Doug Young's Blog Posts

- March 26, 2015

Yingli Joins $1 Club as China Solar Sector Continues Consolidation

Looming signs of new trouble are brewing in the solar panel sector, with shares of Yingli Green Energy (NYSE: YGE) taking a bath after the company reported widening losses and slowing...

- March 17, 2015

Trade Wars Push China Solar Offshore

As a settlement to avoid anti-dumping tariffs for Chinese solar panels exported to Europe showed signs of unraveling last week, a new report emerged that showed a more positive trend...

- March 13, 2015

EU-China Solar Settlement Unravels — Are Sanctions Coming?

What started as some quiet rumblings earlier this week is quickly brewing into a major storm, with word that a landmark settlement between the EU and China a year ago to resolve an...

- March 11, 2015

EU Probes Chinese Solar Firms Over Settlement Breaches

After several months of relative quiet, Chinese solar panel makers are back in the headlines this week with another looming trade dispute in Europe. This particular story, and much...

- February 16, 2015

Chinese Electric Vehicle Maker BYD Seeks Jump Start with Asset Sale

Struggling electric car maker BYD (HKEx: 1211; Shenzhen: 002594) is starting to look a bit desperate, announcing a major asset sale just days after it received approval for a stalled...

- February 13, 2015

China Solar Finance Entices, Frustrates Plant Builders

Two solar energy news items are showing both the attraction and also the frustration that developers are feeling as they try to build new clean-energy power plants to help China wean...

- January 16, 2015

Oil Prices Hit Chinese Solar Market, While New EV Company Looks Promising

Mixed signals are coming from China’s green energy sector, where a newly turbocharged LeTV is getting a lift on details about its new electric car initiative that includes ties to a...

- December 02, 2014

China's Solar Energy Progress Sputters

I’ve been quite skeptical for a while about China’s ambitious plans to rapidly build up its solar power capacity, arguing that many of the plants being built are more designed to please...

- December 01, 2014

China Solar Shares Look Oversold on Oil Plunge

U.S. investors were showing signs of new energy indigestion in the shortened trading day after Thanksgiving, dumping stocks of all the major solar panel makers in a messy post-holiday...

- November 10, 2014

GCL-Poly Mops Up China's Chaori Solar Mess

The latest deal involving an insolvent solar panel maker is seeing a group led by GCL-Poly Energy (HKEx: 3800) take control of bankrupt Chaori Solar, in a takeover that looks slightly...

Doug Young

Doug Young

Doug Young has lived and worked in China for 15 years, much of that as a journalist for Reuters, writing about publicly listed Chinese companies. He currently lives in Shanghai where he teaches financial journalism at a leading local university....

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