Big Oil gets tremendous tax credits, while Solar has theirs cut buy congress a few years ago. Now the new Budget proposal eleimates eliminates federal loans for solar expansion while Obama promotes solar and alternate energy. The Fibbers and hypocrits !!
If the elimination of the DOE loan guarantee in the budget is passed, then I see consolidation for the US solar companies. FLSR is big enough to have leverage to work with partners to fund its projects while SPWRA is not big enough as a company for the size of projects that it is looking to do. Maybe we can see SPWRA shopping itself to a large company in the US (i.e. GE or 3M?). With backing from companies like GE, SPWRA will not need the DOE loan guarantee either to do its projects.