65 replies to this topic

[outsmart]

Just a suggestion, maybe it makes more sense to set up monthly news threads, so everyone can keep track of the events that are happening in Solarland, even without visiting this forum every day.

[outsmart]

The Netherlands is negotiating a new energy policy “Nationaal Energieakkoor” that could see up to 2 million household PV installed by 2023.

http://www.pv-tech.o...ms_by_2023_6475

[outsmart]

In a financial statement, GCL-Poly said that the supplier is claiming a breech of contract in respect to an order its subsidiary placed in 2011, valued at approximately HK$1,800,000,000 (US$232 million).

http://www.pv-tech.o...hase_agreements

[odyd]

I am fine with it. This forum is not locked and news at the top are visible even if you are not signed in.

[uchsteve]

http://news.xinhuane...c_132550136.htm

[eysteinh]

http://www.pvxchange...1&langTag=en-GB

"Right now it is also almost impossible to get a binding quote from a manufacturer for deliveries in September or October."

[explo]

Yes, they have to present a settlement quickly. EU PV market is quickly dying off. Will cost a lot to rebuild.

[littleguyintucson]

Yes, they have to present a settlement quickly. EU PV market is quickly dying off. Will cost a lot to rebuild

An EU settlement is a double edge sword. The premium will be good for the tier1 as they become the brand of choice with price differentiation taken out of the picture. The problem would then be limits on shipments that would limit growth.

Lack of tariffs is a negative for the Tier1's as tier2's and 2.5's can continue to flood the secondary markets and keep pricing pressures in place.

[pg6solar]

An EU settlement is a double edge sword. The premium will be good for the tier1 as they become the brand of choice with price differentiation taken out of the picture. The problem would then be limits on shipments that would limit growth.

Lack of tariffs is a negative for the Tier1's as tier2's and 2.5's can continue to flood the secondary markets and keep pricing pressures in place.

Good points, but I do not quit agree.

1. Higher ASPs will allow for larger profits into EU, while future grow will not be limited since the rest of the world will be a much larger market than EU and especially at lower ASPs.

2. Tier2 and lower are already flooding "secondary" markets and thus will have zero effect of EU situation for tier1 IMHO.

[Jacob]

The premium will be good for the tier1 as they become the brand of choice with price differentiation taken out of the picture. The problem would then be limits on shipments that would limit growth.

Yes. If they all sell at the same price, then buyers will look at things like the warranty, and the odds that warranty will be honored 20 years out.

Since growth is probably going to happen mostly outside Europe anyway, this isn't a big negative, unless India, Latin America, etc. follow Europe's lead.

[sunnysky]

http://uk.reuters.co...E96F19U20130716

[uchsteve]

http://www.forbes.co...by-the-numbers/

[JulyWebb]

In Lithuania Solar investors are suing government over FIT cuts
http://www.pv-magazi.../#axzz2ZKEp9il9

[JulyWebb]

The Above Post Never Mind Old News.

[Pop2mollys]

http://www.bloomberg...wer-plants.html

[sunnysky]

http://www.usatoday....ic-car/2521215/

This whole transit system would be impossible to crash, always available on demand, way less expensive than current travel options and, ideally, solar-powered.

I guess the future is closer than we might think.

[sunnysky]

http://www.dw.de/ins...lant/a-16962008

[explo]

http://www.pv-magazi.../#axzz2ZPOfeyWP

Sounds like a good step to promote PV and demote coal.

[eysteinh]

http://www.bloomberg...o-eu-japan.html

"India May Expand Solar Anti-Dumping Probe to EU, Japan"

[Xeloris]

Dang this anti-dumping stuff is getting old.