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China to lower feed-in tariffs for PV, wind power generation in 2016-2020: http://www.digitimes.com/news/a20151103PD202.html

The reductions in feed-in tariffs during 2016-2020 are smaller than originally expected, signaling the China government's ambition to boost development of renewable energy to reduce carbon emissions, industry sources in Taiwan indicated.

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Multi wafer, cell and module prices up again. Poly continues down (bad for TF). I think this is the first time since cells turned green that wafers rise more than cells. Wafer margins are expanding fast now with moves in the right direction on both sides.

http://pvinsights.com/

 

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43 minutes ago, explo said:

Multi wafer, cell and module prices up again. Poly continues down (bad for TF). I think this is the first time since cells turned green that wafers rise more than cells. Wafer margins are expanding fast now with moves in the right direction on both sides.

http://pvinsights.com/

 

TF competes against modules, not silicon, and modules are heading up.

Wafers and Cells are rising faster than modules.  Means shrinking module margins if you outsource wafers and cells.  One heavy outsourcer has hinted at higher module margins in Q3, which goes contrary to this logic however.  More analysis needed to fully understand the dynamics here.

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Interesting bidding war in India.

SunEdison’s record-setting Andhra Pradesh bid “very unexpected”

http://www.pv-magazine.com/news/details/beitrag/sunedisons-record-setting-andhra-pradesh-bid-very-unexpected_100021857/#axzz3qX68vbMK

http://www.pv-tech.org/news/sunedison_scoops_500mw_with_record_low_inr_4.63_kwh_tariff_in_andhra_prades

SUNE's BS is not really in a position to assume more losses to gain market-shares. Looks like they undercut Trina.

 

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I also adjusted PT, notably FSLR to $70, everything went down a bit due to pressure from SUNE.  I lowered PE on CSIQ to 13 from 15. Comments welcome. I could miss stats, so let me know. Obviously TSL reports Monday only.

 

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I read this article by Colville on consolidation and the super league, I went on to check my roster of Chinese companies, something I have not done since May. The number of GW gone was around 5.6GW. This is about the amount of total increases from the CN4 plus Hanwha. From this exercise it appears that expansion by those players could be flat to what has been out there in 2015. I think there could be a module price increase rolling into 2016. Something mild, and very controllable, but justifying those expansions. Below the article

http://www.pv-tech.org/editors-blog/silicon-module-super-league-big-six-to-reach-50-global-market-share-in-2016

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5 hours ago, bodhi said:

http://www.nytimes.com/2015/11/28/us/politics/bill-gates-expected-to-create-billion-dollar-fund-for-clean-energy.html?_r=0

 

on another note, Shanghai composite dropped 5.5%?  wonder if this will hit ADR's on monday...

Did you miss the half day of trading Friday  in U.S. After Shanghai closed?

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2 hours ago, Pop2mollys said:

BillGates To Launch Multi-Billion-Dollar Clean Energy Fund

 

http://thelogicalindian.com/news/bill-gates-to-launch-multi-billion-dollar-clean-energy-fund/ 

 

 

 

Great, but I'm thinking pouring billions into deployment instead of into R&D would be better at this stage. Technology progress and thus increased economic viability of RE seems to go on nicely on it's own as long as there is the demand growth to carry the R&D investments from the core providers.

 

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