SolarPVInvestor Forums

Interesting article. It quite logical that the equipment manufacturers are the ones desperate for orders now and extending credits. LDK has 1 billion in payables. Someone is depending on the survival of LDK.

On your dumping article; frankly the root cause of the PV glut is because US and Europe "dumped" manufacturing equipment and polysilicon on the industry. China stepped up and gave US and Europe cash for their overproduced manufacturing equipment and polysilicon. Now they are hanged because they used that equipment and raw material to produce cells and selling it at market prices.

The source of the glut is clearly the high tech part of the value-chain produced in Europe and US. Ok, China could have avoided to do them "a solid" and not taken their stuff in exchange for cash. Yes, the industry credit from Chinese banks were directly channelled as cash revenue to US and European companies, with their Chinese customers left with the liabilities and manufacturing equipment. Chinese banks have been the main direct revenue driver for US and European PV companies. The whole thing is a farce. It would be a different story if China were not a net importer of manufacturing equipment and polysilicon.

Solyndra et al are not the tech companies that sit on the key to PV production that are strategically important to protect. It's the GTAT, AMAT, Centrotherm and Roth & Rau. Chinese PV companies and their banks have been the biggest supporters of these strategically important European and US companies from a PV technology ownership and self-sufficiency perspective. Now US and Europe want to kill their best customer of advanced equipment (the stuff we want to do here, right?) and best supplier of simple equipment (the stuff we should want done over there, right?) with one stone. Not exactly a display of great strategic leadership.

Nice article about Solyndra. Is it even possible to file such a suit against government?

Great article. The fact that the US lsted Chinese companies have American ownership contrary to Solarworld is an important point. What interest do these American shareholders have in seeing their invested share capital being burned to enable dumping prices? The whole question is actually pointless, since DOC did not compare with global marketprices, but a theoretical example of production cost in Thailand.

Good stuff,

Thanks

Will be very interesting. How long have you done these shipment measurements? Enough to have gotten an accuracy estimate when used to project actual shipments? I assume you measure volume passing thru certain export channels or other publically available data.

Very nice article, thanks. It affirms the SOL momentum on market-share that management hinted and guided for. It also affirms the loss of market-share that YGE has guided for. A bit surprised that Jinko is so much behind Hanwha on exports. JA was also a bit dissapointing.