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REC hat Probleme mit dem neuem Silizium Werk in den USA. Es wird 20% teurer und erst im 4Q 2008 anstatt im 1Q in Betrieb gehen. REC -16% FRA ... das wird heute Q-Cells durch ihre REC Beteiligung etwas mehr belasten 
REC Silicon Project Delayed, Costs Raised By 20% From $660 Million
February 06, 2008: 02:40 AM EST
Edited Press Release
STOCKHOLM -(Dow Jones)- Renewable Energy Corporation (REC) said Wednesday that a project review by REC Silicon and its contracting partner Fluor Corp. has revealed that the cost estimate for the new granulated polysilicon plant in Washington will have to be increased by close to 20% from the $660 million communicated earlier.
Mechanical completion of the plant will most likely be delayed by approximately two months and commercial production is now scheduled to start late fourth quarter 2008.
REC started, in Oct. 2005, a project to build a new polysilicon plant in Moses Lake, Washington, based on the proprietary FBR technology.
An investment decision was made in May.2006 for a plant with a design production capacity of 6,500 MT of granular polysilicon and 9,000 MT of silane gas.
Due to REC`s limited project management capacity at that time, Fluor Corporation was chosen as Engineering, Procurement, Construction & Management Assistant contractor.
Throughout 2007, REC added additional resources to avoid possible negative consequences from the increasingly pressured global engineering, procurement and construction market.
Tight market conditions have pushed the world`s equipment vendor and fabrication shop capacity to the limit, and despite the additional efforts, REC has not been able to mitigate all negative impacts.
Delays in equipment deliveries have been the prime contributor to the expected cost increase and project schedule extension.
Such delays impact both detailed engineering and construction and thus the entire project schedule and the project cost. Furthermore, additional costs have been included to mitigate the potential effects of further delays in completion.
Both REC and Fluor have strengthened their project management, and Fluor`s project management function has been reorganized with immediate effect.
The overall capital investment has consequently been revised to close to $800 million, including the expected cost overrun, and mechanical completion of the plant will most likely be delayed by approximately two months. Commercial production is now scheduled to start late fourth quarter 2008.
"The global market for engineering, construction, equipment, and installation is very tight, and the related consequences have been underestimated. We are very unhappy with this development and together with Fluor Corp. we are now taking measures to focus on completing the project and minimize the negative consequences for REC`, says Executive Vice President Goran Bye of REC Silicon.
As a result of the expected delay, REC Silicon is unlikely to meet the previously communicated production target of approximately 8,000 MT of polysilicon in 2008.
This estimate included up to 1,500 MT of granulated polysilicon from the new FBR- plant, mainly in the fourth quarter 2008. Given the revised later start-up date for commercial production, REC`s current best estimate for the production of granulated polysilicon is now approximately 400 MT. The expected overall production of polysilicon is thus 7,000 MT in 2008.
The finalization of the Siemens reactor modifications, that are part of the REC Silicon debottlenecking project announced in Sep. 2006, and scheduled to be finalized during the first quarter 2008, will be pushed out in time.
This will contribute to maximize the production from the existing Siemens based facilities throughout 2008. The revised debottlenecking schedule will also coincide with the additional reactor modifications announced in Apr. 2007 and expected to be on-stream late Q4 2009.
The lower availability of polysilicon could possibly also affect production in REC Wafer and REC Solar towards the end of 2008.
These effects are now being assessed and REC is taking every possible measure to avoid material consequences. Given the relatively lower downstream production capacity, the effects further downstream will in any case be significantly lower than the polysilicon production loss could potentially indicate.
"During the last 12 months, REC Silicon has strengthened the project organization to count around 50 people and project office has been established in Houston, Texas to execute future REC Silicon projects.
"This will reduce our dependency on external project management contractors. Recently, REC has also started to build a new corporate project organization to enable best practices in project management across all REC expansion projects", says President and CEO Erik Thorsen of REC.
(END) Dow Jones Newswires
REC Silicon Project Delayed, Costs Raised By 20% From $660 Million
February 06, 2008: 02:40 AM EST
Edited Press Release
STOCKHOLM -(Dow Jones)- Renewable Energy Corporation (REC) said Wednesday that a project review by REC Silicon and its contracting partner Fluor Corp. has revealed that the cost estimate for the new granulated polysilicon plant in Washington will have to be increased by close to 20% from the $660 million communicated earlier.
Mechanical completion of the plant will most likely be delayed by approximately two months and commercial production is now scheduled to start late fourth quarter 2008.
