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yalanand
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re: More bad news for solar: Oversupply havoc
yalanand   10/3/2011 11:39:05 AM
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I am not sure if companies are so generous that they will reduce the prices for environment benefit sake. Most of the companies are in this business just to make profit. May be government can give some tax breaks to these companies so that they can pass on that benefit to the end customer.

yalanand
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re: More bad news for solar: Oversupply havoc
yalanand   10/3/2011 11:33:52 AM
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I feel this is temporary phenomenon. After Nuclear crisis in Japan demand for renewable energy has gone up. Even countries like France and Germany have decided to move away from nuclear energy. Ultimately this will lead to huge demand for solar modules.

prokaryote
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re: More bad news for solar: Oversupply havoc
prokaryote   10/2/2011 12:46:59 PM
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Definitely! I used to work for a PV manufacture and I raised the point at an all hands engineering meeting that our competition was not any one specific company, it was China, more specifically the Bank of China. This was 1.5 years ago and the response I got was a blank look and a retort that it was an unsustainable business model. I replied that it doesn't have to be sustainable, just last long enough to drive the non-subsidized competition into bankruptcy. Again the blank stare and a change of subject. I bailed from that company! People need to understand the rules of the game as they are, not as they wish them to be. Free market in a global environment is wishful/magical thinking. Need to adapt to the current paradigm of a fusion of state sponsored "free market" or perish when your industry comes into the cross hairs. Good luck to those that remain!

LarryM99
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CEO
re: More bad news for solar: Oversupply havoc
LarryM99   9/29/2011 5:54:39 PM
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The first crunch comes when oversupply forces price drops, which is what we are seeing here. The second one comes when all of the low-hanging fruit is taken in terms of installations. Remember that these things have twenty years or so of (admittedly declining) production. Unless there are significant technology breakthroughs that can increase that obsolescence we won't be seeing the first replacements for a decade or more. Larry M.

KB3001
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CEO
re: More bad news for solar: Oversupply havoc
KB3001   9/29/2011 12:37:26 PM
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Correct, it could be a virtuous circle, but prices should not fall below a tipping point for that to happen.

KB3001
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CEO
re: More bad news for solar: Oversupply havoc
KB3001   9/29/2011 12:35:57 PM
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The forces of nature. With the depletion of traditional energy sources, we'll have to switch to something else otherwise we'll starve. Cheap energy is something of the past.

KB3001
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CEO
re: More bad news for solar: Oversupply havoc
KB3001   9/29/2011 12:34:49 PM
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It is a question of balance , indeed.

KB3001
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CEO
re: More bad news for solar: Oversupply havoc
KB3001   9/29/2011 12:34:03 PM
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The depletion of old energy sources will not make such balancing easy. I believe solar will be the most economical source of energy in the not too distant future.

vri
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re: More bad news for solar: Oversupply havoc
vri   9/28/2011 7:17:41 PM
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could the low prices be due to dumping by the state-funded Chinese vendors to drive out the VC-funded companies? (such things have happened in the past with memories for example.) Consumers may benefit short term from the lower price, but the prices will go up once the competition is gone. And consumers lose even more longer term as there is no competition to push technology improvements for a competitive edge.

resistion
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Manager
re: More bad news for solar: Oversupply havoc
resistion   9/28/2011 8:42:42 AM
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Mandatory vacations at PV makers are in order.

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