Solar News

[disdaniel 54]

Who of CN4 still sells into EU?

[BIPV Investor 7]

33 minutes ago, Pop2mollys said:

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/

 

What a joke the EU (and solar as a whole) is becoming. They are retroactively applying tariffs to May? What type of hit may that turn into for any company that has been shipping via Malaysia or Taiwan? No wonder TSL dropped out of the undertaking agreement. Major names are essential going to leave EU for dead.

[explo 616]

Unlimited license to dump cometh China MES.

http://www.pv-magazine.com/news/details/beitrag/steel--solar-join-forces-to-march-on-brussels_100023230/#axzz40KH5JLH1

 

[Julyw 18]

More than a Third of Tepper's New Buys Come from the Energy Sector

http://www.forbes.com/sites/gurufocus/2016/02/16/a-third-of-david-teppers-new-buys-come-from-energy-sector/#353916cf4778

[Pop2mollys 411]

SunPower posts banner Q4 earnings, bullish on global solar outlook

 

http://www.rechargenews.com/solar/1424347/sunpower-posts-banner-q4-earnings-bullish-on-global-solar-outlook

 

 

 

[bodhi 21]

update on the clean power plan

http://finance.yahoo.com/video/obamas-clean-power-plan-back-011042047.html

 

[bodhi 21]

here's another good read for any who care

http://www.usatoday.com/story/money/markets/2016/02/20/oilprice-utilities-solar-power/80451028/

two quotes below:

However, the threat that solar poses to the utility industry is deeper than customers no longer needing to purchase electricity. Building new power plants and other large infrastructure is at the core of utility industry’s business model. Since those costs can be passed onto the ratepayer in the form of regulated rates, building expensive infrastructure is actually a source of profit. Customers switching to solar ends up hitting the utility’s bottom line twice by no longer buying as much electricity and upended the utility’s case for costly new power plants and transmission lines.

The fight will only escalate moving forward as solar makes further inroads. Worldwide, the clean energy sector enjoyed a record year in 2015, attracting $329 billion in investment, a staggering figure that is set to rise.  Utilities may be able to buy themselves some time, but as solar continues to see costs decline, more and more people will want to defect from the grid.

[explo 616]

On 20 februari 2016 at 5:21 PM, bodhi said:

update on the clean power plan

http://finance.yahoo.com/video/obamas-clean-power-plan-back-011042047.html

 

Great interview.

[odyd 1,291]

we were tracking this with interest wondering what does this do to buyers of poly, now with 6GW module capacity in plans this is number two position, after Trina?

http://www.pv-magazine.com/news/details/beitrag/gcl-hits-25-gw-of-module-shipments_100023316/#axzz40uFx6Not

I think this situation would put me in position to revise power buying and relationship for CSIQ.

GCL is in direct competition with own clients. The benefit maybe shrinking for CSIQ. I guess I did not realize this was 6GW stake.

[odyd 1,291]

Massive expectations for Japan in 2016, largest market in the world?

http://about.bnef.com/bnef-news/japan-solar-installations-to-peak-this-year-at-14-3gw-bnef-says/

[explo 616]

5 hours ago, odyd said:

we were tracking this with interest wondering what does this do to buyers of poly, now with 6GW module capacity in plans this is number two position, after Trina?

http://www.pv-magazine.com/news/details/beitrag/gcl-hits-25-gw-of-module-shipments_100023316/#axzz40uFx6Not

I think this situation would put me in position to revise power buying and relationship for CSIQ.

GCL is in direct competition with own clients. The benefit maybe shrinking for CSIQ. I guess I did not realize this was 6GW stake.

Yes, seems like they are doing like LONGi and competing with customers, similar to moves made by others before like LDK and SOL: http://www.pv-magazine.com/features/forum-solarpraxis/details/beitrag/china--longi-invests-456m-in-3-gw-mono-silicon-fab-in-ningxia_100022997/#axzz40uWp7f2N

CN4s renewed interest in adding wafer capacity makes sense in this light.

