Photon Consulting’s forecast figures for German PV installations were virtually right on the mark, and my criticism over its forecasting credibility has been blown out of the water. Preliminary figures from the German Federal Network Agency put PV installations at 3.8GW with the potential for final number crunching to produce a higher figure. Photon Consulting had projected 3.9GW in their September 2009 release of their annual report and could prove to be frighteningly close to final figures, whenever they are issued.
With only a handful of major solar-related manufacturers having released fourth-quarter and full-year financial results, a picture is already emerging as to the health and wealth and 2010 trends for the solar industry. Having reported financial results and conducted its quarterly conference call last Thursday, JA Solar gave a lot of data points to digest about capacity ramps but also importantly, average selling prices (ASPs) for 2010.
The German government met at the Environment Ministry in Berlin on January 13 to discuss cuts to the state-mandated solar incentives, including the feed-in tariff rate. These cuts have been anticipated for this year due to a steeper overall slide in costs. The FiT has been falling by about 8% per year before dropping 10% in 2010.
The new German Government didn’t spend much time after the recent election to propose changes in the FiT program above and beyond the planned yearly declines. Then under pressure from the PV industry and certain states, politicians became more conciliatory to less than ‘aggressive’ changes, even though it was never made clear what the degree of changes would inevitably be. However, with the increasing belief of a growing number of industry observers and players, PV installations in the country are set for record levels, far beyond what the new Government would accept under ‘reasonable’ growth.
On the surface (pun intended) there would seem to be of little interest or need to know more about the recent acquisition by Applied Materials of a small cap semiconductor equipment supplier, Semitool. The Montana-based wet processing specialist has been around for a long-time and perhaps because of where it is based, compared with many equipment suppliers clustered in Silicon Valley, it gets little attention in comparison. However, solar cell producers may well find that they get a knock on the cleanroom door soon from Applied, to discuss porous silicon processes and a wet processing tool called the ‘Raider.’
A seasonal end of year rush to beat the changes set to take place on tariffs in Germany is on, which is potentially being fuelled further by the continued speculation over further cuts in the FiT, due to the new German Government. Germany was expected to be the largest market in 2009 for new PV installations, after the collapse of the Spanish market last year. However, a prolonged winter and the continued fall-out from the financial crisis meant that installations in Germany may not have met earlier forecasts.
The Solar America Cities Program was launched as one of the biggest efforts at the Department of Energy aimed towards the adoption of renewable energy in a country with one of the largest carbon boot prints in the world. The program, which saw partnership with 25 cities, made for a huge amount of success as 40 individual solar projects were eventually erected. The time has now come for the DOE to build on this success as it brings out a must-have resource for prospective cities: 'Solar Power in Your Community: A Guide for Local Governments.' Speaking with Charlie Hemmeline, head of the project based at the Department, I delved beneath the surface of the next stage of the Solar America Cities Program.
Many industries worldwide are paying more attention to their energy supply, moving slowly but surely down renewable avenues. One industry some may be surprised to find investing in the green energy sector is the multi-billion sports industry. Over the last couple of months, more and more sports companies have announced the use of renewable, and in particular solar PV, installations. Among the most recent to announce these initiatives are the UK's Sheffield Wednesday, Barcelona's RCD Espanyol football club and Italy's Bentegodi Stadium in Verona.
Not all the news from First Solar’s second-quarter conference call was good. Granted, the CdTe thin film leader impressed again with its continued benchmark performance on productivity, lowest cost per watt and revenue generation, however the sombre note regarded pricing pressure seen from the traditional c-Si module manufacturers.
Cabot Consultants, the national search firm with practice areas in technology, clean tech, and renewable energy, has announced its first annual list of "Women to Watch in Solar Energy."
