Green Energy (Solar, Wind, Hydro)

[$to©k_Pi©ker™]

Good post, and it is already happening. Almost all the solars that reported this quarter, including my beloved LDK, have had diminishing margins. Although LDK will be able to easilty combat this by making their own polysilicon (raw material), other solars will not be able to and will continue to see lowring of margins - thus - going under.

Only the strong will survive in solar. But if you can pick those companies out, you will reap huge benefits.