 

[disdaniel 54]

2 hours ago, odyd said:

Massive expectations for Japan in 2016, largest market in the world?

http://about.bnef.com/bnef-news/japan-solar-installations-to-peak-this-year-at-14-3gw-bnef-says/

12 GW last year seems rather good for Japan, and this year looks even better. 

So Japan and US look fine demand wise, that means China will have to be the big worry?

[odyd 1,291]

22 hours ago, explo said:

Yes, seems like they are doing like LONGi and competing with customers, similar to moves made by others before like LDK and SOL: http://www.pv-magazine.com/features/forum-solarpraxis/details/beitrag/china--longi-invests-456m-in-3-gw-mono-silicon-fab-in-ningxia_100022997/#axzz40uWp7f2N

CN4s renewed interest in adding wafer capacity makes sense in this light.

 

Osborne from PV-Tech indicates indirectly that claims of capacity could be bogus

http://www.pv-tech.org/editors-blog/is-gcl-the-next-super-league-player

[explo 616]

35 minutes ago, odyd said:

Osborne from PV-Tech indicates indirectly that claims of capacity could be bogus

http://www.pv-tech.org/editors-blog/is-gcl-the-next-super-league-player

Good that they are digging into all these claims of wafer players integrating into modules. The prices for module processing have compressed substantially, while prices of wafer processing has gone up. If these market moves are based on false assumption about development in the capacity space available to third parties (less for wafer more for modules) it's good if the record is set straight.

 

[explo 616]

On 2016-02-03 at 0:29 PM, explo said:

Further stability: http://pvinsights.com/

 

Looks like poly continues to rebound: http://pvinsights.com/

 

[Pop2mollys 411]

SolarCity launches another solar fund of USD 249m

http://renewables.seenews.com/news/solarcity-launches-another-solar-fund-of-usd-249m-514630

 

 

 

 

[explo 616]

IHS forecasts global solar market to top 69GW in 2016

http://www.pv-tech.org/news/ihs-forecasts-global-solar-market-to-top-69gw-in-2016

 

[disdaniel 54]

wow,I thought consensus for 2015 was about 55GW, and 2016 about 65GW. 

Is IHS generally high with estimates? (I seem to recall it being low recently, but maybe I'm thinking a few years ago..)

[explo 616]

Poly surge continues with that downstream squeeze mainly absorbed by the wafer segment. The chain is squeezed further from the other end with falling panel prices mainly absorbed by the cell and panel segments.

http://pvinsights.com/

 

[odyd 1,291]

I just did something I have not done for sometime since November. I did my review of Chinese module capacity. It looks like around 20GW without all US listed companies. If we assume 20GW for CN4 and about 5GW for the other three, we have around 45GW of capacity. This looks really attractive for margin growth in around 70GW year..

Yet let`s listen to TSL tomorrow, the largest shipper of modules in the world. That statement sounds almost bittersweet with Suntech, Yingli and now SunEdison calling itself exactly those words.

[Pop2mollys 411]

*Hearing Unconfirmed Market Chatter Elon Musk Will Acquire Solar City

3/3/16, 11:02 AM

[disdaniel 54]

nice reminder to shorts that there risks to sitting on solar positions at these silly low valuations

[odyd 1,291]

I was watching TV and Hillary Clinton ad came on. 500M solar panels in the first year of her presidency. at 260W per panel that is 130GW. I am not sure what Trump is saying about this, but that would be amazing for the world if she can keep the promise and companies like FSLR, SPWR, CSIQ specifically.

[explo 616]

4 hours ago, odyd said:

I was watching TV and Hillary Clinton ad came on. 500M solar panels in the first year of her presidency. at 260W per panel that is 130GW. I am not sure what Trump is saying about this, but that would be amazing for the world if she can keep the promise and companies like FSLR, SPWR, CSIQ specifically.

If that's installation for one year there must be one 0 too much in that ambition. Also measuring it in FSLR panels is a big difference to Sunpower panels I think.

 

[SolarRoof 63]

I believe she is saying 500 million by the end of her first term, if elected.