China’s Renewable Energy Revolution Has Only Begun

As my colleague Nick Hodge wrote recently, it’s shaping up to be a China vs. U.S. clean energy battle — and China is currently on top.

2010 is going to be remembered for APWR investors as the Year We Began the Great Northern Trek towards $58 end of 2011………

1. We WILL sign Macau for 2.5 BILLION DEAL, the 1.5 billion LNG plant and the following 1.0 Billion 2400 MACAU NATGAS plant……..price will soar!

2. WE WILL SIGN “”"”"MULTIPLE”" , (“”"MULTIPLE”" means MORE than ONE)………MULTIPE Billion USA WIND FARMS

3. WE WILL SIGN CHINESE 10GW WIND FARM DEAL in 2010 and we WILL EXPAND the Shenyang Factory

4. DPG will continue to RAMP and GROW

5. Biomass will continue to RAMP and GROW and given the 150MW plant for 86 million, any IDIOT even including Florida can SEE we are the price point LEADER going forward

6. Wind Power will begin in earnest 2nd Q 2010 and 2010 will be VERY FRUSTRATING for some of U who expect WIND SIDE to just UP and PUMP out 400 units immediately…….WE WONT, 100 units will be GODSEND (my estimates MET with only54 units out the door in 2010)

7. GE WIND GEARBOX plant will be UP and RUNNING end of 2010

8. Nevada Manufacturing Plant in USA will be announced before END of Q1 2010

9. SOLAR side will be zip 2010 but will be UP and RUNNING into 2010

10. My $38 will print in 2010

11. MY 690 Million will be tough to hit and MOST wont beleive till they ramp the WIND SIDE which will throw gasoline on a raging fire by end of 2010………

good luck to all LONG on APWR and to those short, well, check the CHART for 2009 and see WHO was RIGHT and who lost money !

Coal-Power Transmission Line Off the Table
Corporations forced to admit power not needed

December 30, 2009

Richmond, VA — Two coal-burning energy companies are withdrawing plans to build a multi-billion dollar transmission line from Appalachia to East Coast cities — the Potomac Appalachian Transmission Highline, or PATH line. The announcement came with a concession that the new line is not needed to address electricity demand in the foreseeable future.

The proposed PATH line would have flooded Northeast cities with dirty coal energy and made it harder for renewable clean energy to get a toehold in eastern power markets. The PATH line would also have saddled ratepayers with extra costs for years to come. The companies decided to abandon their pending application for approval of the PATH project in Virginia after stiff opposition from Earthjustice and Sierra Club prompted the Virginia State Corporation Commission to order new analyses to assess the need for the power line in light of decreased electricity demand, significant efficiency gains, and a dramatic rise in the availability of demand side management resources over the past few years.

As predicted by the conservation groups’ experts, the new analyses revealed that the PATH line will not be needed in 2014 as PATH’s proponents had previously claimed. In papers filed with the Virginia state commission on Tuesday, representatives for the companies stated: “These developments raise questions about the ability of PATH-VA to support the Application now on file with the Commission that is based on the need for the PATH Project in 2014.”

Earthjustice attorney Abigail Dillen said, “AEP and Allegheny Energy have been crying wolf to boost profits from dirty old coal plants. It’s no longer possible to take these companies seriously when they say that they need to increase dependence on coal-fired power to keep the lights on.”

Proposed by American Electric Power (AEP) and Allegheny Power, the high-voltage PATH line would have run through West Virginia, Virginia and Maryland, at a cost of more than $1.8 billion to ratepayers.

Experts, testifying on behalf of the Sierra Club, found that the proposed transmission line would have made the eastern grid less reliable and increased air pollution. This testimony also validated concerns raised by environmental and community groups that the project would increase pollution from coal-fired power plants. Read expert testimony against the PATH transmission line here.

“It is critical that these utilities invest in efficiency and renewable energy and begin to move away from coal,” said Glen Besa, Director of the Sierra Club in Virginia. “Perhaps this delay will prompt them to reassess not only the PATH power line but how they meet future electricity needs.”

Earthjustice represented the Sierra Club in the Virginia proceedings challenging the permit to build the line in that state.

Electricity networks that do not integrate clean energy into their power delivery mechanisms with haste will face major fines. From here on out, the burden of getting China’s green power percentage to 15% by 2020 will rest squarely on the shoulders of grid administrators — not on wind and solar power plant operators.

Until now, projects like the 10-gigawatt wind energy farm in the western Gansu province, which I told you about back in August, have faced the prospect that the renewable resources they harness wouldn’t be able to reach consumers.

