Interview: Jeff Siegel's predictions for renewable energy and solar stocks

by Garfield Hodgson

Jeff Siegel, a top renewable energy investor recently took time out from his very busy schedule an interview with Garfield Hodgson total solar energy (TSE) to content.If don't know Jeff operates sending the newsletter green chip stocks a independent investment research service, which focuses primarily on renewable energy and organic & natural food markets.

TSE: Hi Jeff.Vielen you for your time.Can you tell me when you first started in solar stocks?

Jeff: I actually had, an advocate of solar energy since I already 1987 Tat.Ich found a high school project on it in the year it just so fascinating that we power our homes and our lamps and our devices with these small devices konnte.Und I found it frustrating that it wasn't devoted more attention.

My interest in solar never abated, and when I started work in the world of finance, I have it a point to focus on investment opportunities the for investors - not only as the global community and would pay.

TSE is: given the current economic and volatile stock market situation, it wise to invest in solar stocks right now?

Jeff: Well, with any investment, there is always risk.These include renewable energy sources. Yes, the future is hell.Going solar very forward, a significant piece of our new energy economy be solar.But at the end of the day, each time you invest, take some risks.

, That being said, I think a lot of quality solar stocks undervalued this time sind.Einige of this is because of the euro (as many solar manufacturers are vulnerable euro), some of these is these stocks demolished because of the broader market, and some of it is because a lot of people that count solar out due to the German feed-in tariff cut.The latter makes no sense.The future of solar is not in Europe, but rather from the USA and China.

I think the solare market will fight this year, but once we have some more clarification on China and U.S. solar support, we will introduce one of the largest solar bull markets ever to sehen.Also in it for the long haul, have I recommend some were the stronger solaren shares on this large dips collection.We are getting a little patience.

TSE: How you evaluate the year 2010 for the solar industry so far?

Jeff: Lots of irrational this Jahr.Wieder think there is too much focus on a slide in euro Europa.Abgesehen long-term investors know the payment from the USA and China market stop kommen.Aber until we focusing on tariff reductions and the misunderstanding that it an oversupply of product (the absolutely wrong is), then the market pretty shaky. We have seen this year, and I think we'll probably continue.

TSE: Where and when to do that you expect to see parity with fossil fuels? and this is what effect on solar stocks?

Jeff: You could make actually the case, you already are.Provided, of course, you strip ALL subsidies for fossil fuels, and take account of the liquidation of natural capital associated with the production, distribution and consumption of fossil fuels.

In other words, if operated carbon had to pay utilities, the coal fired power plants, mercury had to pay for pollution and had to pay for ecosystem services for any other damage (cycling of nutrients and water, pest control, etc. things like the climate regulation,), solar would be significantly cheaper than we do what Kohle.Aber is a baseline for energy costs to use that are simply wrong.

Back to the real world, turn however, where we continue subsidising fossil fuels and an eye blind, the trillions of dollars done present damage to our natural capital of every year I could we see grid parity for 10 years in most parts of the world where there is a strong solar resource.

TSE: what are the main threats for the growth of the solar industry at the moment.

Jeff: Lack of leadership and support.I absolutely hate the idea to subsidise all.But the only way solar can compete, is the same generous subsidies preserve, received the fossil fuel industry for years.And we must end the debate with the naysayers.

The technology exists, the evidence exists, the data is conclusive - we can a significant part of our world with solar power.I entertain those who want to still threw road blocks no longer.Are not more than small bumps, I'm happy, a Rollover.Das will happen.You can either be part of the solution, or you can step aside.

TSE: See the UK feed-in tariff having equivalent effect on share prices, as it did when it was introduced in Germany?

Jeff: Hard to sagen.Jede Government works anders.Spanien had a grand plan, but its implementation was schrecklich.Diese tariffs must monitor and sooner than later otherwise expire you create a bubble, for all bad.

TSE: You feel the USA would benefit from a national feed-in tariff?

Jeff: Non unbedingt.Ich think on a regional basis be done muss.Ein FIT in California, Arizona, New Mexico, Texas, Colorado, Utah - would be this big, because such strong solar resource in these Staaten.Aber when attempting a FIT for the whole country force, get a lot of backlash and in some areas, it likely won't be nearly as effective.

TSE: How do you think the solar industry will look like in 5 years?

Jeff: I think that today some of the largest companies in the world werden.Ich think solar leaders will fall much more advanced production technology and it will be much more policy Unterstützung.Die costs for consumers, and I think we see a lot of companies offering solar leasing programs.

TSE: Once again Jeff, thanks for your Zeit.Ich hope you're right.

Garfield Hodgson is the owner of the site, the total solar energy were you all find the latest news and views on the world of solar energy can. began 3 years ago to help people to find the site is now the cheaper ways to install solar energy one the most visited in the UK.

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