534 replies to this topic

[eysteinh]

Yeah who knows. That would be awesome

 

Also Japan is moving along nicely (as I predicted since the threat of canceling projects would cause a rush of installation orders for Japan):

http://www.pv-magazi.../#ixzz2zoPDP91j

[Makan]

Yeah who knows. That would be awesome
 
Also Japan is moving along nicely (as I predicted since the threat of canceling projects would cause a rush of installation orders for Japan):
http://www.pv-magazi.../#ixzz2zoPDP91j

How do you expect demand for the lower FIT Levels? I think for DG the cut is quite little, but for CG is quite a big cut. I assume IRR will go down quite some for CG?

[sunnysky]

Not necessarily. It has been reported that installers now push for lower module prices to maintain IRR levels and BoS cost could go down as well. Module producers should be able to absorb some reduction in ASPs with declining cost and also benefit from CNY depreciation against JPY.

[BIPV Investor]

How do you expect demand for the lower FIT Levels? I think for DG the cut is quite little, but for CG is quite a big cut. I assume IRR will go down quite some for CG?

 

I believe PVInsights reported that Japanese developers are requesting a 10% cut in module prices to compensate for the fit and sales tax. I think 10% cut is too steep, but yes module prices should decline 5% or so going forward. 

[eysteinh]

I agree module prices in Japan is going down some 5%. Still good news for JKS as selling in Japan would mean higher ASP avg for JKS (even with price reductions.) With that said I already estimated a drop from 0.63 to 0.61 in ASP globally for 2014 on avg for JKS and still they do great earnings numbers. Any actual increase in ASP would be a positive surprise for me and not something I expect. 

Japan demand will stay ok because of this price reduction. Next rush is the last cancel cycle (first there was a cancel for those who had no land and no construction, then now Q2 a cancel for those who had land but no construction so far.) Q3 perhaps a slowdown in Japan (as have been said in many cc's) but nothing major. Expecting demand to pick up in other regions during this time.  That China will be bad demand due to too much DG is an overblown threat imho. DG there will do just fine. We might not see the full 14 GW but 10+ gw demand in China 2014 for sure.

[Xeloris]

China to open 8 state-run industries to private investors to make economy more productive

 

Solar equipment is mentioned

 

http://finance.yahoo...-030449197.html

[sunnysky]

New York Pledges $1 Billion for Solar Power Through 2023

http://www.bloomberg...ough-2023.html?

[sunnysky]

Construction Begins on Missouri's Largest Investor-Owned Utility Solar Facility

http://www.prnewswir...256747321.html?

 

 

The plan calls for 19,000 solar panels spanning an area approximately the size of 19 football fields. The solar facility is scheduled to begin delivering electricity to customers by the end of 2014.

...

"This is an exciting new chapter in Missouri's energy history," Moehn said. "The O'Fallon Renewable Energy Center is the first of several solar facilities Ameren Missouri plans to build in years to come. We're helping to drive the economy and create jobs in addition to serving our customers' needs into the future."

[pgo]

http://www.cnn.com/2...index.html?c=us

Fracking lawsuit results in $3m payment.

Sent from my XT1060 using Tapatalk

[odyd]

CEDR filtered commentary on February 2014

http://solarpvinvest...a-solar-exports

[odyd]

Inspired by the Korean Times, I have contacted my sources at HSOL, to see if they can do a quick interview. If not, and they get me some info,  I will try to do an article on it on SA as a follow up to my earlier article. To BIPV's point JA has resisted beatings and HSOL was completely injured by them, while delivering decent results.

If there is nothing to add to have an article if I see exclusive part I will share it here.

[sunnysky]

Sounds good Odyd.

[sunnysky]

General Electric To Invest $1 Billion A Year In Renewable Projects

http://thinkprogress...able-projects/?

General Electric Co.’s Energy Financial Services has invested about $10 billion in 17 gigawatts of renewable power since 2006, when the unit was formed. Now, GE has announced the unit plans to invest more than $1 billion a year in clean energy projects, such as wind and solar.

EFS Chief Executive Officer David Nason told Bloomberg News that renewable power is EFS’s fastest-growing energy market. “We see renewable energy providing very significant returns going forward,” Nason said. “We have a robust pipeline in the U.S. for the next couple of years.”

 

 

[Xeloris]

Good News for FSLR from the Solar side of renewable energy..  GE and FSLR are tight, i think GE owns 5% of fslr

[sunnysky]

Solar industry closes in on efficient storage batteries

http://www.desertsun...eries/8227771/?

 

 

“The answer to getting off fossil fuels is going to be batteries,” he said.

 

“We’ve got a ways to go, but when that breakthrough happens, when the battery breakthrough happens, it will be as revolutionary as the semiconductor.

[odyd]

Excellent article in NYT

http://www.nytimes.c...ef=opinion&_r=0

[Paybak66]

Inspired by the Korean Times, I have contacted my sources at HSOL, to see if they can do a quick interview. If not, and they get me some info,  I will try to do an article on it on SA as a follow up to my earlier article. To BIPV's point JA has resisted beatings and HSOL was completely injured by them, while delivering decent results.
If there is nothing to add to have an article if I see exclusive part I will share it here.

Very much appreciated.

Thanks for sharing your discovery in Korean Times about HSOL.

[luckygoose]

http://finance.yahoo...-110000912.html

Another 21mw for jks

[kknd1234]

Credit Suisse Lowers China Solar Demand And Yingli Green Energy TP

http://blogs.barrons...arrons&ru=yahoo

[JulyWebb]

Credit Suisse Lowers China Solar Demand And Yingli Green Energy TP

http://blogs.barrons...arrons&ru=yahoo

 

 

Credit Suisse isn't credible Said to sell Solar last year when people should of been buying http://247wallst.com...led-stocks-now/