NewEnergyNews: SOLAR ON THE VERGE

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The challenge now: To make every day Earth Day.

YESTERDAY

  • TODAY’S STUDY: The Value Of Transportation Elecrification
  • QUICK NEWS, December 12: The “Fight-Climate-Change” Diet; Market For Advanced EV Batteries To Quadruple By 2026; The Low Lifecycle Costs In New Energy
  • THE DAY BEFORE

  • TODAY’S STUDY: How The New Energy Marketplace Is Growing And Shifting
  • QUICK NEWS, December 11: N.C. Millennial Women Unite For Climate Fight; The White House Threat To New Energy; What’s Bad News In The Tax Bill For New Energy
  • THE DAY BEFORE THE DAY BEFORE

  • Weekend Video: Tesla Adds World’s Biggest Battery To Aussie Wind
  • Weekend Video: Solar And The Next Utilities
  • Weekend Video: Wind Builders On Wind
  • THE DAY BEFORE THAT

  • FRIDAY WORLD HEADLINE-The Climate Change Gourmet
  • FRIDAY WORLD HEADLINE-UK Study Says Yes To Solar-Powered Electric Trains
  • FRIDAY WORLD HEADLINE-First Aussie Ocean Wind Project Gets $8BIL Funding
  • FRIDAY WORLD HEADLINE-EU Solar Goes Digital To Open New Services
  • THE LAST DAY UP HERE

    THINGS-TO-THINK-ABOUT THURSDAY, December 7:

  • TTTA Thursday-City Mayors Unite To Fight Climate Change
  • TTTA Thursday-New Energy And Big Oil Unite Against Subsidies For Coal And Nuclear
  • TTTA Thursday-California Would Sell Only EVs After 2040
  • TTTA Thursday-Utilities In A Time Of Solar
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    Founding Editor Herman K. Trabish

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    Some details about NewEnergyNews and the man behind the curtain: Herman K. Trabish, Agua Dulce, CA., Doctor with my hands, Writer with my head, Student of New Energy and Human Experience with my heart

    email: herman@NewEnergyNews.net

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  • TODAY AT NewEnergyNews, December 13:

  • ORIGINAL REPORTING: How California Is Easing Off NatGas With New Energy
  • ORIGINAL REPORTING: Illinois cloud computing debate could open utility rate reform

    Sunday, April 29, 2012

    SOLAR ON THE VERGE

    Solar power’s next shining

    Krister Aanesen, Stefan Heck, Dickon Pinner, April 2012 (McKinsey & Company)

    “… Despite [a rush of new solar producers, including China, solar module oversupply, pressure on margins, demand exceeding supply, and governments scaling back solar support in the aftermath of the economic crisis], new McKinsey research indicates that the industry is suffering from growing pains rather than undergoing death throes. Solar is entering a period of maturation that, in just a few years, will probably lead to more stable and expansive growth for companies that can manage costs and innovate to tap rising demand from multiple customer segments.

    “Solar power: Darkest before dawn finds that underlying PV costs are likely to continue to drop as manufacturing capacity doubles over the next three to five years…The cost of a typical commercial system could fall 40 percent by 2015 and an additional 30 percent by 2020, permitting companies to capture attractive margins while vigorously installing new capacity.”

    “The research suggests that the overall solar market will continue to grow—even though subsidies are expected to dry up….[Growth over the next 20 years] will stem largely from demand based on viable stand-alone economics in five customer segments: off-grid, residential and commercial in areas with good and moderate sun conditions, isolated grids, peak capacity in growth markets, and new large-scale power plants…

    “To succeed in this environment, companies should direct their attention to the relatively prosaic objective of reducing costs, without giving up on the imperative to innovate…Many companies can cut their costs dramatically by adopting approaches widely used in more mature industries to optimize areas such as procurement, supply chain management, and manufacturing—and therefore position themselves to capture attractive margins even as prices for PV modules fall…”

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