REC started, in Oct. 2005, a project to build a new polysilicon plant in Moses Lake, Washington, based on the proprietary FBR technology.
An investment decision was made in May.2006 for a plant with a design production capacity of 6,500 MT of granular polysilicon and 9,000 MT of silane gas.
Due to REC`s limited project management capacity at that time, Fluor Corporation was chosen as Engineering, Procurement, Construction & Management Assistant contractor.
Throughout 2007, REC added additional resources to avoid possible negative consequences from the increasingly pressured global engineering, procurement and construction market.
Tight market conditions have pushed the world`s equipment vendor and fabrication shop capacity to the limit, and despite the additional efforts, REC has not been able to mitigate all negative impacts.
Delays in equipment deliveries have been the prime contributor to the expected cost increase and project schedule extension.
Such delays impact both detailed engineering and construction and thus the entire project schedule and the project cost. Furthermore, additional costs have been included to mitigate the potential effects of further delays in completion.
Both REC and Fluor have strengthened their project management, and Fluor`s project management function has been reorganized with immediate effect.
The overall capital investment has consequently been revised to close to $800 million, including the expected cost overrun, and mechanical completion of the plant will most likely be delayed by approximately two months. Commercial production is now scheduled to start late fourth quarter 2008.
"The global market for engineering, construction, equipment, and installation is very tight, and the related consequences have been underestimated. We are very unhappy with this development and together with Fluor Corp. we are now taking measures to focus on completing the project and minimize the negative consequences for REC`, says Executive Vice President Goran Bye of REC Silicon.
As a result of the expected delay, REC Silicon is unlikely to meet the previously communicated production target of approximately 8,000 MT of polysilicon in 2008.
This estimate included up to 1,500 MT of granulated polysilicon from the new FBR- plant, mainly in the fourth quarter 2008. Given the revised later start-up date for commercial production, REC`s current best estimate for the production of granulated polysilicon is now approximately 400 MT. The expected overall production of polysilicon is thus 7,000 MT in 2008.
The finalization of the Siemens reactor modifications, that are part of the REC Silicon debottlenecking project announced in Sep. 2006, and scheduled to be finalized during the first quarter 2008, will be pushed out in time.
This will contribute to maximize the production from the existing Siemens based facilities throughout 2008. The revised debottlenecking schedule will also coincide with the additional reactor modifications announced in Apr. 2007 and expected to be on-stream late Q4 2009.
The lower availability of polysilicon could possibly also affect production in REC Wafer and REC Solar towards the end of 2008.
These effects are now being assessed and REC is taking every possible measure to avoid material consequences. Given the relatively lower downstream production capacity, the effects further downstream will in any case be significantly lower than the polysilicon production loss could potentially indicate.
"During the last 12 months, REC Silicon has strengthened the project organization to count around 50 people and project office has been established in Houston, Texas to execute future REC Silicon projects.
"This will reduce our dependency on external project management contractors. Recently, REC has also started to build a new corporate project organization to enable best practices in project management across all REC expansion projects", says President and CEO Erik Thorsen of REC.
(END) Dow Jones Newswires
Thursday, Jan. 31 2008
Third Annual Piper Jaffray Clean Technology and Renewables Conference to Offer Unparalleled View of Fast-Growing Clean Tech Sector
MINNEAPOLIS, Jan 31, 2008 /PRNewswire-FirstCall via COMTEX/ -- Piper Jaffray & Co. will host its third annual Clean Technology and Renewables Conference Feb. 20, 2008 in New York City. The conference will provide insight on upcoming technological advancements and cost improvements from leading solar, biofuels and other clean technology companies operating across the globe.
"We are proud to have more than 75 companies within the clean technology and renewable energy sectors present at this year's conference," said Jesse Pichel, senior technology research analyst at Piper Jaffray. "We expect investors will walk away with strong conviction that the sector has one of the best secular themes within technology investing."
"Piper Jaffray, as a leader in the renewable energy and clean technology space, connects growth companies to capital and expertise around the world," said Lois Quam, head of alternative investments at Piper Jaffray. "We will take this to a new level at our upcoming conference."
Investors will also hear a keynote address by Steve Creamer, chairman and CEO of EnergySolutions, Inc. Additionally, the conference will feature company presentations from senior management, as well as one-on-one and group meetings.
Companies scheduled to present include: ADA-ES, Inc.; Advanced Energy Industries, Inc.; Akeena Solar, Inc.; Altair Nanotechnologies, Inc.; American Superconductor Corporation; The Andersons, Inc.; Applied Materials, Inc.; Ausra, Inc.; Blue Source LLC; BP p.l.c.; Canadian Solar, Inc.; Ceres, Inc.; China Wind Systems, Inc.; Comverge, Inc.; Cree, Inc.; Day4 Energy Inc.; EcoSynthetix Inc.; Echelon Corporation; EMCORE Corporation; Energy Conversion Devices, Inc.; EnergySolutions, Inc.; Environmental Power Corporation.; ersoll Solar Energy AG; Evergreen Solar, Inc.; First Solar, Inc.; FuelCell Energy, Inc.; Global Solar Energy, Inc.; Gushan Environmental Energy Limited; Hoku Scientific, Inc.; HydroGen Corporation; Intellon Corporation; JA Solar Holdings Co., Ltd.; Konarka Technologies, Inc.; LSB Industries, Inc.; MBA Polymers; Medis Technologies Ltd.; MEMC Electronic Materials, Inc.; Mendel Biotechnology, Inc.; Metabolix, Inc.; Moser Baer India Ltd.; NanoGram Corporation; Nanosolar, Inc.; Nova Biosource Fuels, Inc.; Novozymes A/S; OC Oerlikon Solar Management AG, Pfaffikon; Open Energy Corporation; Ormat Technologies, Inc.; Performance Plants, Inc.; Phoenix Solar AG; Plasco Energy Group; PowerGenix; Power-One, Inc.; Powerspan Corp.; Raser Technologies, Inc.; RenaSola Ltd.; Renewable Energy Corporation ASA; Rentech, Inc.; SemiLEDS; Sharp Electronics Corporation; SmartSynch, Inc.; Solarfun Power Holdings Co., Ltd.; Solaria Corporation (The); Solaria Energia y Medio Ambiente, S.A.; SolarWorld AG; SOLON AG; Spire Corporation; SunPower Corporation; Suntech Power Holdings Co., Ltd.; Ultralife Batteries, Inc.; Venture Vehicles, Inc.; Verenium Corporation; Xantrex Technology Inc.; Yingli Green Energy Holding Company, Ltd.
Company and investor participation in the third annual Clean Technology and Renewables Conference is by invitation only. Clients interested in attending should contact their Piper Jaffray representative. Members of the media who would like to attend should contact Andrea Young at 612 303-6697 or andrea.m.young@pjc.com.
Third Annual Piper Jaffray Clean Technology and Renewables Conference to Offer Unparalleled View of Fast-Growing Clean Tech Sector
MINNEAPOLIS, Jan 31, 2008 /PRNewswire-FirstCall via COMTEX/ -- Piper Jaffray & Co. will host its third annual Clean Technology and Renewables Conference Feb. 20, 2008 in New York City. The conference will provide insight on upcoming technological advancements and cost improvements from leading solar, biofuels and other clean technology companies operating across the globe.
"We are proud to have more than 75 companies within the clean technology and renewable energy sectors present at this year's conference," said Jesse Pichel, senior technology research analyst at Piper Jaffray. "We expect investors will walk away with strong conviction that the sector has one of the best secular themes within technology investing."
"Piper Jaffray, as a leader in the renewable energy and clean technology space, connects growth companies to capital and expertise around the world," said Lois Quam, head of alternative investments at Piper Jaffray. "We will take this to a new level at our upcoming conference."
Investors will also hear a keynote address by Steve Creamer, chairman and CEO of EnergySolutions, Inc. Additionally, the conference will feature company presentations from senior management, as well as one-on-one and group meetings.
