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  1. Today
  2. CANADIAN SOLAR SETS A 22.80% CONVERSION EFFICIENCY WORLD RECORD FOR P-TYPE LARGE AREA MULTI-CRYSTALLINE SILICON SOLAR CELL http://investors.canadiansolar.com/news-releases/news-release-details/canadian-solar-sets-2280-conversion-efficiency-world-record-p
  3. Yesterday
  4. Mark

    Solar News

    It is indeed good. Now, hopefully ET/PVI get on the same page this week in regards to CN demand. Seems like they were conflicted last week. Any shred of good news would be appreciated.
  5. Good news for FSLR and everybody else milking the U.S. PV market. The latest SEIA quarterly report shows the market is on FIRE. PV procurement (i.e. PPAs signed) has ballooned to 6.2GW in Q2, i.e. an annual run-rate of 24GW according to my calculator. Module prices remain sky-high at 35 cts for multi and 43 cts for mono-PERC. https://www.seia.org/research-resources/solar-market-insight-report-2019-q3 Could we now have some doomsday predictions with bifacial imports eroding prices in no time, etc., cuz the above report for sure has me fired up.
  6. Last week
  7. Good news: https://finance.yahoo.com/news/daqo-energy-begins-pilot-production-080000451.html Some relevant quotes: "In addition, with greater economies of scale, higher manufacturing efficiency, and cutting-edge equipment and process, we expect the total cost of polysilicon production at our Xinjiang facilities to decrease to approximately US$6.80/kg in the first quarter of 2020." "We have seen that mono-crystalline solar technology is rapidly expanding market share and accounting for an increasingly significant portion of capacity expansion projects of our solar wafer customers. We believe that mono technology will account for over 80% of the global PV market by the end of 2020. The supply of ultra-high-quality mono-grade polysilicon still lags behind the growing demand. As a result, mono-grade polysilicon is being sold at a significant premium over multi-grade polysilicon."
  8. It's still a nice buy (for trading purposes). Significantly below the level of last earnings, which were excellent, when this earnings and the outlook should both still be stellar. At the very least, it should trade back to the level of last earnings, if not above.
  9. ENPH would have been a nice buy on Friday.
  10. Back in August some people wanted me to sell FSLR and buy ENPH. Thanks god I didn't. You guys need to be careful with your recommendations, I'm not as rich as you are.
  11. We have received additional $121.80 (after fees). The total collected is $587.65, leaving $212.35 for our overall goal. Once again, thank you to all who have donated to the cause.
  12. Watchout Enphase and Solar Edge, there is a new guy in your market and he has name recognition and size and is aiming at your sales chanells. https://articles2.marketrealist.com/2019/09/generac-challenges-enphase-energy-solaredge-duopoly/?utm_source=yahoo&utm_medium=feed&yptr=yahoo Generac acquired home energy solutions provider Neurio Technology in March, and it acquired Pika Energy in April. Pika Energy manufactures battery storage technologies. With the addition of these technologies, Citron Research noted that Generac’s energy storage product range looks efficient and cost-competitive compared to that of the current players. Generac stated at its investor day last week that it has engaged in productive talks with Vivint Solar (VSLR) and Sunrun (RUN) to distribute its product.
  13. Hi all, we are looking for the $334 to support 2 years of hosting please consider it, to make us going. Thank you to all who has donated $466 in total.
  14. Just need them to flip that Japanese plant in the next few weeks to really make us happy. If they do that, it may be the first time in years that the stock rallies on good news. Usually it seems to go the other way on non-earnings news. Stock has been acting strange lately if you ask me.
  15. http://investors.canadiansolar.com/news-releases/news-release-details/canadian-solar-completes-sale-266-mwp-texas-solar-project-duke CHARLOTTE, N.C. and GUELPH, Ontario , Sept. 12, 2019 /PRNewswire/ -- Duke Energy Renewables, a subsidiary of Duke Energy (NYSE: DUK), is expanding its solar energy portfolio by acquiring the 200-megawatt (MWac) / 266-megawatt peak (MWp) Rambler solar project from Recurrent Energy, a wholly-owned subsidiary of Canadian Solar Inc. (" Canadian Solar ") (NASDAQ: CSIQ). The project will be located in Tom Green County, Texas and is expected to achieve commercial operation in mid-2020.
  16. Earlier
  17. Ah, I missed that! Yes, that is indeed an explanation.
  18. MVA

