solceller mm er slet ikke den vækssektor mange troede selvom væksten nok skal komme igen
men solceller er knyttet til byggeriet og når boligbyggeriet, erhvervsbyggeriet og køb/salg af eksisterende huse incl. ombygninger falder så voldsomt som tilfældet er i 2008 så hjælper det ikke emd de mange tiltag til at udnytte solenergien, fordi byggeriet er hovedindikator på hvor meget solenergi, der bliver installeret sålænge man ikke i større stil laver store sol baserede kraftværker og de er jo på samme måde som vindmøllerne ramt af kreditkrisen, faldende energipriser og mindskler lyst fra de store kraftværkers og andres side til at foretage nyinvesteringer
så investeringer i alt vedrørende alternativ energi incl. både sol og vind er baseret på en urealistisk optimsme, hvilket nok også er grunden til at greenteck har fået problemer
Poly-Si suppliers may reduce output if spot prices continue to fall
24 April 2009]
Some solar-grade polycrystalline silicon (poly-Si) suppliers are likely to reduce production or even hold back supplies if spot market prices keep falling to US$70-80/kg from the current level of US$90-100/kg, according to industry sources in Taiwan.
A considerable portion of suppliers' long-term contracts set contract prices at US$70-80/kg, the sources indicated. If spot market prices drop to this level, it will pose substantial threat to these suppliers' business operations and thus they may counteract the low-price competition through by production, the sources pointed out. Since these suppliers account for about 80% of the global supply volume, cuts in production are expected to keep spot market prices from falling further and may even push them to rebound, the sources explained
men solceller er knyttet til byggeriet og når boligbyggeriet, erhvervsbyggeriet og køb/salg af eksisterende huse incl. ombygninger falder så voldsomt som tilfældet er i 2008 så hjælper det ikke emd de mange tiltag til at udnytte solenergien, fordi byggeriet er hovedindikator på hvor meget solenergi, der bliver installeret sålænge man ikke i større stil laver store sol baserede kraftværker og de er jo på samme måde som vindmøllerne ramt af kreditkrisen, faldende energipriser og mindskler lyst fra de store kraftværkers og andres side til at foretage nyinvesteringer
så investeringer i alt vedrørende alternativ energi incl. både sol og vind er baseret på en urealistisk optimsme, hvilket nok også er grunden til at greenteck har fået problemer
Poly-Si suppliers may reduce output if spot prices continue to fall
24 April 2009]
Some solar-grade polycrystalline silicon (poly-Si) suppliers are likely to reduce production or even hold back supplies if spot market prices keep falling to US$70-80/kg from the current level of US$90-100/kg, according to industry sources in Taiwan.
A considerable portion of suppliers' long-term contracts set contract prices at US$70-80/kg, the sources indicated. If spot market prices drop to this level, it will pose substantial threat to these suppliers' business operations and thus they may counteract the low-price competition through by production, the sources pointed out. Since these suppliers account for about 80% of the global supply volume, cuts in production are expected to keep spot market prices from falling further and may even push them to rebound, the sources explained
26/4 2009 16:00 le 0
8902 Global solar energy market is in oversupply, say Motech and E-Ton
23 April 2009]
The global market of solar energy products is in oversupply currently and therefore the business outlook for related makers in 2009 is not optimistic, according to Taiwan-based crystalline silicon solar cell makers Motech Industries and E-Ton Solar Tech.
Motech's gross margin slipped from 14.6% in the fourth quarter of 2008 to 3.5% in the first quarter of 2009 but is likely to bottom out in the second quarter, company CFO Norman Shen said. However, international prices of solar cells tend to fall in 2009, Shen indicated.
For Motech, orders received and to be received in the second and third quarters of 2009 will account for 60-70% of the company's total shipment volume for the year, he said.
Due to government incentives, Spain had large demand for 2-2.5GWp of solar cells or modules in 2008, the largest market around the world; but its demand will fall to an estimated 500MWp in 2009, according to E-Ton CFO Lai-hwang Lo.
In 2009, Japan, Greece, France and UK are expected to create new demand, but the total volume will be much smaller than that seen in Spain in 2008, Lo said.
Because of high inventory levels and relatively weaker demand around the world, international prices of solar cells may drop from US$2/watt in the first quarter of 2009 to US$1.5/watt in the second quarter, Lo indicated.
They were speaking at a meeting with institutional investors Wednesday.
23 April 2009]
The global market of solar energy products is in oversupply currently and therefore the business outlook for related makers in 2009 is not optimistic, according to Taiwan-based crystalline silicon solar cell makers Motech Industries and E-Ton Solar Tech.
Motech's gross margin slipped from 14.6% in the fourth quarter of 2008 to 3.5% in the first quarter of 2009 but is likely to bottom out in the second quarter, company CFO Norman Shen said. However, international prices of solar cells tend to fall in 2009, Shen indicated.
For Motech, orders received and to be received in the second and third quarters of 2009 will account for 60-70% of the company's total shipment volume for the year, he said.
Due to government incentives, Spain had large demand for 2-2.5GWp of solar cells or modules in 2008, the largest market around the world; but its demand will fall to an estimated 500MWp in 2009, according to E-Ton CFO Lai-hwang Lo.
In 2009, Japan, Greece, France and UK are expected to create new demand, but the total volume will be much smaller than that seen in Spain in 2008, Lo said.
Because of high inventory levels and relatively weaker demand around the world, international prices of solar cells may drop from US$2/watt in the first quarter of 2009 to US$1.5/watt in the second quarter, Lo indicated.
They were speaking at a meeting with institutional investors Wednesday.
26/4 2009 18:36 alpehue 08914 Hej LE, godt at du er tilbage.
Jeg har selv tænkt lidt i de baner, da jeg for et par måneder siden lå tungt i VWS og nedbragte til supplering i solar.
Her er dem, der interesserer mig pt. og det ser ud til, at kun vind har klaret sig fornuftigt.
EDP Reno er jeg varm på, og den ligger i top på (se 3 måneder)
http://www.euroinvestor.dk/Stock/IndexGraph.aspx?StockIds=572189,206326,675691,597856,237622,1186858
Overvejer at satser på den og VWS.
Har du evt. en mere ?
/alpehue
Jeg har selv tænkt lidt i de baner, da jeg for et par måneder siden lå tungt i VWS og nedbragte til supplering i solar.
Her er dem, der interesserer mig pt. og det ser ud til, at kun vind har klaret sig fornuftigt.
EDP Reno er jeg varm på, og den ligger i top på (se 3 måneder)
http://www.euroinvestor.dk/Stock/IndexGraph.aspx?StockIds=572189,206326,675691,597856,237622,1186858
Overvejer at satser på den og VWS.
Har du evt. en mere ?
/alpehue
26/4 2009 22:22 CHjort 08963 Lidt fra et Hedge Fund.
http://www.gfsi.ch/admin/wp-content/uploads/nef_ateliers.pdf
Mv. Chjort
http://www.gfsi.ch/admin/wp-content/uploads/nef_ateliers.pdf
Mv. Chjort
27/4 2009 12:20 alpehue 09000 Tak for det CH, det var jo en anden vinkel.
Jeg havde læst mig frem til, at det måske var for tidligt, at satse på Solaraktier, men hvis jeg i stedet drypkøber lidt de kommende måneder får jeg måske en rimelig GAK.
Jeg havde læst mig frem til, at det måske var for tidligt, at satse på Solaraktier, men hvis jeg i stedet drypkøber lidt de kommende måneder får jeg måske en rimelig GAK.
