Have you been confused by the current “sold-out” situation for PV manufacturers and then see reports stating that factory utilization levels averaged 50% or 60%? Finlay Colville, senior analyst at Solarbuzz, explains in this guest blog that a more accurate way of reporting utilization rates among PV module manufacturers is required, one that better matches real-world utilization rates.
Eighty megawatts of cadmium-telluride PV modules represents a lot of glass. As in more than 1.3 million panels’ worth, weighing over 15.6 million kg. And that’s not counting the thousands of tons of steel in the form of posts, tilt brackets, and the like, let alone the hundreds of kilometers of cabling. As impressive as they are, it’s not the massive amount of glass and steel that matters, but the sheer installed AC capacity of the 1150-acre First Solar-built/Enbridge-owned site outside of Sarnia, in the southwestern corner of Ontario a little over four miles from the shore of Lake Huron. Going by the name Sarnia 80, the megasystem is, for the time being, the largest operational photovoltaic power-generating station on the planet, thin film or crystalline silicon, by a couple tens of megawatts. “I call it ‘the brief moment of glory,’” mused First Solar’s Peter Carrie.
Start-up companies face many perils on the path to viability and profitability, but tornadoes are not usually included on the risk/challenge list. In Nextronex Energy Systems’ case, a deadly twister in early June roared within a few hundred meters of the company’s facility outside of Toledo, tearing the side off the local police station, destroying a nearby home, and tossing cars around like Matchbox toys. The PV inverter/system optimization firm escaped unscathed, although the neighbor in the other half of the building sustained minor roof damage. When I asked new boss Bruce Larsen about the storm, he quipped, “I’m glad I became CEO after the tornado, not before!”
A quarter-page ad in the front section of Saturday’s Los Angeles Times almost made me choke as I sipped my morning coffee. “SOLAR WON’T LAST” the tagline cried out in large, all-capped type. Puzzled, I peered closer, squinted actually, at the much-smaller fonted copy and caught the elliptical continuation of the tagline, “…much longer at these prices.” Reading further, I realized that, the ad was promoting solar, not dismissing it. The copy goes on to tout California-based installer REC Solar’s expertise in helping the consumer take advantage of “limited-time government rebates” and the company’s claim to have installed “more solar electric systems than any other company.” The reader is then directed to the curiously named http://www.exposesolar.com website.
(CORRECTED/UPDATED) Over the past two days, California has become the center of the solar power universe—at least its news cycle. A cascade of announcements has tumbled into the mediasphere in the form of nine-figure acquisitions, approval and build-starts of hundreds of megawatts of CSP and PV projects, the largest tubular thin-film installation to date, the Republican gubernatorial candidate’s decision on Prop. 23 (AKA The Dirty Energy Proposition), and last but not least, the vote by the California Air Resources Board to require the state’s utilities to get 33% of their energy from renewable sources by 2020.
Following in the footsteps of First Solar, SunPower, MEMC and the like, Sharp has decided it also wants to be in the PV utility market with the acquisition of Recurrent Energy for up to US$305 million. Interestingly, with a claimed 2GW project pipeline, the majority in North America, Recurrent was one of only a handful of independent power developers left in the market, after those mentioned above had acquired the rest.
No sooner had the “local content” provision of Ontario’s solar power feed-in tariff been announced than a steady stream of PV module, inverter, and other balance-of-system players said they would build manufacturing sites in the province to take advantage of the lucrative incentives. The fun really begins in January 2011, when the FiT rules will stipulate increased local content and significantly ratchet up the clamor for homegrown panels.
The Czech government announced recently that it was about to take special measures against the ongoing solar boom in the country. These measures are to limit the rapid construction of solar power plants, which would otherwise lead to a dramatic increase in the price of electricity in the future. One of these measures maybe a brand-new tax imposed on producers of solar power.
This guest blog was provided by Finlay Colville, Senior Analyst, Solarbuzz.Aligning with PV industry leaders with a long-term strategic roadmap is a given prerequisite for equipment adoption by every tool supplier, regardless of the segments their equipment serves. But realizing this in practice can be a different challenge altogether. Such has been the dilemma for many equipment suppliers seeking to break into the PV equipment supply chain or diversify from one customer group or cell technology to another.
After a relatively quiet Monday, the second day of the EU PVSEC conference in Valencia certainly ‘hotted up’, in more than one sense of the word. With temperatures hitting 28°C, but feeling more like the high 30s, the air conditioning and vastness of the Feria Valencia are welcome as the suited and booted attendees meander their way around the eight halls and the conference centre.