polarsparkie
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107 ExcellentAbout polarsparkie

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CSIQ
JASO
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I have no idea, all I know it's the US who have rumbled VW. I think its something to do with the software controlling emissions in each VW diesel. Maybe a test mode is used on board when checking for emissions, simulating different power ranges but all the time giving a bias reading. The thing is, this is known by the company, so all this crap about diesel being cleaner is a total lie. If 21,000 die in the UK from emissions what would the figure be like in the states? Electric vehicles are going to be here a lot sooner than most people think
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OT Just watching a program on the VW debacle. Apparently 21,000 deaths a year in the UK are attributed to car emissions! They couldn't figure out why emissions weren't falling when cars were becoming cleaner. Now they know. More car manufacturers are going to be dragged into this and diesel is going to come under pressure. Outcome? more pressure on oil as electric becomes the safer option. Of course solars will follow oil down. VW has had it
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http://247wallst.com/energy-business/2015/09/21/chinese-solar-stocks-set-to-rise-with-eyes-on-us-settlement/ Chinese Solar Stocks Set to Rise With Eyes on US Settlement Credit Suisse addressing recent concerns (ITC, FIT, ASP's) with Chinese solar at conference in California. Interesting read
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Don't think China withholding FIT payments is unique to them. I remember when the UK kicked off their crazy zero to hero FIT policy, resulting in a massive backlog of unpaid bills. Which took months, years to sort out. The bigger the project the longer the time in the que. Agree visibility is a problem but any hint this will be sorted, solars will tare your face off
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Seems like the algo's took over again, Input "Bankruptcy in solar sector" Output "Sell everything"
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Cause of drop last Friday in some solars Pinched from another site Solar Weaklings Shudder On Tianwei Collapse News that solar panel material maker Baoding Tianwei is on the brink of collapse has sent shudders through the entire sector, as everyone guesses who might be next to fall in a looming new clean-up of China's bloated industry. http://seekingalpha.com/article/3522966-solar-weaklings-shudder-on-tianwei-collapse
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FIT payment delays from China "remain an issue" although the Chinese government could address the issue ahead of (or part of) its new five-year plan with some progress expected as early as the fourth quarter. So possibly end of Sept? Can only dream. Fit payment sorted, US tariff compromise, ITC pushed out. All by 4th Qtr, nice.
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Couldn't agree more. If the ITC is pushed out solars will go nuts
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Tony Abbot just been ousted from government in Ozz. New PM is seriously pro environment.
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Chinese mulling over 160 bill stimulus package might do it if confirmed. GS weighing on energy after their call for oil to go to 20. But that's GS for you, their probably buying hand over fist
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It seems at odds with all the commotion around the gov not paying out. Or is that another issue?
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http://www.digitimes.com/news/a20150910PD200.html Taiwan solar cell makers see influx of pre-orders from China Taiwan-based crystalline silicon solar cell makers have seen an influx of pre-orders from China-based PV module makers amid speculation the China government may not lower feed-in tariff rates for PV power stations and distributed systems to be established in China in 2016, according to industry sources.
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http://www.benzinga.com/news/15/09/5827671/canadian-solar-announces-module-supply-contract-with-vivint-solar Canadian Solar Announces Module Supply Contract with Vivint Solar
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http://www.benzinga.com/news/financing/15/09/5827393/canadian-solar-subsidiary-recurrent-energy-secures-debt-financing-for-2 Canadian Solar Subsidiary Recurrent Energy Secures Debt Financing for 200 MW Tranquillity Solar Power Project Not sure if this has been posted
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I think a lot of people are praying for the day SW shoot themselves in the foot. But they have the uncanny knack of getting what they want.
