[sunnysky 905]

Solar PV installations close to grid parity

http://www.thehindubusinessline.com/news/states/article5726138.ece?

 

 

The best way to look at solar power generation is the huge advantages this clean energy comes with rather than pure cost consideration. With the cost of setting up of thermal power project now at about Rs 6-7 crore per mw, which is very close to what one needs to install a solar PV unit, the gap is already bridged, Ghei said.

 

Narendra Surana, Managing Director of Surana Ventures, said, “They are currently supplying power generated from their plant in Andhra Pradesh at Rs 6 per unit and the State utility sells power at more than that price to consumers. Therefore, for us, it works out lower than the grid cost.”

 

Certain applications such as urban rooftop PV, solar PV are already very close to parity. Using diesel to generate power works out to about Rs 15 per kwh and contains a subsidy component. With the price of gas and imported coal cost set to go up rapidly, the solar PV is already a compelling proposition in most of applications, they contend.

[Guest spiritcraft]

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

Will those that drop out leave a chance for someone else to obtain that FIT rate?

[Guest spiritcraft]

IHS on EPC top 10

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

 

The global PV pipeline tracked by IHS adds up to 114 GW in nearly 10,000 projects in various stages from under construction to early- phase planning. Half of this capacity is located in the U.S. and China. Of the global pipeline, 10 GW is under construction, while another 10 GW has secured power purchase agreements (PPA) or other contracts.

[Guest eysteinh]

They will drop out (disqualified for that FIT) , they will have to apply at the lower FiT rate.  Basically the difference is 42 yuan vs 37,8 yuan. (10% drop)  So we have around 8 gw that is pressure to install by march / august. I think 80% or more will install so I expect 6 GW or more just in old projects in Japan in these two quarters. (So overall should be even more.) What is interesting is that 2014 has a lot of these "pull" Moments (UK,Japan, US) so should spur demand quite high for this year.

[Guest pgo]

WSJ covers Beijing choke.

 

http://blogs.wsj.com/chinarealtime/2014/02/24/beijing-choking-on-air-pollution/?mod=e2fb&mg=blogs-wsj&url=http%253A%252F%252Fblogs.wsj.com%252Fchinarealtime%252F2014%252F02%252F24%252Fbeijing-choking-on-air-pollution%253Fmod%253De2fb

[Guest spiritcraft]

300MW project in Utah seemingly in the works

 

http://renews.biz/61428/utah-solar-1-gets-permit-nod/

[sunjacket 38]

Chinese citizen sues government over pollution:

 

http://www.telegraph.co.uk/news/worldnews/asia/china/10661001/Chinese-man-sues-government-over-smog.html

[Guest spiritcraft]

Chinese citizen sues government over pollution:

 

http://www.telegraph.co.uk/news/worldnews/asia/china/10661001/Chinese-man-sues-government-over-smog.html

 

I am surprised that took so long.  This goes for any polluter nation.  Inequality has always been the trigger for the over throw of the ruling class but again, the world has never faced not being able to breathe or jave clean water to drink.  I would hope that leaders at least have a fear of that in the backs of their minds.  I would imagine self preservation will be a big driving force behind a drive for more and more solar etc. as the populace will take being poisoned for only so long.  We see how fast an uprising can boil up.

 

Want to stay in power? 100GW per year may be the price one day soon.

[sunnysky 905]

Chinese Solar Growth to Underpin Record Global Expansion in 2014

http://www.bloomberg.com/news/2014-02-26/chinese-solar-growth-to-underpin-record-global-expansion-in-2014.html?

 

Solar developers around the world will install record capacity this year as a thriving Chinese market drives growth, a Bloomberg survey showed as manufacturers in the $102 billion industry began to return to profit.

 

About 44.5 gigawatts will be added globally, a 20.9 percent increase on last year’s new installations, according to the average estimate of nine analysts and companies. That’s equal to the output of about 10 atomic reactors. Last year new capacity rose by 20.3 percent, after a 4.4 percent gain in 2012.

 

A balanced market in which production matches demand is emerging, according to IHS and Bloomberg New Energy Finance. As well as IHS and BNEF, the solar survey included estimates from Deutsche Bank AG, Citigroup Inc., HSBC Holdings Plc, Yingli, PricewaterhouseCoopers LLP, Solarbuzz LLC and Wacker Chemie AG.

 

[sunnysky 905]

Some other notable comments are highlighted below:

 

Japan may install record capacity of about 10.5 gigawatts this year, while the U.S. will build as much as 5.3 gigawatts, BNEF estimates show. The companies that survived the slowdown have emerged stronger and better prepared, Chase said.

As the industry oversupply shrinks, large manufacturers of polysilicon, a raw material used in solar equipment, and panel makers active in Asia should gain the most, IHS’s Sharma said. “We are not expecting bottlenecks, but the supply-demand gap is closing.”