NewEnergyNews: SUN AT THE BRINK OF HISTORY/

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

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YESTERDAY

THINGS-TO-THINK-ABOUT WEDNESDAY, August 23:

  • TTTA Wednesday-ORIGINAL REPORTING: The IRA And The New Energy Boom
  • TTTA Wednesday-ORIGINAL REPORTING: The IRA And the EV Revolution
  • THE DAY BEFORE

  • Weekend Video: Coming Ocean Current Collapse Could Up Climate Crisis
  • Weekend Video: Impacts Of The Atlantic Meridional Overturning Current Collapse
  • Weekend Video: More Facts On The AMOC
  • THE DAY BEFORE THE DAY BEFORE

    WEEKEND VIDEOS, July 15-16:

  • Weekend Video: The Truth About China And The Climate Crisis
  • Weekend Video: Florida Insurance At The Climate Crisis Storm’s Eye
  • Weekend Video: The 9-1-1 On Rooftop Solar
  • THE DAY BEFORE THAT

    WEEKEND VIDEOS, July 8-9:

  • Weekend Video: Bill Nye Science Guy On The Climate Crisis
  • Weekend Video: The Changes Causing The Crisis
  • Weekend Video: A “Massive Global Solar Boom” Now
  • THE LAST DAY UP HERE

    WEEKEND VIDEOS, July 1-2:

  • The Global New Energy Boom Accelerates
  • Ukraine Faces The Climate Crisis While Fighting To Survive
  • Texas Heat And Politics Of Denial
  • --------------------------

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    Founding Editor Herman K. Trabish

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    WEEKEND VIDEOS, June 17-18

  • Fixing The Power System
  • The Energy Storage Solution
  • New Energy Equity With Community Solar
  • Weekend Video: The Way Wind Can Help Win Wars
  • Weekend Video: New Support For Hydropower
  • 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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  • WEEKEND VIDEOS, August 24-26:
  • Happy One-Year Birthday, Inflation Reduction Act
  • The Virtual Power Plant Boom, Part 1
  • The Virtual Power Plant Boom, Part 2

    Friday, June 24, 2011

    SUN AT THE BRINK OF HISTORY

    Historic $1-Per-Watt Solar Modules Just Months Away
    Henning Wicht, June 16, 2011 (iSuppli)

    "The photovoltaic (PV) industry appears set to achieve a major milestone with the selling prices of crystalline silicon (c-Si) modules projected to drop to $1 per watt by the first quarter of 2012, a significant benchmark level that could forestall a widely feared dip for solar installations next year and stimulate demand instead…

    "An assessment of this magnitude, bold in its purview and implications, comes in the wake of an accelerated, rapid decline in pricing…[S]pot prices from the top Chinese brands, among the major players in the market, had been running at $1.49 per watt for mainstream c-Si modules…[but then fell] to $1.30 per watt, ostensibly hastened by the market’s fear toward a flat—or worse, negative—market in 2012."


    click to enlarge

    "…The drops in pricing were spurred by the recent price slide in cells and wafers, with wafers being quoted in the $2.30 per-piece range, down from $3.50 in March…[That reflects the] outlook for the cost of both silicon and non-silicon content, gross margins and prices from top-tier module players, covering the second quarter for each year from 2011 to 2014. While gross margins are projected to range between 10 to 12 percent this quarter, the intense competition in the space will slash margins to between 5 and 9 percent by the second quarter of 2012, IHS iSuppli research indicates…"

    [Mike Sheppard, analyst for photovoltaics and financial services, HIS:] “This trend and milestone is significant in that it opens the door for certain installations to potentially drop to $2.00 per watt, in what one hopes would be an important driver for stimulating demand. Not only could such a development ward off a dip predicted in solar installations for 2012, it also signals that deep-pocketed and lower-cost structured companies will be getting aggressive about pressuring competition out of the market during the next year.”

    click to enlarge

    "…[There is currently debate about] whether the vertically integrated business model that washed across the PV industry will continue to flourish, even as margins get compressed in this round of price cuts…[and about whether] a vertical operation [can] invest in wafers, cells and modules on the one hand, finance downstream projects on the other, and also continue to run world-class operations at each level…

    "After margins are cut, it will be much more difficult for such vertically integrated operations to sustain the competitive advantage that they once enjoyed…[Many] vertical operations will continue to thrive, the space likely will find increased competition from another breed of player—the so-called specialists that will be able to aggressively invest in just one area, and more important, hold their own against their vertically integrated rivals."

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