Are those green jobs Obama has been promising already on their way? Really?

Despite a weak global economy and all the gloom that has brought to the solar industry of late, two solar companies this week quietly bucked the trend by announcing new manufacturing plants here in the United States.

On Monday, Hemlock Semiconductor said it would invest up to $3 billion to expand U.S. production of polysilicon, the key raw material used to make solar cells and semiconductors.  That will include $1.2 billion to build a new facility in Clarksville, Tennesee, and up to $1 billion to expand its current operations in Hemlock, Michigan. The company said the investment will create 800 permanent positions at the plants (and a few hundred more once Clarksville is expanded) and 1,800 construction jobs.

A day later, Signet Solar said it will build a solar panel manufacturing plant in Belen, New Mexico. The first phase of the plant will create 200 jobs, though ultimately it will employ about 600 people, the Menlo Park, California-based company said.

These announcements stand in stark contrast to the slew of dour news that has emanated from the industry in recent weeks.  Just yesterday, Hemlock rival MEMC became the latest solar player to cut its sales forecast for the current quarter.

Hemlock acknowledged the dismal state of the economy in its statement, saying “the exact scale of this investment will be determined by market conditions.”

It’s too soon, of course, to know how those “conditions” will play out, and things look pretty grim at the moment. But with Barack Obama’s inauguration around the corner, there is palpable optimism that more alternative energy companies will be setting up shop here.

How do you think this will play out? Are “green jobs” for real?

Photo: REUTERS

T. Boone Pickens, the billionaire oil investor who is building the largest wind farm in the United States, is also setting his sights on solar power.

Pickens last month launched a campaign aimed at weaning the United States off its dependence on foreign oil and is in the midst of a nation-wide tour to promote it. Following a speech in Los Angeles, Pickens told me he is looking beyond his wind investments to solar energy and is eager to share his “Pickens Plan” with both of the U.S. presidential candidates. Here’s what he had to say:

Q: Do you think your plan to meet with  Obama and McCain will happen any time soon?

A: Don’t know. It could. We’ll see.

 Q: Are you investing in technologies other than wind?

A: I’m interested in solar, but I’m not near as far along. But I have a bunch of engineers that are with me working on solar.

Q: Are there any emerging technologies other than wind and solar that interest you?

A: That’s what I got my attention on. Google is plenty smart on geothermal and I was real interested in what they had on that. Those guys know what they’re doing. I’m impressed with them.

Q: You are a businessman, so why launch this media campaign instead of trying to make deals with politicians and others behind the scenes?

A: You couldn’t get it into the presidential campaign. You go see some people, talk to them, nothing would happen. I’ve been to Washington hundreds of times, nothing happens. They are very polite, but nothing happens. You get the people with you, something will happen.

Renewable power sources like wind and solar are some of the fastest growing sectors in the energy business.

But this graph forecasts that coal, the dirtiest power source in terms of carbon dioxide and other pollutants, will still dominate global power generation growth for decades into the future.

The forecast, released by the U.S. Energy Information Administration, the statistics branch of the Department of Energy, shows that global power generated from coal will grow 115 percent to 15.36 trillion kilowatt hours from 2005 to 2030.  It assumes no changes in emissions laws or policy.

Global power generation from renewables including hydropower, meanwhile, will grow 58 percent to 5 trillion kilowatt hours over the same time period.

The world is trying to come to an agreement on a new greenhouse gas regulation pact at a U.N. meeting in Copenhagen late next year. Would a new pact eventually make this coal forecast overcooked?

Solar power companies have been working around the clock to drive down the price of clean electricity from the sun so it can one day be as cheap as the energy we get from dirtier sources, like coal plants.

Until we get there, however, some solar panel installers have come up with a solution that they say will give more people access to solar energy. How are they doing it? By allowing customers to lease, rather than buy, the photovoltaic solar panels for their roofs.

It’s the same idea, really, that has enabled some people to get behind the wheel of a luxury car they could otherwise not afford — low or no upfront costs followed by a monthly bill.

SolarCity, based in Foster City, California, is one company that recently started offering leases to its customers. Chief Executive Lyndon Rive told Reuters he wanted to do away with the hefty cost of buying solar panels — on average about $20,000.

“Even those who really want to make an environmental change can’t part with $20,000… the solution is just too costly for them.”

Under SolarCity’s lease program, customers with a small home could pay as little as $70 a month for a 2.4 kilowatt system, Rive added. The company is also allowing customers who sign up before July 31st to put no money down on their system. After that, upfront costs should be between about $1,000 and $3,000, Rive said.

“We can essentially make it so that everybody can now afford clean power,” Rive said.

The leased projects will be financed through Morgan Stanley, and SolarCity said it will serve as a one-stop shop for both installation and financing.

Right now the program is only available in California, but SolarCity is expanding to Oregon, Arizona and has plans to go to the East Coast.