If you’ve not been paying much attention to cleantech in the last little while, it’s time to sit up and take notice.
Because post-Solyndra, cleantech has been quietly gaining momentum.
We had the chance to take a close look at the fundamentals of cleantech over the last two months in co-authoring a new (and free!) 38-page research report in conjunction with Oakland, Calif.-based advocacy group As You Sow and the Responsible Endowments Coalition of Brooklyn, New York.
Talk to any financial adviser, and they’ll tell you diversity within your portfolio is important for long-term growth and sustainability. Diversity helps you adapt to changing markets and weather short-term storms to achieve your goals.
The same can be said about energy. Diversity is a
US private equity firm Blackstone has decided to invest $300 million in one of the leading solar PV companies in India, Moser Baer (Private) Limited.
Moser Baer (NSE: MOSERBAER) has a diversified portfolio ranging from manufacturing of computer peripherals to fabrications of solar panels. While their
Felix Kramer of Calcars thinks 2010 will be the year of the plug-in car. He’s got a good case: After years of advocacy and technology development, 2010 is the year that major manufacturers will finally make plug-ins broadly available, and rapidly decreasing battery costs are helping the conversion industry reach new customers and help retrofit the existing fleet at scale. After years of work and promise, 2010 is the payoff year.
I see a similar trend in solar in California, where years of policy and business development are all coming together to make 2010 an extraordinary year for solar development.
There are four major market drivers: