-faceted commercial relationship,” said Monika Leiner, head of sourcing for the PV Modules Global Technology Team at Conergy AG. “Sol-X technology has the potential to significantly reduce product cost per Wp while alleviating pressure on silicon supply.”
Since Sol-X modules are form, fit and functionally compatible with standard flat plate modules, Silicon Valley Solar says they can be seamlessly utilized by Conergy installation teams worldwide. Performance data collected to date supports SV Solar’s contention that the first generation product, Sol-X2, produces at least 100% of the energy, with less than 50% of the solar cell area.
“Conergy’s vast resources and technical competence will be invaluable to our progress. In particular, their experience with TUV safety certification will streamline our path to market,” added Dr. Christoph Goeltner, VP of engineering for SV Solar.
Based on successful technical evaluation and business negotiation, it is expected that this initial agreement will result in a volume purchase order in excess of 10MW, to be delivered over a 24 month period.
Further details about: Silicon Valley Solar (http://www.sv-solar.com/) and Conergy (http://www.conergy.de/)

cbr20842,1
07-03-2007, 13.18.43
Ragazzi questa è una vera perla rara da seguire.
Unico neo volumi davvero scarsi.
E' l'unica società al mondo quotata (ne esistono altre, ma non sono in borsa) che fa ricerca e produce tecnologia per produrre energia sfruttando le onde marine e le maree.
E' americana ma quotata a londra : http://www.londonstockexchange.com/en-gb/pricesnews/prices/system/detailedprices.htm?ti=OPT

il loro sito internet : http://www.oceanpowertechnologies.com/

Dati diffusi ieri : http://www.londonstockexchange.com/LSECWS/IFSPages/MarketNewsPopup.aspx?id=1396415&source=RNS

Non era stata neanche scalfita la settimana scorsa, le notizie di oggi la riportano sopra 1£.
Accordo per parco sottomarino nell'oregon e finanziamento per 600000£ da parte del governo scozzese e esercizio di stock dell'ad.
Questa mi piace proprio...

cbr20842,1
08-03-2007, 15.57.03
come godo:D
111:eek:

cbr20842,1
09-03-2007, 16.45.32
Out con la metà a 1.13. Le poche restanti le lascio li a covare. Magari scoprono pure atlantide:)

cbr20842,1
09-03-2007, 16.50.33
AP
Bush Hails Biofuels Pact in Brazil
Friday March 9, 10:32 am ET
By Deb Riechmann, Associated Press Writer Bush Hails Ethanol Pact With Brazil's Lula Da Silva; Protesters Worry Plan Really for Cartel
SAO PAULO, Brazil (AP) -- At a mega fuel depot for tanker trucks, President Bush heralded a new ethanol agreement with Brazil Friday as way to boost alternative fuels production across the Americas. Demonstrators upset with Bush's visit here worry that the president and his biofuels buddy, Brazilian President Luiz Inacio Lula da Silva, really have visions of an OPEC-like cartel on ethanol.
But Bush and Silva said increasing alternative fuel use will lead to more jobs, a cleaner environment and greater independence from the whims of the oil market. In Brazil, nearly eight in 10 new cars already run on fuel made from sugar cane.

"`It makes sense for us to collaborate for the sake of mankind," Bush said at Silva's side, after touring the depot. "We see the bright and real potential for our citizens being able to use alternative sources of energy that will promote the common good."
The agreement itself was signed Friday morning by Secretary of State Condoleezza Rice and her Brazilian counterpart, White House spokesman Gordon Johndroe announced.
Bush's focus on energy during the first stop on his eighth trip to Latin America comes as the president's nemesis in the region, Venezuelan President Hugo Chavez, is using his vast oil wealth to court allies. Bush's trip also includes visits to Uruguay, Colombia, Guatemala and Mexico. At the fuel depot, Bush, sporting a white hard hat, fingered sunflower seeds and stalks of sugar cane and sniffed beakers of yellowish biodiesel and clear ethanol.

cbr20842,1
09-03-2007, 17.24.00
Scattato stop su conergy a 57,50. Ieri ho liquidato Ormat tec a 44$.
La situazione è chiara questi titoli sono quelli a beta + alto ed è inevitabile il massacro di oggi.
Per quello che riguarda la mia strategia di breve-medio evito i titoli in dollari(se potete date un occhiata al usdollarindex) e rientro su conergy solo sotto i 40-45.

Se mai ci ritornerà. Oggi + 7%. Quando si è sicuri di essere su un cavallo buono mai mollarlo.
La notizia che lo fa salire è un aumento di capitale concuso ieri sera dedicato agli istituzionali a 50 €.
Il flottante sale +0- del 10%, Conergy incassa circa 150milioni e dice che li spenderà per acquisizioni.

Am Donnerstag hatte das Unternehmen eine Kapitalerhöhung durchgeführt. Conergy gab Aktien im Wert von etwa 150 Mio. Euro an institutionelle Anleger aus. Damit erhöhte sich das Grundkapital um rund zehn Prozent. Die etwa drei Millionen neuen Aktien wurden zum Preis von je 50 Euro angeboten. Mit dem neuen Kapital will Conergy Handlungsspielraum für weitere Akquisitionen schaffen.

yannico
09-03-2007, 23.14.58
Vedo che sei super specializzato in energie alternative...mi hanno parlato molto bene di Suntech Corp. (STP), ADR di società cinese nel solare. Hai pareri a riguardo?

cbr20842,1
12-03-2007, 12.55.30
Vedo che sei super specializzato in energie alternative...mi hanno parlato molto bene di Suntech Corp. (STP), ADR di società cinese nel solare. Hai pareri a riguardo?

