The politics behind SUNW:
Perhaps its best to begin with a statement that we are in a solar panel "glut" at the moment. Oh.. yeah and that the solar industry growth we've witnessed in the last 6 years or so was not a consequence of the current administration but rather despite it.
Shortly we will have elections in the US and the renewable theme is back on the agenda. And Im wondering how the hell am I gonna make money outta this...
So what needs to happen to give sunw a boost?
- We need a reason to create a energy revolution.
15 bucks a barrel or 200 bucks a barrel could each trigger this revolution.
I think the $15 barrel is what needs to happen to help sunw investors. (cell manufacturing)
What on earth is going to bring the price of oil down? A government or set of governments that will pump oil like crazy out of the ground or one that will cut back on oil (and coal) production? I'm no genius, but my guess is option 1.
US presidential candidate A:
This candidate says coal is history, doesn't support fracking and gets substantial financial support from countries like Norway and Saudi Arabia which both have an interest in maintaining oil demand high (and its prices). Interestingly enough both countries invest heavily in renewables with Norway playing a leading role on a global scale in this regard. Lets take a closer look at Norway and see if they are friends or foes. REC Silicon ASA is in the business of supplying polysilicon to solar panel manufacturers. They want the solar industry to use many panels to create energy. More panels, more $$. Solar efficiency is not good for REC. Conclusion - oil price up up UP!
US presidential candidate B:
This candidate wants to end the "war on coal" and push "cleaner coal". OK. Cleaner is better than dirtier... :P
Candidate B says that its important to get the price of oil down. It could help the economy. Fracking is also a big player and is its supporter.
So lets look at this agenda closely to see what's in it for sunw investors. Pro oil, gas, coal brings the price of energy down. Lower energy costs encourages development/innovation/(commercialization?) of more competitive green energy.
In my opinion Candidate B is in line with SUNW shareholders. I can't say that Candidate A would be bad, however under Candidate A presidency our long awaited solar3D cell commercialization "POP" would be postponed.
PS.
It's important to mention that Candidate A would be excellent for shareholders of renewable companies such as SCTY, RUN, TSLA and CLNE.
PPS.
Im not sure about SPWR and FSLR.
Go SLTD!
