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Daily News April 2014


534 replies to this topic

#41 uchsteve

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Posted 01 April 2014 - 09:59 PM

Maybe this would be better

http://www.bloomberg...l-offering.html

 

Definitely keeping an eye on that one.


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#42 Pop2mollys

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Posted 02 April 2014 - 01:47 AM

Goldman Sachs raises price target to $24 on GTAT just a couple of weeks after it initiated an outperform and $20 price target.
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#43 Norse

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Posted 02 April 2014 - 02:14 AM

Pop: do you have a link?
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#44 odyd

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Posted 02 April 2014 - 05:26 AM

Wafer prices in March dropped in China and cause a drop in Taiwan. Utilization rates lower for tier-2 companies.

http://www.solarserv...march-2014.html

I doubt Energytrend for some time, so up to you what you think

 

PVInsights seem to have the same take

http://www.altenergy...ly-in-apr/32931


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#45 odyd

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Posted 02 April 2014 - 05:29 AM

Looks like SunEdison got the Yiledco private financed by the Goldman's 250M. Not as exciting as I thought, and being private.

http://online.wsj.co...402-906662.html


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#46 odyd

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Posted 02 April 2014 - 05:39 AM

More projects in Jordan

http://www.albawaba....r-plants-565557


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#47 thejaq

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Posted 02 April 2014 - 05:54 AM

Looks like SunEdison got the Yiledco private financed by the Goldman's 250M. Not as exciting as I thought, and being private.

http://online.wsj.co...402-906662.html

 

I agree a pretty ho-hum outcome, I suppose the question is whether this will influence others' yieldco plans. Perhaps invite other banks to jump in. That could be a major validation of CN firms.


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#48 sunnysky

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Posted 02 April 2014 - 05:55 AM

Global PV demand to exceed 50GW in next 12 months, says NPD Solarbuzz

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

 

 

“Purely on a pro-rata basis, the first quarter of 2014 provides strong confidence that 2014 solar PV demand will indeed reach, and possibly even surpass, NPD Solarbuzz’s 2014 full-year forecast of 49GW,” Barker noted.

 
“During the past few years, the solar PV industry has been waiting for end-market demand to catch up with the excess manufacturing capacity added between 2010 and 2012,” added Finlay Colville, vice-president of NPD Solarbuzz. “This wait is now coming to an end. As annual demand approaches the 50GW level, suppliers will finally be able to shift their focus from short-term tactical survival to long-term strategic planning.

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#49 spiritcraft

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Posted 02 April 2014 - 06:02 AM

Global PV demand to exceed 50GW in next 12 months, says NPD Solarbuzz

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

That works.  How long till 100GW?


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#50 odyd

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Posted 02 April 2014 - 06:04 AM

That is very positive Sunny, but Solarbuzz is a bit of bipolar, on one side they talk about lack of consolidation and overcapacity on the other, long-term planning in the face of demand versus the capacity. I think they value different opinion but coming from the same person is rasing more eyebrows than optimism. In 2018 Spirit they see 100GW


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#51 sunnysky

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Posted 02 April 2014 - 06:09 AM

This looks like being backed by the Q1 completion data though, albeit may not be 100% accurate given Q1 was just completed.

 

 

According to NPD Solarbuzz, global PV demand in the first quarter of 2014 set a new record high, the fifth year in a row that a quarterly record was set in the first quarter.

 
The market research firm said that demand in the quarter increased by 35% to over 9GW, compared to the previous first-quarter record set in 2013.

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#52 odyd

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Posted 02 April 2014 - 06:17 AM

CEDR 2013 Q1 was 4.3GW, CEDR for February should be available this weekend, I was thinking 5.1 to 5.3GW total for Q1, but that means pretty strong, maybe too strong February, this is about 23% global growth on CEDR alone. I would say china be around 30% of this figure so 6.5 to 7GW total out of China. 2GW for someone else maybe on the high side, but not impossible.


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#53 sunnysky

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Posted 02 April 2014 - 06:20 AM

Feb should strong for China, probably similar to January. March is likely a bit be weaker, although it could be a different story for tier-1s.


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#54 odyd

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Posted 02 April 2014 - 06:23 AM

I am not sure about Feb due to Chinese new year, one thing is to run production line another office full of salesmen, shipyard trucking companies etc.

Interesting fact Janaury CEDR US-listed shipped to 64 countries. Amazing how global solar is.

Procurment could be down for parts vendors but not for modules during March, heavy closing on Japanese Q4, and some big shipments to the EU can continue until June.


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#55 sunnysky

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Posted 02 April 2014 - 06:49 AM

100 MW of Solar Generation Coming to Long Island

http://www.prnewswir...253547391.html?

 

UNIONDALE, N.Y., April 2, 2014 /PRNewswire/ -- PSEG Long Island announced today the results for Long Island's second Clean Solar Initiative. The feed-in-tariff program builds upon Long Island Power Authority's first feed-in tariff for solar energy and is designed to bring an additional 100 megawatts (MW) of solar energy to Long Island.

 

After a four-month application period that ended on January 31, 2014, PSEG Long Island received 178 proposals from 55 separate entities, which reflected a variety of proposed bids.
 
Following a comprehensive analysis, the final bid price of $0.1688 per kilowatt hour (kWh) was selected to be paid to developers for solar photovoltaic systems of various sizes and types that are anticipated to be constructed across Long Island. In total, this 100 MW of solar energy is expected to be generated from 76 separate projects, which is enough to power about 13,000 homes. These solar photovoltaic systems will provide clean, renewable energy for at least the next 20 years, and will create hundreds of construction jobs.

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#56 sunnysky

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Posted 02 April 2014 - 10:55 AM

Vermont Governor Peter Shumlin Signs Net Metering Expansion Bill
http://cleantechnica...xpansion-bill/?

 

Last month, The Alliance for Solar Choice (TASC) announced big wins for solar in Washington and Utah. In Washington, utility-backed anti-competition legislation that would have given utilities monopoly control over the existing rooftop solar market died at the end of the session in March. In Utah, bill language that would have changed net metering was removed from the final legislation in favor of a study to look at the value of distributed solar. Now, Vermont is the latest state to join a list that’s quickly proving how far support for solar extends. On Tuesday, Governor Peter Shumlin signed into law a bill to increase the cap on net metering from 4% to 15% of the utility’s peak load.

Read more at http://cleantechnica...PlUWlfqZpSHZ.99

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#57 Pop2mollys

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Posted 02 April 2014 - 11:46 AM

Pop: do you have a link?


http://www.theeconom...-goldman-sachs/
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#58 sunnysky

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Posted 02 April 2014 - 06:39 PM

Solar proponents want Duke Energy to replace coal with cleaner options

http://www.tampabay....f-coal/2173261?


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#59 Norse

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Posted 03 April 2014 - 04:01 AM

PV inverter preferences changing says IHS

The PV inverter market continues to evolve with changing preferences and acceptance of Chinese producers products increasing, according to the latest survey of purchasers from market research firm, IHS.

http://www.pv-tech.o...anging_says_ihs
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#60 sunnysky

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Posted 03 April 2014 - 05:12 AM

European Investment Bank earmarks €750 million for French renewables projects

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


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