Sunday, December 14, 2014 10:23:19 PM
1. Biggest impact of low oil prices is probably cheaper gas for hauling around solar gear.
2. A logical argument can be constructed that we should get solar cell news this week. Reasonable to expect the news will be positive.
3. If we accept the "joining of the dots argument" (see previous posts) we can guess manufacturing will be somewhere in Asia. In order of likelihood (or maybe preference) I would put the most likely locations as:
a) Malaysia or Singapore
b) China
c) Korea or Taiwan
As always: we wait and we wonder!
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