Robert Dydo
Robert is the founder and CEO of SolarPVInvestor. His career spans more than 20 years in supply chain, managing and planning operations for distribution centers. An ardent private investor, Robert found his niche in contesting misinformation about solar in general, and the Chinese solar industry in particular, while using his finance education matched with a lifelong ardor for the stock market
Polysilicon Duties Would Hurt China’s Best Solar Companies
Published in SPVI NEWS
Saturday, 23 June 2012 18:00
If anyone asked the top three Chinese solar module companies for a good source of cost reduction, they would all speak of polysilicon ...
Comments:DISQUS_COMMENTS
Jinko Solar’s First Quarter Highlights Financial Pressures
Published in SPVI NEWS
Wednesday, 20 June 2012 18:00
In the case of Jinko, at least their ability to reduce cost has become a tangible asset and a critical tool of survival. In any other case, high debt and lack of cash, intertwined with the absence of competiveness, is a recipe for imminent disaster ...
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Japan Becomes Huge Solar Opportunity; Japanese May Keep It To Themselves
Published in SPVI NEWS
Monday, 18 June 2012 18:00
The announcement of the new FiT is a shot in the arm for the solar industry, moreover for the greater investor public who continues to only see solar as a subsidized game ...
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Spain and Portugal Can Become Manufacturing Bases for Chinese Solar Companies
Published in SPVI NEWS
Tuesday, 12 June 2012 18:00
Regardless of the location, the presence of European manufacturing may become soon a necessary factor to conduct business in Europe ...
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It appears not everyone is getting a large intake of orders from China; however, at least one of the major companies has described the anti-dumping and countervailing duties as help in volume and pricing ...
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The company points to the price gap between mono and multi wafers to seize the opportunity to supply the market with mono n-type and full square mono wafers produced from large-diameter ingots ...
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US Tariffs Are Non-Event, Says Largest Chinese Cell Maker JA Solar
Published in SPVI NEWS
Tuesday, 05 June 2012 23:51
JA Solar CEO Dr. Peng Fang pointed out during the conference call that the majority of products reaching the US market were produced with cells made outside of Mainland China, avoiding potential duties. ...
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Hanwha SolarOne Posts Fifth Consecutive Quarter of Declining Shipments
Published in SPVI NEWS
Thursday, 31 May 2012 23:52
During the period factory utilization was only at 50%, but Hanwha has given a bit of hope by serving a set of new processing costs. ...
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Yingli Solar Ships Most Modules in Q1, Leads in Processing Costs
Published in SPVI NEWS
Wednesday, 30 May 2012 18:00
Yingli’s operational dynamic, combined with Trina’s results, confirms the ability for leading solar companies to keep the costs in line with deteriorating ASP and perhaps slightly to tip a scale as time progresses ...
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Another Heavy Loss at Suntech Solar, For Now All-In-Costs Fall Behind
Published in SPVI NEWS
Thursday, 24 May 2012 00:49
In operational areas, Suntech (NYSE:STP) continues to struggle to match cost efficiencies presented by other solar peers, particularly those of Trina Solar (TSL) and Canadian Solar (CSIQ). ...
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