Companies scheduled to present include: ADA-ES, Inc.; Advanced Energy Industries, Inc.; Akeena Solar, Inc.; Altair Nanotechnologies, Inc.; American Superconductor Corporation; The Andersons, Inc.; Applied Materials, Inc.; Ausra, Inc.; Blue Source LLC; BP p.l.c.; Canadian Solar, Inc.; Ceres, Inc.; China Wind Systems, Inc.; Comverge, Inc.; Cree, Inc.; Day4 Energy Inc.; EcoSynthetix Inc.; Echelon Corporation; EMCORE Corporation; Energy Conversion Devices, Inc.; EnergySolutions, Inc.; Environmental Power Corporation.; ersoll Solar Energy AG; Evergreen Solar, Inc.; First Solar, Inc.; FuelCell Energy, Inc.; Global Solar Energy, Inc.; Gushan Environmental Energy Limited; Hoku Scientific, Inc.; HydroGen Corporation; Intellon Corporation; JA Solar Holdings Co., Ltd.; Konarka Technologies, Inc.; LSB Industries, Inc.; MBA Polymers; Medis Technologies Ltd.; MEMC Electronic Materials, Inc.; Mendel Biotechnology, Inc.; Metabolix, Inc.; Moser Baer India Ltd.; NanoGram Corporation; Nanosolar, Inc.; Nova Biosource Fuels, Inc.; Novozymes A/S; OC Oerlikon Solar Management AG, Pfaffikon; Open Energy Corporation; Ormat Technologies, Inc.; Performance Plants, Inc.; Phoenix Solar AG; Plasco Energy Group; PowerGenix; Power-One, Inc.; Powerspan Corp.; Raser Technologies, Inc.; RenaSola Ltd.; Renewable Energy Corporation ASA; Rentech, Inc.; SemiLEDS; Sharp Electronics Corporation; SmartSynch, Inc.; Solarfun Power Holdings Co., Ltd.; Solaria Corporation (The); Solaria Energia y Medio Ambiente, S.A.; SolarWorld AG; SOLON AG; Spire Corporation; SunPower Corporation; Suntech Power Holdings Co., Ltd.; Ultralife Batteries, Inc.; Venture Vehicles, Inc.; Verenium Corporation; Xantrex Technology Inc.; Yingli Green Energy Holding Company, Ltd.
Company and investor participation in the third annual Clean Technology and Renewables Conference is by invitation only. Clients interested in attending should contact their Piper Jaffray representative. Members of the media who would like to attend should contact Andrea Young at 612 303-6697 or andrea.m.young@pjc.com.
Antwort auf Beitrag Nr.: 33.256.081 von N-W-O am 03.02.08 21:05:34Es gab Gerüchte, dass sie Solon kaufen.
17.08.2007 13:36
HINTERGRUND: Solarbranche vor Fusionswelle - Siemens und Intel prüfen Einstieg
BONN/HAMBURG (dpa-AFX) - Nach Jahren des Aufschwungs bahnt sich eine Konsolidierung der Solarindustrie an. Im Fokus steht dabei Deutschland, wo dank üppiger Subventionen eine Vielzahl neuer Anbieter entstanden ist. Alleine im Börsensegment TecDAX sind mit Q-Cells , Solarworld, ErSol , Conergy und Solon fünf Solarfirmen notiert. "Aus meiner Sicht wird die Konsolidierung in den nächsten zwei bis drei Jahren laufen", sagt Hans-Martin Rüter vom Bundesverband Solarwirtschaft. Neben den Unternehmen aus der Branche könnten auch ein "paar Große" zugreifen - neben Siemens und General Electric zeigen sich laut Branchenkennern die Chipkonzerne Intel und Samsung interessiert.
Treiber der Konsolidierung ist der Kapazitätsausbau, der in den kommenden Jahren für einen Preisverfall bei Solarmodule sorgen wird. In Deutschland wird derzeit ein Milliardenbetrag in den Bau neuer Fabriken investiert. "Wer nicht alles selbst produziert - also vom Wafer bis zum Modul -, der hat keine Überlebenschance", sagt Frank Asbeck, Vorstandschef der Bonner Solarworld AG. Der Großaktionär bekräftigte, dass Solarworld nicht zum Verkauf steht. "Wir werden unabhängig bleiben."
Übenahmegelüste werden den Schwergewichten Siemens und General Electric (GE) nachgesagt, die bereits über ein starke Standbein im Kraftwerksbau verfügen. Angelockt werden sie von den hohen Zuwachsraten der Branche. Alleine innerhalb Deutschlands soll bis 2012 der Umsatz von zuletzt 4,9 Milliarden auf 8 Milliarden Euro steigen, schätzt der Solar-Verband. Boomländer wie Italien, Spanien und die Vereinigten Staaten weisen noch höhere Zuwachsraten aus.
Dieses Geschäft wollen sich die Konzerne nicht entgehen lassen: "Siemens lotet derzeit die Möglichkeiten für einen Einstieg aus und Vorstände führten bereits erste Gespräche", sagt ein Branchenkenner. Die Münchener halten sich mit einem Kommentar zurück, verweisen allerdings darauf, dass sie den Markt beobachten. Mögliche Übernahmekandidaten gibt es zuhauf - deutschlandweit hat der junge Industriezweig über 50 Produzenten hervorgebracht.
Neben den etablierten Unternehmen drängen neue Akteure in das Geschäft mit der Sonne: "In der Halbleiterbranche gibt es entsprechende Überlegungen", sagt Rüter, der auch Chef des Solarkonzerns Conergy ist. Die Konzerne aus dem Bereich hätten gute Kenntnisse über den Umgang mit dem Rohstoff Silizium, der auch in die Produktion von Solarzellen verwendet werden.
