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Antwort auf Beitrag Nr.: 36.570.055 von bossi1 am 12.02.09 23:07:53
Glaube ich nicht! Das widerspräche doch fast den kumulierten weltweiten Kapazitäten für 08!
Glaube ich nicht! Das widerspräche doch fast den kumulierten weltweiten Kapazitäten für 08!
Kein Zapatero Witz - jetzt sogar 4.194,97 MW 2008 in Spanien installiert ...
Es gibt wieder neue Zahlen der CNE zum ungebremsten realem Zubau 2008 in Spanien mit 4.194,97MW. Das sind 441,97 MW mehr als noch im Januar mitgeteilt. Von diesen 4.194,97 MW liegen jetzt 2.973 MW der CNE offiziell als Registrierungen vor, anstatt 2.661 MW wie vorher gemeldet wurde. Unten wurde aufgelistet, wie sich diese 2.973 MW auf die Provinzen mit 46.730 Parks verteilen.
Die unregistrierten 1221,97 MW entsprechen über 29% der realen Gesamtmenge in 2008. Es gab schon Anfang 2008 von Industrie Minister Sebastian Aussagen in den Medien, daß mindestens 25% der Parks die Registrierung nicht schaffen werden. Er hat Wort gehalten ...
La potencia fotovoltaica instalada se dispara por encima de los 4.000 MW
12 de febrero de 2009
Los últimos datos hechos públicos por la Comisión Nacional de la Energía (CNE) muestran que en 2008 la energía solar fotovoltaica creció sin freno, algo que todo el sector sabía. A casi nadie sorprende el crecimiento desbocado, pero sí el nivel alcanzado.
El pasado doce de enero Energías Renovables publicaba los últimos datos oficiales de la CNE en los que se indicaba que en España se instalaron 2.661 MW fotovoltaicos en 2008. Tan solo un mes después esas cifras se han quedado viejas y exiguas. El nuevo dato para el mismo período proporcionado en febrero por la Comisión Nacional de la Energía eleva la potencia conectada a red a 2.973 MW. Son 312 MW más confirmados, es decir cuyas facturas constan en la CNE. Esta potencia se distribuye en las 46.730 plantas solares que existen en España.
Los 2.973 MW, sin embargo, no reflejan la realidad del crecimiento fotovoltaico. La estimación de la potencia instalada en 2008 se eleva, según la CNE, a 4.194,97 MW. Hace un mes esa estimación se situaba en 3.753 MW. Es decir existe una diferencia entre ambas estimaciones de 441,97 MW. Solo esa diferencia es mayor que el objetivo de potencia para todo el año 2008 establecido en el Plan de Energías Renovables, que era de 371 MW. Si finalmente se objetiva la conexión a red de 4.194,97 MW eso significaría que la energía solar fotovoltaica creció el año pasado un 1.131% respecto al objetivo fijado.
La distribución de los 2.973 MW facturados por comunidades autónomas sitúa a Castilla-La Mancha a la cabeza de la lista con 791 MW instalados. Le siguen, por este orden, Andalucía (357 MW), Castilla y León (354 MW), Extremadura (344 MW), Murcia (280 MW), Comunidad Valenciana (215 MW), Cataluña (158 MW), Navarra (156 MW), Aragón (110 MW), La Rioja (74 MW), Canarias (48 MW), Baleares (36 MW), Madrid (23 MW), País Vasco (16 MW), Galicia (7 MW), Cantabria (1 MW), y cierran Asturias, Ceuta y Melilla con cero MW.
Más información:
www.cne.es
http://www.energias-renovables.com/paginas/Contenidoseccione…
Es gibt wieder neue Zahlen der CNE zum ungebremsten realem Zubau 2008 in Spanien mit 4.194,97MW. Das sind 441,97 MW mehr als noch im Januar mitgeteilt. Von diesen 4.194,97 MW liegen jetzt 2.973 MW der CNE offiziell als Registrierungen vor, anstatt 2.661 MW wie vorher gemeldet wurde. Unten wurde aufgelistet, wie sich diese 2.973 MW auf die Provinzen mit 46.730 Parks verteilen.
