Zoltek (ZOLT) provides carbon fiber to most wind turbine makers but must demonstrate it can make profits and grow market share as it continues to struggle after years of promises. ZOLT at this price point is a moderate risk vs little down side risk.

Kaydon (KDN) provides the bearings for the wind turbine blades and this provider of bearings has little competition and huge market share. Profitable company and buys/aquires its closest competitor taking market share but at what expense in the aquisition?? Kaydon is very profitable and huge upside vs little downside risk……..a great buy at this level!

Woodward Governor (WGOV) has a nice niche market in wind farms and infrastructure and components. Only problem is wind power is only about 15% of revenues so NOT a true wind player.

American Superconductor (AMSC) got to love this play as another player in China wind power given that Sinovel is almost 70% of AMSC revenues and Sinovel is top 3 in China. Very expensive player in high P/E and the risk is HIGH on this play given the turbulent markets and dependence on one single customer like Sinovel. Long term, this could be great play given AMSC has landed alot of contracts and new customers in last 6 months.

Broadwind (BWEN) I dont like this company cause they continue to lose money and a company that does NOT make a profit is not something I can get behind.

Other USA wind players you like or know of, please drop me a comment. I would recommend General Electric (GE) for the growing wind side but GE has 8 other divisions that leach off of the power side profits which are huge!

The most diversified method of playing true wind is an ETF which is basically a basket of wind stocks like Vestas, Gamesa, E.oN, RePower, Suzlon, etc
FAN and GEX are two of my favorites but these are trading with the overall stock market

OK, so Dylan posed questions like “How many times can a man turn his eyes, and pretend he just doesn’t see? And how many times must the cannon ball fly?” — not “How can the U.S. reduce carbon emissions and its reliance of imported oil while creating domestic jobs?” Still, the answer is more appropriate to those questions than the ones he posed.

Unfortunately, it looks like the U.S. will not be the leader in this important new industry. Europe is off to a big head start, with Germany and the Scandinavian countries relying for several years on wind and solar to meet most of their incremental electric power needs.

Now China is coming on strong. An article in yesterday’s New York Times points out the huge scale of wind power investment going on in China. Even as T. Boone Pickens is putting his plans for a 4,000 megawatt wind farm in Texas on hold, the Chinese are in the process of building six wind farms each with between 10,000 and 20,000 megawatts of capacity.

At one level, this is a very promising development. It shows that China is taking serious steps to reduce the growth of its CO2 emissions, now the largest in the world. At the recent G-8 summit, the leaders of the developed world adopted some non-binding goals to reduce CO2 emissions by 13% by 2020 and by 87% by 2050. The aim was to hold the global rise in temperature to no more than two degrees Celsius (about 3.7 degrees F).

How do we solve our energy needs going forward?? What fuels will be burned in 2015 and 2020 and how will cap and trade impact our economic survival??? Lots of questions but few answers unless we change our business model of buring carbon fuels as we pollute mother earth. Our entire world must change along with the USA as China and India are aggressively pursuing our quality of life with air conditioning and electric plug in cars.

Most third world countries dont have air conditioning or 24/7 power that all Americans are use to having and never think that the power will not be running when they flip the switch any time of day or night. Most of the world is trying to copy the G8 countries in 24/7 power and air conditioning. Whirlpool is projected to sell a few hundred million washing machines over next 10 years to China and other Asian countries. Everyone wants what Americans take for granted every single day. How will we power all these new washing machines and air conditioners in China??

Wind power could be the answer in China and if research is correct, Sinovel, Dongfang, and Goldwind will continue to land the majority of China wind contracts. Several foreign players, Vestas and GE will make inroads into China. My long range play is APWR which also builds clean power plants for future growth of China electrical plants.

T Boone Pickens is talking about building wind farms inside Texas but the Chinese have six monster size wind farms under development. The Chinese are spending money on green power and China may eclipse the entire world by 2020 in wind power capacity.

With volatility being APWR mantra, do not invest with weak stomachs or next months mortgage payment as this puppy can and does rise and sink at almost any blink in the market. However, with continued wins in their DPG biz model, and some wind turbines shipping in 2010, APWR promises to be a clean power player in China going forward.