Nach Informationen von dpa-AFX lotet derzeit der amerikanische Marktführer Intel Akquisitionsmöglichkeiten aus. Es habe bereits erste Kontakte mit möglichen Übernahmezielen gegeben, auch mit deutschen Unternehmen, sagt eine beteiligte Person. Eine Entscheidung gebe es aber nicht. Interesse habe auch die südkoreanische Samsung , die bereits eine eigene Produktion aufgebaut habe./mur/fn/she
http://www.finanzen.net/nachricht/HINTERGRUND_Solarbranche_v…
... Solon ist wirklich interessant. Neben ihren Silizium Geschäften, dem Mouver und ihren Beteiligungen weckt auch noch ihr "günstiges" KUV 2008 von unter 1 die Übernahme Phantasie. Das EPS 2008e soll bei starken 3,52€ liegen. Die Intel Dollars wären jedenfalls gut € angegelt.
17.08.2007 13:36
HINTERGRUND: Solarbranche vor Fusionswelle - Siemens und Intel prüfen Einstieg
BONN/HAMBURG (dpa-AFX) - Nach Jahren des Aufschwungs bahnt sich eine Konsolidierung der Solarindustrie an. Im Fokus steht dabei Deutschland, wo dank üppiger Subventionen eine Vielzahl neuer Anbieter entstanden ist. Alleine im Börsensegment TecDAX sind mit Q-Cells , Solarworld, ErSol , Conergy und Solon fünf Solarfirmen notiert. "Aus meiner Sicht wird die Konsolidierung in den nächsten zwei bis drei Jahren laufen", sagt Hans-Martin Rüter vom Bundesverband Solarwirtschaft. Neben den Unternehmen aus der Branche könnten auch ein "paar Große" zugreifen - neben Siemens und General Electric zeigen sich laut Branchenkennern die Chipkonzerne Intel und Samsung interessiert.
Treiber der Konsolidierung ist der Kapazitätsausbau, der in den kommenden Jahren für einen Preisverfall bei Solarmodule sorgen wird. In Deutschland wird derzeit ein Milliardenbetrag in den Bau neuer Fabriken investiert. "Wer nicht alles selbst produziert - also vom Wafer bis zum Modul -, der hat keine Überlebenschance", sagt Frank Asbeck, Vorstandschef der Bonner Solarworld AG. Der Großaktionär bekräftigte, dass Solarworld nicht zum Verkauf steht. "Wir werden unabhängig bleiben."
Übenahmegelüste werden den Schwergewichten Siemens und General Electric (GE) nachgesagt, die bereits über ein starke Standbein im Kraftwerksbau verfügen. Angelockt werden sie von den hohen Zuwachsraten der Branche. Alleine innerhalb Deutschlands soll bis 2012 der Umsatz von zuletzt 4,9 Milliarden auf 8 Milliarden Euro steigen, schätzt der Solar-Verband. Boomländer wie Italien, Spanien und die Vereinigten Staaten weisen noch höhere Zuwachsraten aus.
Dieses Geschäft wollen sich die Konzerne nicht entgehen lassen: "Siemens lotet derzeit die Möglichkeiten für einen Einstieg aus und Vorstände führten bereits erste Gespräche", sagt ein Branchenkenner. Die Münchener halten sich mit einem Kommentar zurück, verweisen allerdings darauf, dass sie den Markt beobachten. Mögliche Übernahmekandidaten gibt es zuhauf - deutschlandweit hat der junge Industriezweig über 50 Produzenten hervorgebracht.
Neben den etablierten Unternehmen drängen neue Akteure in das Geschäft mit der Sonne: "In der Halbleiterbranche gibt es entsprechende Überlegungen", sagt Rüter, der auch Chef des Solarkonzerns Conergy ist. Die Konzerne aus dem Bereich hätten gute Kenntnisse über den Umgang mit dem Rohstoff Silizium, der auch in die Produktion von Solarzellen verwendet werden.
Nach Informationen von dpa-AFX lotet derzeit der amerikanische Marktführer Intel Akquisitionsmöglichkeiten aus. Es habe bereits erste Kontakte mit möglichen Übernahmezielen gegeben, auch mit deutschen Unternehmen, sagt eine beteiligte Person. Eine Entscheidung gebe es aber nicht. Interesse habe auch die südkoreanische Samsung , die bereits eine eigene Produktion aufgebaut habe./mur/fn/she
http://www.finanzen.net/nachricht/HINTERGRUND_Solarbranche_v…
... Solon ist wirklich interessant. Neben ihren Silizium Geschäften, dem Mouver und ihren Beteiligungen weckt auch noch ihr "günstiges" KUV 2008 von unter 1 die Übernahme Phantasie. Das EPS 2008e soll bei starken 3,52€ liegen. Die Intel Dollars wären jedenfalls gut € angegelt.