Sarò un po' stringato, ma chiedi pure se lo sarò troppo;)
Non è un titolo che seguo assiduamente rispetto ad altri a cui sono piu' affezionato.
Le cinesi hanno il vantaggio di prezzi piu' bassi e dell'attuale forte domanda che non viene coperta dall'offerta dei produttori tedeschi,amaricani e soprattutto giapponesi.
L'aspetto negativo è che queste società quotate a ny tramite adr sono state create ad hoc. Mi spiego in cina non troverebbero i capitali per creare grandi aziende produttrici semplicemente perchè nonostante tutto sono imprese ad altissimo rischio(guarda i fondamantali sotto) e nessuno sa se la tecnologia prodotta e il modello di business saranno vincenti in futuro vista la grande concorrenza e la ricerca innovativa che negli ultimi anni è esplosa soprattutto in giappone e germania.
Io sinceramante non mi fido molto di queste scatolette create ad hoc dai cinesi sono tutte holding e nessuno ha la garanzia che una volta avviate bene non vengano svuotate a favore delle controllate o dei soci.

Questi comunque sono i fondamentali di 2 cinesi e 2 americane quotate in usa. Un paragone con il leader mondiale sharp sarebbe impietoso e anche di difficile lettura poichè è un impresa solida e diversificata,ma che ha nel solare un punto di forza che è per prodotti e ricerca un problema per i concorrenti.
Solarworld è direttamente confrontabile con queste 4, mentre conergy avendo fatto della distribuzione all'ingrosso e della fornitura e installazione di grossi impianti chiavi in mano il suo core non è proprio direttamente confrontabile con i produttori puri. Conergy è la mia favorita proprio per la flessibilità che il modello scelto garantisce, con il difetto di avere margini inferiori.

Nome - CAP. - prezzo - eps - p/e 4 - p/e U - P/b - p/r - roe
Suntech - 5,8 - 39,3 - 0,57 - 68 - 51 - 3,08 - 12,4 - 17,6
Sunpower - 3,3 - 43 - 0,37 - 119 - 71 - 1,71 - 12,2 - 15,1
Trina - 0,93 - 43,9 - 1,24 - 55 - 29 - nd - 8,14 - 11,3
Evergreen 0,675 - 9,7 - -0,41 - 24 - 30 - 1,82 - 6,3 - -16

Cap-capitalizzazione
Prezzo - ultimo disponibile(per me, non di borsa)
P/e 4 - prezzo sull' utile ultimi 4 trimestri
P/e U - prezzo sull' utile ultimo trimestre disponibile
P/b - price book
p/r prezzo sulle vendite/ricavi caratteristici

ciao:)

Crisby
12-03-2007, 13.47.27
Ho fatto fare un preventivo per pannelli solari per la mia azienda che ha necessit&#224; di 400kw ora...risultato circa 3.000.000 di euro di impianto ,le orecchie mi si son abbassate,alla faccia degli incentivi:mad:

cbr20842,1
12-03-2007, 14.08.11
Ho fatto fare un preventivo per pannelli solari per la mia azienda che ha necessità di 400kw ora...risultato circa 3.000.000 di euro di impianto ,alla faccia degli incentivi:mad:

Mica tanto ot, il problema dell'italia è questo i prezzi sono superiori anche del 40%. Per piu' ragioni, il primo assenza totale di produzione, secondo come molte cose ci marciano sopra i distributori e gli istallatori.:mad:
Per lavori del genere(400mw) puoi provare a sentire aziende sudtirolesi o tedesche direttamente.
Considera che il prezzo medio retail(al cliente finale quindi) in europa è di meno di 5€/watt per pannelli da 125watt ( posto grafico aggiornato).
Quelli cinesi li trovi a 2,8o-3€...
Per 400mw mi risulta un costo di 1.920.000=4,8€watt x 1000 x 400
Certo c'è l'installazione, ma compensi con lo sconto che per una commessa del genere sicuramente potreste ottenere.
Io sentirei in tirolo e poi contatterei solarworld o qualche altra tedesca.
Al massimo ti dicono chi sono i loro clienti o installatori in italia.
C'è anche questo sito di cinesi(gia postato piu' in su) dove se non ricordo male c'è un elenco di aziende che installano:

cbr20842,1
12-03-2007, 14.10.04
C'è anche questo sito di cinesi(gia postato piu' in su) dove se non ricordo male c'è un elenco di aziende che installano:

http://www.enf.cn/it/

Crisby
12-03-2007, 15.54.56
Grazie Pietro mi sei stato veramente utile ,logicamente il mio prev non si ferma con la prima offerta,voglio sentire molte + voci...caspita ma dove vado a prendere 3000000 di eur,certo lo stato me li anticipa ma poi li rivuole e anche alla svelta.:mad:

cbr20842,1
12-03-2007, 16.39.42
Grazie Pietro mi sei stato veramente utile ,logicamente il mio prev non si ferma con la prima offerta,voglio sentire molte + voci...caspita ma dove vado a prendere 3000000 di eur,certo lo stato me li anticipa ma poi li rivuole e anche alla svelta.:mad:

I vecchi bandi e incentivi erano forse anche peggio.
Considera che quando io mi informai per metterli a casa mia le ditte contattate mi hanno tutte detto che tra i loro clienti nessuno era mai riuscito ad avere i famosi incentivi della regione emilia r.
Prima considerazione 3-4 anni fa in emilia c'erano 4 ditte, le contattai tutte.
seconda considerazione l'anno che feci rischiesta io il plafon della regione per i privati era di 13 milioni. Un piccolo-medio impianto come il mio costava sui 18000. Loro te ne rimborsavano un terzo.
13000000 diviso 6000 fa 2166. conti fatti alla buona ma indicativi.
E' possibile che di questi 2000 impianti gli unici 4 installatori della regione non nè hanno montato neanche uno?
Chi si è preso sti soldi?
Non facciamoci troppe domande...
L'italia è cosi' a parole e promesse bravissimi, tanto chi lo piglia nel @3$% siamo noi, mica lor signori che vivono su altri pianeti

