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Sam TimpanoPresidentSam Timpano & Associates

Cramer is an entertainer more than he is an analyst these days

June 15, 2009

Analysis of:CEO pilloried | www.tradewinds.no

Jim Cramer has a horrible track record both for recommending stocks and for his CEO choices, good and bad.

Sam TimpanoPresidentSam Timpano & Associates

There is more to this than meets the eye

June 15, 2009

Analysis of:Gazprom CEO Sees Oil at $85 A Barrel by Year’s End | www.rigzone.com

CEO Miller is on target and probably has deeper insight than he showed in this interview. As certain economies begin to recover and others begin to feel the effects of their stimulus, the decline in demand will ease and gradually produce upward pressures on price. Inflation risk, especially in the US economy will also play a role in driving prices, especially if crude remains linked singularly to the dollar.

Himadri BanerjiChairman and Managing DirectorEcoUrja

It is India Story All The Way 2009: Post Stimulus, Indian LNG Demand Equals China’s

June 10, 2009

Analysis of:Qatargas primes train 5 taps | www.upstreamonline.com

That the current growth momentum in the Indian economy is fuelled by infrastructure spending stimulus plan is corroborated by the fact that the LNG demand from India for the first time ever is going to equal to China’s as per a report published in the June 2009 issue of Upstream magazine. The report was quoting Qatargas's marketing director of its Commercial and Shipping Group, Alaa Abujbara, who while talking to reporters on the sidelines of the Asia Oil and Gas Conference, said that China will be the next biggest buyer of LNG after Japan, and India is on the same scale as China.

Himadri BanerjiChairman and Managing DirectorEcoUrja

Improving quality of Deforestation Based Carbon Credits:Agenda for Copenhagen?

June 8, 2009

Analysis of:Hostage to fortune | www.economist.com

Money is being spent on credits of dubious ecological value, though there is a growing understanding among offset buyers of the potential of forestry activities to generate high-quality, cost-effective emissions reductions while at the same time providing additional advantages like conserving species and supporting local communities.

Himadri BanerjiChairman and Managing DirectorEcoUrja

Rising Oil Prices Lead to Higher Spending by Oil Companies and Trigger Economic Growth?

June 8, 2009

Analysis of:Oil Trades Near 7-Month High After Rising on Goldman Forecast | www.bloomberg.com

Crude oil prices may reach $85 a barrel by the end of the year as demand recovers and supplies shrink. This is as per a report appearing in Bloomberg on the 5th June, quoting research reports presented by analysts of Goldman Sachs.  Crude’s rally is being driven by a weaker dollar and optimism for an economic recovery, the research report said. Yet the recent strengthening of the dollar because of stabilizing economy, and tumbling demand may make crude oil prices fall from its seven month high. Oil companies’ spending this year dropped almost $100 billion, or 21 percent, according to a report last month from the International Energy Agency. The high prices would assist in increasing spending on projects by Oil companies. Reduced spending on energy threatens to slow the economy, trigger a surge in prices and hurt future prosperity.

Himadri BanerjiChairman and Managing DirectorEcoUrja

Thin Film Amorphous Silicon Players Face Tough Times Ahead

June 8, 2009

Analysis of:Amorphous Silicon: Losing the Shakeout? | www.greentechmedia.com

Is reported in an article published on 1st June by the Greentech Media that, arising out of the excess installed capacity with manufacturers vis demand for solar cells, and the rapidly falling prices of silicon in the world market, amorphous silicon thin film players aren't only competing with crystalline silicon panel makers, they also must beat those making other thin-film panels but are using different semiconductor materials, which are key ingredients for converting sunlight into electricity. The same problem faced by amorphous silicon solar players also could plague other thin-film technology developers, such as those making panels with copper, indium, gallium and selenium (CIGS).  CIGS do not seem to have the right cost structure. Companies that are using mirrors to concentrate the sunlight onto slivers of solar cells – an approach that also sounded promising during the polysilicon shortage – faces the same challenge.

Himadri BanerjiChairman and Managing DirectorEcoUrja

India Mulls Ultramega Plans for Solar Power

June 8, 2009

Analysis of:Could India Become a Solar Leader? | greeninc.blogs.nytimes.com

In an article published in the 6th June issue of New York Times, authored by James Canter, it is reported that India is working towards becoming a global leader and a hub of solar power, something the developed nations like Germany, Spain and US were recognized for. This is arising out of a draft report called the National Solar Mission which the Government of India is working on. As per the report India plans to add 20000 MW of Solar Power Generation Capacity by 2020. Further the plan envisages 100000 MW by 2030 and 200000 MW by the middle of this century. Recognizing that at present the costs for solar panels are still abnormally high, the plan sets out to accelerate indigenous production through various measures and hopes that with the huge volume of demand in India and China, there would be a industry effort to reduce the cost of production and the solar power costs could come down to a widely affordable Rs 4-Rs 5 per kwhr which is 7-8 cents, the average US power tariff.

Himadri BanerjiChairman and Managing DirectorEcoUrja

A 10 Billion Green Fund: On Agenda for Copenhagen

June 4, 2009

Analysis of:$10 billion climate fund gains support | en.cop15.dk

The size of a country's contribution could be based on any number of factors, such as income per capita, gross domestic product, total carbon emissions, or emissions per capita, Countries can draw money from the fund to cover the costs of environmental programs or to improve energy efficiency. Countries that are not environmentally conscious will not get money back from their quota. Developed countries should perhaps only be allowed to withdraw less than their quota, while developing countries should be able to withdraw more.  Poorer countries would receive more than they put in and there would be a cap on what a single nation would get.    The fund would be supervised by member-states of the United Nations Framework Convention on Climate Change, avoiding bodies like the World Bank, which developing countries say doesn’t favor them.

Himadri BanerjiChairman and Managing DirectorEcoUrja

Solar PV Bounce Back Back: Reality Towards Grid Parity?

June 3, 2009

Analysis of:Solar Forecast Sees Industry Bounce Back | www.renewableenergyworld.com

As per the article published in the Renewable Energy World, from the perspectives of semiconductor manufacturers, there are significant changes in their priorities for the solar PV sector.  Apparently the Solar PV industry, rising from the scraps of leftover chips, now provides a burgeoning business opportunity much more in volume and earnings than the mature IC industry, for the IC and semiconductor manufacturers to sit up and look for newer avenues and business models for the industry, thanks to the resurgence in the solar power generation owing to the massive support from the Governments of US, China, Europe and India. Significantly, the companies involved in R&D will see a shift in their priorities from reducing silicon use in the panels, towards increasing efficiency and smarter design of panels. Solar Panel manufacturers will be driven by the dream of Grid Parity in reality without incentives and support much before the year 2013. 

Himadri BanerjiChairman and Managing DirectorEcoUrja

Priorities Right for Obama on Solar PV

June 3, 2009

Analysis of:Obama Announces US $467M in Stimulus Funding for Geothermal and Solar Energy Projects | www.renewableenergyworld.com

Solar energy will see a $117.6 million investment. Photovoltaic technology development will account for $51.5 million and another $40.5 million will be used for deployment. Projects in this area will focus on nontechnical barriers to solar energy deployment, including grid connection, market barriers to solar energy adoption in cities, and the shortage of trained solar energy installers. Finally, CSP technology research and development will get $25.6 million. This work will focus on improving the reliability of concentrating solar power technologies and enhancing the capabilities of DOE National Laboratories to provide test and evaluation support to the solar industry.

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