Solar Cloudy But Clearing

That is my current position on solar investments at this time. Due to a bit of bad news of a polluter along with so much more going on in banking, housing, etc.. investors have turned away from solar for the moment. That is due to change however as we refocus the importance of the latest efforts in solar research and design.

The annual report from The Clean-Tech Market Authority was released this month citing the importance of subsidy support by government. The report shows that out of the total investment of Venture Capital, 10% has been focused on green technologies. (see below) Their forecast for green technologies is seen in the graphic above. (top)



We currently hold two companies: China Sunergy (CSUN) and Solarfun (SOLF) but there are many companies with attractive reasons to invest in them out there. If you've watched the videos from last week, you'll see an Israeli company which is running at full bore. Its technology is being used in the Mohave Desert right now. Germany has shown that much of the country can be sustained by a combination of Solar, Wind, and Biofuels which is managed by a single power station.

Like I said, there are many attractive companies, some of them you can't invest in yet through the markets, still others are available via OTC trading. I caution everyone on OTC trading as it is harder to reliably follow companies trading this way versus via the mainstream stock market. It is very easy to loose your money or see it go into limbo, so we won't trade there.

Perhaps the bottom line for the rapid growth of solar lies with our governments. Greed and corruption are rampant in almost every government including here in the U.S. With this lies the problem of support for what is right vs. where the money is for our leaders. Our men and women in politics seem to have their morals surgically extracted from them when they enter the political arena. They are bought and sold by large corporations who have no interest in what is right and wrong, what is good or bad. The greed of industry giants controls it seems every politician in an office which can do something for them now or in the near future.

We need the full support of government in order to quickly build an infrastructure of clean energy technologies. With the expenditure so far on Iraq and its future capital fallout, we could have provided every household in the U.S. with renewable energy. Or we could have done so on a large scale with alternative energy power stations. However this doesn't happen because there isn't enough money upfront apparently for politicians.

So it will take smaller corporate investment or the leadership of a company such as GE and the voice of the people to pressure politicians to embrace the technologies that can save our planet. It has to be done now, and not delayed in a long protracted plan as is so often used to quasi-table the important issues.