Solar energy

One of the key differences between these two securities is the number of stocks within each and the relative concentration of risk. For TAN with 25 stocks, the average holding accounts for 4.00% of total fund value, whereas for KWT with 35 the average holding accounts for 2.86% of total fund v...

U]pgrading transmission adds 30-40% to the cost of renewable energy." Energy storage is the holy grail of cleantech and a difficult problem." Huber and Mills point out that more than 85% of the growth in US energy demand since 1980 has been met by electricity."

Unlike wind or solar thermal, which are primarily utility plays, solar PV is very much leveraged to the economic health of consumers and households, and it just so happens that those are the segments of the economy that are coming under the greatest pressure right now. I therefore think th...