The American solars have lagged the Chinese solars, yes, but a LOT of big projects are coming online this year in the deserts, most all of which FSLR and SPRWA are going to be building or managing.
Think about it - if they only make pennies a watt but they make pennies a watt on millions of watts for 30 years on a particular site - that steady income is like a bank account $, and will add to their book value. Also, ALL the capital investment in these projects is up front at today's dollar valuation. After that it is downhill. There'll be teeny maintenance costs - but as long as the power contract income exceeds the measly loan interest cost - they'll have a profit. I can't see why other bankers (besides Wells) aren't jumping on these projects. Solar sites work 9-5, but they never get laid off or get divorced, and the local utility buys everything they generate. That's pretty close to a guaranteed investment return: for solar companies, for politicians, for bankers. I think this is the year that a goldilocks energy environment begins to work for renewables and nat gas.
Are you kidding? I expect Congress to be paralyzed for the rest of the year. The Dems take a little punch in the jaw and they fold like a pair of dueces. They are in disarray, and they really shouldn't be. They still have huge majorities in both Houses and they hold the Presidency. They are in much better shape than the opposition. The Reps unfortunately are smelling blood. They will cooperate with the Dems not at all. The will do everything they can to keep Obama from anything that resembles a "victory." Net result, this year nothing.
That being said it would not surprise me if we get some kind of banking reform. There is some bi-partisan agreement on that. Energy? I doubt it.