Good news von der Silizium-Front:
Silizium ist noch lange nicht "out".
Jetzt kommt die 3. Generation "Nano Si Solar"
http://www.news-gazette.com/news/local/2008/02/02/professor_…
Ich wette das hat Solarworld auch schon im Auge!!!!!!!!!
Silizium ist noch lange nicht "out".
Jetzt kommt die 3. Generation "Nano Si Solar"
http://www.news-gazette.com/news/local/2008/02/02/professor_…
Ich wette das hat Solarworld auch schon im Auge!!!!!!!!!
Antwort auf Beitrag Nr.: 33.253.833 von bossi1 am 03.02.08 10:57:30Es gab Gerüchte, dass sie Solon kaufen. 
Trading Spotlight
Intel may be looking into the sun
High-tech - The chip maker is considering a jump into Oregon's fertile solar cell industry, state filings suggest
Friday, February 01, 2008
GAIL KINSEY HILL
The Oregonian Staff
Intel, a powerhouse in the computer chip industry, appears hot to invest in solar cell manufacturing, a fast-growing field that last year saw SolarWorld of Germany announce plans to build the largest solar facility in the United States using an abandoned high-tech plant in Hillsboro.
Documents recently filed with the Oregon Department of Energy link Intel to plans for a solar cell facility on a parcel of land in Hillsboro the company owns.
Intel confirmed the filings with the state, but little else. It emphatically denied any plans to "directly participate in the solar business." But it left open the possibility of an investment in a solar equipment manufacturer, perhaps through Intel Capital, its global investment arm.
"We made the applications to keep our options open in terms of our renewable investments strategies," said Bill MacKenzie, an Intel spokesman.
The solar photovoltaic industry -- which makes the products that go into the electricity-generating rooftop and on-ground installations -- has been growing by more than 30 percent annually. Such furious activity has drawn the particular interest of technology-driven companies familiar with silicon-based innovations, whether computer chips or solar cells.
"If you look at solar today, it's not Big Oil that's leading the charge, as you might expect," said Ron Pernick, co-founder and principal with Clean Edge, a clean-tech research and publishing firm in Portland. "The real activity has been with technology companies."
The solar products that go into PV arrays include everything from the silicon feedstock to the ingots and wafers to the solar modules themselves. Some companies focus on a single segment of the chain. Others, like SolarWorld, control several phases of production.
The manufacturing facility that Intel is considering would make solar cells, which then would be sold to module makers, according to the state-filed documents. The facility, which hasn't been built, is estimated to be completed by January 2009, according to the documents.
The filings do not disclose who the module maker might be or whether it is a startup or an established company. Intel declined to comment on a possible company.
State officials, including Gov. Ted Kulongoski, have rallied around the emerging solar manufacturing industry, and they have put in place tax breaks and other incentives to encourage development in Oregon. They say SolarWorld and two other companies -- Solaicx and Peak Sun Silicon, both of California -- recently announced solar manufacturing plants in Oregon in part because state policies are so welcoming.
http://www.oregonlive.com/business/oregonian/index.ssf?/base…
... über 30% Wachstum wird sich auch Intel nicht entgehen lassen. Mal sehen wie sie es umsetzten.
High-tech - The chip maker is considering a jump into Oregon's fertile solar cell industry, state filings suggest
Friday, February 01, 2008
GAIL KINSEY HILL
The Oregonian Staff
Intel, a powerhouse in the computer chip industry, appears hot to invest in solar cell manufacturing, a fast-growing field that last year saw SolarWorld of Germany announce plans to build the largest solar facility in the United States using an abandoned high-tech plant in Hillsboro.
Documents recently filed with the Oregon Department of Energy link Intel to plans for a solar cell facility on a parcel of land in Hillsboro the company owns.
Intel confirmed the filings with the state, but little else. It emphatically denied any plans to "directly participate in the solar business." But it left open the possibility of an investment in a solar equipment manufacturer, perhaps through Intel Capital, its global investment arm.
"We made the applications to keep our options open in terms of our renewable investments strategies," said Bill MacKenzie, an Intel spokesman.
