FSLR - Siemens - The Renewable Energy Integrator?
Last fall, I wrote an article for Seeking Alpha entitled, “Building a Clean Energy Portfolio; The Time is at Hand”. The piece was grounded in the International Energy Agency’s forecast that clean energy (electricity generated from renewable sources) is growing fast while the demand for dirty energy (fossil fuels) begins to ebb.
Segmenting the Market
To help me with my own thinking as well as for the benefit of others, I began that article by taking a stab at segmenting the clean energy market. I came up with six categories of providers ranging from “supply-side”