Guest greensolar Report post Posted October 29, 2012 Link doesn't open, Thanks for posting.... Quote Share this post Link to post Share on other sites
explo 706 Report post Posted October 30, 2012 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 Quote Share this post Link to post Share on other sites
dydo 1,560 Report post Posted October 31, 2012 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 Quote Share this post Link to post Share on other sites
explo 706 Report post Posted October 31, 2012 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. Quote Share this post Link to post Share on other sites
dydo 1,560 Report post Posted November 1, 2012 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. Quote Share this post Link to post Share on other sites
explo 706 Report post Posted November 1, 2012 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. Quote Share this post Link to post Share on other sites
dydo 1,560 Report post Posted November 1, 2012 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. Quote Share this post Link to post Share on other sites
dydo 1,560 Report post Posted November 1, 2012 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. Quote Share this post Link to post Share on other sites
dydo 1,560 Report post Posted November 2, 2012 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 Quote Share this post Link to post Share on other sites
dydo 1,560 Report post Posted November 2, 2012 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- Quote Share this post Link to post Share on other sites
explo 706 Report post Posted November 2, 2012 Very nice article, thanks. It affirms the SOL momentum on market-share that management hinted and guided for. It also affirms the loss of market-share that YGE has guided for. A bit surprised that Jinko is so much behind Hanwha on exports. JA was also a bit dissapointing. Quote Share this post Link to post Share on other sites
Guest angelp Report post Posted November 2, 2012 Isn't the current capacity of Canadian Solar's Ontario (Guelph) facility 300 MW instead of 200 MW indicated in article? That would bring quarterly Ontario production to 75 MW assuming whole capacity there is sold out. Quote Share this post Link to post Share on other sites
Guest greensolar Report post Posted November 2, 2012 German Solar Installations Continue to Increase The German government has decided to implement significant cuts in solar feed-in tariffs, but the nation’s solar market kept up unimpeded growth in September as Europe’s largest economy appears set to hit a new record for installations this year. For the month of September, around 1GW of solar capacity was installed. Between January and September this year, a total of 6.2 GW has been installed. Berlin’s vision is for 2.5-3.5 GW each year, but installations have been out-pacing that annually. In 2010, capacity increased by 7.4 GW, and in 2011 it was 7.5 GW, Reuters reports. Due to the unprecedented growth of solar in Germany, the government decided to slash the feed-in tariffs, which are guaranteed to be paid for a 20-year period to solar power generators. This, of course, has been the backbone of emergent renewables markets in many nation (eg., Japan’s aggressive FITs for the renewable sector). FITs for the German solar market—specifically the new solar installations—will drop by 2.5 percent per month between November this year and the end of January next year. The tariff reduction will cause the solar equipment industry to reduce prices and the government to stave off rises in energy bills for both corporations and individuals. Germany has seen an explosion of renewables growth since the Merkel-led government swore off nuclear power completely after Japan’s nuclear disaster. Major companies like First Solar (NASDAQ: FSLR), Suntech (NYSE: STP), and Renewable Energy Corp. (STO: RECO) have all been involved in the nation's projects. But a side-effect of the frenetic pace of expansion into renewables has been the higher-than-expected cost to households, as they bear the brunt of subsidizing the emergent industry. It hasn’t helped that the Merkel government exempted heavy industries from green energy and network usage tariffs. Media / Interview Requests? Click Here. http://www.energyandcapital.com/articles/german-solar-installations-continue-to-increase/2755 Quote Share this post Link to post Share on other sites
dydo 1,560 Report post Posted November 5, 2012 Seem up, 23% for Solartech Quote Share this post Link to post Share on other sites
dydo 1,560 Report post Posted November 6, 2012 We were conservative on both capacity and the volume produced as a result. I knew of 200MW being a checked number, not sure about the 300MW. Quote Share this post Link to post Share on other sites