Die unregistrierten 1221,97 MW entsprechen über 29% der realen Gesamtmenge in 2008. Es gab schon Anfang 2008 von Industrie Minister Sebastian Aussagen in den Medien, daß mindestens 25% der Parks die Registrierung nicht schaffen werden. Er hat Wort gehalten ...
La potencia fotovoltaica instalada se dispara por encima de los 4.000 MW
12 de febrero de 2009
Los últimos datos hechos públicos por la Comisión Nacional de la Energía (CNE) muestran que en 2008 la energía solar fotovoltaica creció sin freno, algo que todo el sector sabía. A casi nadie sorprende el crecimiento desbocado, pero sí el nivel alcanzado.
El pasado doce de enero Energías Renovables publicaba los últimos datos oficiales de la CNE en los que se indicaba que en España se instalaron 2.661 MW fotovoltaicos en 2008. Tan solo un mes después esas cifras se han quedado viejas y exiguas. El nuevo dato para el mismo período proporcionado en febrero por la Comisión Nacional de la Energía eleva la potencia conectada a red a 2.973 MW. Son 312 MW más confirmados, es decir cuyas facturas constan en la CNE. Esta potencia se distribuye en las 46.730 plantas solares que existen en España.
Los 2.973 MW, sin embargo, no reflejan la realidad del crecimiento fotovoltaico. La estimación de la potencia instalada en 2008 se eleva, según la CNE, a 4.194,97 MW. Hace un mes esa estimación se situaba en 3.753 MW. Es decir existe una diferencia entre ambas estimaciones de 441,97 MW. Solo esa diferencia es mayor que el objetivo de potencia para todo el año 2008 establecido en el Plan de Energías Renovables, que era de 371 MW. Si finalmente se objetiva la conexión a red de 4.194,97 MW eso significaría que la energía solar fotovoltaica creció el año pasado un 1.131% respecto al objetivo fijado.
La distribución de los 2.973 MW facturados por comunidades autónomas sitúa a Castilla-La Mancha a la cabeza de la lista con 791 MW instalados. Le siguen, por este orden, Andalucía (357 MW), Castilla y León (354 MW), Extremadura (344 MW), Murcia (280 MW), Comunidad Valenciana (215 MW), Cataluña (158 MW), Navarra (156 MW), Aragón (110 MW), La Rioja (74 MW), Canarias (48 MW), Baleares (36 MW), Madrid (23 MW), País Vasco (16 MW), Galicia (7 MW), Cantabria (1 MW), y cierran Asturias, Ceuta y Melilla con cero MW.
Más información:
www.cne.es
http://www.energias-renovables.com/paginas/Contenidoseccione…
http://www.lakeoswegoreview.com/sustainable/story.php?story_…
Home solar poised to blossom
Boost in federal subsidies helps solar pencil out
By Steve Law
Pamplin Media Group, Feb 12, 2009 (1 Reader comment)
(news photo)
JONATHAN HOUSE / Pamplin Media Group
Workers from Sustainable Solutions Unlimited help guide solar panels onto the EcoTrust building roof during a recent snowstorm.
ADVERTISEMENTS
Portlanders usually install photovoltaic solar panels atop their roofs to help the planet, not their pocketbooks.
But the federal tax break for solar electric systems tripled in January for a typical homeowner, and the price of photovoltaic panels is falling. Suddenly, solar electric systems are a much-better deal than ever, even in oft-overcast Portland.
Homeowners can now recoup the costs of a solar electric system in 15 years via lower utility bills, says Heath Kearns of Mr. Sun Solar in Portland.
That’s “unprecedented for this technology,” Kearns says. “This is going to be a big year for photovoltaic solar. I think it’s definitely going to move more into the mainstream.”
