[Pop2mollys 416]

March solar cell orders from China not decreasing as expected, say Taiwan makers

http://www.technocular.com/tech-news/march-solar-cell-orders-from-china-not-decreasing-as-expected-say-taiwan-makers/#sthash.iPe5H1hF.dpuf

[Guest eysteinh]

Source of pop2mollys news:

http://www.digitimes.com/news/a20140225PD201.html

 

Since the US government did not impose retrospective anti-dumping tariffs on China-produced PV products in 2012, China-based PV firms probably believe that the US government will again spare them retrospective taxes this time, the sources said.

 

[Guest abcdefgjoho]

the china smog story is also headline in germany now.

it says 20-times above WHO max levels. 400 million chinese people affect.

500K-1 million people die due to this annually as per chinese internal scientists - probably more. pictures look horrible.

 

people saying gov needs to change from current code orange to red now - has been like this for some days now it seems.

it must be terrible. a colleague of mine said it is like if you permanently have a marlboro on.

 

I guess they will need way more wind, water, solar power...or shutdown production facilities which some are already requesting.

but profit hunger still wins it seems - but not for long i guess

[Guest Norse]

Yingli Green Energy to Supply 54 MW of Solar Modules for Seven Projects in the United Kingdom

http://ir.yinglisolar.com/phoenix.zhtml?c=213018&p=irol-newsArticle&ID=1903035&highlight=

[sunnysky 905]

Thanks Norse. A great win for YGE and it should help toward a profitable Q1.

[Guest Norse]

Yup. However the yuan is dropping today and some people are getting bearish:

http://www.cnbc.com/id/101442591?__source=yahoo%7Cfinance%7Cheadline%7Cheadline%7Cstory&par=yahoo&doc=101442591%7CAre%20China%20market%20dabblers

[odyd 1,340]

IHS on EPC top 10

https://solarpvinvestor.com/industry-news/878-solar-epc-landscape-consolidates-in-2013-as-tight-margins-pressure-medium-sized-integrators

[odyd 1,340]

Interesting that Canadian is not even on the list, this is how much potential is still there being unrecognized.

[Guest abcdefgjoho]

japan:

592 MW solar built in nov 2013.

 

20 GW solar pipeline now with japan FIT acceptance.

 

50% of larger plants in that pipeline are lacking ground rights or technical details. they have to deliver this until 31st august or will be removed from approval list

http://www.solarserver.de/solar-magazin/nachrichten/aktuelles/2014/kw09/photovoltaik-in-japan-592-mw-zubau-im-november-2013.html

[Guest eysteinh]

Actually some have to start building or buy land at march while the ones having either land or building have to finish the other part by august. I have already linked to a good article on the subject:
 

http://www.renewableenergyworld.com/rea/news/article/2014/02/japan-fit-changes-reflect-end-of-residential-pv-program-and-delay-in-non-residential-projects

 

METI announced that it will disqualify uncommitted projects from the FIT program.  For example, the projects that are categorized as “neither site decided nor system purchased” will be delisted if they fail to show proof of valid millstones by this March and the projects categories as “either side decided or system purchased” will be disqualified unless they commit both site selection and system purchase by the end of this August.

 

My comment was back then and is now that this should cause some spike in demand both for march and august. We saw this now in Q1 for UK where FIT's where going lower then causing a huge rush to finish projects. Basically a trend for a while now has been for developers to stall making systems until the very last minute in hopes of lower overall cost to maximize profits. The good news is that for 2014 there is a lot of pressure to start installing or loose the best profit margins. So that is why I have high hopes for a good demand in 2014. For example this meti news will cause quite the pressure in that market to start building or loose the best FiT rates and all the time and money spent in application process. And if the demand is high then module asp in world could increase, causing other across the world to start building now instead of later in fears of lower profit margins. Basically demand could really take off in this year.  (Not saying it is currently, just that this in given scenario is plausible.)