Solar News

[odyd 1,293]

How did Gordon get SUNE wrong twice? At 30 and at 2? Oh boy,

[Pop2mollys 412]

So what is Gordo going to say now that he was completely wrong in his prediction this morning?  He is a joke... 

http://www.benzinga.com/analyst-ratings/analyst-color/16/01/6179790/update-axioms-gordon-johnson-expecting-negative-impact-t

 

 

[explo 617]

CSUN reported Q3: http://finance.yahoo.com/news/china-sunergy-announces-third-quarter-093000867.html

They keep making losses bigger than their market cap.

[odyd 1,293]

Anti-dumping investigation resumes in Australia. After being dropped. We know that CSIQ put efforts to secure bids there for $100M money pool offered by government.

http://www.pv-magazine.com/news/details/beitrag/australia-resumes-anti-dumping-case-against-chinese-solar-producers_100022757/#axzz3ykP9wAls

[disdaniel 54]

Yeah Australia coal producers are in a world of pain right now. 

Both domestic and international markets are cutting back--if only there were some valuable resource from the heavens that bathed the entire continent (almost like sunlight) that could do something useful...

[explo 617]

China: Longi invests $456m in 3 GW mono-silicon fab in Ningxia

Read more: http://www.pv-magazine.com/news/details/beitrag/china--longi-invests-456m-in-3-gw-mono-silicon-fab-in-ningxia_100022997/#ixzz3yuUmBKbI

They will expand mono wafer capacity from 4.5 GW to 12 GW and module capacity from 2 GW to 6.5 GW by 2017.

 

[Jetmoney 23]

http://ecowatch.com/2016/02/01/wattway-solar-road/

The French government plans to pave 1,000 kilometers (621 miles) of its roads with solar panels in the next five years, which will supply power to millions of people.

[explo 617]

Some temporary tightening in silver paste supply.

http://www.digitimes.com/news/a20160201PD207.html

http://www.digitimes.com/news/a20160202PD202.html

 

[odyd 1,293]

I wonder if there is anything to pick from the pieces of Sharp for CSIQ. Probably not but maybe a solar project here or there.

http://www.pv-magazine.com/news/details/beitrag/sharp-bailout-plans-include-breaking-business-up--merging-with-solar-frontier_100023018/#axzz3yz98cko1

[pg6solar 85]

CNBC is growing up (finally). Yes they still parade Gordon on the bear side, but at least today they also had Vishal on the bull side. (Obviously they are on the opposite sides of the solar trade). 

[explo 617]

On 2016-01-27 at 11:45 AM, explo said:

ASP stabilization along the value-chain: http://pvinsights.com/

 

Further stability: http://pvinsights.com/

 

[Jetmoney 23]

Yeah, I saw that.  No change at all across the board.  Wow, talking about stability.

[explo 617]

Ming Yang Enters Into Definitive Merger Agreement For Going Private Transaction

http://finance.yahoo.com/news/ming-yang-enters-definitive-merger-052800682.html

Been a while since MY was mentioned..

[Pop2mollys 412]

Oil surging last 30 minutes... Wow

[BIPV Investor 7]

Oil surging last 30 minutes... Wow

Yeah and is pulling up the whole market. Solar needs this breathing room as it has bee under performing both oil and the market in general. TERP looks like the place to be right now, but boy does that change in a daily basis. Solar needs some real big news like tariffs being dropped to get out of this down turn.

[Pop2mollys 412]

Gordo the clown.  Only he can spin strong ITC extension as bad.  What an idiot.

http://m.benzinga.com/article/6207119?utm_referrer=https%3A%2F%2Fwww.google.com%2F

 

Not  only did most people not expect ITC extension, but I don't think anyone expected it to be 30% for so many years before a step down.  So without  an ITC extension you have 1 year rush followed by plummet in 2017 through possibly 2019 before recovery.  Now you have strong 2016 and no drop off 2017. Strong 2018, 2019, 2020 and so on.  Yo he is silly crazy.  Though he doesn't mention FSLR at all in a negative way,  this ITC extension makes there ginormous US pipeline so much more valuable.  That's Common sense.  Gives them certainty for great earnings just on US pipeline alone for many years to come.  Combine that with their ultra low expected costs moving forward they will always be a long term holding for me.    Gordo is in fantasy land with all his clown friends.

 

alright that's my rant for the day...sorry

[Jetmoney 23]

With Gordon, ITC extension is bad; without ITC extension would be a disaster.  So, I would take a "bad" from him.

[odyd 1,293]

12 hours ago, explo said:

Ming Yang Enters Into Definitive Merger Agreement For Going Private Transaction

http://finance.yahoo.com/news/ming-yang-enters-definitive-merger-052800682.html

Been a while since MY was mentioned..

I have removed the thread. It looks like it will happen.

[Pop2mollys 412]

Warning that Japan’s auctions could cap new PV at 2GW a year and signal end of FiT

anyone worried about this?  

http://www.pv-tech.org/news/warning-that-japans-auctions-could-cap-new-pv-at-2gw-a-year-and-signal-end

 

 

[disdaniel 54]

I'd be worried if CSIQ was trading around $40. 

At $20 I have to think a bit less lucrative growth in Japan is priced in...but then I am often surprised by what motivates investors in this sector.  If CSIQ just works on its current pipeline it must have 2-3 years of solid work in Japan.

[Pop2mollys 412]

2 hours ago, disdaniel said:

I'd be worried if CSIQ was trading around $40. 

At $20 I have to think a bit less lucrative growth in Japan is priced in...but then I am often surprised by what motivates investors in this sector.  If CSIQ just works on its current pipeline it must have 2-3 years of solid work in Japan.

I'm not just talking about CSIQ I'm talking about whole sector.  We were estimating Japan to be a healthy 7-8 GW market moving forward.  A drop to 2-3GW plus alot of additional capacity coming online over the next 6-12 month makes overcapacity situation possible.  US market will probably be 2GW less than expected without a rush next year.  Then very stable.  China Stable.  Emerging markets higher but will they make up for those GW lost while a lot of capacity is hitting market.

Just trying to play devils advocate.  I'm fully loaded right now but trying to see how solar market from all angles moving forward.  Just curious if overcapacity situation is on anyone's mind?  

 

 

[disdaniel 54]

In that case, yes this is concern according to the wording of that particular article. 

I don't believe Japan actually wants to cap solar at this point--(obviously there are groups in Japan that do). 

Lower the FIT, clamp down on phantom solar projects, move to a market based auction scheme that will cut costs substantially are all things I expect Japan will want to pursue.

[dk1 5]

Japan can not sustain 7-8GW market forever...its matter of time before surcharge on electricity will become too high for politicians to justify it..similar to what happened in Germany...IMO we can expect another couple of years of similar installations due to all the approved pipeline and then it should go down to 2-3GW...but hopefully emerging markets will pick up the slack by then...especially India has potential to become next 10GW market..it is picking up but will need another 2-3 years before it reaches that level IMO

[odyd 1,293]

Looks like REC Silicon calls it quits, those guys did not have a break in last 5 years.

http://www.pv-magazine.com/news/details/beitrag/rec-silicon-to-shut-down-remaining-fbr-polysilicon-production-in-washington_100023104/#axzz3zg4ErGxT

[Pop2mollys 412]

EU tariffs imposed on Chinese solar companies producing in Malaysia, Taiwan

http://m.pv-magazine.com/news/details/archive/2016/february/beitrag/eu-tariffs-imposed-on-chinese-solar-companies-producing-in-malaysia--taiwan_100023212/