NewEnergyNews: Effects of the PV Supply-Demand Equation Balancing Out; While PV makers sell off inventories, nobody is wearing out factory equipment or buying new.

NewEnergyNews

Gleanings from the web and the world, condensed for convenience, illustrated for enlightenment, arranged for impact...

The new challenge: To make every day Earth Day.

YESTERDAY

  • FRIDAY WORLD HEADLINE-GLOBAL BANKING GIANT SEES WORLD HEATING UP
  • FRIDAY WORLD HEADLINE-FRENCH NEW ENERGY CAN BEAT ITS NUKES
  • FRIDAY WORLD HEADLINE-CHINA'S ANSWER TO TESLA
  • FRIDAY WORLD HEADLINE-SO. AFRICA LOOKS TO SOLAR
  • THE DAY BEFORE

    THINGS-TO-THINK-ABOUT THURSDAY, April 23:

  • TTTA Thursday-CLIMATE CHANGE HITS WOMEN HARDEST
  • TTTA Thursday-WIRELESS EV CHARGING
  • TTTA Thursday-WIND COULD BE GREAT ON THE GREAT LAKES
  • TTTA Thursday-THE CHANGE NEW ENERGY NEEDS
  • -------------------

    GET THE DAILY HEADLINES EMAIL: CLICK HERE TO SUBMIT YOUR EMAIL ADDRESS OR SEND YOUR EMAIL ADDRESS TO: herman@NewEnergyNews.net

    -------------------

    THE DAY BEFORE THE DAY BEFORE

  • TODAY’S STUDY: THE NEW GUIDE TO THE NATION'S BEST SOLAR POLICIES — AND HOW TO EMULATE THEM
  • QUICK NEWS, April 22: EARTH DAY PROGRESS REPORT; EARTH – WHAT NASA SEES; FROM THE SUN, FOR THE EARTH
  • THE DAY BEFORE THAT

  • TODAY’S STUDY: HOW MUCH NEW ENERGY CAN CHINA BUILD?
  • QUICK NEWS, April 21: HOW TO DECIDE ON SOLAR; NEW ENERGY’S PROPERTY VALUE; THE EPA CLEAN POWER PLAN, JOBS, AND THE ECONOMY
  • AND THE DAY BEFORE THAT

  • TODAY’S STUDY: SOLAR IS NOW AFFORDABLE AND GETTING MORESO
  • QUICK NEWS, April 20: GULF OIL SPILL IMPACTS GO ON; SUNPOWER, APPLE DO SOLAR IN CHINA; THREE BETS ON WIND
  • THE LAST DAY UP HERE

  • Weekend Video: The President, Florida, And Climate Change
  • Weekend Video: Bill Maher On Climate Change Zombies
  • Weekend Video: Climate Change Denial Disorder
  • --------------------------

    --------------------------

    Anne B. Butterfield of Daily Camera and Huffington Post, is an occasional contributor to NewEnergyNews

    -------------------

    Some of Anne's contributions:

  • Another Tipping Point: US Coal Supply Decline So Real Even West Virginia Concurs (REPORT), November 26, 2013
  • SOLAR FOR ME BUT NOT FOR THEE ~ Xcel's Push to Undermine Rooftop Solar, September 20, 2013
  • NEW BILLS AND NEW BIRDS in Colorado's recent session, May 20, 2013
  • Lies, damned lies and politicians (October 8, 2012)
  • Colorado's Elegant Solution to Fracking (April 23, 2012)
  • Shale Gas: From Geologic Bubble to Economic Bubble (March 15, 2012)
  • Taken for granted no more (February 5, 2012)
  • The Republican clown car circus (January 6, 2012)
  • Twenty-Somethings of Colorado With Skin in the Game (November 22, 2011)
  • Occupy, Xcel, and the Mother of All Cliffs (October 31, 2011)
  • Boulder Can Own Its Power With Distributed Generation (June 7, 2011)
  • The Plunging Cost of Renewables and Boulder's Energy Future (April 19, 2011)
  • Paddling Down the River Denial (January 12, 2011)
  • The Fox (News) That Jumped the Shark (December 16, 2010)
  • Click here for an archive of Butterfield columns

    -------------------

    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

    -------------------

    Your intrepid reporter

    -------------------

      A tip of the NewEnergyNews cap to Phillip Garcia for crucial assistance in the design implementation of this site. Thanks, Phillip.

    -------------------

    Pay a visit to the HARRY BOYKOFF page at Basketball Reference, sponsored by NewEnergyNews and Oil In Their Blood.

  • ---------------
  • Wednesday, November 14, 2012

    Effects of the PV Supply-Demand Equation Balancing Out; While PV makers sell off inventories, nobody is wearing out factory equipment or buying new.

    Effects of the PV Supply-Demand Equation Balancing Out; While PV makers sell off inventories, nobody is wearing out factory equipment or buying new.

    Herman K. Trabish, June 28, 2012 (Greentech Media)

    As PV module, cell and polysilicon prices fell through the basement last year, global demand rose and the world's manufacturers scrambled to make more cells and modules. Eventually, the market was glutted, resulting in what GTM Research’s Shyam Mehta described as an “overcrowded and cutthroat PV landscape.”

    Recent global industry readings have suggested supply and demand are likely to start balancing out by the end of this year or early next year.

    Meanwhile, world manufacturers are clearly under-using their factory equipment. Global makers of the equipment that makes PV are not selling and makers of PV are not ordering.

    According to the newest SEMI/German Engineering Federation (VDMA) numbers, manufacturing equipment billings worldwide have fallen the last three third quarters in a row. They fell 20 percent in Q1 2012 and they are down 60 percent from Q1 2011.

    Global Q1 2012 billings of $695 million were the lowest level since scorekeeping began in Q1 2010.

    Q1 2012 bookings ticked up 29 percent to $591 million, but only because one equipment maker took a large one-time order. Absent this trend breaker, the drop in growth worldwide would have been 36 percent.

    The numbers, collected by SEMI and VDMA from 50 global equipment companies quarterly, promise a full-year revenue contraction in 2012 for the global equipment manufacturing sector.

    0 Comments:

    Post a Comment

    << Home