dydo 1,560 Report post Posted November 6, 2012 New report, it looks like module pricing is stabilizing and utilzation is coming back to tier-1s. Consolidation is expected in Q1 in China https://solarpvinvestor.com/spvi-news/367-weekly-solar-market-price-trends-mainland-china-report-14- Quote Share this post Link to post Share on other sites
explo 706 Report post Posted November 9, 2012 According to energytrend http://www.energytrend.com/node/4618 Quote Share this post Link to post Share on other sites
dydo 1,560 Report post Posted November 10, 2012 This is the link to our article on PV-Magazine. http://www.pv-magazine.com/news/details/beitrag/domestic-module-shipments-hoped-to-lift-q3-results-for-the-chinese-solar-industry----_100009128/#axzz2BhUVw4FO They are not publishing the link back to us, so I do not think I will do this gain Quote Share this post Link to post Share on other sites
dydo 1,560 Report post Posted November 10, 2012 Hi All, New article on SPVI about transition into a developer class https://solarpvinvestor.com/spvi-news/370-chinas-new-solar-shift-from-manufacturer-to-developer Quote Share this post Link to post Share on other sites
dydo 1,560 Report post Posted November 12, 2012 Article from Jason on polysilicon pricing dynamic https://solarpvinvestor.com/spvi-news/371-chinas-polysilicon-market-dynamic Quote Share this post Link to post Share on other sites
dydo 1,560 Report post Posted November 12, 2012 Conergy Nov 13 GCL Nov 13 SolarWorld Nov 14 Canadian Nov 15 Jinko Nov 20 Trina Nov 20 Quote Share this post Link to post Share on other sites
explo 706 Report post Posted November 14, 2012 Decent Q4 demand and ASPs at record low. Any chance we could see green spot prices soon. Not that it would last, but it could trigger some temporary sentiment change. Quote Share this post Link to post Share on other sites
dydo 1,560 Report post Posted November 14, 2012 Breached covenants cannot use any loan facilities which still have under drawn balance. Quote Share this post Link to post Share on other sites
explo 706 Report post Posted November 14, 2012 They can't make it so they nuked the whole industry. How nice of them. Quote Share this post Link to post Share on other sites
dydo 1,560 Report post Posted November 15, 2012 Yes, I hope they go bankrupt, before any Chinese would. It took 3 quarters to come to conclussion that Trina is just one of the Chinese and not that good one. Quote Share this post Link to post Share on other sites
dydo 1,560 Report post Posted November 15, 2012 27% jump over the quarter https://solarpvinvestor.com/database/japans-quarterly-results 32MW shipped from China in September, STP and CSI leaders with 11, 10MW. Quote Share this post Link to post Share on other sites
dydo 1,560 Report post Posted November 15, 2012 Nice to see that GT is picking off all the start ups in the tech filed. You must remember this one? http://gigaom.com/cleantech/gotta-be-a-record-solar-startup-twin-creeks-holds-firesale-months-after-launch/ Quote Share this post Link to post Share on other sites
explo 706 Report post Posted November 15, 2012 Yes, I hope they go bankrupt, before any Chinese would. It took 3 quarters to come to conclussion that Trina is just one of the Chinese and not that good one. Yes, let the racist company go bankrupt. The are not fit to act in a global world. Regarding the conclusion, you mean for you personally? Trina still have the benefit of the strong balance sheet they built, but are now bleeding, with a big admin cost suit being one problem. Guidance misses have led them to lose a bit of their good reputation. For me the often high valutation relative to peers always felt like a risk, i.e. they were expected to always do much better than peers, which I saw as difficult, so I've avoided the stock, despite respecting the company. Right now I am not sure if they are aligning with the industry development as well as before. Their mono offering is still 5 inch... Quote Share this post Link to post Share on other sites
dydo 1,560 Report post Posted November 15, 2012 Hi Explo, not for me as much as for the market. The price was the strongest, favoring them. The hope did not manifested and the hope turned to anger. Me, well as you can see I dedicated a lot of my time to solar. I do not see Trina to lead today. I am very disappointed that Trina slept when projects where being awarded. To me you have to adapt or get killed. Their inability to tell what they sell, is simply stupid. Quote Share this post Link to post Share on other sites
explo 706 Report post Posted November 15, 2012 Who do you see leading or worth investing in today? TSL and YGE are losing market share. STP too I think. All 3 have to high opex. STP and YGE has too much debt. Quote Share this post Link to post Share on other sites