cbr20842,1
14-03-2007, 14.06.58
Società minerarie con prevalente estrazione di uranio.
Cameco Corp NYSE: CCJ www.cameco.com (http://www.cameco.com/)
Denison Mines TSX : ML www.denisonmines.com (http://www.denisonmines.com/)
Energy Metals Corp TSX: EMC www.energymetalscorp.com (http://www.energymetalscorp.com/)
Energy Resources of Australia ASX: ERA www.energyres.com.au (http://www.energyres.com.au/)
Forsys Metals TSX: FSY www.forsysmetals.com (http://www.forsysmetals.com/)
Paladin Resources Limited TSX: PDN www.paladinresources.com (http://www.paladinresources.com/)
Strathmore Minerals TSX: STM www.strathmoreminerals.com (http://www.strathmoreminerals.com/)
SXR Uranium One TSX: SXR www.uranium1.com (http://www.uranium1.com/) Fusa con Urasia
UR-Energy TSX: URE www.ur-energy.com (http://www.ur-energy.com/)
Uranerz Energy AMEX: URZ www.uranerz.com (http://www.uranerz.com/)
Uranium Resources OTC BB: URRE www.uraniumresources.com (http://www.uraniumresources.com)
Poi c'e BHP,primo produttore, ma largamente diversificata

cbr20842,1
19-03-2007, 14.29.32
Profit warning di Verbio. A picco con un meno 40% a 7,80.
Ocio a non farvi allettare dai prezzi bassi, è un IPO recente e dopo la sorpresa di oggi potrebero saltarne fuori altre.
E in piu' flottante risicato...

Balinor
20-03-2007, 12.35.41
lo stavo giusto guardando ieri nella caduta
oggi a6,6 e' valutato 1,7 volte le vendite di quest'anno
prima 2 sett fa ne valeva piu' di 3
l'azienda sebbene sia in utile ha una componente in bioetanolo
sottopressione dai alti costi del corn che finche' non
si togliera' l'incentivo della tassa americana sul gallone dell'etanolo
in america rimarranno ancora alti mentre per la produzione
di biodiesel 100 per cent a piu' alto valore agg dovranno
aspettare il 2008 tempo per la nuova legge in materia in germania
io oggi sono entrato in via speculativa piu' che altro
per una questione tecnica ieri spike di volumi oggi
titolo in calo ancora e' una buona entratA per un rimbalzo
veloce sl 6,6
ciaoo

dangilio
20-03-2007, 17.08.10
Società minerarie con prevalente estrazione di uranio.
Cameco Corp NYSE: CCJ www.cameco.com (http://www.cameco.com/)
Denison Mines TSX : ML www.denisonmines.com (http://www.denisonmines.com/)
Energy Metals Corp TSX: EMC www.energymetalscorp.com (http://www.energymetalscorp.com/)
Energy Resources of Australia ASX: ERA www.energyres.com.au (http://www.energyres.com.au/)
Forsys Metals TSX: FSY www.forsysmetals.com (http://www.forsysmetals.com/)
Paladin Resources Limited TSX: PDN www.paladinresources.com (http://www.paladinresources.com/)
Strathmore Minerals TSX: STM www.strathmoreminerals.com (http://www.strathmoreminerals.com/)
SXR Uranium One TSX: SXR www.uranium1.com (http://www.uranium1.com/) Fusa con Urasia
UR-Energy TSX: URE www.ur-energy.com (http://www.ur-energy.com/)
Uranerz Energy AMEX: URZ www.uranerz.com (http://www.uranerz.com/)
Uranium Resources OTC BB: URRE www.uraniumresources.com (http://www.uraniumresources.com)
Poi c'e BHP,primo produttore, ma largamente diversificata

no ti prego mitico..non metterci l'uranio altrimenti non ti leggo piu' :D :D :D :D

cbr20842,1
21-03-2007, 17.12.18
lo stavo giusto guardando ieri nella caduta
oggi a6,6 e' valutato 1,7 volte le vendite di quest'anno
prima 2 sett fa ne valeva piu' di 3
l'azienda sebbene sia in utile ha una componente in bioetanolo
sottopressione dai alti costi del corn che finche' non
si togliera' l'incentivo della tassa americana sul gallone dell'etanolo
in america rimarranno ancora alti mentre per la produzione
di biodiesel 100 per cent a piu' alto valore agg dovranno
aspettare il 2008 tempo per la nuova legge in materia in germania
io oggi sono entrato in via speculativa piu' che altro
per una questione tecnica ieri spike di volumi oggi
titolo in calo ancora e' una buona entratA per un rimbalzo
veloce sl 6,6
ciaoo

Le hai mollate stamattina a 7 - 7,10 o sei ancora dentro?

cbr20842,1
21-03-2007, 18.06.14
S&P Tracks Sustainability With a New Global Index
Author: Anne Moore Odell

NEW YORK, Mar. 21, 2007 -- At the end of February, Standard and Poor's announced the launch of its Global Thematic Index Series. The Series is composed of three indices: the S&P Global Clean Energy Index, the S&P Global Water Index and the S&P Global Infrastructure Index.

This new index series joins S&P's well-known family of indices that include the S&P 500 and the S&P Global 1200. The S&P 500 has $1.26 trillion invested and $4.45 trillion benchmarked.

"We saw the emergence of new investment themes such as clean energy, water and infrastructure in the industry. These themes did not fit into traditional ways of creating indexes based on geography or industry. These themes are truly global, and may span across multiple industries," said S&P Index Strategist Srikant Dash.

"We had interest from product issuers to license such indexes from S&P. Based on this combination of where we saw the investment community was heading and where our clients wanted us to be, we decided to create this new series," Dash continued.

As the name suggests, the S&P Global Thematic Index Series consists of publicly listed companies from around the world. The series steers away from traditional geographical and industry classifications, looking to diversify company selection by following specific criteria for each index. Pure representation to each investment theme, high liquidity and tradability were named by Dash as the three most important criteria for inclusion on the new index series.

