Showing posts with label Applied Materials. Show all posts
Showing posts with label Applied Materials. Show all posts

22 June 2011

Applied Materials' "Dr. Solar" Does "Ask Me Anything" Chat for Solstice

Dr. Charlie Gay, Applied Materials, on his computer.
To celebrate the Summer Solstice yesterday, Dr. Charlie Gay, a veteran of the solar energy space and currently Applied Materials' president of solar, participated in a "live" chat on Reddit.com.

"Dr. Solar," as he’s known in the industry, has been a proponent of solar energy since 1975 and fielded questions on a variety of topics, including China-US cooperation, solar and renewables as part of the energy mix, and even what you should do if you're considering a career in solar energy.

Gay has a 36-year career in the solar energy space, so his insights are worth searching for in the mix of questions and commentary by some of the participants:

Charlie Gay ‘Ask Me Anything’ LIVE on Reddit

 (Thanks for the head's up from Steve Place of StockTwits.  Disclosure: No position in AMAT. )

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23 July 2010

Green Skeptic Friday LinkFest - 07/23/10

Red, yellow and green (unlit) LEDs used in a t...Image via Wikipedia
Greetings, it's Friday. I'm getting ready to head down to Oak Island for a little R&R, but not before posting this week's links of interest:

Applied Materials ($AMAT) gave the ax to its thin-film solar business, laying off 500, according to a report in VentureBeat, which could be a blow to Green Skeptic fav First Solar ($FSLR) and other thin-film companies: Thin Film Solar.

A new report from Navigant Consulting describes how US Utilities need clean energy to remain competitive: Utilities.

A piece in the New York Times on privacy and social networks is a must-read: "The Web Means the End of Forgetting".

Green Skeptic favs Silver Spring Networks and EnerNoc ($ENOC) made Greentech Media's Top 10 Green Incumbents List: Top 10 Green.

Another Green Skeptic favorite, Cree, extended its LED market leadership with what it calls the industry's most color-consistent LEDs (press release): $CREE.

No surprises really that China topped the US in energy use. The first time since the early 1900s that the US has not been the top energy consumer: China.

Earth2Tech's Katie Fehrenbacher compares plug-in car chargers: Design Battle: How The Plug-In Car Chargers Compare, while Philly-based and self-proclaimed "cheap electric car maker" BG Automotive gave up the game (a wee too early, in my opinion): BG bites dust.

Senator Mark Udall Co-Sponsors The Startup Visa Act of 2010.

And, finally, the Climate Bill officially died as Senate Dems determined it could get no power, Captain: Climate Fail.


(Disclosure: I hold long positions in FSLR, CREE and ENOC. This post is for informational purposes only and is neither intended to be investment advice nor an offer, or the solicitation of any offer, to buy or sell any securities.)

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06 March 2010

While We Consider, China Constructs

When Duke Energy and ENN Group announced their partnership to accelerate development of low-carbon and clean energy technologies at the Clinton Global Initiative last September, Duke CEO Jim Rogers explained that "We must move at 'China speed' to combat global warming."

"China," Rogers explained, "is leading the world in investing in clean energy and we can make greater progress by joining forces and working together."

This was no less evident today at the MIT Energy Conference, where a distinguished panel shed light on what "China Speed" really means.

It means, according to Dr. Ning Li, Dean of the School of Energy Research at Xiamen University, that China's 2020 target of 30GW of wind capacity will be met by midyear -- that's this year. (They set that target in 2007.)

It means that China's new target for 100GW of nuclear power by 2025 will probably be met in record time as well.

The country currently has 26 new nuclear facilities under construction, compared to around the same number "under consideration" in this country, according to Dr. Andrew Kadak, Professor of the Practice of Nuclear Science and Engineering at MIT.

"Nuclear is now 'Made in China,'" said Dr. Kadak.

While we consider, China constructs.

It means that while we debate about technologies and subsidies and "buy American," the Chinese are "learning and innovating by doing," as Dr. Ning Li titled his remarks on the panel.

It means that a company like Gold Wind can, in just a few short years, go from licensing a German technology to buying the manufacturer to becoming a Top 10 company in its own country.

And it means that when Applied Materials is looking for the best place to site one of its largest R&D facilities, they look to China because of the "synergistic benefits of the largest market for its solar products," as Dr. Hongmei Zhang of ENN Group put it.

Fears of a cleantech race with China are surfacing throughout the US, and some are saying those fears are unfounded.

But, the reality is while we consider, China constructs. They are building the infrastructure of the energy future while we can't seem to get our heads out of the oil sands.

"You should think of China as a stimulating threat rather than a competitive threat," said Dr. Hongmei Zhang, with genuine hope that we might heed her advice.

But, as she also said in her remarks, Americans tend not to listen as well as Chinese.

Indeed, Hongmei noted, "In China, when president Hu says we will do this, we answer, 'yes sir.' In the US, the answer is "says who?"


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