I'm back! Sorry for the extended absence, but I've had to deal with a continental shift (literally and metaphorically!). I am now back in Asia, ready as ever to cover the solar beat in this important market and the rest of the world.
But first, some tidbits about the latest in large scale solar thermal (aka Big Solar) in the US. PG&E, FPL and venture-backed Ausra are all are bullish on Big Solar and getting into the game, particularly in the open desert regions of California, as this article reports. Look, too, at the Green Wombat's September '07 postings, as he covers in more details the projects that the likes of the above and others like BrightSource are looking at in California, the "Saudi Arabia of solar" and Florida, the self-billed (and increasingly fittingly so) "Sunshine State."
Here's the wiki on what solar thermal is all about.
In the meantime, U.S.-listed Chinese solar companies--LDK, Yingli and Trina--were busy striking deals and other arrangements over the past week. Its worth noting that solar plays, at least on on the NYSE and Nasdaq, have been doing particularly well over the past month.