The S&P Global Clean Energy Index measures the performance of 30 companies that focus on clean energy production, clean energy technology, and energy equipment. The Clean Energy Index excludes companies for which their involvement with clean energy is a small part of their overall business. The U.S. firm MEMC Electronic Materials, maker of silicon wafers for the semi-conductor industry, is the index's largest constituent at 6.35 percent.

The S&P Global Water Index gauges 50 companies: 25 water utilities and infrastructure companies and 25 water equipment and material companies. French company Veolia Environment has the biggest share of this index at 9.57 percent.

The S&P Global Infrastructure Index measures the performance of 75 companies that run utilities, pipelines, airports, ports and highways. Twenty-two countries are counted in this index, with Spanish company Abertis Infraestructuras, S.A. being the largest constituent at 4.71 percent

S&P is not alone in tracking the markets of clean energy, water and infrastructure. Another global sustainability benchmark is the WilderHill Clean Energy Global Innovation Index, which was launched in 2006 by New Energy Finance in a partnership with Wildershares. The KLD Global Climate 100SM Index and Ardour Global Indices are other well-known indexes that follow clean energy. The Palisade Water Index, published by the American Stock Exchange, follows the global water industry. The Macquarie Global Infrastructure Index series, produced by FTSE, tracks companies in the infrastructure industry.

On a broader level, in 1999 the Dow Jones Sustainability Indexes became the first indexes to track the global performance of companies that focus on sustainability. These indexes look at companies across 58 sectors.

Alexander Barkawi, Managing Director of the SAM Indexes, explained some of the reasons why he thinks there is a growth in renewable and sustainability indexes: "Investments into individual sustainability themes — particularly renewable energy and water — have indeed been on the rise over the last 12 months. The growing recognition among retail and institutional investors that the challenges of climate change and water scarcity also have significant impacts on their investments is obviously driving this
momentum."

"The global markets for solar, wind, biofuels, and fuel cells now exceed $50 billion annually," said Ron Pernick, Principal, Clean Edge Inc. and co-developer of the NASDAQ Clean Edge U.S. Index. "It's only natural that others are developing indexes to track this growing and dynamic sector. We're seeing compounded annual growth rates for a number of clean-energy sectors in the 30+ percent range," he explained. This index tracks pure-play clean energy companies.

"A confluence of forces, from volatile conventional energy prices to the growing mainstream acceptance of climate and carbon issues, are putting clean energy increasingly on the corporate, investment, and political map," Pernick added

http://www2.standardandpoors.com/portal/site/sp/en/us/page.category/indices/2,3,1,0,0,0,0,0,0,0,0,0,0,0,0,0.html

dangilio
21-03-2007, 20.36.31
guardando gli indicatori non trovi che vestas sia oltremodo soppravalutata??
Ora c'e' anche da considerare che ,se i piu' grandi paesi del mondo si spostano sul nucleare, vestas perde anche i motivi di soppravalutazione che l'hanno spinta fino ad ora.

cz anche oggi e' salita' quasi del 4.

delucidami.

cbr20842,1
22-03-2007, 09.38.51
guardando gli indicatori non trovi che vestas sia oltremodo soppravalutata??
Ora c'e' anche da considerare che ,se i piu' grandi paesi del mondo si spostano sul nucleare, vestas perde anche i motivi di soppravalutazione che l'hanno spinta fino ad ora.

cz anche oggi e' salita' quasi del 4.

delucidami.

Non è proprio cosi, il nucleare è l'opzione primaria che hanno gli stati per assicurarsi la produzione di energia e per ridurre le emissioni di Co2, ma non è l'unica infatti richiedono alti costi di realizzazzione e la via delle nuove energie è imprescindibile perchè piu' alla portata(sia come costi d'impianto sia come costo sociale) di aziende pubbliche e private, elettriche e non, e dei privati cittadini.
Vestas è insieme a Ge leader assoluto, è vero che quota con multipli alti, ma è altrettanto vero che conquista commesse e quote di mercato tutte le settimane.
Poi come scritto in qualche post vecchio ha pochissimi concorrenti.

cbr20842,1
11-04-2007, 09.14.38
in crescita del 71% sul 2005.

http://www.greencarcongress.com/2007/04/european_ethano.html#more

http://bioage.typepad.com/./photos/uncategorized/2007/04/08/ebio2.png
http://bioage.typepad.com/./photos/uncategorized/2007/04/08/ebio1.png

Karin
11-04-2007, 09.38.13
in crescita del 71% sul 2005.

http://www.greencarcongress.com/2007/04/european_ethano.html#more

http://bioage.typepad.com/./photos/uncategorized/2007/04/08/ebio2.png
http://bioage.typepad.com/./photos/uncategorized/2007/04/08/ebio1.png

ciao pietro:)

interessante davvero, il lavoro che fai:)

cbr20842,1
17-04-2007, 11.34.11
ciao pietro:)

interessante davvero, il lavoro che fai:)

Grazie Karin:)
Personalmente l'etanolo mi puzza, troppo entusiasmo o forse troppa importanza da parte dei media.
Vedremo, se non se ne vuole rimanere fuori si puo' valutare l'investimento nei produttori di sementi come syngenta o monsanto. Meno rischio e meno guadagni.

