Solar’s an interesting fight. It feels like two companies are pulling away from the pack, U.S.-based First Solar and China-based Suntech Power. So clearly the U.S. wants the U.S. to win (cough…Solyndra…cough) and China wants the same for their companies. I am probably a biased Westerner, but China is playing hardball. It’s not the loans. China is also subsidizing through land grants, tax breaks, and who knows what else. It’s hard to track and even harder to see what the impact on First Solar will be.
10, 13, 2011