Local industry analysts say that up to one-third of China’s current clean energy capacity is not tethered to utility grids. Having spent time in China’s western reaches, where natural resources from coal and silver to wind and sun are bountiful, I don’t doubt for a second that they’re having trouble linking far-flung raw power supplies to the central and eastern cities where more juice is sorely needed.

In China, as in the United States, regional utilities tend to operate too independently for a large-scale national clean energy rollout to be implemented smoothly.

Here in the U.S., as you read in my account of the American Council on Renewable Energy Phase II Policy Forum in November, clean energy companies hope that the Federal Energy Regulatory Commission will assert its oversight rights to integrate Washington’s goals from the Atlantic to the Pacific.

In China, the central government in Beijing does pretty much what it wants. Like it or not, the nucleus of power in that still-Communist country can catalyze market changes with more force than D.C. policymakers ever could.

As my colleague Nick Hodge wrote recently, it’s shaping up to be a China vs. U.S. clean energy battle — and China is currently on top.

The Power of Forceful Clean Energy Policy

At the Copenhagen Climate Conference, Chinese negotiators showed up with major carbon intensity reduction targets in hand: they intend to cut carbon output per unit of GDP by 40%-45% before 2020, based on 2005 levels. Officials are also maintaining their raw target of a 15% clean energy portion of total electricity generation over the next decade, up from 9% today.

China’s sitting on a massive surplus of money that they use primarily to buy foreign assets like U.S. Treasury bills, but the combination of Communist Party authority and filthy lucre can be used domestically to ensure that the carbon intensity and clean energy targets are met and exceeded.

While we dance around hard-charging grid connectivity plans here in the States, the Chinese know that smart grid technology like intelligent load metering can only be maximized if all resources are linked to end-users in residential and commercial areas.

This new mandate for clean energy grid integration in China is part of a big picture that energy companies and investors are all optimistic about heading into 2010.

China isn’t just linking power supplies — the government just announced plans for 42 high-speed rail lines that will run nationwide at an average of 217 miles per hour. Speed is known to be a key factor in pulling commuters and long-haul transit customers out of their cars and off of planes, both of which are heavy polluters that will hamper China’s carbon intensity targets. So Beijing planners are committed to getting rail done right.

does anyone out there actually “”THINK”" USREG and CIELO would prance around with Pelosi and Harry Reed and NOT have their T’s crossed and their ‘i’s dotted on getting Texas Transmission lines built for this massive 1.5 billion wind farm in West Texas ???? Conway Texas or McCamey Texas??? Take your pick, its coming sometime soon…………..

At 2:pm on Nov.16, 2009, Beijing China World hotel, Deputy mayor of Shenyang Mr. Yang Yazhou, deputy secretary in general of Shenyang municipal government Mr. Gu Shaoqing, A-Power’s chairman & CEO Mr. Lu Jinxiang and others participants met with Mr. Ron Kirk, trade representative at President Obama’s China delegation. As the US trade representative and member of Obama’s cabinet, he works as the major trade consultant for the president and takes on the roles of trade coordinator and speaker for US. Also being at the meeting there were Mr. Ma Lixin and Ms. Lu Ming, deputy director and vice division head both from Shenyang Foreign Affairs Office, Mr. Lin Haibo, deputy director of Hunnan Development Zone,Mr. John Shen Lin COO of A-Power and Ms. Wang Guijuan VP of Liaoning High-tech.

On this meeting, deputy mayor of Shenyang Mr. Yang Yazhou firstly introduced to Ron Kirk about situations of Shenyang Power Group, expressing his assent on the JV cooperation between US Renewable and SPG to co-develop the 600 MW wind farms in West Texas. Mayor Yang also pointed out that Shenyang municipal government would grant its full support and assistance both in policy and economically for SPG entering into US market. As the first equipments-manufacturing enterprise in Shenyang entering into US, SPG should become a famous brand name representing Shenyang. Yang warmly invited Ron Kirk to visit Shenyang at his convenience.

Representative Ron Kirk expressed a welcome attitude towards China investing in US especially in the field of green energy. In the past five years, China has become the country whose direct investment in US grew the fastest, with US anticipating more resources inputs from China into new projects in US.

Ron Kirk expressed his welcome attitudes towards co-investing by US Renewable and SPG to build the 600 MW wind farms in West Texas. As being the former mayor of City of Dallas and long-time resident in Texas, Representative Ron Kirk feels excited about the project located in West Texas. President Obama also holds an affirmative attitude towards Sino-US cooperation in the field of green energy and other energy sectors.