cbr20842,1
17-04-2007, 11.35.30
Società minerarie con prevalente estrazione di uranio.
Cameco Corp NYSE: CCJ www.cameco.com (http://www.cameco.com/)
Denison Mines TSX : ML www.denisonmines.com (http://www.denisonmines.com/)
Energy Metals Corp TSX: EMC www.energymetalscorp.com (http://www.energymetalscorp.com/)
Energy Resources of Australia ASX: ERA www.energyres.com.au (http://www.energyres.com.au/)
Forsys Metals TSX: FSY www.forsysmetals.com (http://www.forsysmetals.com/)
Paladin Resources Limited TSX: PDN www.paladinresources.com (http://www.paladinresources.com/)
Strathmore Minerals TSX: STM www.strathmoreminerals.com (http://www.strathmoreminerals.com/)
SXR Uranium One TSX: SXR www.uranium1.com (http://www.uranium1.com/) Fusa con Urasia
UR-Energy TSX: URE www.ur-energy.com (http://www.ur-energy.com/)
Uranerz Energy AMEX: URZ www.uranerz.com (http://www.uranerz.com/)
Uranium Resources OTC BB: URRE www.uraniumresources.com (http://www.uraniumresources.com)
Poi c'e BHP,primo produttore, ma largamente diversificata


Finalmente, questa è una notiziona e forse la fine di un investimento tranquillo e remunerativo.
Dal prossimo mese al Nymex cominceranno gli scambi del futures sull'uranio.
http://yahoo.reuters.com/news/articlehybrid.aspx?storyID=urn:newsml:reuters.com: 20070416:MTFH24594_2007-04-16_13-50-57_N16197319&type=comktNews&rpc=44

Karin
17-04-2007, 12.11.19
Finalmente, questa è una notiziona e forse la fine di un investimento tranquillo e remunerativo.
Dal prossimo mese al Nymex cominceranno gli scambi del futures sull'uranio.
http://yahoo.reuters.com/news/articlehybrid.aspx?storyID=urn:newsml:reuters.com: 20070416:MTFH24594_2007-04-16_13-50-57_N16197319&type=comktNews&rpc=44

grande pietro come al solito:)

cbr20842,1
30-04-2007, 15.06.06
Reactor of the future powered by toxic-waste.

Later this year, scientists at Oak Ridge National Laboratory in Tennessee hope to take a big step toward solving America's nuclear-waste woes. Pending clearance from the Department of Energy, they will demonstrate a new toxic-waste recycling process.
The aim of the demo -- part of a controversial $405-million government project called the Global Nuclear Energy Partnership (GNEP) -- is to transform nuclear leftovers into fuel for a new breed of reactors. The new reactor/fuel combo, GNEP officials say, could produce up to 100 times as much energy as conventional reactors and could generate 40 percent less waste.
The initiative is a key part of the Bush administration's long-term strategy to meet America's rising demand for electricity -- according to the DOE, it's expected to jump by 45 percent from 4,000 billion kilowatt-hours in 2005 to 5,800 billion kilowatt-hours in 2030 -- without creating more greenhouse gases.
"Nuclear energy is the biggest source we have for meeting our energy needs without contributing to global warming," says Sherrell Greene, director of the nuclear-technology program at Oak Ridge, one of the 13 potential recycling sites selected earlier this year by the DOE.
Another central GNEP objective is to deal with the nation's growing nuclear-waste problem: The country's 103 nuclear reactors produce 2,200 tons of radioactive waste annually, and there's no good place to put it.
Even if no new reactors are built, at current rates, the U.S. will have produced more than 94,600 tons of spent nuclear fuel by 2050, and the repository at Yucca Mountain in Nevada, America's lone long-term solution to radioactive-waste storage, will stow just 77,000 tons when it's slated to open in 2020.
Yet not everyone thinks GNEP's strategy for recycling waste is the solution. Ivan Oelrich of the Federation of American Scientists, for example, says that the new type of recycled fuel would contain as much as 90 percent plutonium, making it a much more attractive target to a bomb-building terrorist. Spent fuel from traditional reactors, by comparison, contains only 1 percent plutonium.
GNEP officials reject this criticism. The new recycling process, they argue, will not isolate pure plutonium, making it more difficult to convert the leftovers into a bomb. Specifically, the process calls for dissolving spent fuel in nitric acid to chemically extract the nastiest 1 percent -- the highly radioactive elements plutonium, neptunium, americium and curium, also known as actinides -- as well as depleted uranium. (The remaining waste is stored in traditional casks.)
The uranium is then re-enriched, recombined with the actinides, and compressed into fuel pellets for state-of-the-art reactors. In this scheme, waste is used repeatedly, transforming it into less harmful elements with each cycle.
The Oak Ridge demonstration is intended to be a miniature model (minus the reactors) of how this recycling process could work at the industrial scale. "It's a synthesis of the whole process," says Greene, who is working on the project. In addition to pursuing scaled-down tests of the new recycling technology, GNEP officials will release a draft report this summer on the environmental impact of the potential sites.
But the program's defining moment will happen next year when the U.S. secretary of energy decides whether to step up the initiative and build America's first full-scale demonstration plant.

http://edition.cnn.com/2007/TECH/04/25/nuclear.recycling/

cbr20842,1
30-04-2007, 15.10.37
Nei giorni scorsi è scattato un raggruppamento di azioni 10/1.
Annunciata ipo in usa.
Titolo -11% oggi.

cbr20842,1
03-05-2007, 07.44.48
Impianto altamente tecnologico e innovativo nel sud della spagna.
Darà energia a 600.000 cittadini di siviglia.
Quando vedremo cose del genere in italia?
un impianto del genere soddisferebbe città come palermo,bari...