The solar photovoltaic industry -- which makes the products that go into the electricity-generating rooftop and on-ground installations -- has been growing by more than 30 percent annually. Such furious activity has drawn the particular interest of technology-driven companies familiar with silicon-based innovations, whether computer chips or solar cells.
"If you look at solar today, it's not Big Oil that's leading the charge, as you might expect," said Ron Pernick, co-founder and principal with Clean Edge, a clean-tech research and publishing firm in Portland. "The real activity has been with technology companies."
The solar products that go into PV arrays include everything from the silicon feedstock to the ingots and wafers to the solar modules themselves. Some companies focus on a single segment of the chain. Others, like SolarWorld, control several phases of production.
The manufacturing facility that Intel is considering would make solar cells, which then would be sold to module makers, according to the state-filed documents. The facility, which hasn't been built, is estimated to be completed by January 2009, according to the documents.
The filings do not disclose who the module maker might be or whether it is a startup or an established company. Intel declined to comment on a possible company.
State officials, including Gov. Ted Kulongoski, have rallied around the emerging solar manufacturing industry, and they have put in place tax breaks and other incentives to encourage development in Oregon. They say SolarWorld and two other companies -- Solaicx and Peak Sun Silicon, both of California -- recently announced solar manufacturing plants in Oregon in part because state policies are so welcoming.
http://www.oregonlive.com/business/oregonian/index.ssf?/base…
... über 30% Wachstum wird sich auch Intel nicht entgehen lassen. Mal sehen wie sie es umsetzten.
Generating demand for silicon
Published: January 17 2008 02:00 | Last updated: January 17 2008 02:00
The burgeoning interest in solar energy means that the amount of high-purity silicon used in solar cells in the next few years is expected to increase substantially.
Solar energy is regarded as one of the most plausible ways of generating power that does not involved the burning of fossil fuels - and the consequent increases in the earth's temperature.
From the 50,000 tonnes of pure silicon that was made globally last year, demand for this material is likely to increase to about 120,00 tonnes in 2010, and to an estimated 400,000 tonnes in 2015, according to projections from Photon Consulting, a German solar consultancy.
While the silicon of this type made in 2007 was sold in roughly equal proportions to the solar and the electronics industries - with the latter using the material in silicon chips - solar industries are expected by 2015 to account for 90 per cent of total consumption of this material.
By comparison, in 2003, the total amount of silicon used in solar cells was just 7,000 tonnes.
Copyright The Financial Times Limited 2008
http://www.ft.com/cms/s/0/b7238022-c49e-11dc-a474-0000779fd2…
Published: January 17 2008 02:00 | Last updated: January 17 2008 02:00
The burgeoning interest in solar energy means that the amount of high-purity silicon used in solar cells in the next few years is expected to increase substantially.
Solar energy is regarded as one of the most plausible ways of generating power that does not involved the burning of fossil fuels - and the consequent increases in the earth's temperature.
From the 50,000 tonnes of pure silicon that was made globally last year, demand for this material is likely to increase to about 120,00 tonnes in 2010, and to an estimated 400,000 tonnes in 2015, according to projections from Photon Consulting, a German solar consultancy.
While the silicon of this type made in 2007 was sold in roughly equal proportions to the solar and the electronics industries - with the latter using the material in silicon chips - solar industries are expected by 2015 to account for 90 per cent of total consumption of this material.
By comparison, in 2003, the total amount of silicon used in solar cells was just 7,000 tonnes.
Copyright The Financial Times Limited 2008
http://www.ft.com/cms/s/0/b7238022-c49e-11dc-a474-0000779fd2…
Novelle des Einspeisegesetzes in Spanien verzögert sich
01.02.2008: Nachdem die staatliche spanische Energiekommission CNE (Comisión Nacional de Energía) bereits im Dezember den Gesetzesvorschlag zur Neuregelung der Einspeisetarife für Solarstrom verbal abgestraft hatte, machte sie Mitte Januar den zugehörigen Bericht publik. (..)
http://www.photon.de/news_archiv/details.aspx?cat=News_Archi…
01.02.2008: Nachdem die staatliche spanische Energiekommission CNE (Comisión Nacional de Energía) bereits im Dezember den Gesetzesvorschlag zur Neuregelung der Einspeisetarife für Solarstrom verbal abgestraft hatte, machte sie Mitte Januar den zugehörigen Bericht publik. (..)
http://www.photon.de/news_archiv/details.aspx?cat=News_Archi…
Antwort auf Beitrag Nr.: 33.211.084 von c.ploss am 30.01.08 11:11:32.
Die unendliche Geschichte mit der Kreditkrise ....