A typical 3-kilowatt home solar system costs about $28,500 right now in Portland, says Lizzie Rubado, residential solar project manager for the Energy Trust of Oregon. But two-thirds of that cost is now reimbursed through tax credits and cash incentives, so the ultimate cost to the consumer is about $9,225.
“I think we’re at a tipping point right now,” Rubado says. “It’s going to be more accessible for more Oregonians.”
Experts still say the most cost-effective way to cut home utility bills is conservation measures that curb the use of gas, electricity or oil. And solar water heaters still pencil-out better than photovoltaic solar systems that produce electricity.
“But you can’t run your hair dryer off your solar water-heating system,” Rubado says.
Solar electric systems typically employ a series of rooftop photovoltaic panels to convert the sun’s rays into electricity. On a long summer day in Portland, the panels usually provide more electricity than a homeowner needs. Under net metering, surplus electricity flows back to the utility to be used elsewhere, and the homeowner gets a credit on future electric bills.
Bailout bill bonus
When President George W. Bush signed the massive financial industry bailout bill four months ago, one provision renewed federal tax credits for solar water heaters for eight more years. A separate and more lucrative provision lifted the $2,000 cap on federal income tax credits for home solar electric systems, which use photovoltaic solar panels.
That means the owner of that typical 3-kilowatt Portland system gets a $6,526 federal income tax credit, more than triple the previous $2,000 subsidy. That’s on top of a $6,000 state income tax credit and a $6,750 cash incentive from the Energy Trust of Oregon, a nonprofit that disburses money collected via utility-bill surcharges.
The federal tax credit equals 30 percent of the total costs after deducting the energy trust’s incentive, so the amount varies.
Once the bailout bill was signed, Mr. Sun Solar advised customers to hold off pending installations until this year, to fully capture the expanded federal tax break.
Lori and Paul Howell, of Multnomah Village in Southwest Portland, took that advice.
“We got an additional two grand,” Lori Howell says. “It was worth waiting.”
The Howells were remodeling their home anyway, and changed the orientation of their garage roof so it faces south and, with newly mounted photovoltaic panels, captures more solar rays.
“We have two kids. We’re very concerned about rising energy costs and global warming,” Lori Howell says.
Her system is so new that she doesn’t know how much money it will save. But she expects energy prices to climb in future years faster than the rate of inflation.
“It will hopefully take care of about 20 percent of our energy needs over the course of a year,” she says.
The Howells bought a relatively small 1.8-kilowatt system that cost $18,050 before tax credits and incentives. Some of the upfront cost was financed through their home-improvement loan, the Howells say.
Other homeowners are eligible for a new solar loan program sponsored by Portland-based Umpqua Bank and the Energy Trust of Oregon, called GreenStreet Lending. Many homeowners lack the cash to make an upfront investment in solar, and balk at installing systems even though they could save money in the long run.
GreenStreet Lending offers home-equity loans of $5,000 to $50,000 for up to 15 years and unsecured home improvement loans of $1,000 to $50,000 for up to five years.
The program is helpful, Rubado says, because many other lenders don’t understand how solar electricity works.
A pending price cut in photovoltaic panels also figures to lower homeowner costs. SolarWorld, a large German manufacturer that opened a major solar plant in Hillsboro in October, expects a 10 percent drop in wholesale solar panel prices this year, says Anne Schneider, head of public relations for SolarWorld Group in Hillsboro.
Expert joins the crowd
Lizzie Rubado, who preaches the virtues of home solar electric systems, says she and her husband, Dan Rubado, waited until this year to install one on their home. The higher federal tax break “tipped the balance for us on affordability,” she says.
They figure their 2.5-kilowatt system, which cost $20,910, will pay for itself in 14 years, if electricity costs rise an average of 5 percent a year. The higher federal tax credit shaved five years off the payback period, she says.
If electricity prices rise an average of 9 percent a year, payback will take less than 12 years, Rubado calculates.
The Rubados purchased a North Portland home last year. They’ve already purchased energy-efficient appliances and invested in other conservation measures.