Power station harnesses Sun's rays

By David Shukman
Science correspondent, BBC News, Seville
http://newsimg.bbc.co.uk/shared/img/999999.gif

http://newsimg.bbc.co.uk/shared/img/o.gifhttp://newsimg.bbc.co.uk/media/images/42877000/jpg/_42877005_mirrors_bbc_203.jpg
A field of 600 mirrors reflects rays from the Sun
http://newsimg.bbc.co.uk/nol/shared/img/v3/inline_dashed_line.gif

http://newsimg.bbc.co.uk/nol/shared/img/v3/icons/video_text.gifHow the tower works (http://www.bbc.co.uk/mediaselector/check/player/nol/newsid_6610000/newsid_6617800?redirect=6617847.stm&news=1&bbwm=1&bbram=1&nbwm=1&nbram=1)


There is a scene in one of the Austin Powers films where Dr Evil unleashes a giant "tractor beam" of energy at Earth in order to extract a massive payment.
Well, the memory of it kept me chuckling as I toured the extraordinary scene of the new solar thermal power plant outside Seville in southern Spain.
From a distance, as we rounded a bend and first caught sight of it, I couldn't believe the strange structure ahead of me was actually real.
A concrete tower - 40 storeys high - stood bathed in intense white light, a totally bizarre image in the depths of the Andalusian countryside.
The tower looked like it was being hosed with giant sprays of water or was somehow being squirted with jets of pale gas. I had trouble working it out.
In fact, as we found out when we got closer, the rays of sunlight reflected by a field of 600 huge mirrors are so intense they illuminate the water vapour and dust hanging in the air.
http://newsimg.bbc.co.uk/media/images/42877000/jpg/_42877069_mirrorswide_bbc_416.jpg

The effect is to give the whole place a glow - even an aura - and if you're concerned about climate change that may well be deserved.
It is Europe's first commercially operating power station using the Sun's energy this way and at the moment its operator, Solucar, proudly claims that it generates 11 MW of electricity without emitting a single puff of greenhouse gas.
It works by focusing the reflected rays on one location, turning water into steam and then blasting it into turbines to generate power.
As I climbed out of the car, I could hardly open my eyes - the scene was far too bright. Gradually though, shielded by sunglasses, I made out the rows of mirrors (each 120 sq m in size) and the focus of their reflected beams - a collection of water pipes at the top of the tower.
It was probably the heat that did it, but I found myself making the long journey up to the very top - to the heart of the solar inferno.
Feeling the heat
A lift took me most of the way but cameraman Duncan Stone and I had to climb the last four storeys by ladder. We could soon feel the heat, despite thick insulation around the boiler.
http://newsimg.bbc.co.uk/media/images/42877000/jpg/_42877083_tower_bbc_203.jpg David had to wear sunglasses to shield his eyes from the glare

It was like being in a sauna and for the last stages the metal rungs of the ladders were scalding.
But our reward was the cool breeze at the top of the tower - and the staggering sight of a blaze of light heading our way from down below.
So far, only one field of mirrors is working. But to one side I could see the bulldozers at work clearing a second, larger field - thousands more mirrors will be installed. Ultimately, the entire plant should generate as much power as is used by the 600,000 people of Seville.
Letting off steam
I met one of the gurus of solar thermal power, Michael Geyer, an international director of the energy giant Abengoa, which owns the plant. He is ready with answers to all the tricky questions.
What happens when the Sun goes down? Enough heat can be stored in the form of steam to allow generation after dark - only for an hour now but maybe longer in future.
http://newsimg.bbc.co.uk/media/images/42877000/jpg/_42877099_hotspot_bbc_203.jpg The power station works by focusing the reflected rays on one location

Anyway, the solar power is most needed in the heat of summer when air conditioners are working flat out.
Is it true that this power is three times more expensive than power from conventional sources? Yes, but prices will fall, as they have with wind power, as the technologies develop.
Also, a more realistic comparison is with the cost of generating power from coal or gas only at times of peak demand - then this solar system seems more attractive.
The vision is of the sun-blessed lands of the Mediterranean - even the Sahara desert - being carpeted with systems like this with the power cabled to the drizzlier lands of northern Europe. A dazzling idea in a dazzling location.
http://newsimg.bbc.co.uk/media/images/42877000/jpg/_42877117_aerial_bbc_416.jpg

http://news.bbc.co.uk/2/hi/science/nature/6616651.stm

dangilio
04-05-2007, 16.11.57
per il reparto solare ci sono grosse possibilita' di ancora maggior diffusione se e' vero come sembra che il silicio (il materiale piu' utilizzato e anche piu' caro) avra' un forte calo a partire dal 2008 o forse anche prima.

cbr20842,1
04-05-2007, 16.28.19
per il reparto solare ci sono grosse possibilita' di ancora maggior diffusione se e' vero come sembra che il silicio (il materiale piu' utilizzato e anche piu' caro) avra' un forte calo a partire dal 2008 o forse anche prima.

Tra l'altro alcuni studiosi stanno mettendo a punto nuovi pannelli utilizzando l'argento. Studi preliminari dimostrerebbero la grande resa e (nonstante l'uso dell'argento) il minor costo per kwh.

cbr20842,1
08-05-2007, 10.40.33
Finalmente, questa &#232; una notiziona e forse la fine di un investimento tranquillo e remunerativo.
Dal prossimo mese al Nymex cominceranno gli scambi del futures sull'uranio.
http://yahoo.reuters.com/news/articlehybrid.aspx?storyID=urn:newsml:reuters.com: 20070416:MTFH24594_2007-04-16_13-50-57_N16197319&type=comktNews&rpc=44


Ieri prima giornata di scambi.
Link diretto

http://www.nymex.com/images/UX_banner.gif (http://www.nymex.com/UX_spec.aspx)

Balinor
09-05-2007, 08.01.15
ciao cbr come ti butta?:)
(le verbio me le aveva stoppate quel giorno ma mi va bene cmq
ma questo titolo con quella caduta mi ha fatto ricordare i
fasti del neuer markt :D )
riguardo all'uranio
a questo proposito volevo dire che in australia
hanno cancellato propio ora una legge vecchia di mezzo secolo sulla ricerca
di nuovi giacimenti quindi attenti :) poi il prezzo
mi sembra sia salito da 10 a 100 $ in troppo poco tempo
cmq cbr ti volevo chiedere se hai per caso un buon sito
con i grafici di tutte le materie prime visto che non lo trovo:mad:
e dato che su fineco ora ci sono gli etc qlc di interessante
forse si puo' trovare e gia stavo pensando per un
entrata sul caffe :rolleyes:
ciaoo e grazie in anticipo

cbr20842,1
09-05-2007, 11.53.21
Ciao Balinor, io sto benissimo grazie, tu?