With regards to the planned 320,000 sq. feets wind turbine assembly plant in US, Ron Kirk has an approving view too. With a total production capacity of 1100MW?1.1GW?, the plant will bring the employment opportunities to the local people in US. The construction of this wind farm project will symbolize Shenyang’s equipments-manufacturing industry starts to occupy the US market. Through this mutual investment between the two countries with this project, the friendship between the two nations will be strengthened too.

After the talk, A Power, SPG and US renewable signed an intent agreement which foresees a new history of cooperation in new energy field between the two nations.

Texas is going to DOUBLE its Wind Power transmission lines in next few years and 4.9 BILLION will build alot of power transmission lines from the boonies of West Texas to the populated centers of the great state of Texas.

APWR 1.5 billion wind farm REQUIRES transmission lines to be planned before construction can begin on the 600MW 240 wind turbine farm in March 2010………watch Texas ”fast track” the transmission line to secure JOBS and TAX BASE for future generations of windy texans………..

CREZ stands for competitive renewable energy zones. A CREZ is an area where wind generation facilities will be installed throughout West Texas and the Panhandle and from which transmission facilities will be built to various other areas of the state to deliver mostly renewable power to end-use consumers in the most beneficial and cost-effective manner.

LCRA Transmission Services Corporation (LCRA TSC) is one of several transmission service providers, which have been formally ordered by the Public Utility Commission of Texas (PUC) to construct the new transmission lines that will be required to connect the CREZs to the load centers throughout the state. The PUC made a decision in January 2009 (Final Order issued in March 2009) as to which entities will build which transmission facilities. A few projects, termed default projects, were previously assigned to current owners to start implementing soon

Project Updates
•McCamey B to North McCamey
•Gillespie to Newton
•Twin Buttes to McCamey D
•McCamey A to Odessa
•McCamey D to Kendall to Gillespie new!
•McCamey C to McCamey A

LCRA TSC has been ordered by the PUC to build, own, and operate about 600 miles of new and existing transmission lines and facilities, which, according to the Electric Reliability Council of Texas (ERCOT), represents about $795 million of the $4.9 billion project.

The overall CREZ effort will approximately triple Texas’ current level of wind generation capacity to 18,456 MW. The transmission lines that will connect the CREZs to the load centers will increase reliability of the ERCOT grid and increase the transfer of wind and other power into various parts of the state.

The project is a natural fit for LCRA’s public service mission and commitment to provide reliable, low-cost power to the people of Texas.

Learn more:

•LCRA’s public process. •Where is CREZ? See the CREZ areas on the Texas map.

•CREZ map with all TSPs’ ownership lines (March 30, 2009)

•CREZ map showing all CREZ-related projects awarded to LCRA TSC, including priority and default lines and substations

•FAQ gives more details.

•LCRA TSC routing process

•PUC Final Order (May 15, 2009)

•To review filings for this project go to the the Public Utility Commission of Texas (PUC) document Web site at interchange.puc.state.tx.us and click on the “Login” button (you don’t need a user name as all visitors are “guests”). Then type “35665″ (the project’s PUC docket number) in the “Control Number” field.

•LCRA’s CREZ default projects

•Read CREZ press releases.

?Sept. 24, 2009 – LCRA TSC gets PUC approval for more time to study additional transmission line routes for wind power projects

?Sept. 17, 2009 – LCRA TSC requests more time to study additional transmission line routes for wind power project

?May 21, 2009 – New transmission line open houses draw about 1,900; public still has time to comment to LCRA TSC

?Apr. 18, 2009 – LCRA TSC to host five transmission project open houses in May to gather public input (Lampasas, Burnet, Llano, Fredericksburg, and Comfort)

?Apr. 18, 2009 – LCRA TSC to host six transmission project open houses in May to gather public input (San Angelo, Christoval, Junction, Harper, Comfort, and Kerrville)

?Apr. 1, 2009 – New transmission lines to transmit renewable power from wind farms to populated areas of Texas

?Jan. 5, 2009 – LCRA TSC to hold transmission project open house Jan. 15 in McCamey

?Sept. 11, 2008 – Diverse group of Texas transmission providers to file detailed transmission plan to support Texas CREZ Wind Power Initiative

?July 24, 2008 – Consortium submits proposal to develop transmission to support Texas wind initiative

My little experiment worked to perfection and the Wharton boys were ”flushed out” to provide their way too high Q1 numbers which tells me WIND is going to actually start to flow in Q1 2010. My previous number was 70 Million for Q1 2010 and 670 Million for all of 2010.