    Solar News

    This line is very strange: "... most of the subsidized projects allocated this year are in regions that are unworkable after October due to weather conditions" - as though nobody new locations of approved subsidized projects back in July, when everybody was mega jubilant having 45 GW number in mind.... We will see tomorrow or Thursday what www.energytrend.com will say about China market...
  19. When it comes to data points and trends Kloth is generally accurate.
  20. Mark

    Solar News

    Actually, there's news... Friday GCL chief said Klothilde is right. https://www.pv-magazine.com/2019/09/10/eric-luo-china-will-see-just-20-25-gw-of-solar-per-year-through-2025/
  21. Nice read. A good reminder, as we're in another of these recurring phases where solars just go down day after day, on no news, as if no one would ever make any money on solar ever again and all solar companies are headed to bankruptcy.
  22. Great big picture read for clean energy: http://rameznaam.com/2019/04/02/the-third-phase-of-clean-energy-will-be-the-most-disruptive-yet/
  23. Pretty nifty tool here released today. www.sunpower.com/design
  24. Interesting article on solar glass possibly becoming the next roadblock for the PV industry: http://guangfu.bjx.com.cn/news/20190909/1005678.shtml Please keep in mind for your module processing cost estimates.
  25. Here we go again, another state looking at implementing fees and stopping solar . FMPA looking to raise fixed fees from $9 a month up to $50 a month. The goal make more money and stop solar. This groups is ran by a former executive of failed coal company Peabody Energy. https://solarindustrymag.com/fmpa-coordinating-campaign-to-raise-florida-utilities-fixed-fees-and-block-solarThe Florida Municipal Power Agency (FMPA) is waging a campaign to increase monthly fixed fees to as high as $50 in an attempt to block the growth of solar, according to records obtained by the Energy and Policy Institute. FMPA is a wholesale power agency owned by Florida’s municipal electric utilities; it sells electricity to the municipal utilities, which serve 2.3 million Floridians in 31 cities across the state.
  26. I was using 4GW based on the 3500MW current guidance. I also left out the interest(me bad) Using lower shipments and interest, yes 3.6 to 3.7 is more likely near term. I view internal costs as low as $0.19 if not now in the next 6 months. $0.06 wafer $0.05 cell $0.08 module
  27. Two articles trashing the Chinese PV market: Has the domestic PV market been reduced to "chicken ribs"? http://m.solarzoom.com/article-130302-1.html China solar installations to slow as subsidy cuts bite: executive https://uk.reuters.com/article/us-china-solar/china-solar-installations-to-slow-as-subsidy-cuts-bite-executive-idUSKCN1VR08R '“I think from now until 2025 we are probably looking at 20-25 gigawatts (GW) per year,” Eric Luo of GCL System Integration Technology (GCL) said...' This is not good you guys...
  28. Jinko winning another tender in China for 80MW of 320W mono PERC modules. They bid at 1.83 yuan/W or $0.227/W ex VAT. http://guangfu.bjx.com.cn/news/20190906/1005319.shtml Some will say this is horrible, some will say this is great. And that's perfectly fine.
  29. I didn't agree that manufacturing costs for PERC modules were 20 cts today, I agreed that you can build a PERC module today for 20 cts if you buy PERC cells for 11 cts (below cash cost of cell makers) and convert them to modules for 9 cts. But you have to hurry up since PVInsighs has those cells on the rise again as cell makers may have gotten fed up of selling below cash cost. I would put JKS's in-house cost for mono-PERC modules in China nearer to 22 cts, i.e. 7 for the wafer, 6 for cell processing and 9 for module processing. As to OPEX & Int the watt figure has not fallen over the last quarters but increased, so I'm not very confident they can bring it down much below 4 cts/W even including China. Throwing in 500MW of CN for free lowers it to 3.7 cts/W but AFAIK gasoline in China is not free of charge (btw, how did you get to 3.1 cts/W??). Keep in mind that they threw additional equipment lease payments into OPEX and also that their debt increased significantly over the last quarters (...and their project debt is a very small part of it). In summary selling for 23 cts when you produce for 22 cts and are running an avg. of 4 cts in OPEX & Int is not such a good proposition imho.
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