verbio si è sgonfiata come una pallone, io per fortuna ne sono uscito in gain.
Sui biocarburanti ho la mia idea che ho già scritto sul questo 3d, non mi sembrano allo stato attuale un buon investimento, troppa euforia mediatica, lobby che spingono, ambientalisti che si fregiano e politici che si fregano le mani...nonostante tutto questo i maggiori titoli usa e i mini europei hanno sottoperformato(e di parecchio) tutti gli altri settori "alternativi", eolico,nucleare e solare...
Il motivo secondo me è proprio nella politica, ma anche nel comprendere il business(e io rispetto ad altri faccio fatica a capirlo) una cosa è coltivare un campo con colza o altro per i produttori di etanolo, un altra è trasformarla e saperla rivendere(a chi poi se per es. la toyota ha detto che ci vorranno 10 anni per una produzione di massa di auto ecologiche, che tra l'altro non è detto che siano a etanolo).
Nel primo caso (agricoltori) si tratta solo di scelta di coltivazione, appena i piselli(es) torneranno a rendere piu' dell colza gli agricoltori torneranno ai piselli. I secondi invece saranno in balia dei prezzi che sono frutto di troppe variabili da loro non prevedibili. E questo è il motivo per cui tutti i big usa hanno avuto bilanci piu' che negativi a causa dei ridotti margini.

Passando all'uranio è letteralmente alle stelle, per ora dai derivati è meglio stare fuori i volumi in questi 2 giorni sono stati ridicoli.
Il mercato fisico è tutta un altra roba, ma a noi non accessibile:D , i prezzi salgono perchè tutti (stati e centrali) stoccano uranio, è relativamente facile da stoccare e occupa poco spazio, poi petrolio, scarsità eccc....
Molto interessanti per il lungo periodo sono invece le minerarie che lo estraggono, Cameco in testa.
Appena posso riposto una tabella che avevo tolto...

Link per i grafici:
http://futures.tradingcharts.com/menu.html
http://www.futuresource.com/portal/charts.jsp
http://www.freecharts.com/Commodities.aspx?page=mktcom

http://www.chartingyourfutures.com l'ultimo l'ho ritorovato tra i preferiti, ma è una casa di broker, qundi attento hai segnali che danno, questi cercano sempre carne fresca:D ;)

cbr20842,1
09-05-2007, 15.58.22
Chi vende i famosi crediti per le emissioni di co2?
La cina naturalmente, ormai viene tutto da li:D

cbr20842,1
15-05-2007, 09.51.41
Produzione usa di etanolo da base di mais + 58% nel 2006 rispetto al 2005, di questo non nè approfitteranno i consumatori a causa dei prezzi alti. Il prezzo di un bushel di mais è raddoppiato negli anni scorsi.
Per l'anno prossimo le 118 fabbrice usa produrranno 9,3 miliardi di galloni.

Ethanol-Produktion boomt
Dienstag 15. Mai 2007, 10:34 Uhr



Washington 15.05.2007
www.emfis.com (http://www.emfis.com)
Wie das USDA am Freitag mitteilte, wird die Ethanol-Produktion auf Maisbasis in den USA im nächsten Jahr um 58 % steigen. Dabei werden die Verbraucher aber nicht mit zu hohen Preises bei Mais konfrontiert, so ein Ökonom des USDA.

Ökonom Keith Collins erwartet, dass in den USA im nächsten Jahr 118 Ethanolfabriken rund 9,3 Mrd. Gallonen Ethanol produzieren werden. Aus der Ernte in diesem Jahr sollen 5,9 Mrd. Gallonen gewonnen werden.

Die Preise für das Bushel Mais haben sich im vergangenen Jahr fast verdoppelt, nachdem sie in den vorhergehenden zehn Jahren bei rund 2 USD stagniert sind.

Bei Geflügel und Rindfleisch wird eine leichte Preissteigerung erwartet, was auf die vermehrte Ethanolproduktion zurückzuführen ist, so Collins.

cbr20842,1
30-05-2007, 10.51.22
World's First Air-Powered Car: Zero Emissions by Next Summer

http://media.popularmechanics.com/images/air-car-0607.jpg This six-seater tax, which should be available in India next year, is powered entirely by an engine filled with compressed air.


http://www.popularmechanics.com/automotive/new_cars/4217016.html

India’s largest automaker is set to start producing the world’s first commercial air-powered vehicle. The Air Car, developed by ex-Formula One engineer Guy Nègre for Luxembourg-based MDI, uses compressed air, as opposed to the gas-and-oxygen explosions of internal-combustion models, to push its engine’s pistons. Some 6000 zero-emissions Air Cars are scheduled to hit Indian streets in August of 2008.

Barring any last-minute design changes on the way to production, the Air Car should be surprisingly practical. The $12,700 CityCAT, one of a handful of planned Air Car models, can hit 68 mph and has a range of 125 miles. It will take only a few minutes for the CityCAT to refuel at gas stations equipped with custom air compressor units; MDI says it should cost around $2 to fill the car’s carbon-fiber tanks with 340 liters of air at 4350 psi. Drivers also will be able to plug into the electrical grid and use the car’s built-in compressor to refill the tanks in about 4 hours.

