The Big Shift in Energy is Not What You Think

The energy business cycle has always been dominated by boom and bust cycles.  Through changes in technology, economic conditions and regulation nothing has altered that cyclical pattern.  We have, however, seen driving forces of change affect the energy business cycle both for the good and not so good. The Big Shift in energy today is Read more about The Big Shift in Energy is Not What You Think[…]

Preparing for the Next Boom

It does not feel like recovery.  Recovery is a time for rationalizing the old and positioning for what is to come.  I know it seems like the economy is still in the ditch.  But now is the time to get to work preparing for the competitive, smart-grid enabled, distributed, global energy future. But first we Read more about Preparing for the Next Boom[…]

Putting Competition to the Test in Renewable Energy

One of the solar’s largest trade shows is being held in San Francisco July 9-12, 2012.  The Intersolar North America exhibition and conference for solar professionals to exchange information and develop business opportunities in the U.S. solar market may turn into a large job fair.  The problem is like the solar industry itself there may Read more about Putting Competition to the Test in Renewable Energy[…]

Rio+20 Economic Reality Check

The latest economic statistics are out and it is not good news.  The Federal Reserve’s latest projections for the U.S. economy show significant deterioration as previous GDP growth and other projections since the last report in April.  For example, change in real GDP was 1.9 to 2.4% compared to 2.4 to 2.9% in the April Read more about Rio+20 Economic Reality Check[…]

Trade Fights and Politics

It was no surprise that China responded to the US decision to impose countervailing tariff duties on sale of imported photovoltaic panels from China.  We expected more of a tit for tat action sticking it to some US interest in China in roughly equal proportion to the insult of the duties imposed by the US.  Read more about Trade Fights and Politics[…]

Do Anti-Dumping Duties on China PV Panels Make Any Sense?

“Low Prices, Always Low Prices” that is the tag line of one of the world’s largest retailers. That may be why Wal-Mart is one of the world’s largest retailers. But when it comes to solar photovoltaic panels made in China the price is too low according to the US Government because the Chinese government is Read more about Do Anti-Dumping Duties on China PV Panels Make Any Sense?[…]

Pure Essence of the Laws of Physics

Instantaneous, in perfect balance, universal—those are characteristics of the electric power grid.  Imagine anything else in your life with such exacting standards.  No, I am not talking about your honey–do list! More than 100 years after we learned to harness the laws of physics to create light, power machinery, and put it to work to Read more about Pure Essence of the Laws of Physics[…]

Uncertainty is causing our “Deer in the Headlights” Economy

That was the general reaction to the latest UCLA Anderson economic forecast predicting “very sluggish growth” for a slowly recovering economy into the 2012 election season. The forecast for California was no better saying it would be a long, slow, slog to gain back the 1.3 million jobs lost in the recession let alone generate Read more about Uncertainty is causing our “Deer in the Headlights” Economy[…]

Volatility is a Wonderful Thing

Volatility is a wonderful thing.  It not only brings profits to some willing to take risk, it punishes the foolish and teaches them lessons that make them stronger.  Some days just aren’t that great in times of volatility, but we keep going because we believe that tomorrow will be better, that we will be wiser Read more about Volatility is a Wonderful Thing[…]