4 replies to this topic

[odyd]

I think this is was already explained to a degree. Perhaps this is why the assumption on interest of various companies to existing capacity

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

 

My single point on the subject is following. Why purchase a capacity at home (YGE, TSL) while for the same money you can buy capacity in South Pacific region with even cheaper labor (if needed since automation replaces labor) and cover for any tariffs and such. The dollar spent can go a lot further.  Outsourcing at home makes sense as you simply buying what you need and can walk away if your specs are not satisfies or your need for components ran out. 

[odyd]

All those rumors of buying capacity from Suntech are just a wishing- well story telling in my opinion. Based on Josh's statements Tongwei paid $600M US (including liability portion) for LDK's 1.7GW plus some ongoing developments. In this case the costs are high, since to develop anything else would also require cash flows. STP has a deadline for bankruptcy recovery, if not they go to auction. Maybe that is what everyone is waiting for. 

[eysteinh]

Thanks odyd. Very useful information.

[Bodhi]

Sorry if this has been discussed already, i'm not 100% juiced in like others that roam the forum are... interesting article though.  Curious to hear some of the solar vets comments about it....

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

[odyd]

The best way to understand what is posted it is to look for review new content tab on the top right side. Many way to find it also seraching it for words or subjects helps to understand if topic was discussed. I moved your post to the thread having this discussion.