energi terbarukan: CHEER$ (1) … 040911


Why It’s Not A Bad Thing For Solar Power That Solyndra Went Bankrupt
BY Ariel SchwartzThu Sep 1, 2011
The end of the solar company–with $1 billion in investments and hundreds of millions in government loans–is bad for the U.S. economy. But the good news is, it failed because solar power is growing too fast.

Solyndra was a solar startup that was primed to succeed–it raised over $1 billion from investors, and managed to secure a prized $535 million federal loan guarantee in 2009 to build a solar panel factory. The government keeps saying that the clean energy industry and green-collar jobs will be what saves the economy, and Solyndra was a large part of that theory. This week, Solyndra announced that it is bankrupt. While this is bad news for investors–and the DOE loan program–it might not necessarily be a bad thing for the solar industry.

In a statement, Solyndra explained why it went bankrupt:

“Despite strong growth in the first half of 2011 and traction in North America with a number of orders for very large commercial rooftops, Solyndra could not achieve full-scale operations rapidly enough to compete in the near term with the resources of larger foreign manufacturers. This competitive challenge was exacerbated by a global oversupply of solar panels and a severe compression of prices that in part resulted from uncertainty in governmental incentive programs in Europe and the decline in credit markets that finance solar systems.

That price compression is an important point. Solyndra thought it would be successful when photovoltatic modules cost $3.25 per watt. But in the past 24 months, solar prices have fallen 70%, and are now moving close to grid parity (the point when it is just as cheap to generate solar as grid-tied fossil fuel sources). And Solyndra just couldn’t compete with foreign (read: Chinese) companies that have overwhelming government resources and ultra-low price points. This isn’t a great statement about American manufacturing, but it’s not such bad news about where the solar industry is positioned.

“This is a reflection more about the success of the industry than the specific failure of Solyndra,” says Arno Harris, CEO of Recurrent Energy. “Costs are dropping rapidly because a number of other companies have lower cost technology. The price wouldn’t be where it is if there weren’t willing sellers at that price.”

Unfortunately for the U.S., Solyndra’s failure might lead to more gun-shy solar investors and increased scrutiny of the DOE’s loans. It’s not a negative thing for solar consumers, who still get the benefit of cheaper Chinese panels, but it will probably strike fear in solar startups who see that millions (or even billions) of dollars can’t buy success in a saturated marketplace.

But as Harris says, “The failure of one company isn’t a judgment of the entire industry.” And indeed, cheap panels are cheap panels, no matter who they come from.

A Silver Lining in Declining Solar Prices
Posted by Arno Harris of Recurrent Energy August 31, 2011

Quarterly earnings numbers are out for many publicly traded solar manufacturing companies, and you’d be forgiven for thinking the solar industry is in trouble. Why? Because the global price of solar panels is falling, putting pressure on profit margins, and that spells bad news for manufacturers’ earnings.

This is a reminder that what is good for a market isn’t necessarily good for all market participants. Declining prices mean only those with the lowest manufacturing costs (and business models that work on much thinner margins) will earn the profits necessary to survive. Those that can’t will fall by the wayside.

in a world where costs are rapidly approaching $1/watt

The recent news that Solyndra, a California-based solar tech firm that had received a $535 million federal loan, is laying off 1,100 workers and filing for bankruptcy is a case in point. Solyndra had a compelling technology when solar modules cost $3.25/watt. But the technology didn’t prove out in a world where costs are rapidly approaching $1/watt. This is the Darwinian process by which markets reward innovation and starve stagnation. And it is this process that will ultimately deliver cost-effective solutions to climate change.

A 70-percent decline in solar panel prices over the last 24 months has many in the industry forecasting a brutal shakeout ahead. I’d argue that this picture misses an important point. It’s myopic to focus solely on earnings of one segment of the industry. There’s a silver lining for the world in declining solar prices: cheaper solar power.

The less solar power costs, the more favorably it compares to conventional power, and the more attractive it becomes to utilities and energy users around the globe. Utility-scale solar power can now be delivered in California at prices well below $100/MWh ($0.10/kWh) less than most other peak generators, even those running on low-cost natural gas. Lower solar module costs also stimulate demand from consumer markets where the cost of solar compares very favorably to retail electric rates.

Bottom line: declining prices mean ever-growing demand for solar power. That means an ever bigger role for solar in our generating mix and an increasing impact addressing climate change.

Many may see today’s hand-wringing about solar stocks as an indication we need to go back to past policies of rich direct subsidies for solar. The reality is “the way things used to be” isn’t a viable option. Government appetite for direct solar subsidies is waning and the industry must make the transition to electricity market demand.

