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Daily News May 2014


314 replies to this topic

#261 explo

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Posted 16 May 2014 - 03:34 AM

China Targets 70 Gigawatts of Solar Power to Cut Coal Reliance

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

 

 

Thanks this is major news. We are looking at a target of between 15 to 20 GW to be installed in each of year 2016 and 2017. We know that these targets tend to get raised and then beaten, so this gives some solid visibility of minimum expectation from China demand.


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#262 odyd

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Posted 16 May 2014 - 04:18 AM

This is a fantastic news, but those targets as any need to become credible.  One cannot say night before the target of 8GW will be made of 800MW, and on another they have 70GW target in other area. I know this is simplifying, but reality is people like simple things not complex, even if they put money to work.


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#263 eysteinh

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Posted 16 May 2014 - 04:35 AM

Agree with odyd here 100%. China needs action behind the words. Or else market will just shrug. 


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#264 griffzinho

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Posted 16 May 2014 - 05:18 AM

http://finance.yahoo...-105100531.html

 

SOL results out on 29th May.


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#265 sunnysky

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Posted 16 May 2014 - 06:05 AM

 

SOURCEBLOOMBERG: “CHINA TO BOOST SOLAR POWER GOAL 67% AS SMOG ENVELOPS BEIJING”

January 2013:  China increased its 2015 solar power target from 21 gigawatts to 35 gigawatts in light of record high levels of smog in Beijing. The new target would increase solar power installations by more than five-fold from 6.5 gigawatts of solar capacity in 2012, according to Bloomberg New Energy Finance.
 
There were 73 gigawatts of solar capacity installed globally at the end of 2011.

 

35 GW in 2015?

 

http://thecleanrevol...r-target-by-70/


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#266 odyd

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Posted 16 May 2014 - 06:18 AM

I am not sure if I understand, after installing 14GW in 2014 and some 12GW in 2013, this is 26GW, add the 6.5GW and that is total of 33GW or this 35GW installation in only 2015?


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#267 Xeloris

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Posted 16 May 2014 - 06:21 AM

That sounds about right.. It sounds like total installed.   That was published in jan 2013?   I was getting a bit excited reading that a bit quickly thinking they were expecting 35 gw installed in 2015.   So if this was said in 2013, its probably inaccurate by now..  i couldn't find a date on the article sunny posted


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#268 uchsteve

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Posted 16 May 2014 - 06:30 AM

Is anyone able to confirm the Bloomberg article from the NERC directly?

 

It would seem that if China is serious about meeting these targets ... this will help soak up a significant amount of domestic capacity ... wondering how this effects non-chinese suppliers since everyone is putting tariffs up.

 

Assuming that some portion of it is DG focused ... I guess we can expect to see solarcity-like companies in China start to spring up shortly.

 

Should be in line with the State Government's mandate of job creation and fighting smog.

 

Win-Win.


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#269 uchsteve

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Posted 16 May 2014 - 09:34 AM

Little more clarity on the new China target ..

 

http://www.pv-tech.o...target_for_2017


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#270 Xeloris

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Posted 16 May 2014 - 10:19 AM

I really don't know how to take this 'more agressive' target to be honest,   as odyd mentioned the breakdown, it looks like the next 2 years are going to be slower than 2013 based off this target being CN did 12GW last year, while there are doubts 2014 14GW will be met


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#271 JulyWebb

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Posted 16 May 2014 - 10:27 AM

Does "By" and "Through" have the same meaning? I don't think they do but it is confusing.

 

1by

 preposition \ˈbī, before consonants also bə\

: close to or next to (something or someone)

: up to and beyond (something or someone)

: at or to (someone's home)


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#272 Xeloris

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Posted 16 May 2014 - 10:42 AM


Does "By" and "Through" have the same meaning? I don't think they do but it is confusing.
 

 

 

“Regarding the PV-related targets, this spells out 35GW by 2015, including 20GW of distributed PV and 15GW of solar farms. The total target is the same as announced before,” Ray Lian, senior analyst at NPD Solarbuzz told PV Tech.

 

So "by" - my interpretation is total of 35 GW since inception "by" 2015..   As Solarbuzz mentioned nothing has changed here.    They are anticipating 20GW DG by 2015, and half way through the year there is doubts that DG will even meet 10% of the 8GW quota for 2014.   I guess the plans were 8 GW this year, 10-12GW DG Next year


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#273 uchsteve

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Posted 16 May 2014 - 10:47 AM

I agree Xeloris ... more clarity is needed since the numbers don't add up if we assume its cumulative installs including anything added on prior to 2013.