The new solar electric system, to be installed later this year, “is the frosting on the cake,” she says.
By selling surplus power back to PGE, and making behavioral changes to reduce their electricity use, the Rubados hope to get their electric bill down to virtually zero.
stevelaw@portlandtribune.com
Home solar poised to blossom
Boost in federal subsidies helps solar pencil out
By Steve Law
Pamplin Media Group, Feb 12, 2009 (1 Reader comment)
(news photo)
JONATHAN HOUSE / Pamplin Media Group
Workers from Sustainable Solutions Unlimited help guide solar panels onto the EcoTrust building roof during a recent snowstorm.
ADVERTISEMENTS
Portlanders usually install photovoltaic solar panels atop their roofs to help the planet, not their pocketbooks.
But the federal tax break for solar electric systems tripled in January for a typical homeowner, and the price of photovoltaic panels is falling. Suddenly, solar electric systems are a much-better deal than ever, even in oft-overcast Portland.
Homeowners can now recoup the costs of a solar electric system in 15 years via lower utility bills, says Heath Kearns of Mr. Sun Solar in Portland.
That’s “unprecedented for this technology,” Kearns says. “This is going to be a big year for photovoltaic solar. I think it’s definitely going to move more into the mainstream.”
A typical 3-kilowatt home solar system costs about $28,500 right now in Portland, says Lizzie Rubado, residential solar project manager for the Energy Trust of Oregon. But two-thirds of that cost is now reimbursed through tax credits and cash incentives, so the ultimate cost to the consumer is about $9,225.
“I think we’re at a tipping point right now,” Rubado says. “It’s going to be more accessible for more Oregonians.”
Experts still say the most cost-effective way to cut home utility bills is conservation measures that curb the use of gas, electricity or oil. And solar water heaters still pencil-out better than photovoltaic solar systems that produce electricity.
“But you can’t run your hair dryer off your solar water-heating system,” Rubado says.
Solar electric systems typically employ a series of rooftop photovoltaic panels to convert the sun’s rays into electricity. On a long summer day in Portland, the panels usually provide more electricity than a homeowner needs. Under net metering, surplus electricity flows back to the utility to be used elsewhere, and the homeowner gets a credit on future electric bills.
Bailout bill bonus
When President George W. Bush signed the massive financial industry bailout bill four months ago, one provision renewed federal tax credits for solar water heaters for eight more years. A separate and more lucrative provision lifted the $2,000 cap on federal income tax credits for home solar electric systems, which use photovoltaic solar panels.
That means the owner of that typical 3-kilowatt Portland system gets a $6,526 federal income tax credit, more than triple the previous $2,000 subsidy. That’s on top of a $6,000 state income tax credit and a $6,750 cash incentive from the Energy Trust of Oregon, a nonprofit that disburses money collected via utility-bill surcharges.
The federal tax credit equals 30 percent of the total costs after deducting the energy trust’s incentive, so the amount varies.
Once the bailout bill was signed, Mr. Sun Solar advised customers to hold off pending installations until this year, to fully capture the expanded federal tax break.
Lori and Paul Howell, of Multnomah Village in Southwest Portland, took that advice.
“We got an additional two grand,” Lori Howell says. “It was worth waiting.”
The Howells were remodeling their home anyway, and changed the orientation of their garage roof so it faces south and, with newly mounted photovoltaic panels, captures more solar rays.
“We have two kids. We’re very concerned about rising energy costs and global warming,” Lori Howell says.
Her system is so new that she doesn’t know how much money it will save. But she expects energy prices to climb in future years faster than the rate of inflation.
“It will hopefully take care of about 20 percent of our energy needs over the course of a year,” she says.
The Howells bought a relatively small 1.8-kilowatt system that cost $18,050 before tax credits and incentives. Some of the upfront cost was financed through their home-improvement loan, the Howells say.