Wharton boys came out with 107 Million Q1 2010 and 580 Million for all of 2010. This statement by the ”expert”” analysts tells me ”’WIND will ramp in Q1 2010”’. All APWR is needing to get moving is some wind revenues to actually ramp in 2010 and beyond. My estimates only have 54 Wind Turbines shipping in 2010 and APWR management says they can do 100 units without the massive 1.5 billion Texas Wind Farm………my estimates also have DPG ramping 50% into 2010, the DPG side is a proven money maker for APWR and adds safety to the investment vs the unproven wind side!

When U figure out I have 54 wind units for all of 2010, there can be massive upside into APWR from the current pricing of $18.20 today. My revenues are 690 Million for all of 2010 from the recession driven amount of 320 million for 2009. My target price of $19 for 2009 stands along with my upside of $38 for end of 2010 and $58 for end of 2011.

some of U following the story need a secretary and an admin assitant to keep up with the APWR story going into 2010………. ”’Wenergy”’, who is Wenergy ????

WENERGY POWER(000543) today announced that its 2 subsidiaries, Hanshan WENERGY Biomass Power Generation Co. Ltd. and Shucheng Wenergy Biomass Power Generation Co. Ltd. have brought in a new investor, the Heilongjiang New Northern Electric Power Investment Co., Ltd., to increase each company’s capital investment.

Hanshan Wenergy was established by Wenergy Power on March 7, 2008 as a wholly-owned subsidiary, with an initial registered capital of 13.64 million yuans, and the company was mainly responsible for the construction, operation and management of two 15 MW straw electricity generation sets. Similarly, Shucheng Wenergy was established by Wenergy Power on March 4, 2008 as a wholly-owned subsidiary, with an initial registered capital of 13.5 million yuans, and it was also responsible for the construction, operation and management of its two 15 MW straw electricity generation sets.

With new capital investment from the Heilongjiang New Northern Electric Power Investment Co. Ltd., Hanshan Wenergy has increased its registered capital to 60.62 million yuans, in which the New Northern Electric Power has invested 46.98 million yuans and is now holding 77.5% stake in Hanshan Wenergy, with Wenergy Power’s stake reduced to 22.5%. Meanwhile, Shucheng Wenergy has increased its registered capital to 60 million yuans after the New Northern Electric Power’s 46.5 million yuan capital investment, and the later is now also holding 77.5% stake in Shucheng Wenergy, with Wenergy Power’s stake reduced to 22.5%.

Wenergy Power said that the New Northern Electric Power is a wholly-owned subsidiary of Liaoning High-tech Energy Group Co., Ltd., and is mainly engaged in the development, investment, construction, operation and management of new energy projects, including those straw power generation projects; and Liaoning High-tech Energy Group Co., Ltd. is controlled by the U.S. Nasdaq-listed company, A-Power Generation Systems, Ltd. (A-POWR).

APWR is so diversified, its not funny!

Subsidiaries-Partners of APWR Update 7 (This list was put together with a new 6 star member AOL 1999, we combined our lists) aol 1999 and I will try to keep you updated, this need a little work wiht the ownership percentages, but that will come!

Subsidiaries-Partners of APWR Update 7
1. Head Dragon Holdings Limited Hong Kong Direct 100%

2. Head Dragon Energy Co., Ltd—Thailand

3. Liaoning GaoKe Energy Group Company Limited People’s Republic of China Indirect 100%

4. Liaoning GaoKe (High-Tech) Energy Saving and
Thermoelectricity Design Research Institute
People’s Republic of China Indirect 51%

5. Liaoning International Construction and Engineering
Group Limited
People’s Republic of China Indirect 90%

6. Easy Flow Limited Hong Kong Direct 100%

7. Shenyang (Ruixiang) Lucky Wind Power Equipments
Co., Ltd. People’s Republic of China
Indirect 100%

8. Shenyang (Jinxiang) Gold Luck Electric Power
Equipment Co., Ltd.
People’s Republic of China Indirect 80%
(Wind turbine production plus wind farm ownership)

9. Shenyang Power Group, (Indirect) 60%

10. Macau Liquefied Natural Gas Company: A-Power, Shenyang Power Group and MNG sign a MOU to jointly establish a project company, tentatively named as Macau Liquefied Natural Gas Company Limited (¡°MLNG¡±). MLNG plans to build an energy island as base for developing a liquefied natural gas project with an estimated cost of US$1.52 billion. On this planned island, a 2,400 MW capacity natural gas power station will be built with an estimated cost of US$ 1.6 billion. (Indirect) majority control APWR?

