Crude
oil prices have been
surging recently, and there is little
sign that the momentum will be
slowing down. Every time crude oil
reaches these types of elevated levels,
it seems that interest in
alternative forms of energy also rise.
Solar is one type of alternative energy
that gets particular attention, and
should be on investors' radar going
into 2014.
Below these are the Solar stocks I am follow on 2014.
China's solar firms consider response to U.S. probe
- Chinese solar firms are said to be weighing a response to U.S. anti-dumping and anti-subsidy investigations on imports of silicon solar PV products from China and Taiwan (TAN; KWT).
- The disputes with the U.S. come after China last year resolved similar disputes with the EU, which accused China of undercutting European competitors by selling solar panels at below-cost price.
- Chinese PV makers have issued strong protests, and a senior executive at Yingli Solar (YGE) reportedly says the first step is to reduce the scope of products being investigated.
- The U.S. has become the second-largest market for YGE, with U.S. shipments taking 27% of its total output, surpassing Europe; ~10% of Jinko Solar's (JKS) production now goest to North America, becoming one of its three top markets.
Below these are the Solar stocks I am follow on 2014.
Solar Stocks List
Solar Pure Plays:
•SunPower Corporation (Nasdaq: SPWR)
•First Solar Inc. (Nasdaq: FSLR)
•Evergreen Solar (Nasdaq: ESLR)
•SunTech Power Holdings (NYSE: STP)
•Trina Solar (NYSE: TSL)
•Solarfun Power Holdings (Nasdaq: SOLF)
•Canadian Solar Inc. (Nasdaq: CSIQ)
•JA Solar Holdings (Nasdaq: JASO)
•China Sunergy (Nasdaq: CSUN)
•LDK Solar (NYSE: LDK)
•ReneSola Ltd. (NYSE: SOL)
Smaller companies with Solar exposure:
•Hoku Scientific (Nasdaq: HOKU)
•Daystar Technologies (Nasdaq: DSTI)
•Spire Corporation (Nasdaq: SPIR)
Solar Energy ETFs:
•Market Vectors Solar Energy ETF (KWT)
•Claymore/MAC Global Solar Energy (TAN)
Bigger companies with Solar exposure:
•MEMC Electronics (NYSE: WFR)
•General Electric Co. (NYSE: GE)
•Boeing Co. (NYSE: BA)
•British Petroleum (NYSE: BP)
•Royal Dutch Shell (NYSE: RDS-B)
•Kyocera (NYSE: KYO)
•Applied Materials (Nasdaq: AMAT)
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