That’s not necessarily a bad thing. Just as there’s a silver lining to declining module prices, there’s also an important upside to the broader changes happening in our industry: the companies that emerge successfully from our shifting subsidy landscape will be the very companies that help usher us into an era of grid parity, where solar competes on equal footing with gas, coal, and other traditional power sources.

But that’s only if we play our cards right, both as an industry and as a nation. As I’ve written before, changes to key policies — specifically, those that impact how projects are financed — are critical to developing a strong and competitive solar PV market. Ultimately, the leaders that overcome today’s crisis will be those that can tap the full potential of competitive demand, capturing massive scale as solar becomes a part of the mainstream energy supply.

China Solar Booming- Chinese Solar Panels Prices,Cost,Review,Best Manufacturers(Trina,Suntech)
17 Mar, 2011
BYD Auto,Canadian Solar,China,First Solar,Hanlong,LDK Solar,Solar Energy,Suntech,Trina Solar,Trony Solar,Yingli
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China’s Solar Industry is the biggest in the world with 5 of the biggest Solar Panel Manufacturers being Chinese.The low costs of Chinese Solar Panels have made them capture almost 40% of the world’s market in 2010 up from almost 0% in 2005.The remarkable growth in the Chinese Solar Panel Industry has been due to the supportive government,low labour and capital costs and aggressive competition.This has made the higher cost solar panel manufactures cut their prices in order to retain their marketshare.Trina Solar has shown the best growth amongst the solar panel producers and it now competes with Suntech which is the world’s biggest solar panel producer.China has also got a number of Tier 2 and Tier 3 producers of solar panels.These small solar panel companies sell mostly in the spot market and quote very low prices.The quality of the solar panels of smaller companies is also suspect.Due diligence and Review of Solar Panels is necessary in order to Buy Solar Panels from China.

Chinese Solar Panel Prices and Costs

the Chinese Solar Panel Prices at around $1.5/watt are the lowest in the world

Note the Chinese Solar Panel Prices at around $1.5/watt are the lowest in the world and are sold at a substantial discount to the European and American Solar Panels.These days Solar Panels are also being outsource to China by bigger companies in the West to take advantage of the low cost Chinese Solar Panels..The Prices of Solar Panels can fluctuate a lot depending on the global supply/demand and is currently at around $1.65/watt in 2011 beginning.However the prices can come down by around 20% if oversupply happens to reach $1.4/watt or lower.The costs of Chinese Solar Panels differs by different companies with the lowest Panel Producers being able to producer Solar Panels at around $1/watt.

Chinese Solar Panel Manufacturers

There are many Chinese Solar Panel Manufacturers as the costs of setting up a Solar Panel Plant is quite low at around $5 million for a basic solar module line.However there are only a few big Solar Panel Companies which have capacities running into hundreds of Megawatts per year.There are also a number of big State Owned (SOE) Chinese conglomerates that are entering the Solar Panel Industry.Here is a list of the Best Chinese manufacturers of Solar Panels

Suntech – Suntech was the world’s biggest producer of solar panels in 2010 and was one the first companies to set up operations in China.Its example was followed by a host of other Chinese companies.Suntech has been slow to expand compared to the fast growing small companies in China and has lost marketshare to them.It has started to vertically integrate in order to meet the low cost challenge from Trina and Yingli.Suntech makes one of the best quality Solar Panels in China.
Yingli Green Energy – Yingli Green Energy is one of the oldest Chinese companies and is completely integrated from polysilicon.The company has been expanding rapidly and has one of the lowest cost structures in the industry.Yingli Green Energy has been sponsoring Football in Europe and has started a new line of high efficiency “Panda” Solar Panels.Yingli is the second biggest producer of Solar Panels in China
Trina Solar – Trina Solar is one of the lowest cost manufacturers of Solar Panels in the World right now and also sells it at a very low price.This is the reason that the company in a span of few short years has managed to acquire a substantial global marketshare.The prices the solar panels being sold are around $340 per 200 watt module.Trina Solar.Like Yingli and Suntech,Trina Solar Panels are one the best quality in China
Hanwha Solar One – The Company which was recently acquired by South Korean Chemicals Giant Hanwha also makes one of the cheapest panels and sells it a very low price.The quality is also quite good and with strong parentage behind it,the solar panels made by the company.Again like Trina Solar,it has very low cost Chinese manufacturing capacity.The company was earlier known as Solarfun.
Canadian Solar – The Company sells a wide variety of solar panels unlike other producers.The Solar Panel Selling Price is also quite cheap.The Company is headquartered in Canada with factories in China and Ontario.Canadian Solar is the 5th biggest producer of Solar Panels in China.
LDK Solar – This is the biggest producer of solar wafers that are used by crystalline solar panels but is losing its No.1 position to GCL Poly.Is expanding rapidly into other parts of the solar supply chain and could break into top 10 solar panel producer in the next couple of years.LDK Solar is building a huge solar panel and cell production facility.It sells Solar Panels mostly to other Solar Panel Companies.
Renesola – Very similar to LDK Solar in operations and structure,this Chinese company is the lowest cost producer of solar wafer producer in the world.It is expanding into other parts of the supply chain.Like LDK Solar,Renesola sells most of its Solar Panels under an OEM Contract
Jinko Solar – Jinko Solar has shown the fastest growth rates in the Chinese Solar Panel Industry.The company is expanding again to become one of the Top 5 Solar Panel Producers in China.Jinko Solar like Trina and Yingli is vertically integrated and has one of the lowest cost solar panel production process.
Trony Solar – Trony Solar is the largest Solar Thin Film Producer in China and uses a-Si Technology to producer Solar Panels used mostly in Off-Grid Applications.The company uses its own custom made equipment and manages to get decent margins for its products.The company recently listed on the HK Stock Exchange.