Other homeowners are eligible for a new solar loan program sponsored by Portland-based Umpqua Bank and the Energy Trust of Oregon, called GreenStreet Lending. Many homeowners lack the cash to make an upfront investment in solar, and balk at installing systems even though they could save money in the long run.
GreenStreet Lending offers home-equity loans of $5,000 to $50,000 for up to 15 years and unsecured home improvement loans of $1,000 to $50,000 for up to five years.
The program is helpful, Rubado says, because many other lenders don’t understand how solar electricity works.
A pending price cut in photovoltaic panels also figures to lower homeowner costs. SolarWorld, a large German manufacturer that opened a major solar plant in Hillsboro in October, expects a 10 percent drop in wholesale solar panel prices this year, says Anne Schneider, head of public relations for SolarWorld Group in Hillsboro.
Expert joins the crowd
Lizzie Rubado, who preaches the virtues of home solar electric systems, says she and her husband, Dan Rubado, waited until this year to install one on their home. The higher federal tax break “tipped the balance for us on affordability,” she says.
They figure their 2.5-kilowatt system, which cost $20,910, will pay for itself in 14 years, if electricity costs rise an average of 5 percent a year. The higher federal tax credit shaved five years off the payback period, she says.
If electricity prices rise an average of 9 percent a year, payback will take less than 12 years, Rubado calculates.
The Rubados purchased a North Portland home last year. They’ve already purchased energy-efficient appliances and invested in other conservation measures.
The new solar electric system, to be installed later this year, “is the frosting on the cake,” she says.
By selling surplus power back to PGE, and making behavioral changes to reduce their electricity use, the Rubados hope to get their electric bill down to virtually zero.
stevelaw@portlandtribune.com
Solar: What Happens When Polysilicon Prices Collapse?
Posted by Eric Savitz
Yesterday afternoon, MEMC Electronic Materials (WFR) disclosed in an SEC filing after the closed that it had struck a revised silicon wafer supply agreement with Suntech Power (STP) which cuts the price Suntech is paying per wafer, but increasing volume to maintain the revenue targets under the deal for both 2009 and for the remainder of the 10-year deal, which was struck in 2006.
The revised agreement is a symptom of a key underlying dynamic in the solar industry: collapsing prices for raw polysilicon in the face of dramatically increasing supply. In a comprehensive report on the subject this morning, Collins Stewart solar analyst Dan Ries notes that spot market poly prices have fallen from a peak of about $450/kg in mid-2008 to the $130-$150/kg range more recently. That’s a pretty dramatic move - but the decline is far from over.
Ries contends that spot prices by mid-2009 will plunge to the $40-$60/kg level, due to a severe oversupply. As the solar industry has blossomed over the last few years, margins exploded for the poly manufacturers like MEMC, drawing in a host of new players. Capacity expansion has boomed, and now appears to be well in excess of demand. Ries estimates that in 2009, polysilicon production will reach 80,300 metric tons, 49% more than his demand forecast of 53,905 tons. That’s a surplus of 26,395 tons. He sees the surplus in 2010 rising to 48, 785 tons, as demand grows 22% while supply increases 43%.
The way Ries see it, oversupply will continue until some production capacity is taken off line. For that to happen, he says, prices will need to drop below $60/kg, roughly the marginal cost for the highest-cost producers.
Unfortunately, he notes, demand elasticity in the short-run will be low. Since silicon is a very small percentage of the production costs for chip makers, it won’t make much of a dent at all there. In the solar business, there could be enormous price elasticity in the long run - but he sees a lag of about 9 months. Meanwhile, he says, solar company revenues will “suffer” as ASP erosion offsets modestly higher volume. “Until a new equilibrium is reached, which could take a year, the detrimental effects of deflation will outweigh the benefits of lower priced polysilicon for module suppliers,” he writes.
