265 replies to this topic

[greensolar]

Mexico president to present energy reform next week

 

 

 

Mexico's conservative National Action Party, or PAN, proposed its own aggressive energy reform on Wednesday, which would dismantle the current ban on concessions and risk-sharing contracts in addition to a broad opening of the electricity sector and the creation of a fund to administer Mexico's oil wealth.

 

 

 

http://planetark.org...news/item/69395

[greensolar]

Rapid uptake of solar panels puts dent in electricity market, report shows

 

 

 

Climate Commission chief Tim Flannery is calling it "a solar revolution"

 

 

 

http://www.abc.net.a...-panels/4864954

[greensolar]

  Solar Revolution    

 

  From school children to night fishermen, solar lighting in Kenya is transforming the lives of thousands of people.  

 

 

http://www.aljazeera...1385999288.html

[greensolar]

Solarworld Creditors Meet to Vote on Plan to Save Panel Producer

http://www.businessw...-panel-producer

[greensolar]

Real estate boom to boost solar industry across Middle East -

 

 

See more at: http://post.jagran.c...h.B7axx0aZ.dpuf

[greensolar]

Rooftop solar power in Brazil to reach 1.4 GW by 2022

Read more: http://www.pv-magazi.../#ixzz2b5zI01b7

[greensolar]

Low-cost solar power could save US consumers $20bn

 

http://www.energyliv...consumers-20bn/

[greensolar]

China's Dominance in Manufacturing— in One Chart

http://www.theatlant...e-chart/278366/

 

[greensolar]

The industry can no longer simply focus on the benefits of shale gas

http://www.economist...tchellinterview

[joshchang]

http://www.nbd.com.c...-06/763902.html

 

YGE, STP, TSL and CSIQ to benefit most from the deal. Someone from Yingli predicts YGE can get 10% of 7GW quota.

[uchsteve]

http://www.ecns.cn/b...-06/76042.shtml

[Xeloris]

Unit of China's Suntech in strategic investment talks-source

http://www.reuters.c...esSector&rpc=43

 

 

The investors approaching Suntech include a domestic industry peer - a major domestic solar panel producer," the source said, but declined to give details.

 

Interesting who do you think it is?   I think only company with the cash to do so is TSL

 

Pay pennies on the dollar,  get some more EU quota

[pg6solar]

http://www.nbd.com.c...-06/763902.html

 

YGE, STP, TSL and CSIQ to benefit most from the deal. Someone from Yingli predicts YGE can get 10% of 7GW quota.

Thanks Josh. Much less than 1GW for YGE(14%) and less than 700MW(10%) for TSL, would be disappointing to me.

[CrouchingTiger]

The investors approaching Suntech include a domestic industry peer - a major domestic solar panel producer," the source said, but declined to give details.

 

Hopefully this is the case. It will be a strategic move for TSL in the long term to increase capacity and maybe EU quota on the cheap. If the debts from STP creditors are handled well, it will be a net positive for TSL, making it the undisputed king of PV in the world, passing YGE in capacity and total deliveries.

[odyd]

I am not sure guys. TSL needs to buy EPC business not manufacturer with complicated debt list, 500M unpaid bond and difficult set up when it comes to mergers and acquisitions on US exchanges. 

[Xeloris]

Agreed, EPC would be the most strategic invesmment for TSL.     

 

As for STP, Im pretty sure there is going to be some type of govt support on the aquisition to any investor of STP.  Creditors are most likely going to have to take a haircut in any deal. govt incentive/support + haircut to bonds may be attractive to any investor

[uchsteve]

http://www.solarpowe...eu_trade_l23423

[JulyWebb]

Goldpoly to buy 300 mw of solar assets from zhongli-talesun

http://renewables.se...-talesun-369662

[uchsteve]

This may have been posted already, but thought I would repost in case:

 

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

 

"Although the quota levels for individual companies are not expected to be released publically by the European Commission it is understood that companies signed-up to the agreement have been provided individual quota levels that respond to company disclosed data on module shipments in 2012 and the first-half of 2013. 

 

According to data compiled by PV Tech on six leading, publically traded Chinese module manufacturers 2012 shipment data, companies such as Yingli Green, Trina Solar, Canadian Solar, JinkoSolar, JA Solar and Hanwha SolarOne could have been allocated around half of the rumoured 7GW annual cap (see table left). 

 

Companies such as ReneSola, which have third-party manufacturing agreements in Europe of around 300MW could potentially be able to double its market share in the EU as it would also be able to ship modules into the region from China." 

[odyd]

My conversations with Jason do not suggest such high level, but this would be great.