Also share your observation about the involvement of Nordic chaps in this space. As I understand, they are driven very much by the lack of fossil fuels and the lack of sunshine. They have a string of enterprises in the tropical belt from Mexico to Indonesia and now Singapore ranging from drying and pelletising woodchips in the drier/warmer conditions and exporting to the Nordic states. One has to look at Ikea which turned softwood to world's biggest producer of furniture when only hardwood would do about 50 years ago. Necessity is the mother of invention.
also one thing i realize is that as far as solar and renewables are concerned, they are almost always initiated by people whose main drive is the environment, not money. i mean, i have spoken to the guys in this trade (another observation, how come most from nordic countries? maybe there's a link why they're among the happiest ppl on earth)eg the people now setting up the largest PV cells factory in the world in Tuas, entrepreneurs from Iceland and Finland, and you get the impression they really believe in saving the world. However, the americans and others i spoke to sniggers when asked about saving the world.