Salient to Investors: Angelo Zino at S&P Financial Services said there is no way the Suntech shareholders are going to get anything. Zino said a host of companies have gotten billions of dollars from Wall Street investors, who will ultimately get nothing. Risks to investors in solar have spread after the collapse
READ MORE... →Salient to Investors: Larry Trefz writes: The rally will continue until sentiment turns for the worse, then expect a correction of over 10%. Warren Buffett sees says stocks are good value and cheaper than other forms of investment, while the dumbest investment is long-term government bonds. Stan Druckenmiller sees a
READ MORE... →Salient to Investors: The average analyst expects new solar generation capacity to rise 14 percent in 2013 to 34.1 gigawatts, equal to 8 atomic reactors and versus 4.4 percent growth in 2012. BNEF says China will pass Germany as the largest solar market in 2013 after doubling its 2013 target for new projects in
READ MORE... →Salient to Investors: Meghan O’Sullivan at Harvard writes: Many analysts anticipate North American energy independence by 2020, while our rising energy fortunes strongly counter the now-common global narrative that the US is in decline. Europe, China, Japan and other large economies face futures of ever-growing dependence on imported energy. montaukplayhouse.org/www/ The
READ MORE... →Salient to Investors: A. Gary Shilling at A. Gary Shilling & Co writes: Investor zeal for yield and disregard for risk favors the junkiest of the junk. When the grand disconnect between investor focus on the immense liquidity created by central banks and weak and weakening global economies becomes unsustainable, probably
READ MORE... →Salient to Investors: Private equity companies and venture capitalists reduced renewable-energy investment to the lowest since 2006. Vinod Khosla at Khosla Ventures said all the fashionable VCs have exited, and the number of new businesses is smaller. Ethan Zindler at New Energy Finance said venture investors in early stages do
READ MORE... →Salient to Investors: North American energy companies are investing more in railroad terminals than the railroads themselves because swelling output has overwhelmed pipelines. Domestic crude at least 20 percent cheaper than imports. Rail is more expensive than pipelines but reaches into metropolitan areas like Los Angeles and Philadelphia, where new pipes are
READ MORE... →Salient to Investors: California has a good chance of emerging as the nation’s top oil producer in the next decade. The EIA says the Monterey shale formation could hold 15.4 billion barrels of oil, or 64 percent of all estimated US shale oil reserves. Fracking has found trillions of cubic feet of gas and billions
READ MORE... →Salient to Investors: US oil production expanded in 2012 by the most since the first commercial well in 1859, and to the highest level in 15 years. Net petroleum imports now account for 41 percent of demand versus 60 percent 7 years ago. The IEA says the US will become the top producer in 8 years. US
READ MORE... →Salient to Investors: Kevin McCarthy at Midstream/Energy Fund said: the industry will increase profit in 2013, as the drilling boom in U.S. shale fields creates a need for more pipelines, processing plants and compressor stations. the development of unconventional fields is a multi-decade process. his top investments are general partners because that way you get
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