Summary

There are other major solar panels manufacturers in China like BYD,Astroenergy,Hanlong etc which are setting up large gigawatt scale solar panel capacity.The existing Solar Panel Producers in China will have a tough time as the competition grows domestically as well as from other Asian like the Koreans and the Taiwanese.However currently Chinese Solar Panels are No.1 in the world in terms of volume and fast catching up in quality as well.The Chinese Solar Market is also growing rapidly as the Chinese government awards subsidies for setting up pilot plants in different provinces.However a lack of national feed in tariff like Germany is hindering the growth.

Panel Surya Buatan Cina Kalahkan Jerman
Thursday, 20 August 2009 17:05 Antonius

Industri tenaga matahari Jerman, yang selama ini menjadi yang terdepan dalam pengembangan teknologi tenaga matahari, mulai menghadapi kompetitor dari Asia, khususnya Cina.

Q-Cells, perusahaan pembuat panel surya terbesar di dunia, pekan lalu mengumumkan pendapatan yang terus menurun dalam setengah tahun ini. Akibatnya, perusahaan Jerman itu harus memecat 500 karyawan dari 2600 tenaga kerja yang dimilikinya, sementara sebagian lainnya ditempatkan sebagai pekerja paruh waktu.

Krisis ini juga dialami perusahaan kecil seperti Sunline. Tiga bulan lalu perusahaan ini menyatakan bangkrut dan memecat 78 karyawannya.

Perusahaan-perusahaan itu kalah menghadapi saingan dari Cina yang mampu membuat panel tenaga surya yang lebih murah. Hal itu bisa dicapai karena upah buruh yang murah. Perusahaan Cina juga mampu menekan harga pembelian silikon, bahan mentah untuk pembuatan panel surya yang jauh lebih murah.

Perusahaan-perusahaan Jerman terikat kontrak jangka panjang dengan pihak penyedia silikon, sementara perusahaan Cina bisa mencari langsung di pasaran, dimana harganya bisa ditekan hingga 70 persen.

Hasil survey yang dilakukan perusahaann konsultan Jerman, Photon Consulting menyebutkan perusahaan Jerman seperti Ersol menetapkan harga 1,01 dolar per watt sementara perusahaan Cina Suntech hanya menerapkan harga 35 sen per watt.

Secara keseluruhan, ongkos produksi untuk industri tenaga matahari di Cina 30 persen lebih rendah dibanding Jerman.

Situasi ini membuat beberapa perusahaan Jerman memutuskan bergabung dengan saingan mereka di Cina.

Q-Cells baru-baru ini mengumumkan kerjasama dengan LDK Solar. Gabungan perusahaan ini sudah membuka kantor cabang di Malaysia. Sementara perusahaan Jerman lainnya Solarworld siap membangun pabriknya di Korea Selatan.

