Demand in 2010 for solar products is going to be extremely strong with projects of 30-100% y/y increase. Already prices increase and shortage in intermediary products like cells and wafers are being seen. High Returns on solar installations due to a 50% fall in module prices is the chief factor driving the demand these days.However […]
China’s rise in solar manufacturing has been nothing short of spectacular.From less than 5% of world marketshare it has gone to more than 50% in the current quarter.Some of its companies like Trina and Yingli are the lowest cost producers of solar modules in the world today.The Europeans like Solarworld and Q-Cells which were dominant […]
We all know what happened in Spain in 2008.Due to extremely generous feed in tariffs for solar , installers went on a spree installing 2.5 GW of solar in 6 months compared to the world’s global capacity till date of less than 20 GW . This led to a sharp revision and crash of the […]
IMS has released the top 10 suppliers of solar panels for 2008-2009.What is striking about the the rankings is that the Chinese solar companies have improved their ranking in the top 10 , all the Japanese companies have had their rankings decreased . The low cost capabilities of the Chinese has led to this change.I […]
One of my pet theories is that they we see a lot of distortions and oppurtunities for arbitrage is because labor is not globalized while capital and trade are . When capital and goods/services with some restrictions can move freely around the globe , there are innumerable restrictions on movement of labor leading to outsourcing. […]
First Solar beat the estimates and the gudiance soundly as it prone to do leading to a major stock rally . The stock went up due to the bearish sentiment plus the large short interest on the stock.However there might be some reasons that the stock might be a relative loser in the long term […]