The silver lining here is that in the long run, much lower prices for polysilicon are the most direct way to bring down solar electricity production costs low enough to compete with conventional utility scale power generation. With poly in the $40-$60/kg range, he says, module prices would drop to the $1.70-$2/watt range, and utility scale projects could produce power for 11 cents/watt. At that rate, he says, solar would be “reasonably competitive” with combined cycle natural gas facilities and wind turbines. “A significant market would open and drive a wave of growth for the industry,” he says. “In the long-term, a collapse in polysilicon would be extremely positive for the industry,” but only after a “difficult adjustment period with falling prices and negative growth.”
This could be an especially scary situation for MEMC, which is basically a pure play on prices for poly and silicon wafers. He has a Hold rating on the stock.
Ries has a Sell rating on Suntech, Hold ratings on Canadian Solar (CSIQ), JA Solar (JASO) and Solarfun (SOLF), and a Buy rating on First Solar (FSLR) and Yingli Green Energy (YGE). He also notes that a huge drop in pricing could be a boon for solar installers, including Europe’s Phoenix Solar (PS4.DE.)
He also notes that while he likes Yingli as a prime beneficiary of lower poly prices, he also notes that the company is in the process of building its own poly facility, “which given the polysilicon environment may not provide the company with an economic return during its first year of operation.” On First Solar, he points out that lower poly prices has negative competitive implications, reducing the company’s cost advantage against its silicon-based competitors.
http://blogs.barrons.com/techtraderdaily/2009/02/12/solar-wh…
Posted by Eric Savitz
Yesterday afternoon, MEMC Electronic Materials (WFR) disclosed in an SEC filing after the closed that it had struck a revised silicon wafer supply agreement with Suntech Power (STP) which cuts the price Suntech is paying per wafer, but increasing volume to maintain the revenue targets under the deal for both 2009 and for the remainder of the 10-year deal, which was struck in 2006.
The revised agreement is a symptom of a key underlying dynamic in the solar industry: collapsing prices for raw polysilicon in the face of dramatically increasing supply. In a comprehensive report on the subject this morning, Collins Stewart solar analyst Dan Ries notes that spot market poly prices have fallen from a peak of about $450/kg in mid-2008 to the $130-$150/kg range more recently. That’s a pretty dramatic move - but the decline is far from over.
Ries contends that spot prices by mid-2009 will plunge to the $40-$60/kg level, due to a severe oversupply. As the solar industry has blossomed over the last few years, margins exploded for the poly manufacturers like MEMC, drawing in a host of new players. Capacity expansion has boomed, and now appears to be well in excess of demand. Ries estimates that in 2009, polysilicon production will reach 80,300 metric tons, 49% more than his demand forecast of 53,905 tons. That’s a surplus of 26,395 tons. He sees the surplus in 2010 rising to 48, 785 tons, as demand grows 22% while supply increases 43%.
The way Ries see it, oversupply will continue until some production capacity is taken off line. For that to happen, he says, prices will need to drop below $60/kg, roughly the marginal cost for the highest-cost producers.
Unfortunately, he notes, demand elasticity in the short-run will be low. Since silicon is a very small percentage of the production costs for chip makers, it won’t make much of a dent at all there. In the solar business, there could be enormous price elasticity in the long run - but he sees a lag of about 9 months. Meanwhile, he says, solar company revenues will “suffer” as ASP erosion offsets modestly higher volume. “Until a new equilibrium is reached, which could take a year, the detrimental effects of deflation will outweigh the benefits of lower priced polysilicon for module suppliers,” he writes.
The silver lining here is that in the long run, much lower prices for polysilicon are the most direct way to bring down solar electricity production costs low enough to compete with conventional utility scale power generation. With poly in the $40-$60/kg range, he says, module prices would drop to the $1.70-$2/watt range, and utility scale projects could produce power for 11 cents/watt. At that rate, he says, solar would be “reasonably competitive” with combined cycle natural gas facilities and wind turbines. “A significant market would open and drive a wave of growth for the industry,” he says. “In the long-term, a collapse in polysilicon would be extremely positive for the industry,” but only after a “difficult adjustment period with falling prices and negative growth.”