Japans Banken machen Milliardenverluste
31. Januar 2008, 21:02 Uhr
Die Ratingagentur S&P hat am Donnerstag gewarnt, die Verluste bei Finanzhäusern weltweit in Folge der Kreditkrise könnten auf mehr als 265 Mrd. Dollar steigen. Die Probleme treffen auch Japans Banken. Bei den Branchenführern Mitsubishi UFJ und Mizuho brachen die Gewinne um jeweils rund zwei Drittel ein. Mizuho sah sich am Donnerstag zudem zu einer Gewinnwarnung gezwungen.
http://www.handelsblatt.com/News/Unternehmen/Banken-Versiche…
Analysten: Anleiheversicherer brauchen bis zu 200 Mrd Dollar
Reuters Deutschland - 26. Jan. 2008
New York (Reuters) - Anleiheversicherer könnten nach Einschätzung von Analysten bis zu 200 Milliarden Dollar benötigen, um überlebensfähig zu bleiben. ...
http://news.google.de/news/url?sa=t&ct=de/5-0&fp=47a2f7a3a0e…
Derivate gelten als Krisenursache
Financial Times Deutschland - vor 11 Stunden gefunden
Das gilt etwa für die Probleme der US-Anleiheversicherer, die Kredite im Volumen von 2200 Mrd. $ gegen Ausfälle versichert haben und damit nach Meinung von ...
http://news.google.de/news/url?sa=t&ct=de/5-0&fp=47a2ab3fb5b…
Tödliches Patt
Handelsblatt - 22. Jan. 2008
Von Frank Wiebe Amerikanische Anleiheversicherer spielen die Hauptrolle im absurdesten Akt der internationalen Finanzkrise. Die Unternehmen haben dubiose ...
http://news.google.de/news/url?sa=t&ct=de/4-0&fp=47a27ff36f9…
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... und zu allem Überfluß ist der Dow Jones noch am unterem Rand von Aufwärtstrend aus 1983
... geht der in den Keller, dann müssen wir uns auch bei Solarworld wieder warm anziehen. Heute ist der DJ noch mal in Party Laune ...
Die unendliche Geschichte mit der Kreditkrise ....
Japans Banken machen Milliardenverluste
31. Januar 2008, 21:02 Uhr
Die Ratingagentur S&P hat am Donnerstag gewarnt, die Verluste bei Finanzhäusern weltweit in Folge der Kreditkrise könnten auf mehr als 265 Mrd. Dollar steigen. Die Probleme treffen auch Japans Banken. Bei den Branchenführern Mitsubishi UFJ und Mizuho brachen die Gewinne um jeweils rund zwei Drittel ein. Mizuho sah sich am Donnerstag zudem zu einer Gewinnwarnung gezwungen.
http://www.handelsblatt.com/News/Unternehmen/Banken-Versiche…
Analysten: Anleiheversicherer brauchen bis zu 200 Mrd Dollar
Reuters Deutschland - 26. Jan. 2008
New York (Reuters) - Anleiheversicherer könnten nach Einschätzung von Analysten bis zu 200 Milliarden Dollar benötigen, um überlebensfähig zu bleiben. ...
http://news.google.de/news/url?sa=t&ct=de/5-0&fp=47a2f7a3a0e…
Derivate gelten als Krisenursache
Financial Times Deutschland - vor 11 Stunden gefunden
Das gilt etwa für die Probleme der US-Anleiheversicherer, die Kredite im Volumen von 2200 Mrd. $ gegen Ausfälle versichert haben und damit nach Meinung von ...
http://news.google.de/news/url?sa=t&ct=de/5-0&fp=47a2ab3fb5b…
Tödliches Patt
Handelsblatt - 22. Jan. 2008
Von Frank Wiebe Amerikanische Anleiheversicherer spielen die Hauptrolle im absurdesten Akt der internationalen Finanzkrise. Die Unternehmen haben dubiose ...
http://news.google.de/news/url?sa=t&ct=de/4-0&fp=47a27ff36f9…
-----------
... und zu allem Überfluß ist der Dow Jones noch am unterem Rand von Aufwärtstrend aus 1983
... geht der in den Keller, dann müssen wir uns auch bei Solarworld wieder warm anziehen. Heute ist der DJ noch mal in Party Laune ...
Tach zusammen, hab ich bei WO gefunden:
Vorstandsinterview mit P. Koecke, CFO:
http://www.wallstreet-online.de/video/dafPopup.html?spid=pop…
Vorstandsinterview mit P. Koecke, CFO:
http://www.wallstreet-online.de/video/dafPopup.html?spid=pop…
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