10. APWR Evatech, PV solar films, farms, battery, (production, china, research, Japan) direct 100%?

11. Solar lamps? Joining which division? Direct 100%?

12. Shenyang Tianxiang Wind Equipments Manufacturing Co., Ltd. (“Shenyang Tianxiang”) Pursuant to the agreements, the first JV, called, will manufacture rotor blades, hubs, nacelle covers, and other key components for wind turbines. A-Power will invest $1.5 million (RMB 10.2 million) in cash for 51% of the JV

13. JV, Shenyang Tianrui Wind Equipments Sales Company Co., Ltd. (“Shenyang Tianrui”), will focus on marketing and sales of the wind components made by Shenyang Tianxiang. A-Power will invest $359,000 (RMB 2.45 million) in cash for 49% of the JV, and the rest, $373,000 (RMB 2.55 million), or 51%, will be provided by Jiangsu Miracle.

14. Shenyang Xiangfeng new energy engineering co., Ltd.

15. Shenyang Ruixiang wind energy equipment co., Ltd.

16 Shenyang Jinxiang electric power equipment co., Ltd.

17. Liaonin high-tech turbine installation engineering branch

18. Heilongjiang New North Electric Power Investment Co., Ltd

19. Hanshan Wenergy Biomass Power Generation Co. Ltd.

20. Shucheng Wenergy Biomass Power Generation Co. Ltd.

21. Shenyang Tianrui wind power equipment sales co., Ltd.

Sentiment : Strong Buy

something tells me APWR is about to RAMP Wind production……..hiring in all disciplines!

Wind Energy Equipment Co., Ltd., Shenyang Ruixiang
Company Industry:
Large Equipment / Electrical Equipment / Heavy

Company Type:
Wholly foreign-owned

Company size:
1000-9999 people

Company Profile:
Wind Energy Equipment Co., Ltd., Shenyang Ruixiang by the whole-hearted focus on the energy sector of the U.S. NASDAQ listed company’s first Energy Group (A-Power) Chairman of the Board Mr. Lv Jinxiang was created in July 2007 investment. China’s equipment manufacturing base is located in Shenyang City, Liaoning Province Hunnan National Hi-Tech Industrial Park. Registered capital of 49.8 million U.S. dollars, a total investment of 100 million U.S. dollars. Covers an area of 86,000 square meters, with the largest 2.7MW wind turbine manufacturing assembly lines, also has a comprehensive testing debugging center, customer service center and design center. And Germany’s Fuhrlander’s extensive in-depth cooperation, Sino-German joint assembly and sale of Fuhrlander’s 2.7MW wind turbine and its components. And Germany’s Fuhrlander, Tsinghua University, Edinburgh University, Shenyang University of Technology, etc. are well-known universities and research institutions in the design of R & D center with the formation of an integrated R & D capabilities, R & D covers the mechanical, electrical, materials, wind power, air power school, etc. for domestic and international customers wind field investigation, design, and network access services and wind turbine design and consulting services. Customer Service Center can provide domestic and international wind turbine installation, maintenance, commissioning, trial operation and other “turnkey” engineering services and maintenance, installation consulting services.
Committed to the development of China’s wind power industry leader for building the harmonious development of better human settlements, prosperous and strong China and make due contributions, is a bright future Ruixiang business! Pioneering spirit, rigorous and pragmatic, sincere enthusiasm Ruixiang who will be dedicated to your advanced design, high-quality products, perfect service!

Poly everything it can to open the source of all trades! Ruixiang business and you create a better future!
Position:

2009-12-27
Production Department – Mechanical fitters (Shenyang)

2009-12-27
Integrated Department – Security (Shenyang)

2009-12-27
Production Department – Electrical fitters (Shenyang)

2009-12-27
Research – Electrical Process Engineer (Shenyang)

2009-12-27
Research – Mechanical Structural Engineer (Shenyang)

2009-12-27
Research Institute – Blade Design Engineer (Shenyang)

2009-12-27
Research Institute – Control Systems Engineers (Shenyang)

2009-12-27
Research Institute – Composite Materials Engineer (Shenyang)

2009-12-27
Research Institute – System Reliability Analysis Engineer (Shenyang)

2009-12-27
Research Institute – Domestic Engineer (Shenyang)

2009-12-27
Production Department – Forklift driver (Shenyang)

2009-12-27
Research Institute – Electrical Engineers (Shenyang)

2009-12-27
Research – Product Engineer (Shenyang)

2009-12-27
Production Department – Safety Engineer (Shenyang)

2009-12-27
Ministry of Finance – Accounting (Shenyang)

2009-12-27
Human Resources – Personnel Commissioner (Shenyang)

2009-12-27
International Project Manager (Shenyang)

Sentiment : Strong Buy