FIRSTSOLAR - $1,50 pro Wp - Werden die etablierten Solarzellenhersteller unter Druck kommen? (Seite 292)

[topdollar]

Hörschwelle, weisst du eigentlich wer sich an der Ausschreibung von Wal-Mart beteiligt hat???

Wie auch immer:
Ich glaube, dass sicher mehrere hersteller den Zuschlag bekommen.
Sicher Firmen mit marktbedeutung und USA-Geschäftsanteil:
Die da wären:
Solarworld-Firstsolar-Evergreen-Worldwater-Suntech-....???

Sich auf nur EINEN zu verlassen wäre gefährlich und Dumm!!!!

[Hoerschwelle]

[Hoerschwelle]

Quelle:

http://www.photon-magazine.com/news_archiv/details.aspx?cat=…

[Hoerschwelle]

Nochmal zur Erinnerung:

Retail giant issues RFP for solar installations in five US states

February, 2007: The world's largest discount retail chain issued in December a request for proposals for PV installations at an undetermined number of stores in California, Colorado, Connecticut, Hawaii, and New Jersey. The question is: are prices good enough to convince Wal-Mart's management to use PV electricity in big quantities?

Wal-Mart‘s reputation could be much better. Just mention the name of America‘s leading discount retailer Wal-Mart in the context of environmental sustainability, and suspicions of »greenwashing« or other ulterior motives are immediately aroused.

Now the Bentonville, Arkansas-headquartered company has issued a confidential solar energy request for proposals (RFP). The document, a copy of which was obtained by PHOTON International, begins with the admission, »Our planet‘s future depends upon a redesign of the current energy system.« The RFP is presented as part of the company‘s stated goals to reduce its overall greenhouse gas emissions by 20 percent in the next eight years and eventually be 100-percent powered by renewable energy. In this spirit, Wal-Mart says it plans to design a store in the next three years that will use 30 percent less energy and produce 30 percent less greenhouse gas emissions than stores designed in 2005.

The confidential document does not specifically state how much solar energy Wal-Mart intends to own, lease, or buy through power purchase agreements, though the company says it will consider all three of these options.

According to the RFP, Wal-Mart wants to establish a relationship with »one or more solar PV developers« and »is considering installation of solar PV electric generating systems at various facilities« in California, Colorado, Connecticut, Hawaii, and New Jersey beginning in 2007 – in other words, states with large or emerging PV markets, good incentives, and/or high electricity prices. As of Dec. 2006, Wal-Mart had 385 stores in these states and about 6,500 worldwide. The document notes that »multiple facilities« could accommodate systems sized between 200 kW and 1 MW, and states that Wal-Mart is seeking cost-competitive sources of renewable energy »in a form that is replicable among multiple sites and multiple building formats.«

Respondents, who had until early January to signal their intent to bid, were instructed to create plans for all stores in Hawaii and at least six stores in California. The winner, or winners, were to be notified on Feb. 28.

Perhaps the most promising words in the document are that the world‘s largest retailer intends to »reduce the per-unit cost of developing solar PV systems by participating in long-term investment within the industry.« Wal-Mart believes it can create a »ripple effect« and »profitably magnify the solutions on a global scale.« With its massive footprint, there is no question that a large-scale commitment to solar by Wal-Mart could certainly have a positive impact on the use of solar in the US.

Naturally, Wal-Mart – which is under almost constant attack from ecology groups and unions to improve its environmental and labor practices and is occasionally denied construction of a store by local authorities – plans to leverage its solar investments for PR purposes. Thus, contractor-supplied system performance monitoring for public education and outreach is also a »critical element« of the RFP.

But even on an economic basis, a large-scale investment in solar is not really that far-fetched for such a big energy consumer whose bottom line has taken a hard hit in recent years from rising conventional fuel prices. Wal-Mart has already taken its first strides with solar, although these were not the best experiences. One »experimental store« built in 2005 in Aurora, Colorado includes 135.1 kW of rooftop-installed crystalline and thin-film solar; another in Texas features building-integrated PV. Unfortunately, »solar power at both facilities has not met our expectations,« reported a recent assessment. This included faulty readings by electric meters at the Texas store. Other details were absent. Nevertheless, the company was impressed enough to issue the solar RFP. But this alone does not obligate Wal-Mart to select solar for many or any of its stores. The RFP notes that other renewables and efficiency investments are also being considered to meet its green goals.

But if the bids are solid, solar would seem the perfect fit, given that the estate of late Wal-Mart heir John T. Walton continues to own a majority of Phoenix, Arizona-based First Solar Inc. after the company went public in November (see PI 1/2007, p. 90). Based on low costs – $1.42 per W to produce its CdTe thin-film modules in the third quarter of 2006 – fast-growing First Solar may already be the Wal-Mart of solar.

Of course groups such as Wal-Mart Watch, a coalition of conservationists and labor organizations, are skeptical. »Wal-Mart could and should commit to building all new stores using solar energy systems – but will they?« asked Wal-Mart Watch‘s environmental taskforce. This seems unlikely, given that Wal-Mart opened 70 new stores in January alone – and many of these in states not currently offering attractive incentives for solar electricity. But assuming Wal-Mart would put PV systems with average capacities of 200 kW on all of its 385 stores in the five named states, that would equal 77 MW, or around 65 percent of last year‘s total US PV market.

Wer, wenn nicht FSLR sollte den Zuschlag bekommen Preislich sind die nicht zu toppen

[Hoerschwelle]

Ich darf garnicht daran denken was passiert, wenn der Dollar mal wieder um die Parität pendelt

[Hoerschwelle]

... macht nach Adam Riese ca. 44 €uronen

[Hoerschwelle]

Neus ATH!

[Hoerschwelle]

Ich glaube wenn man sich die Präsentation aus Posting #184 anschaut und mit den anderen "Buden" vergleicht, dann sind 150 US $ noch billig!


Ich sag nur 1,25 US $ je WATT, in 2008 sollen es nur noch 0,80 US Cent sein!!!
Wer kann da noch mithalten? FSLR Zellen zeichnen sich durch starke Restlichabsorbtion und durch einen TOP Wärmekoeffizenten aus! Wo andere Zellen schon schlapp machen, weil es zu warm wird, natürlich vorwiegend in Gegenden wo Solarzellen wirklich fett Sinn machen, das drehen die Zellen von FSLR erst auf!

[mlolo]

Antwort auf Beitrag Nr.: 28.257.947 von Hoerschwelle am 12.03.07 18:14:21

pühhhhhhh! die bewertung ist schon ganz schön happig. trotz des dynamischen wachstums!!!

[Hoerschwelle]

FSLR kennt kein halt!




Ab 150 US $ wird die Luft, nach meiner Meinung, erst dünn!