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143 replies to this topic

#1 odyd

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Posted 13 October 2012 - 08:43 AM

We published new article here
http://solarpvinvest...industry-killer

#2 explo

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Posted 14 October 2012 - 10:39 AM

Interesting article. It quite logical that the equipment manufacturers are the ones desperate for orders now and extending credits. LDK has 1 billion in payables. Someone is depending on the survival of LDK.

On your dumping article; frankly the root cause of the PV glut is because US and Europe "dumped" manufacturing equipment and polysilicon on the industry. China stepped up and gave US and Europe cash for their overproduced manufacturing equipment and polysilicon. Now they are hanged because they used that equipment and raw material to produce cells and selling it at market prices.

The source of the glut is clearly the high tech part of the value-chain produced in Europe and US. Ok, China could have avoided to do them "a solid" and not taken their stuff in exchange for cash. Yes, the industry credit from Chinese banks were directly channelled as cash revenue to US and European companies, with their Chinese customers left with the liabilities and manufacturing equipment. Chinese banks have been the main direct revenue driver for US and European PV companies. The whole thing is a farce. It would be a different story if China were not a net importer of manufacturing equipment and polysilicon.

Solyndra et al are not the tech companies that sit on the key to PV production that are strategically important to protect. It's the GTAT, AMAT, Centrotherm and Roth & Rau. Chinese PV companies and their banks have been the biggest supporters of these strategically important European and US companies from a PV technology ownership and self-sufficiency perspective. Now US and Europe want to kill their best customer of advanced equipment (the stuff we want to do here, right?) and best supplier of simple equipment (the stuff we should want done over there, right?) with one stone. Not exactly a display of great strategic leadership.
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#3 odyd

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Posted 15 October 2012 - 06:24 AM

New article
http://solarpvinvest...lyndra-lawsuit-

Will have a solarzoom report tomorrow, I hope

#4 solarfun

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    Posted 15 October 2012 - 07:07 AM

    Nice article about Solyndra. Is it even possible to file such a suit against government?
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    #5 explo

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    Posted 15 October 2012 - 01:27 PM

    Great article. The fact that the US lsted Chinese companies have American ownership contrary to Solarworld is an important point. What interest do these American shareholders have in seeing their invested share capital being burned to enable dumping prices? The whole question is actually pointless, since DOC did not compare with global marketprices, but a theoretical example of production cost in Thailand.
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    #6 odyd

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    Posted 16 October 2012 - 06:30 AM

    Interesting that the government of the country had never considered the conflict of people investing in free enterprise but at the same time limiting or clearly promoting another product against that enterprise. One can always sue, but government has rather unlimited resources to protect themselves. Also in some jurisdictions would be impossible to have such a lawsuit.
    Since all cells for SunPower come from the Philippines and Malaysia , the US government could not named them as drawing the fee, unless they would name the module being from China. But then the argument of dumping would be almost irrational. Only Chinese would be dumping using a foreign cell but someone else using a foreign cell would not. That would probably draw civil suits.

    #7 odyd

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    Posted 17 October 2012 - 06:42 AM

    new article
    http://solarpvinvest...l-eu-obstacles-

    #8 solarfun

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      Posted 17 October 2012 - 08:41 AM

      Good stuff,

      Thanks
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      #9 odyd

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      Posted 25 October 2012 - 07:43 AM

      New article from Solarzoom
      http://solarpvinvest...hina-report-12-

      #10 odyd

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      Posted 29 October 2012 - 06:24 AM

      SPVI was asked to produce couple articles a month for PV-Magazine. I have submitted one today.
      If they like it, it will be available on PVM. If not we will publish on SPVI.
      Stay tuned.

      #11 odyd

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      Posted 31 October 2012 - 08:21 PM

      I am hoping for the publication this week.
      It is an article about module shipments for the US-listed Chinese in Q3.
      Editing back and forth is the hold up.

      #12 explo

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      Posted 01 November 2012 - 03:19 AM

      Will be very interesting. How long have you done these shipment measurements? Enough to have gotten an accuracy estimate when used to project actual shipments? I assume you measure volume passing thru certain export channels or other publically available data.
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      #13 odyd

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      Posted 01 November 2012 - 05:18 AM

      Data has tracked shipments for 3 months, do not want to spoil it, it is a good article and went through hands of both editors, SPVIs and PV-Ms. It is data collected from my partners at Solarzoom. I hope we can see it today.

      #14 odyd

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      Posted 02 November 2012 - 07:32 AM

      PVM could not get approval for it today, so we published it, enjoy
      http://solarpvinvest...solar-industry-

      #15 explo

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      Posted 02 November 2012 - 08:47 AM

      Very nice article, thanks. It affirms the SOL momentum on market-share that management hinted and guided for. It also affirms the loss of market-share that YGE has guided for. A bit surprised that Jinko is so much behind Hanwha on exports. JA was also a bit dissapointing.
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      #16 Guest_angelp_*

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      Posted 02 November 2012 - 09:31 AM

      Isn't the current capacity of Canadian Solar's Ontario (Guelph) facility 300 MW instead of 200 MW indicated in article? That would bring quarterly Ontario production to 75 MW assuming whole capacity there is sold out.
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      #17 odyd

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      Posted 06 November 2012 - 07:34 AM

      We were conservative on both capacity and the volume produced as a result. I knew of 200MW being a checked number, not sure about the 300MW.

      #18 odyd

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      Posted 06 November 2012 - 07:36 AM

      New report, it looks like module pricing is stabilizing and utilzation is coming back to tier-1s. Consolidation is expected in Q1 in China
      http://solarpvinvest...hina-report-14-

      #19 odyd

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      Posted 10 November 2012 - 07:44 AM

      This is the link to our article on PV-Magazine.
      http://www.pv-magazi.../#axzz2BhUVw4FO

      They are not publishing the link back to us, so I do not think I will do this gain

      #20 odyd

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      Posted 10 November 2012 - 09:12 AM

      Hi All,
      New article on SPVI about transition into a developer class
      http://solarpvinvest...er-to-developer




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