That welcome downtrend in gas prices got pretty sharply reversed in my area (near Chicago)
Due to drought affecting hyrdo-electric generation and low coal supplies, China is facing significant electricity shortages this summer. Companies are responding by using diesel generators and increasing oil imports to China. I'm guessing to Japan is as well given their electricity issues.
Even though US production from shale looks very positive, and Cushing, OK supplies have been called a glut, the worldwide market is mitigating these seemingly good circumstances.
Yes, I have been reading about the China electric shortages. It is a good thing that EMKR will have a large CPV plant opening in China with a multi-bill JV partner sometime Sept and Oct of this year. The plant will be in 3 phases going to 1000MW. Oh, EMKR is in the optical business to; they are getting ready to go way north from $2.40ish.
ZBB's zess500 would be a great combo out in the China deserts were CPV is the best tech for that environment. ZBB is so cheap it is laughable bought more now I have trading shares:)While your at it buy AXTI because the supply raw material and substrates for CPV and smartphones.
buy the triple play during the dog days of summer!! Pay out in 2012.