This could be an especially scary situation for MEMC, which is basically a pure play on prices for poly and silicon wafers. He has a Hold rating on the stock.
Ries has a Sell rating on Suntech, Hold ratings on Canadian Solar (CSIQ), JA Solar (JASO) and Solarfun (SOLF), and a Buy rating on First Solar (FSLR) and Yingli Green Energy (YGE). He also notes that a huge drop in pricing could be a boon for solar installers, including Europe’s Phoenix Solar (PS4.DE.)
He also notes that while he likes Yingli as a prime beneficiary of lower poly prices, he also notes that the company is in the process of building its own poly facility, “which given the polysilicon environment may not provide the company with an economic return during its first year of operation.” On First Solar, he points out that lower poly prices has negative competitive implications, reducing the company’s cost advantage against its silicon-based competitors.
http://blogs.barrons.com/techtraderdaily/2009/02/12/solar-wh…
Antwort auf Beitrag Nr.: 36.567.744 von bossi1 am 12.02.09 18:01:22Nichts zu danken!
Fragt sich jetzt nur, woher die 7,7 Mrd. hätten stammen sollen. Wenns aus den 150 Mrd. für die nächsten 10 Jahre ist, sind es ja Peanuts. Wenn die ITC´s um den Betrag beschnitten werden sollen, dann eher nicht.
Fragt sich jetzt nur, woher die 7,7 Mrd. hätten stammen sollen. Wenns aus den 150 Mrd. für die nächsten 10 Jahre ist, sind es ja Peanuts. Wenn die ITC´s um den Betrag beschnitten werden sollen, dann eher nicht.
Trading Spotlight
Antwort auf Beitrag Nr.: 36.567.504 von lieberlong am 12.02.09 17:36:42Danke lieberlong für die Info zu Obama. 
Antwort auf Beitrag Nr.: 36.565.716 von bossi1 am 12.02.09 14:34:22Q-Cells SE (QCE GY), Germany’s largest solar company, slid 5.2 percent to 17.35 euros. Solarworld AG (SWV GY), the third- largest, fell 6.8 percent to 16.31 euros.
U.S. congressional negotiators may drop $7.7 billion that had been planned for renewable-energy grants in the economic stimulus legislation they’ll send to President Barack Obama.
Separately, JA Solar Holdings Co., a Chinese solar-cell manufacturer, slashed its 2009 sales forecast a second time, citing credit tightness, the weak global economy and problems with project financing.
http://www.bloomberg.com/apps/news?pid=20601100&sid=aKnc1m0y…
U.S. congressional negotiators may drop $7.7 billion that had been planned for renewable-energy grants in the economic stimulus legislation they’ll send to President Barack Obama.
Separately, JA Solar Holdings Co., a Chinese solar-cell manufacturer, slashed its 2009 sales forecast a second time, citing credit tightness, the weak global economy and problems with project financing.
http://www.bloomberg.com/apps/news?pid=20601100&sid=aKnc1m0y…
Antwort auf Beitrag Nr.: 36.565.607 von peekey am 12.02.09 14:23:45Finde mal die Produktionskosten bei Solarworld heraus ...
Wir wissen alle, daß es im Moment noch nirgendwo auf der Welt ohne hohe gesetzlich garantierte Einspeisetarife geht und Deutschland z.Z. der größte Markt weltweit ist. In China gibt es mit weniger als 2% ihrer Produktion so gut wie keinen geförderten Markt für ihre Produkte. Daher kann man ohne großes Risiko über die Kosten im eigenem Land sprechen.