Of course, the Air Car will likely never hit American shores, especially considering its all-glue construction. But that doesn’t mean the major automakers can write it off as a bizarre Indian experiment — MDI has signed deals to bring its design to 12 more countries, including Germany, Israel and South Africa.

http://media.popularmechanics.com/images/air-car-engine-0607.jpg

niarcos
04-06-2007, 23.04.46
maremoto grazie x l'indicazione, ma mi era già stato consigliato da un amico e fortuna vuole che ho mea in portfolio da venerdì scorso e neanche sapevo che oggi ha guadagnato il 17.38 ti ringrazio ciao:D :D :D :p

cbr20842,1
05-06-2007, 07.40.03
Spammmmmmmmmmmmmmm?????????

dangilio
06-06-2007, 11.07.18
Spammmmmmmmmmmmmmm?????????


si poi cose' stp (eolico cinese) ?????

stp non e' suntech quotato sul nyse?

niarcos
08-06-2007, 22.44.20
certo che è suntech che volevi fosse società cinese quotata sul nyse:mad: :rolleyes:

niarcos
08-06-2007, 22.48.08
Dangilio siamo un pò scarsini eh! a te serve davvero un aiutino vai sul sito consigliato da maremoto impari e guadagni qualcosa sicuro:confused: :p

strongbuy
10-06-2007, 23.25.15
Kerself, sottoscritta lettera di intenti per acquisizione 70% di Solaris
10/06/2007

Quotazioni

KERSELF KRS.MI 08/06/2007 quota 8.53 +6.55%


Helios Technology, società del gruppo Kerself (Milano: KRS.MI - notizie) specializzata in pannelli e impianti solari, ha sottoscritto una lettera di intenti per l'acquisizione del 70% di Solaris d.o.o., attiva nella produzione di pannelli fotovoltaici con sede in Croazia. Il contratto di acquisizione verrà perfezionato entro e non oltre il 31 dicembre 2007. Il controvalore dell'acquisizione sarà calcolato sulla base di un multiplo di minimo 3 a un massimo di 7 volte l'Ebitda al netto della posizione finanziari netta di Solaris. Il prezzo sarà corrisposto in due tranche: la prima, pari al 60%, al momento della sottoscrizione del contratto, la seconda successivamente all'approvazione del bilancio 2007 di Solaris e, comunque non oltre il 30 aprile 2008.
;)

dangilio
17-06-2007, 10.22.23
Dangilio siamo un pò scarsini eh! a te serve davvero un aiutino vai sul sito consigliato da maremoto impari e guadagni qualcosa sicuro:confused: :p


bravo almeno cancelli le str*****e...cose' che investi nelle rinnovabili 1 mese o 2??? forse un po' di umilta' non ti guasterebbe.


cmq un saluto ehh..

niarcos
17-06-2007, 11.21.30
di che umiltà parli guarda che io non faccio niente seguo solo i consigli del sito dove sono abbonato certo ad ogni indicazione mi documento sulle azioni che mi consigliano e quindi sò che stp e quello che è è cinese ed è quotata al Nyse e poi non capisco la storia del mese o 2 seguo solo la tecnica che usa il consulente che mi offre una specie di stop loss che mi permette di guadagnare e nello stesso tempo limitare i danni e credimi con la prossima correzione estiva ci si rende conto dell'importanza di tutto questo anch'io saluto simpaticamente e umilmente.ciao:p

dangilio
19-06-2007, 14.32.31
cbr20842,1 ma dove sei finito????

Balinor
22-06-2007, 13.43.40
cbr dacci un colpo:D
oggi sono entrato sullo zucchero che abbia finito il trend ribassista
dopo l'abbuffata sulla scia dell'etanolo dalla canna da zucchero?
il grafico a campana a partire da sett 2006 era partito da 9,2 e ci
siamo quasi avrei bisogno di un grafico a piu' lungo termine
e di sapere come va la domanda e l'offerta
per l'analisi tecnica gaurdando gli etc di borsa italiana siccome posso
prendere solo quelli sopra 10,5 ci sta un triplo massimo invitante
io provo ad anticipare :)
ciaoo

bramantino
07-07-2007, 21.14.19
cbr dacci un colpo:D
oggi sono entrato sullo zucchero che abbia finito il trend ribassista
dopo l'abbuffata sulla scia dell'etanolo dalla canna da zucchero?
il grafico a campana a partire da sett 2006 era partito da 9,2 e ci
siamo quasi avrei bisogno di un grafico a piu' lungo termine
e di sapere come va la domanda e l'offerta
per l'analisi tecnica gaurdando gli etc di borsa italiana siccome posso
prendere solo quelli sopra 10,5 ci sta un triplo massimo invitante
io provo ad anticipare :)
ciaoo

totalmente OT


non smettevo più di ridere l' altro giorno quando un analista tutto impettito e pieno di grafici su bloomberg ci parlava delle prospettive a breve termine del succo d' arancia..:D :D :D

Crisby
31-08-2007, 07.28.09
.

Faulhaber
05-09-2013, 02.27.48
La società italiana ha staccato oggi un assegno da 5 milioni di dollari per finanziare studi che portino soluzioni innovative nel settore dell'energia. L'amministratore delegato del gruppo, Fulvio Conti, ha infatti firmato a Cambridge un protocollo di collaborazione con la Harvard University offrendo alla storica istituzione statunitense una donazione appunto di 5 milioni di dollari destinata anche a sviluppare programmi congiunti sui temi ambientali e la generazione pulita.

Gingive
09-02-2014, 00.19.33
ho chiuso oggi lo switch su q-cell ha aperto in
gap up impressionante e dopo riportera' i dati quindi
immagino ci sara' volatilita' a iosa
cmq ho guardato i dati dei bilanci sono tutti ottimi
conergy e ersol hanno sottoperformato gli altri titoli del
settore immagino perche' non sono ancora giunti
a utile netto ma stanno notevolmente aumentando investimenti
e personale soprattutto , devo studiare le varie
differenze e mi piacerebbe annotarle per aiutare
chi entra per la prima volta nella giungla del solare :)
ciaooo
Sto lavorando con una società di CA dove ogni giorno ho bisogno di concentrarsi sul bilancio. io voglio fare il mio lavoro seriamente. se ci sono dei trucchi quindi devo trovarlo perché io voglio sviluppare la mia carriera attraverso questo modo.