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Daily News May 2014


253 replies to this topic

#41 explo

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Posted 05 May 2014 - 07:07 AM

Tariffs will last for 2 years. It seems there is no quota restriction on Wacker's MIP deal and that's a critical detail for the poly supply situation in China.


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#42 sunnysky

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Posted 05 May 2014 - 07:10 AM

That estimate of minimum price seems high, isn't it? 


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#43 explo

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Posted 05 May 2014 - 07:15 AM

That estimate of minimum price seems high, isn't it? 

 

It's CIF so freight with insurance is included. That should not be very expensive though, but anyway I'm not sure if it is very high. I think we just got used to the dumping pricing. The 4 cents higher Si cost per panel at $25 instead of $17 will simply push panel ASP 4 cents higher.


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#44 sunnysky

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Posted 05 May 2014 - 07:23 AM

Good, thanks.


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#45 pgo

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Posted 05 May 2014 - 08:31 AM

Chinese PMI ain't good. I think this is contributing today's negativity. I hope we cover such data more here and discuss.

 

http://www.businessi...i-2014-5#!IRPI4


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#46 JulyWebb

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Posted 05 May 2014 - 08:51 AM

Chinese PMI ain't good. I think this is contributing today's negativity. I hope we cover such data more here and discuss.

 

http://www.businessi...i-2014-5#!IRPI4

 

Strategist Tai Hui with JP Morgan had positive input on general investing in China, I looked at the JP Morgan site regarding his former views and he now has a changed view. http://www.bloomberg...VZo0pK5Xzg.html


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#47 sunnysky

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Posted 05 May 2014 - 08:55 AM

The Intersolar AWARD and the Electrical Energy Storage (ees) AWARD: The Finalists

Jinko selected as one of finalists in the Solar Projects in Europe category

 

http://www.prnewswir...257948981.html?

 

 

Finalists in the Photovoltaics category 

The expert panel has selected the following finalists in the Photovoltaics category: 4-noks srl (Italy), AU Optronics Corporation (Taiwan), BELECTRIC GmbH (Germany), CAB Products (Cambria County Association for the Blind and Handicapped) (USA), LG Electronics Deutschland GmbH (Germany), SMA Solar Technology AG (Germany), smartflower energy technology GmbH (Austria), Steca Elektronik GmbH (Germany), TMEIC Corporation (USA), UAB ViaSolis (Lithuania).
 
Finalists in the Solar Projects in Europe category 
The following companies have been nominated in the Solar Projects in Europe category: ECOScience (Sweden), GOLDBECK Solar GmbH (Germany), IBC SOLAR AG (Germany), JinkoSolar Co., Ltd (Germany), KPV Solar GmbH (Austria), Martifer Solar S.A. (Portugal), LTi REEnergy GmbH (Germany).
 
Finalists of the electrical energy storage (ees) AWARD 2014 
This year, the electrical energy storage (ees) AWARD is being hosted by Intersolar for the first time. The finalists are: AccuSol GmbH/Siemens AG (Germany), BMZ GmbH (Germany), Deutsche Energieversorgung GmbH (Germany), GP JOULE GmbH (Germany), Ideal Power Inc. (USA), International Power Supply Ltd (Bulgaria), REFU Elektronik GmbH (Germany), SMA Solar Technology AG (Germany), ViZn Energy Systems Inc. (USA), WEMAG AG (Germany).

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#48 sunnysky

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Posted 05 May 2014 - 09:04 AM

Good interview, thanks July.


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#49 JulyWebb

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Posted 05 May 2014 - 09:09 AM

Good interview, thanks July.

 

Thanks, This was a concern to me just like pgo pointed out so I googled to see what I could find. I also went to the investor site of JP Morgan and listened to his former views from Tai Hui on China. He has a changed opinion now.


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#50 sunnysky

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Posted 05 May 2014 - 09:15 AM

Abu Dhabi Ascent Opening: Time Is Running Out
http://cleantechnica...-time-running/?

 

 

The Abu Dhabi Ascent* opening ceremony was a powerful one, with the clear highlight being Al Gore’s powerful presentation. One key focus that was a thread throughout was that we are really running out of time. We have about 10 to 15 years left before things are essentially out of control, a couple of speakers noted.

 
Another key focus was that Abu Dhabi Ascent is about moving forward on practical solutions, not simply talk. The UN event is running parallel to negotiations regarding a global climate agreement. It is not simply more preparation for such an agreement but is about advancing climate solutions “from the ground up.”
 
Abu Dhabi Ascent is about developing a strong bottom-up approach that will prepare us for a strong top-down event in Paris, Dr Sultan Ahmed Al Jaber, noted.
 
