GLG News by US Wind Power Experts

Mark Burger, Principal Consultant

Mark BurgerPrincipal ConsultantKestrel Development Company 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Another Global Brand Name Enters the Solar Power Market

June 27, 2010

Akeena Solar, Westinghouse Electric form Westinghouse Solar | www.pv-tech.org

Solar electricity from photovoltaic systems continues to grow, with a number of global name brands garnering significant market share. Sharp and Kyocera have significant PV presence (Sharp is back to number one in PV revenue), but PV panels are not yet selling like flat screen TVs. Another global brand name, Westinghouse, is entering the photovoltaic market, this time with an interesting variation of panel design.

Mark Burger, Principal Consultant

Mark BurgerPrincipal ConsultantKestrel Development Company 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Small scale solar leasing is coming of age

June 25, 2010

Are Residential Solar Leasing Funds Raising Capital? | www.renewableenergyworld.com

Residential solar installations continue to chug along in spite of a weak economy and dreadful housing market. Thousands of installations are occuring in almost every state of the US every month as system costs get lower and policy and public acceptance grows. The next big phase, leasing instead of outright purchase, is poised to break out through a growing national network of providers.

Mark Burger, Principal Consultant

Mark BurgerPrincipal ConsultantKestrel Development Company 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Battery System to Support Texas Power Line

June 23, 2010

Four-Megawatt Battery System Easing Grid Disruptions | www.renewgridmag.com

Megawatt scale batteries and other energy storage systems have been assumed to be a major requirement for the expanding wind and solar industries. But they also have use to support existing power grids, with or without renewable energy. This 4 MW sodium sulfur battery in Texas is the latest in a string of projects that is making its way into the power grid market.

Mark Burger, Principal Consultant

Mark BurgerPrincipal ConsultantKestrel Development Company 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Chinese market will be large enough for all

June 18, 2010

China's Wind Industry Is About To Get Squeezed | www.renewableenergyworld.com

China's sudden leap to the second largest wind power market has galvanized attention to unique situation for them - a relatively small domestic manufacturing base. The long term fate of their prime domestic manufacturers, Goldwind and Sinovel, may rest on their ability to gain the same level and reputation of excellence that a Vestas or REPower has.

Mark Burger, Principal Consultant

Mark BurgerPrincipal ConsultantKestrel Development Company 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Wind Developers Building Own Transmission

June 1, 2010

Two New Paths | www.renewablesbiz.com

The US wind power market is running up against a number of barriers. Chief among them is a lack of high voltage transmission for high-yield locations. Two major developers have decided to take matters of building transmission into their own hands, and budgets.

Mark Burger, Principal Consultant

Mark BurgerPrincipal ConsultantKestrel Development Company 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

National Lab Study States 30% Wind 5% PV Penetration Achievable by Existing Grid

May 27, 2010

Western Wind and Solar Integration Study | www.nrel.gov

US policy calls for 20% of the nation's electricity to be generated from wind power by 2030, an order of magnitude increase from the present level. Questions abound as to whether such as goal can be achieved without massive retooling and addition to the transmission infrastructure? A series of studies by the National Renewable Energy Laboratory indicates that achieving the goal is doable with the existing infrastructure primarily through changes in operations.

Mark Burger, Principal Consultant

Mark BurgerPrincipal ConsultantKestrel Development Company 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

US Solar PV Market growth

May 21, 2010

At the Solar 2010 Conference in Phoenix, I heard the expected growth segments of the US photovoltaic market. Steadily increasing residential sector, with gyrations in growth between the commercial and utility segments.

Mark Burger, Principal Consultant

Mark BurgerPrincipal ConsultantKestrel Development Company 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Branding Solar for the US Residential Market

May 17, 2010

How to Sell Solar Panels: Turn Them Into Name-Brand Household Goods | industry.bnet.com

The US residential solar market is becoming as large as the entire world market a little more than a decade ago. The market of many small systems requires a distributor system that can address customer needs and still make money. Branding may be an important tool to give distributors a leg up in an increasingly cutthroat environment.

Mark Burger, Principal Consultant

Mark BurgerPrincipal ConsultantKestrel Development Company 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

A Concrete Step Toward Renewable Energy Transmission Expansion

May 9, 2010

SCE Completes First Portion Of Tehachapi Renewable Transmission Project | www.solarindustrymag.com

Besides financial issues, growing NIMBYism and a temporary lull in the price of natural gas, lack of high voltage infrastructure is starting to hem in the growth of US wind and solar thermal electric projects, especially in the Southwest. One of the success stories, the opening of the first phase of the Tehachapi line by Southern California Edison (SCE), offers hope that large-scale growth of these clean power technologies may continue.

Mark Burger, Principal Consultant

Mark BurgerPrincipal ConsultantKestrel Development Company 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

First Solar's Next Act

April 12, 2010

First Solar Looks Beyond Its Own Technology for Fatter Profits | industry.bnet.com

First Solar's success has been singular in the peripatetic world of photovoltaic technology. They have made a commercial go of thin film solar, and continue to lead in an environment of compressed margins and crystalline improvement. Wisely, they are beginning to look beyond their present niche to avoid the "victory disease" that has afflicted industry leaders of all stripes.

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