Within the past week, two solar component manufacturers from the semiconductor field ─ National Semiconductor and Advanced Energy Industries ─ each announced plans to lay off more than 20% of their workforce. National Semiconductor, which entered the solar market in June 2008 with a maximum power-po...
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News Commentary | February 04, 2021
Lux Research looked at the return on capital as reported by O&G companies and the average oil price in the same year. Unsurprisingly, the two show a quite strong correlation. The analysis shows that the industry needs an average oil price of at least $60/bbl to justify the current WACC of about ... Not part of subscription
News Commentary | February 26, 2021
This move is part of Vestas' ambition to cut carbon emissions across its supply chain and is expected to be a first step toward the eventual integration of timber towers in the company's product portfolio. Compared to steel, timber offers a set of qualities (e.g., strength, good fatigue resistance) ... Not part of subscription
News Commentary | March 10, 2021
Last November, the nearly decade‑long battle between the German government and nuclear power operators led to an overturned verdict in the German supreme court, requiring a more significant compensation plan for operators of Germany's nuclear power plants. The saga came to an end last week with a ... Not part of subscription