SPVI Blog

SolarPVInvestor Blog

14
September
2012

LDK Solar Uses Inventory to Pay Vendors

Cheap modules from LDK appear in Europe

The rumors of last couple months about potential takeover by various entities, including SOEs, had not materialized

Written by: Robert Dydo Categories: China PV Corner

23
August
2012

Large Volumes of Taiwanese B-Class Solar Wafers Enter China

Low cost B-class wafers may impact another level of ASP reductions

Traditionally Taiwanese imports come through port of Hong Kong; this is also a place where products not meeting standards and regulations would be also inspected

Written by: Robert Dydo Categories: China PV Corner

17
August
2012

Chinese Government asked around for Investment in Suntech

Two companies were asked for such investment, one of them being GCL-Poly

 

Two companies were asked for such investment, one of them being GCL-Poly

 

Written by: Robert Dydo Categories: China PV Corner

12
August
2012

Q-Cells Takeover Offer to be published this week

Hanwha rumored to offer bid for Q-Cells

The insolvent solar group Q-Cells located in Bitterfeld-Wolfen, is apparently about to be sold to Asia

Written by: Robert Dydo Categories: Current Events

18
July
2012

Chinese Government Investigates Polysilicon Imports

The move may hurt top Chinese manufacturers

Cheap polysilicon  is a requirement to profitability. If poly cost would go up, majority if not all companies would be setback in their path to regain the profit.

Written by: Robert Dydo Categories: China PV Corner

18
July
2012

LDK on support

Some of LDK's debt gets paid by the eastern Chinese city of Xinyu

Some of LDK's debt gets paid by the eastern Chinese city of Xinyu

Written by: Robert Dydo Categories: China PV Corner

07
May
2012

Chinese Solar Companies Retreat Before Dumping Ruling

Duties may be higher than anticipated

The May 16 initial DOC anti-dumping ruling will be critical for Chinese solar companies.

Written by: Pierce Lee Categories: China PV Corner

25
April
2012

The other side of the coin: power output of PV modules at hot climate

A look at FSLR's claim that its CdTe module generate 11.3% more peak power

A previous blog discussed the possible higher efficiency degradation at hot climate for CdTe thin film (TF) modules. However, it is just one side of the coin.

Written by: Pierce Lee Categories: Current Events

18
April
2012

CdTe Thin Film Panel Degradation - a Time Bomb for FSLR?

Not exactly a time bomb, but FSLR should take it seriously

One of the most serious uncertainties cited by analysts after the first quarter conference call is the degradation issue of FSLR's CdTe panel in hot climate.

Written by: Pierce Lee Categories: Current Events

17
April
2012

FSLR's restructuring plan

a necessary step toward adjusting capacity to the demand

Today First Solar announced a major restructuring plan, closing factories and laying off 2000 employees. It is expected that FSLR will incur a charge of $245-370 million.

Written by: Pierce Lee Categories: Current Events