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Announcements
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Register for free to read and post about US Solar companies and Selected Chinese Cos. 08/02/2015
Register for Free to read and post about US solar companies. Registered Members can also post on Yieldco forums and post on selected Chinese companies.
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Activity Stream
Activity Stream
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explo added a post in a topic Solar News
TASC launches campaign to save solar ITC: http://www.pv-tech.org/news/tasc_launches_campaign_to_save_solar_itc
http://www.weareteamsolar.com/
Key points:
Promote job growthPromote lowered electricity billsPromote national securityNothing about climate. All non-nay-sayers no that point already, so it smart to focus on points no one can argue with. Energy independence on different scales are sub points.
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explo added a post in a topic Solar News
Gotta love such news.
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explo added a post in a topic Solar News
Yeah time to get back into DQ is running out.
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Pop2mollys added a post in a topic Solar News
"China to spend $315 bn on power grid to push clean energy"
http://thebricspost.com/china-to-spend-315-bn-on-power-grid-to-push-clean-energy/#.VeUtM4r3anM
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Pop2mollys added a post in a topic Solar News
Poly might pop...
http://www.digitimes.com/news/a20150901PD203.html
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Julyw added a post in a topic Solar News
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Pop2mollys added a post in a topic Solar News
Oh my...
"Proposed policy to push solar UMPPs of 3,000 MW & above"
http://www.financialexpress.com/article/economy/proposed-policy-to-push-solar-umpps-of-3000-mw-above/127877/
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sac_solar added a post in a topic Solar News
perhaps the US will be an unseasonably upturn do to warmer temperatures than normal this fall....... might benefit the likes of JKS for their US orders ?
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odyd added a post in a topic Solar News
Digitimes predicts downturn in October in China due to weather and difficulty to obtain permitting for utility scale solar plants.
http://www.digitimes.com/news/a20150826PD212.html
Portal quotes unnamed sources stating that rooftop will dominate as permits will slow down, hence the weather impact is greater on roof installations than ground ones.
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Pop2mollys added a post in a topic Solar News
WTO rules against India in solar dispute with U.S. -newspaper
http://uk.mobile.reuters.com/article/idUKL1N1112JG20150826?irpc=932
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hellosolar added a post in a topic Solar News
Treated this as a buy signal.
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chrisceeaustin added a post in a topic Solar News
I have found no explanation for their position. bought some tsl.
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Pop2mollys added a post in a topic Solar News
What a joke. Untreal
http://www.benzinga.com/analyst-ratings/analyst-color/15/08/5792007/update-axioms-johnson-sees-scary-picture-being-painted-a
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Pop2mollys added a post in a topic Solar News
Spot prices up...
http://wap.pvinsights.com
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odyd added a post in a topic Solar News
Sounds like Obama went public against Koch brothers. It could be good for the ITC credit and CSIQ in the long run. I think CSIQ could gap further way from JKS. I hope that JKS will expand Malaysian factory. this would be the best thing under circumstances of uncertain subsidy inclusion. Money made old fashioned way.
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Pop2mollys added a post in a topic Solar News
We’ll bring you more details from Obama’s talk at 8 pm ET in Las Vegas.
http://fortune.com/2015/08/24/obama-clean-energy-plan/
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hellosolar added a post in a topic Solar News
Do you have any link on this?
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Pop2mollys added a post in a topic Solar News
Looks like Obama making some solar announcements in a speech at 8PM EST tonight from Las Vegas. Supposedly rumors of what he is going to say pushed SCTY up today in brutal market according to my Ameritrade wire.
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odyd added a post in a topic Solar News
The situation is nothing new, but from perspective of the investment first it came as an embarrassment to explain the delay, than it is made to be a hindrance, and now a focal point why Trina and expect now Jinko will see price target reduction potential. Ultimately it adds risk to a concept of the flagship business and identity of value for the company.
