534 replies to this topic

[spiritcraft]

Google and SunPower Team Up to Finance $250 Million in Residential Solar Lease Projects

 

http://www.prnewswir...-256338091.html

 

Another monied interest (Google) to fight the polluters, fossil fuel swine and the enemies of net metering.

[sunnysky]

Good to see more investment from Google but some serious competition to SCTY.

[sunnysky]

The Solar Battlefield: How the US DOD Will Bring Solar Technology Mainstream

http://www.renewable...ogy-mainstream?

 

 

Utah, USA -- When it comes to driving the development of renewable energy technology, no greater facilitating force exists than the U.S. Department of Defense (DOD). Acting on a mandate to achieve 25 percent reliability on renewable energy by the year 2025, the DOD has been busy in its aggressive pursuit of that goal — proving that more often than not, great things can result from unlikely alliances.

[odyd]

OCI updates on the quarter, interesting parts on the module/cell capacity in the US as well solar plant builds

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

[spiritcraft]

module/cell capacity in the US as well solar plant builds

  Is that the one that was announced a couple months ago in San Antonio TX?

[odyd]

Yes, I think it is older than a 6 months if not more. SOL sold some modules to them.

[spiritcraft]

Time flies when your having fun, not so much fun, and then fun again.   I wonder what their all in cost will be per watt.

[acshen]

The Solar Battlefield: How the US DOD Will Bring Solar Technology Mainstream

http://www.renewable...ogy-mainstream?

 

Great article, thanks

[JulyWebb]

Solar Conference New York began today. http://greenworldcon...2014-agenda.htm

[JulyWebb]

Tesla CEO makes smooth drive into China and you know he visited JA's top Notch Facility.
http://www.forbes.co...artner=yahootix

[eysteinh]

Solarzoom reporting stable prices on modules. Pvinsight the same but the comment section gives some more clarity (have to be member to read this.) Energytrend shows stable prices as well. All updated today. We also got sunsirs showing polysilicon dropping slightly on trade offers in China, while 100ppi shows in more detail that all of the trade offers are in the 26-27$/kg range for A grade virgin polysilicon.

 

Solarzoom:
http://translate.goo...5GiSuamPLNf2UJw

 

Energytrend:

http://pv.energytren...ricequotes.html

 

(We all know link to pvinsights so I will not bother linking it)

Sunsirs:

http://translate.goo...detail-463.html

 

My own comments: Everything looking as expected and 2014 so far is shaping up to be a year of slight asp reduction (as with 2013) Granted we are not far into 2014 but the trend so far seems clear. I do not think 2014 will be like 2012 (drastic asp cut) but it does not look like we will have higher asp end of year than 2013. This is inline with my expectations and what I have modeled for JKS in my estimates. There are many reasons for this trend but Primary I would point to reducing cost in pace with feed in tariff reductions and also BoS taking its fair burden of cost reduction (this is why when japan drops 10% module asp does not drop 10% as well.)  I am not worried demand is not healthy, and the tariff noise is just noise as there will be found ways to circumvent it and there will be other markets.  I am also exited for China Q3 and Q4 and hope we will see some price improvements here end of year if demand truly is good. This somewhat depends on DG subsidies so will be interesting to watch. Keep also in mind that there are still a lot of struggling companies at current asp levels so leaders should be able to continue the consolidation phase of things. This is also another reason I do not think we will see a huge drop in asp, the leading companies are winning and putting others out without having to resort to even lower prices, and demand is there so no need to cut prices too much. 

[abcdefgjoho]

not sure if posted. IHS on potential results if anti dumping duties come to the US.

http://www.digitimes...l?mod=3&q=SOLAR

 

mexico as location for plants...

 

generally speaking this dumping stuff is nonsense as actually the china guys pay the highest interest rates for money almost so actually are at disadvantage - and germany, US also sponsor their local comps since many years.

 

i hope smart ppl solve this.

[JulyWebb]

Eysteinh how much does the China currency devaluation play into those numbers of ASP, I think maybe a lot? We should discuss this.

[eysteinh]

Yeah this is true. The pvinsight member section has some comment on this if you are a registered member.  

[JulyWebb]

Yeah this is true. The pvinsight member section has some comment on this if you are a registered member.  

 

I'm a registered member but not special privileged, I'm a free member which is open to anyone. I think we're missing this important ingredient of currency devaluation and Thanks I'll see what I can find there.   If I'm not a paying member I can not see the comment is this right?

[eysteinh]

I am free as well. I can see comment. 

[JulyWebb]

Thanks I just read it, perhaps a devalued currency is quite good, when Japan devalued their currency Tayota scored. I'm sure that wasn't the only Industry that did it's just one that I read about.

 

Why a devalued currency shouldn't reap much better profits for CN Solars? Here's an article about Tayota http://www.fool.com/...aying-fair.aspx

Anyway the stock price of Tayota acted accordingly, I'm not concerned at all about JA Solar it is one of only 1 at present that updated guidance to be higher but those that said their shipments were lower will have increased GM as a result of likely lower currency and the US willing to pay higher prices to buy CN Solar modules.

[Xeloris]

All this currency devaluation might be nice in the short term but the real problem is the tarrifs/solar trade wars are not solved the currency advantage is useless if they are unable to freely export goods. 

 

US situation is unknown..   EU Situation, im reading a possibility of cutting quota's is being entertained with lowering the floor, down to 4.5 GW instead of current 7GW.. 

[odyd]

The quota is 5.8 not 7

[JulyWebb]

All this currency devaluation might be nice in the short term but the real problem is the tarrifs/solar trade wars are not solved the currency advantage is useless if they are unable to freely export goods. 

 

US situation is unknown..   EU Situation, im reading a possibility of cutting quota's is being entertained with lowering the floor, down to 4.5 GW instead of current 7GW.. 

 
Okay it's a tool and I think it will work and in the meantime the US isn't slowing down........ I'm doubling soon on my investments on those that I know will meet guidance or exceed and share price is still low.