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TTM Export Deliveries

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EU and ROW is now completed too in order to the complete global breakdown. Enjoy.

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EU deliveries and Index (start August 2013) attached.

 

Of the five market breakdown (China, US, EU, Japan and ROW) viewed EU is the only one that declined past year.

 

STP and JASO are the only ones bigger than a year ago, which is primarily explained by their early exit, i.e. past years growth came from a low level (lowest among peers).

 

YGE, TSL and SOL were clear leaders in the market a year ago and the development of the market (exports from China to EU) have very much followed their development which been quite in synch we a quite recent rebound to growth.

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ROW deliveries and Index (start August 2013) attached.

 

While the 4 other markets have shown radical changes with Japan and USA having explosive growth from already respectable levels last year, China having high growth from high level last year and EU having severe decline from from high levels last year, the ROW market have shown stable growth from a mid-size level.

 

Clear gainers in ROW the last year are SOL, YGE and JKS.

 

TTM market size ranking a year ago for the group:

 

1. EU

2. China

3. ROW

4. Japan

5. USA

 

TTM market size ranking now for the group:

 

1. China

2. Japan

3. USA

4. ROW

5. EU

 

 

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Thanks. And here's the final result of the 2 year CEDR collection by market. Attached is the Solar9 TTM Exports from China broken down by the 4 major destinations.

 

The conclusion is that the export market for Solar9 grew by 20% (in MW size) the past year despite severe contraction by EU as USA and Japan expanded a lot. USA have stagnated since May this year, but a slowly rebounding EU seems to pick up some of that slack. Meanwhile Japan despite having highest growth past year seems unstoppable.

 

Besides this 20% growth in the exports market for Solar9 we know that they have grown TTM shipments a lot in domestic market too the past year.

 

The curve looks solid. Nice to have hard data on the state of the market for our companies in days like these.

 

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After a gloomy week I thought I'd add some to the positive note it ended on after all.

 

I've updated the CEDR TTM charts. The CN4 lead keeps extending and there's nothing indicating their curves are bending. Nice to consult the hard data in these times.

 

 

 

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I've updated the CEDR TTM charts for October. CN9 export growth continues.

 

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I've updated the CEDR TTM charts for November. CN9 export growth continues.

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