Of course this where the world is collapsing into a chaos and everything gets sold without merit, the point more less is mute anyway. I am talking about time of recovery. China needs to address it. There is no excuse for this. Now with combination of cooling economy and need for stimulus, government will put money into paying solar companies and carry on with infrastructure for solar energy or do something, which will hinder money supply, holding payments back, and stop development in its tracks?
Is this part of the strategy to collapse others from even entering this business setting? It maybe the case, we are going to lend money to Trinas and Jinkos and not pay payments on energy sold, so others will avoid the space, dwindle merge or disappear. Then couple years later we send the check. It would be evil , but possible.
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Pop2mollys added a post in a topic Solar News
that Bloomberg article came out late Wednesday night so I'm sure it added fuel to the fire during yesterday's sell off.Despite negative headline a Chinese company was quoted as saying payments have gotten much better last couple months and government is focused on fixing delayed payments. Comments from wind company...
"Though improving in recent months, Longyuan had about 2 billion yuan in subsidy receivables at the end of 2014, mainly from overdue payments in 2011 or earlier, said Lan Peizhen, Longyuan’s investor relations manager. Payments are now being settled one to two months after the end of the period in which they’re due, she added."
nevertheless without the majority of these payments JKS keeps delivering. Sooner than later all payments will be delivered. Delayed FIT payment situation is nothing new so not like this is earth shattering news. I agree with you 100% though Governemrnt needs to deliver what they promised.
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odyd added a post in a topic Solar News
I am getting fed up with India suddenly moving with billion dollar deals, Foxconn, again? Give me a break, like a bad penny they are trying to play the hype as years back. I suppose SUNE $4B deal turned into a fairytale, if this article means anything. Adani is also building 200MW with Suntech out of all Chinese companies. I think CN4 are pretty careful not to put any investments, unless paid for modules first.
http://in.reuters.com/article/2015/08/20/india-solar-adani-modi-idINKCN0QO1QG20150820
1GW by 2018? That sounds like a lot of BS,
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odyd added a post in a topic Solar News
ZnShine is the fourth company kicked out from minimum undertaking
http://renewables.seenews.com/news/china-s-znshine-solar-excluded-from-eu-undertaking-489182
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odyd added a post in a topic Solar News
Roth has made FiT, delay in payment and inclusion in the catalog as the caveat about China solar development. Bloomberg has picked this out and I would imagine this will be a sole measurement for the investment criteria in Chinese solars by tomorrow. I am not sure how Chinese government figured out that not paying out the FiT is going to improve the playing field for companies involved. On one hand they have made clear that they want consolidation, strength and R&D, on the other they are not paying for services they asked to create, spreading instability and fear. It is time for China to clean its act. Perhaps if the order and clarity comes from the top down, Chinese companies will get the respect, they deserve. If China is looking for ideas how to support solar in own country, pay the f...king money as you committed to do.
If JKS announced they got paid every yuan up to Q2 2015, things would make a lot of people hold to a stock despite the criminals with the torches circling around.
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odyd added a post in a topic Solar News
Doug wrote an article about this article, thinking YGE is going to be merged into another entity
http://www.bloomberg.com/news/articles/2015-08-19/china-sees-solar-consolidation-accelerating-amid-adjustments
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Pop2mollys added a post in a topic Solar News
This article initially looks bad but then when you look at details looks encouraging.
"Though improving in recent months, Longyuan had about 2 billion yuan in subsidy receivables at the end of 2014, mainly from overdue payments in 2011 or earlier, said Lan Peizhen, Longyuan’s investor relations manager. Payments are now being settled one to two months after the end of the period in which they’re due, she added."
looks like payments improving recently and recent subsidy payments now being paid 1-2 months after due. Not to mention they are currently working to improve payments even further.
http://www.bloomberg.com/news/articles/2015-08-20/china-s-wind-and-solar-developers-hit-by-subsidies-short-of-plan
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