[Guest greensolar]

Link doesn't open, Thanks for posting....

[explo 648]

http://www.epia.org/index.php?eID=tx_nawsecuredl&u=0&file=fileadmin/EPIA_docs/documents/Cites/Connecting_the_Sun_Shorter_version.pdf&t=1351718743&hash=101066c670f1ee019197d0f4eb80252f

[odyd 1,340]

Got the link to data for Taiwanese companies https://solarpvinvestor.com/analysis/quarters-half-years/2012-qs-and-h1/q3-2012 25% drop in revenues vs. Q2 https://solarpvinvestor.com/analysis/pv-investor-corner/taiwan-monthly-sales/taiwan-solar-invoice-and-sales-2012

[explo 648]

http://pv.energytrend.com/ Poly and cell down 10%. Multi wafer only down 1%. Mono wafer and module down 4.5%. Contract prices cannot follow the most extreme short-term spot phenomenons.

[odyd 1,340]

I am hoping for the publication this week. It is an article about module shipments for the US-listed Chinese in Q3. Editing back and forth is the hold up.

[explo 648]

Will be very interesting. How long have you done these shipment measurements? Enough to have gotten an accuracy estimate when used to project actual shipments? I assume you measure volume passing thru certain export channels or other publically available data.

[odyd 1,340]

Data has tracked shipments for 3 months, do not want to spoil it, it is a good article and went through hands of both editors, SPVIs and PV-Ms. It is data collected from my partners at Solarzoom. I hope we can see it today.

[odyd 1,340]

Looks like Sharp is seriously considering exiting manufacturing business. Panasonic has also stopped investment in Malaysia, and now it is considering to restructure. All three, adding Kyocera, want to focus on Japan's market and stay away from Europe. This will give ground to Chinese ROW but in Japan, it will probably block them off.

[odyd 1,340]

New insurance in China https://solarpvinvestor.com/tech-news/364-ydpic-launches-solarsafe-warranty-a-indemnity-liability-insurance-against-excessive-loss-of-output-of-solar-pv-modules

[odyd 1,340]

PVM could not get approval for it today, so we published it, enjoy https://solarpvinvestor.com/spvi-news/366-domestic-module-shipments-hoped-to-lift-q3-results-for-the-chinese-solar-industry-