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China plans to ban fossil fuel cars, 75% electricity is still generated by coal

https://finance.yahoo.com/news/china-ban-sale-fossil-fuel-115406049.html

However targets for solar are growing

http://energydesk.greenpeace.org/2017/08/25/china-raises-solar-power-target/

I did not pay a lot of attention to CSIQ buying more ownership in EPC installer in China, which they now own 80%. CSIQ is putting a lot of effort in EPC, this is why I am very curious what happens to Recurrent after Suniva.

JKS is completely on the opposite end of actions taken by CSIQ with their strategy to focus only on modules and not getting any more projects internationally and obviously not in China after they sold their power business. 

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9 hours ago, dydo said:

I did not pay a lot of attention to CSIQ buying more ownership in EPC installer in China, which they now own 80%. CSIQ is putting a lot of effort in EPC, this is why I am very curious what happens to Recurrent after Suniva.

This actually caught my attention as something that will be drummed out louder once they see concretely  what the team of this subsidiary can bring.  I liked this news a lot.

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10 hours ago, dydo said:

JKS is completely on the opposite end of actions taken by CSIQ with their strategy to focus only on modules and not getting any more projects internationally and obviously not in China after they sold their power business. 

I hope that the downstream exit is tactical and not strategic. It sounds like China might do larger share of city rooftop installs than rural ground mounts in the coming years to battle curtailment. Maybe JKS is looking for a way to get down that stream instead.

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18 hours ago, dydo said:

China plans to ban fossil fuel cars, 75% electricity is still generated by coal

https://finance.yahoo.com/news/china-ban-sale-fossil-fuel-115406049.html

However targets for solar are growing

http://energydesk.greenpeace.org/2017/08/25/china-raises-solar-power-target/

 

This is great news.  Using some top down mandates will get the ball rolling faster. 

Electric cars, properly parked in the middle of the day, can help to soak up extra peak solar supply.  

Or, perhaps they will start to use self driving electric cars in a big way.  Massively cut down on cars in production.  This could still soak mid-day solar supply by charging swappable batteries.  Fewer cars required vs more batteries will help reduce the overall cost.

 

In any case... more solar will be needed most certainly.  Not talking about only replacing current electricity demands but current grid + current oil energy to be replaced.

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https://arstechnica.com/science/2017/09/solar-now-costs-6-per-kilowatt-hour-beating-government-goal-by-3-years/

This story has been running the past few days.  Apparently the Trump admin is bragging that they reached Obama's targets several years early on cost per kWh for solar power generation.

Interesting timing on whoever started talking about this, given that soon we might see tariffs.

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1 minute ago, disdaniel said:

https://www.pv-tech.org/news/brazil-registers-more-than-18gw-of-solar-for-december-auction

That is a serious slug of solar to be auctioned in Brazil!

CSIQ will not have a lot of elbow room, but they are now experienced so mom and pop shop would lose with them and they have a local bank behind them. 

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1 hour ago, sunnypease said:

ending it by next year is a good idea. Note that large amount of companies like CSIQ are not in the program anyway.

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