534 replies to this topic

[JulyWebb]

More insight toTesla, JA Solar news

http://www.wantchina...=20140424000117
 

"Beijing and Shanghai have both ambitious plans to establish charging stations," a manager at JA Solar stated. "If the chargers are all powered through photovoltaic systems, the demand for photovoltaic modules could be immense."

 

Shanghai has planned to build more than 6,000 charging stands by 2015, while Beijing is to erect 1,000 stands by the end of next year. 

 

[JulyWebb]

Hanergy solars thin film products was Tesla's 1'st Choice on building charging stations

http://www.marketwat...nk=MW_news_stmp

[eysteinh]

If each station is just a dozen kw as claimed in the article then we are talking 7-14 mw (7000-14000 kw.) Granted that is just a start and the association with tesla is for sure positive.

[sunnysky]

The next PV capacity expansion phase is under way

http://www.pv-tech.o...gn=newsnow-feed
 

Solarbuzz said the overcapacity in the sector led to PV equipment spending falling to an eight-year low of US$1.73 billion in 2013, down from US$13 billion in 2011. This means equipment suppliers in 2013 saw bookings of less than US$1 billion.

 

But Solarbuzz predicts that over the next six months PV end-market demand will catch up with the 45GW of “effective capacity” within the industry.

 

The market research firm expects 49GW of end-market demand in 2014 would push production utilisation rates well above 90% for tier-one manufacturers, while pushing many to increase production outsourcing from wafers, cells and through to modules.

 

However, the new real growth phase for equipment manufacturers will be driven primarily by a small number of tier-one manufacturers – a reflection of how the recent shakeout has consolidated the supply chain.

 

But a key will be technology-driven spending, as China based manufacturers are being pushed by government polices to push module cell/module efficiencies beyond 20%.

 

Market research firm, IHS recently tweaked its capex forecast, up US$430 million in 2014 to a total of US$3.8 billion.IHS had previously said that spending would increase by 42% from the lows of 2013 and reach US$3.37 billion in 2014.

[JulyWebb]

If each station is just a dozen kw as claimed in the article then we are talking 7-14 mw (7000-14000 kw.) Granted that is just a start and the association with tesla is for sure positive.

Each charging station = Few dozen kw's.
 

Shanghai's China Business News cited sources familiar with the matter who said that the planned charging station's output was pegged at a few dozen kilowatts.

 

[eysteinh]

Yes. Ok so let us say 24 kwh per station and 7000 stations. That is 168 MW.  (over several years.) It is a good news but it is around this number not several GW etc. Normally I would not mention this but since it is Tesla and some people read this theyre brain shuts down and they think it must be the deal of the century. For JA i think it is more significant they are doing big in South Africa. They are putting up a factory here that will serve this market or other markets if there is tariffs. I also think it was more significant the annual report confirms they are doing 2800 MW of module capacity this year.

[sunnysky]

I just posted the same a few posts above :-)

[JulyWebb]

Yes. Ok so let us say 24 kwh per station and 7000 stations. That is 168 MW.  (over several years.) It is a good news but it is around this number not several GW etc. Normally I would not mention this but since it is Tesla and some people read this theyre brain shuts down and they think it must be the deal of the century. For JA i think it is more significant they are doing big in South Africa. They are putting up a factory here that will serve this market or other markets if there is tariffs. I also think it was more significant the annual report confirms they are doing 2800 MW of module capacity this year.

 

Nothing I've read is specific Just exactly what is a few dozen kw, regarding the over 7,000 charging stations that is only the planning of Beijing and Shanghai by the end of 2015. Other cities, such as Tianjin, Lanzhou, Jinsheng, Guangzhou, Chengzhou and Haikou have also outlined plans to set up charging facilities. In fact it says JA Solar is the first Company from China to work on the infrastructure. So is it JA is building the Charging Station and not just supplying modules. 

[sunnysky]

US governor rules in favour of distributed generation

http://www.pv-tech.o...gn=newsnow-feed

[eysteinh]

I just posted the same a few posts above :-)

Wups :P Did not see that. Alright deleted my post 

 

 

 

Nothing I've read is specific Just exactly what is a few dozen kw, regarding the over 7,000 charging stations that is only the planning of Beijing and Shanghai by the end of 2015. Other cities, such as Tianjin, Lanzhou, Jinsheng, Guangzhou, Chengzhou and Haikou have also outlined plans to set up charging facilities. In fact it says JA Solar is the first Company from China to work on the infrastructure. So is it JA is building the Charging Station and not just supplying modules. 

 

Thats great EPC should be more profitable. But if you want to be precise then it says JA solar has been awarded A contract for A station. Meaning singular form, meaning one station.

 

"JA Solar Holdings, a Shanghai-based producer of solar cells and solar modules, has won a contract from US electric car maker Tesla Motors to build a charging station in the Pudong district of Shanghai, becoming the first company to work on Tesla's infrastructure construction project in China."

