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From Electrek: Electrek green energy brief: ‘Republican Climate Resolution’, $4T in energy,...

Discussion in 'News from Electrek.co' started by RSSFeed, Mar 16, 2017.

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    Electrek green energy brief: ‘Republican Climate Resolution’, $4T in energy, NetMetering 2.0 slowing solar, more

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    Net metering 2.0 slows down California’s residential solar market – And that is the way it is supposed to work. If the most energy is being used in the early evening (the duck curve), then we need fine tune our systems. Time of Use helps us better understand pricing as private people and business, we invest appropriately, and our challenges will shift.

    JA Solar posts 16% revenue, 25% shipment year-on-year increase in 2016 – 5.2GW of solar sold at $2.3B is ¢44/W for solar panels. Gross margins were down to 14% from 17% – I’ve always been taught that healthy, long term business needs margins closer to 25-30%. Interesting note from the article – a new $1B solar cell factory in Vietnam was put on hold due to environmental issues.

    Price Drop across Multi-si Value Chain Continues and Embroils Price Trend of Mono-si Products – Nice report – many product types moving different directions. A few items I am looking for – Will solar panel prices start to drop as Chinese demand slows by mid year? Answer – they haven’t begun to fall yet, but no significant demand bumps have occurred to drive volume up year either. What are utilization rates of factories? Answer – the Taiwanese factories noted in this article are running 50-60%.

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