2010 Solar Installation Growth Rate is going to be above 50% driven by a sharp decline in module prices and excelled government guaranteed above market prices for solar generated electricity .This has also been projected by multiple analysts and research firms . Now an industry heavyweight with its numbers is doing the same. SMA sold¬† […]

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. […]