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#274 uchsteve

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Posted 16 May 2014 - 10:54 AM

“Regarding the PV-related targets, this spells out 35GW by 2015, including 20GW of distributed PV and 15GW of solar farms. The total target is the same as announced before,” Ray Lian, senior analyst at NPD Solarbuzz told PV Tech.

 

So "by" - my interpretation is total of 35 GW since inception "by" 2014..   As Solarbuzz mentioned nothing has changed here.    They are anticipating 20GW DG by 2015, and half way through the year there is doubts that DG will even meet 10% of the 8GW quota for 2014.   I guess the plans were 8 GW this year, 10-12GW DG Next year

 

2013 Total Cumulative China Installs = 18GW (15 Utility / 3 DG)

2014 = 18GW + 14 GW (15 Utility + 6 Utility / 3DG + 8 DG)

 

That leaves 3 GW for 2015 to meet 2015 Target of 35 GW ... what doesn't add up is that the total of 21 GW of Utility already exceeds the 15 GW of Utility 2015 target identified by PV tech. The numbers make more sense if the 20/15 GW allocations were Utility/DG and not the other way around.

 

This would mean the 3GW would be 100% DG which results in 21 GW Utility and 14 GW of DG by end of 2015.

 

Since the new target by 2017 = 70 GW ... that means 35 GW split over two years. As identified by PV tech the allocations are 50/50 b/w Utility and DG.

 

So ...

 

2016 = 17 GW 

2017 = 18 GW

 

With the balance b/w Utility and DG favoring the sector that was less developed by 2015.

 

Any corrections would be appreciated .. especially since the 18 GW total cumulative installs I have not confirmed.


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#275 uchsteve

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Posted 16 May 2014 - 11:16 AM

Solar Stocks Could Be Range Round Near-Term - Deutsche Bank

 

http://www.streetins...Q)/9497174.html


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#276 sunnysky

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Posted 16 May 2014 - 12:20 PM

The support for renewable by the public is real strong:

 

http://cleantechnica...-energy-rally/?

 

We should also be seeing rallies in renewable stocks in the near future. The trend cannot be stopped.


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#277 Pop2mollys

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Posted 17 May 2014 - 02:18 AM

That "35 GW" total is through 2015 not just in 2015.... Their is a million articles about it over past 18 months, just google it.

I bet you China will hit 14-15 GW this year though with most of it 2H loaded. They will launch new guidelines in a couple weeks to set up a catalyst.... Sunny had a post on it
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#278 sunnysky

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Posted 17 May 2014 - 09:26 AM

Solar compromise bill heads to House floor
 
Read more here: http://www.thestate....?#storylink=cpy
 

 

GREENVILLE, SC — South Carolina could quickly catch up to its northern and southern neighbors in solar energy production if a solar bill that’s headed for House debate next week gets passed this session, solar advocates say.

 
Georgia and North Carolina each ranked in the top 10 states for amount of solar installed in 2013.
 
The comprehensive solar energy bill that would allow South Carolinians to harness the sun as an energy source for electricity has avoided roadblocks so far as it makes its way to the House floor.
...
North Carolina added 335.4 megawatts of solar in 2013, enough to power nearly 32,000 homes.
 
South Carolina has similar potential, Holman said.
 
“I think a lot of people are excited about this bill, and the prospects of allowing South Carolina to catch up,” he said.

 


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#279 eysteinh

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Posted 17 May 2014 - 09:32 AM

Handbook for questions and summary for deutche bank clean energy conference can be found on solarcurator who links to it.
 

Source:
http://www.solarcura...stry-questions/
(The webpage had the link above for gm research as a public available link)

 

(direct link from the page was: http://pull.db-gmres...8c0883d4816.pdf ) 


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#280 eysteinh

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Posted 17 May 2014 - 09:40 AM

http://www.pv-magazi.../#axzz31zV79fnN

 

"Out of the top crystalline module manufacturers -- Yingli Green Energy, Trina Solar, Sharp Corporation, Canadian Solar and JinkoSolar -- only Trina and JinkoSolar utilize their own module production fabrication lines without outsourcing, says Ankit Mathur, GlobalData's project manager for alternative energy."

 


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