265 replies to this topic

[JulyWebb]

Thanks All for the News "Everyone" and Have a Great Weekend. I am feeling much better now.

[greensolar]

Consumers switch on to solar power

 

http://www.smh.com.a...0802-2r4zx.html

[Xeloris]

solar is becoming "cool"

[iwcwatch]

根据欧盟有关法律规定，为防止人为操控市场价格的行为，中欧将不会公布最低限价和出口年限额的具体数字。

 

http://solar.ofweek....0-28709145.html

 

The agreed price and quota will not be disclosed in order to avoid somebody control the market.

[pg6solar]

An other misleading article from fools:

 

http://www.fool.com/...death-blow.aspx

 

"The new restrictions will set a $0.75-per-watt minimum on the first 7 gigawatts of panels sold.

This is potentially a big deal for Chinese solar companies, as Europe is far and away the world's largest solar market. Trina Solar (NYSE: TSL  ) and Yingli Green Energy (NYSE:YGE  ) get 30% and 40% of their revenue from Europe, respectively. So these price penalties could eat into a very large chunk of these companies' revenue. Add that to the rapidly declining costs for the entire industry, and the financial straits for Chinese companies already, and the market for these companies doesn't appear too attractive."

So as per above: their costs are declining while selling prices (in EU) are increasing. As a result, this is not attractive (profitable)? What are these guys on? The worst part is that there are probably enough people out there who take above garbage as the truth.

[Xeloris]

ya i just now watched it, this guy has no clue.. He needs to join  our forum

[greensolar]

The propaganda still goes on...   Solar doesn’t have lock on future as major power source

 

http://www.azcentral...is-brainer.html

[greensolar]

Why does TVA fear the sun?

 

http://www.tennessea...s-TVA-fear-sun-

[iwcwatch]

Solar Shipment Index shows June upswing in global PV market

 

 

 

 

 

 

 

 

 

http://www.ciol.com/...lobal-pv-market

 

Roughly estimate, global demand of solar could be over 45G, the supply is about 36G persuming no growth due to many firms are reported to bankrupt and no margin. Where is still overcapacity? Feel free to point out if I am wrong.

[greensolar]

Solar energy could supply one-third of power in U.S. West

 

http://newscenter.be...er-in-u-s-west/

[greensolar]

Chinese firm to set up 500MW solar power plant in Punjab

 

http://www.dailytime...5-8-2013_pg13_1

[greensolar]

AED4.3 trillion construction growth to boost solar energy industry

http://www.zawya.com...20130804152429/

[odyd]

Chinese firm to set up 500MW solar power plant in Punjab

 

ZTE is one of the companies which did not agree to EU deal

[Pop2mollys]

Chinese solars overseas just exploded to upside on major volume... Wonder if its a blip or maybe some news leaking?

http://finance.yahoo...?s=3800.HK&ql=1

[odyd]

I do not want to sound like I am blowing own horn, but this forum has been so advanced that until the EU journal on Saturday, nobody was fully aware of the outcome.  The entire last week was a period of confusion. Even Chinese media had confusing statements printed like 0,56 EURO ASP is a loss for most companies. 

[joshchang]

http://solar.ofweek....0-28701488.html

 

this is old news but it seems Jinglong group (parent company of JA solar) is raising money from its employees. JA solar employees however is not involved in this. This internal loan's annual interest rate is 10%.

[joshchang]

http://www.nbd.com.c...-04/763550.html

 

More detail about the deal. Things we already know: 7GW cap, 0.56 Euro price floor.

 

Some analyst mentioned 7GW only applies to modules. Total wafer, cell and module cap will be much more than 7GW. This is great news to wafer and cell companies that are exporting to EU. Don't know if this is official news leaking or just somebody's guess though.

 

而晶澳太阳能控股有限公司分析师王润川向腾讯财经透露，这一超级贸易大案涉及光伏硅片、电池及组件，除了组件之外，中欧双方实际也就硅片和电池也分别制定了一个底线价格和配额，总的配额量将远超7吉瓦，超过行业企业预期。

[CrouchingTiger]

Sharp and Panasonic are reaping benefits from their solar division in Q2. With closing of EU to many medium/small Chinese companies, not doubt some of them will try to get into Japanese market. As a result, there will be erosion of ASP in Japan in the coming quarters.  

 

http://www.pv-magazi.../#axzz2b40L0bIV

[Pop2mollys]

Sharp and Panasonic are reaping benefits from their solar division in Q2. With closing of EU to many medium/small Chinese companies, not doubt some of them will try to get into Japanese market. As a result, there will be erosion of ASP in Japan in the coming quarters.

http://www.pv-magazi.../#axzz2b40L0bIV

I'm going to have to disagree if SOL is having tough time breaking into Japan Market how are T-2 and T-3 going to even selling anything there? Japan is probably the hardest market to break into in the world, no way low end china companies can just start selling there.

[greensolar]

South Africa Power Plants Seen at Risk of Coal Shortfall by 2015

 

 

South Africa needs to invest as much as 90 billion rand ($9 billion) in new coal mines to supply power plants that are at risk of running short of the fuel as soon as 2015, an industry study found.

http://www.bloomberg...html?cmpid=yhoo