Jaber, who led the way into the opening presentations, emphasized that we are running out of time to combat climate change, but that we have the technologies we need in order to solve it. We have about 15 years left to really make the change that we need, he said.

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#51 JulyWebb

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Posted 05 May 2014 - 09:21 AM

An advertisement came on the radio today while I was driving from a Foundation Specialist Company regarding earthquakes caused by fracking and creating foundation problems. Quite unusual because in the DFW area we were not known for earthquakes and I'm in the heart of Oil Country. I've also listened recently to people voicing/protesting their concerns on the fracking issue they said the Oil and Gas Companies need to step it back a distance further away from the schools and residence's. More and more are becoming worried over property values and safety.


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#52 JMK

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Posted 05 May 2014 - 09:27 AM

An advertisement came on the radio today while I was driving from a Foundation Specialist Company regarding earthquakes caused by fracking and creating foundation problems. Quite unusual because in the DFW area we were not known for earthquakes and I'm in the heart of Oil Country. I've also listened recently to people voicing/protesting their concerns on the fracking issue they said the Oil and Gas Companies need to step it back a distance further away from the schools and residence's. More and more are becoming worried over property values and safety.

TSLA was going to create jobs on your state making a tender for building gigafactory subject to a permission to sell TSLA S cars. Your legislators refuse to let TSLA this permission. Time to start protesting against those deep pocket environment destroyers.   


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#53 JulyWebb

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Posted 05 May 2014 - 09:38 AM

TSLA was going to create jobs on your state making a tender for building gigafactory subject to a permission to sell TSLA S cars. Your legislators refuse to let TSLA this permission. Time to start protesting against those deep pocket environment destroyers.   

 

Rick Perry has his position because he backs the Oil Industry but he has a hard moral fight to deal with now. I sat next to his wife at a Casino Party Event after he was elected it was to honor Panther City which is known as Fort Worth. They all mean well.


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#54 pgo

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Posted 05 May 2014 - 12:54 PM

Strategist Tai Hui with JP Morgan had positive input on general investing in China, I looked at the JP Morgan site regarding his former views and he now has a changed view. http://www.bloomberg...VZo0pK5Xzg.html

 

I believe the concern remains. The numbers show very little positive improvement if you are following them closely. Market wants free money and China is not going to provide that this time around. The wobbly market is going to continue. 

 

On top of that, market will relate slow Q1 solar numbers and slower Q2 numbers with general China perspective. JASO for instance does not seem like having earnings this week!


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#55 Rommel

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Posted 05 May 2014 - 02:15 PM

JASO for instance does not seem like having earnings this week!

 

Are you saying that JASO ER is not May 8 any more? That will be weird.


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#56 sunnysky

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Posted 05 May 2014 - 02:33 PM

I think he meant the stock action seemed to have no anticipation for the upcoming ER. In general, the market does not show much interest.


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#57 JulyWebb

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Posted 05 May 2014 - 02:41 PM

I believe the concern remains. The numbers show very little positive improvement if you are following them closely. Market wants free money and China is not going to provide that this time around. The wobbly market is going to continue. 

 

On top of that, market will relate slow Q1 solar numbers and slower Q2 numbers with general China perspective. JASO for instance does not seem like having earnings this week!

FSLR and SUNE both have anemic volume today, FSLR about the same percentage of volume that CN Solars have. Both are showing less than half of their normal volume I guess the computers are trading until earnings come out. https://finance.yaho...storical Prices

If you go back to 04/28/2014 FSLR  traded higher on that day just like most CN Solar's did and volume has been off lately about the same. Glancing at most of the Solar's I noticed volume was off right before Q4 and didn't pick up until they reported Q4 ER.

What's surprising is not much volume on HSOL but the stock has been slowly rising.


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#58 Xeloris

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Posted 05 May 2014 - 03:36 PM

i don't expect much excitement from FSLR as they just had their annual meeting a month ago which provides the forecasts etc..


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#59 spiritcraft

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Posted 05 May 2014 - 06:19 PM

An advertisement came on the radio today while I was driving from a Foundation Specialist Company regarding earthquakes caused by fracking and creating foundation problems. Quite unusual because in the DFW area we were not known for earthquakes and I'm in the heart of Oil Country. I've also listened recently to people voicing/protesting their concerns on the fracking issue they said the Oil and Gas Companies need to step it back a distance further away from the schools and residence's. More and more are becoming worried over property values and safety.

This is going to put a fork in fracking one day.


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#60 pgo

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Posted 05 May 2014 - 06:23 PM

Dirty coal finds a home in Europe.

http://m.us.wsj.com/...6?mg=reno64-wsj

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