Sitzt man jedoch wie Solarworld in einem Land mit EEG, in dem man noch fast 50% des eigenen Umsatz generieren möchte, wäre man gut beraten, dazu möglichst wenig zu sagen. Das würde uns mehr schaden als nützen. Mir reicht es vollkommen aus, wenn man die Entwicklungen im Unternehmen selbst, bei CRISTALCLEAR und den JV´s verfolgen kann und sieht, welches Potential noch in dem Unternehmen mit RGS und JSSI steckt. Erst 2013 ist ggf. wieder neues Kapital notwendig. Ein enormer Vorteil für uns in der Finanzkrise. Wer von den Chinesen kann da als vollintregierter Konzern nach unserem Vorbild in 3 Währungsräumen mithalten, mit ca. 7 Mrd.€ Auftragspolster in einer Wirtschaftskrise?
Wir wissen alle, daß es im Moment noch nirgendwo auf der Welt ohne hohe gesetzlich garantierte Einspeisetarife geht und Deutschland z.Z. der größte Markt weltweit ist. In China gibt es mit weniger als 2% ihrer Produktion so gut wie keinen geförderten Markt für ihre Produkte. Daher kann man ohne großes Risiko über die Kosten im eigenem Land sprechen.
Sitzt man jedoch wie Solarworld in einem Land mit EEG, in dem man noch fast 50% des eigenen Umsatz generieren möchte, wäre man gut beraten, dazu möglichst wenig zu sagen. Das würde uns mehr schaden als nützen. Mir reicht es vollkommen aus, wenn man die Entwicklungen im Unternehmen selbst, bei CRISTALCLEAR und den JV´s verfolgen kann und sieht, welches Potential noch in dem Unternehmen mit RGS und JSSI steckt. Erst 2013 ist ggf. wieder neues Kapital notwendig. Ein enormer Vorteil für uns in der Finanzkrise. Wer von den Chinesen kann da als vollintregierter Konzern nach unserem Vorbild in 3 Währungsräumen mithalten, mit ca. 7 Mrd.€ Auftragspolster in einer Wirtschaftskrise?
Antwort auf Beitrag Nr.: 36.565.103 von lieberlong am 12.02.09 13:27:35Dort belastet vermutlich der Kompromiss bei dem Obama-Stimulierungspaket, bei dem auch die geplanten Ausgaben für Alternativ-Energie eingeschränkt wurden.
Ich hatte auf den kräftig reduzierten Ausblick 2009 bei JA-Solar getippt. Da beim Kompromiß zum US-Stimulierungspaket anders als geplant auch massive Steuersenkungen durchgesetzt wurden, wird man in anderen Bereichen (Solar) den Rotstift angesetzt haben. Mal sehen, wo es News dazu gibt ...
Ich hatte auf den kräftig reduzierten Ausblick 2009 bei JA-Solar getippt. Da beim Kompromiß zum US-Stimulierungspaket anders als geplant auch massive Steuersenkungen durchgesetzt wurden, wird man in anderen Bereichen (Solar) den Rotstift angesetzt haben. Mal sehen, wo es News dazu gibt ...
Antwort auf Beitrag Nr.: 36.564.502 von bossi1 am 12.02.09 12:22:22Wie schnell & einfach kommt man an aktuelle News zu chinesischen Unternehmen?
Finde mal die Produktionskosten bei Solarworld heraus. Ist wie die Nadel im Heuhaufen. Einfach nur beschissen. Als Kleinanleger bekomme ich nicht einmal den Mitschnitt der Analysten-Konferenz. Darüber habe ich mich schon mal beschwert. Bei Q-Cells ähnlich. Die Kostenstrukturen sind dort Staatsgeheimnis. Bei den Chinesen werden sie aggresiv kommuniziert... Das sagt, wie ich finde, schon viel aus...
Finde mal die Produktionskosten bei Solarworld heraus. Ist wie die Nadel im Heuhaufen. Einfach nur beschissen. Als Kleinanleger bekomme ich nicht einmal den Mitschnitt der Analysten-Konferenz. Darüber habe ich mich schon mal beschwert. Bei Q-Cells ähnlich. Die Kostenstrukturen sind dort Staatsgeheimnis. Bei den Chinesen werden sie aggresiv kommuniziert... Das sagt, wie ich finde, schon viel aus...
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