 

​
And I stand by my words this is still then at most some hundred MW of EPC. It is good but it is not oh my lord Tesla I must adore you good. (and yes I think Tesla is overvalued now, it is a great car by all means, but it will not be the only electrical car around the block.) My point is not this is not good news for JA solar, my point is there are far more significant and more good news for JA solar recently. 

 

[sunnysky]

Fracking Loses Huge Fight, In Texas No Less

http://cleantechnica...e-cost-of-gas/?

 

 

In yet another signal that era of fossil fuels is drawing to a close, a jury has just awarded a whopping $3 million to a Texas family for health and property impacts linked to a nearby Aruba Petroleum fracking operation. The Texas fracking verdict is being billed as the first case in which fracking has been put on public trial in the US, and it is all the more significant because of the large size of the award and the location of the trial in the nation’s historical epicenter of oil and gas development.

 

An even more significant aspect of the case is the fact that the family, Bob and Lisa Parr, brought their case to public trial rather than going the conventional route of settling privately under a gag order. The Texas fracking verdict could open the floodgates to many more expensive lawsuits, finally revealing the true cost of “cheap” fossil fuel.

 

This is great news. Lets hope more are coming aganst fracking.

[JulyWebb]

US governor rules in favour of distributed generation

http://www.pv-tech.o...gn=newsnow-feed

She's the Governor that tried to get Federal Assistance to the homeowners that had damage from Frackquakes. She was not successful in her attempt but she did manage to get special interest rate loans for those Oklahoma victims. None of the homeowners had earthquake insurance since before Fracking an earthquake was a rare occurrence. 

[spiritcraft]

 

Fracking Loses Huge Fight, In Texas No Less

http://cleantechnica...e-cost-of-gas/?

 

 

 

This is great news. Lets hope more are coming aganst fracking.

 

Huge is correct.  Just wait for the frackquake lawsuits.  It will be like taking down big tobacco and the lawyers will line up.  Wait for the John Grisham novel.

[spiritcraft]

Kochs’ attacks on solar power could hurt GOP

 

http://www.sltrib.co...siness.html.csp

[eysteinh]

While not on the main investor page of JKS press releases JKS has recently notified owners of the 2016 bond that JKS can purchased back the 2016 convertibles: (I managed to dig this up from twitter channel of JKS)

http://jinkosolar.co...detail_877.html

 

JinkoSolar Announces Repurchase at Option of Holders of 4.00% Convertible Senior Notes Due 2016
SHANGHAI, China, April 17, 2014 — JinkoSolar Holding Co., Ltd. (“JinkoSolar” or the “Company”) (NYSE: JKS), a leading global solar power product manufacturer, today announced that it is notifying holders of its 4.00% convertible senior notes due 2016 (the “Notes”) that pursuant to the Indenture, dated as of May 17, 2011, by and between the Company, and The Bank of New York Mellon, as trustee, each holder of the Notes has the right, at such holder’s option, to require the Company to repurchase for cash all Notes held by such holder (or any portion thereof that is an integral multiple of $1,000 in principal amount) on May 15, 2014 upon the terms and conditions set forth in a notice that is being sent to the holders and in the form attached hereto as Schedule A. None of the Company, its board of directors, or its employees has made or is making any representation or recommendation to any holder as to whether to exercise or refrain from exercising the option.

 

So uhm I guess the convertible was no problem then   (I assume if there was a problem JKS would write about it in the press release if they did not have the ability to purchase back the bonds.) 

[sunnysky]

Why you would think there might be a problem? They already said it some time back that they were prepared in case some holders redeem early.

[odyd]

Their offer is a standard reply, and I was hoping, in fact I expected, they would buy every request.  The price is $33 per share I believe so if someone wants to cancel their interest payment and get the principal paid off, they can go for it.

[eysteinh]

For me I never tought it would be a problem but it was discussed here previously. I even made a post where I showed it was no problem. 

[eysteinh]

http://solarpv.tv/vi...and-jinko-solar

 

Jinkosolar is interviewed as well in this round panel. From UK conference. (5 min in and 20+ min in clip)
For the next 12 months JKS was very positive for UK market.

 

Here is about south africa:

http://solarpv.tv/vi...veme-and-shoals
(ja solar is also interviewed here)
"We already set up a factory in cape town of 150 MW. Commercial in may. " (around 4 min into the clip) 

 

This one is for you odyd:
Jinkosolar is actually quoting you on theyre facebook page: (about this article: http://solarpvinvest...eneration-pt-ii) )
https://www.facebook...439664686151652

 

Jinkosolar shipments plans 2014: (from intersolar india)
http://solarpv.tv/ch...kosolar-co-ltd-

Target japan: 300 MW 2014. For india: 100-150 MW.  Australia: 5-6% of market share. (30-50 MW) For Thailand: 30-40 MW.

[odyd]

For South Africa, maybe they are connected to JASO? LOL.

300MW for Japan is a huge effort.  If they moving modules overseas, this will increase their ASP for sure.