Sumber : AFP

Germany Solar Energy Market World’s Biggest – Green Subsidies fuel growth German Photovoltaic Panel,Cell,Inverter Manufacturers
19 Mar, 2011
Centrotherm,Germany,Kaco,Q-Cells,Schieder Electric,Schott Solar,SMA,Solar Energy,Solarworld,Wacker

German’s Solar Energy Market is the biggest in the world by a fair margin.Germany installed almost 6 gigawatts of solar panels in 2010 taking the total installed capacity to almost 16 GW which is 40% of the world’s total installed solar capacity.Note Germany’s Photovoltaic Solar Electricity now forms almost 10-15% of the total electricity production in the country at peak time.Note Germany’s solar industry got a renewed boost when 7 old nuclear plants were shutdown following Japan’s Fukushima Nuclear Disaster recently.Previously Germany had decided to extend the operating life of its Nuclear Plants despite stiff opposition.Germany Solar Subsidy which is framed under the Renewable Energy EEG law has made Germany one of the world’s leaders in Wind,Solar and Biomass Energy.Germany’s Manufacturing Industry has benefited from the strong domestic market with many of the world’s top solar panel companies located there.Solar equipment,inverters and cell companies are also present in large numbers.Recently Germany amended its Feed in Tariff Law to slowdown the exponential growth in solar panel installations.This is over and above the regular reduction in solar subsidies done each year.

German Polysilicon Companies

Wacker Chemie- This German chemicals conglomerate as increased plant capacities rapidly in Germany and is expanding in the USA as well.Wacker has the majority of its profits coming from it nearly 25000 ton polysilicon capacity.It is one of the world’s major producers of semiconductor wafers as well so uses some of the poly inhouse while selling the rest to Asian customers mostly.Wacker is expanding in Germany and USA to keep its No.2 global position.

German Solar Panel Manufacturers

Solarworld – Solarworld is the Biggest German producer of solar panels,the company is one of the few to still have operations in Europe and USA.The company has been battered by low cost competition .However Solarworld is strongly expanding in USA as growth slows down in Germany.Solarworld is also entering the polysilicon sector through a JV with Qatar.Only Western company not to have a major factory in Asia.
Q-Cells – The largest solar producer of cells in 2008 faced a horrendous 2009 running losses of as high as Euro 1 billion.After restructuring it has moved its factories to Malaysia and has diversified into solar modules and systems.The German company has seen its stock price drop more than 95% from the peak levels.It is using Flextronics as an outsourced module producer for its cells.The company has expanded into making Photovoltaic modules and systems.The company also makes thin film modules through its Solibro subsidiary.
Bosch – This German Auto Giant has expanded into Solar Energy by buying up small German companies like Ersol and Aleo Solar.Bosch is now vertically integrated with operations in solar wafers,cells and panels.
Schott – The German Glass Maker is a big component supplier to the CSP industry but does not provide a turnkey solution.Schott is also involved in the Solar PV Technology area producing both crystalline silicon panels as well as thin film panels.It recently established a JV with Chinese company Hareon and plans to build 700 MW of solar panel capacity in emerging markets around the world.It has won a contract to supply 20 MW of thin film modules to Indian Solar Company Premier Solar with 10 MW of supply in 2010 and 10 MW in 2011

There are a number of other German solar comapanies which have small capacities in making solar cells and solar panels like Solon,Solar Fabrik,Centrosolar etc.

German Solar Inverter Manufacturers

Germany still holds the leading position in manufacture of solar inverters despite losing the pole position in solar cell and solar panels to China.The high-tech nature of the inverter sector has made it harder for other companies to bridge the competitive advantages of German solar companies

SMA Solar – The Big Daddy of the Solar Inverter Market with a 40% Marketshare of the Global Market.This Germany company has become the most valued solar company in Germany beating out the old stalwarts like Q-Cells and Solarworld.SMA Solar has managed to maintain its marketshare and grow as fast with the global solar demand unlike some of its competitors.SMA Solar faces tough times ahead as the growing inverter industry attracts numerous competitors and it remains to be seen whether it can avoid the fate of Q-Cells.
Kaco New Energy – Like SMA,this is also a German company though privately held.It too benefited from the strong growth in German solar market in 2009 and 2010 to become a large players.It is has not grown as fast as SMA but is still a big players
Fronius International – Very similar to Kaco in terms of its growth and being German.Fronius was a top 3 player in 2009 but has seen upstarts like Power-One take more marketshare
Schneider Electric – This European Electrical Equipment Giant got into the solar inverter market by buying up Canadian Producer Xantrex.

German Solar Equipment Manufacturers

Germany has the biggest solar equipment industry supplying the tools and machinery needed for production of solar panels,cells and wafers.While USA has caught up with Germany in supplying the low cost Chinese solar producers,German equipment makers still are heavily present in the top 10.

The major solar equipment producers are

Centrotherm Photovoltaic AG
Roth and Rau
Meyer Berger
Manz Automation
ALD Vacuum Technologies

Summary

Despite the low cost Chinese competition having heavily impacted the solar panel industry in Germany,other sectors like solar inverters,equipment have continued to flourish in Germany.SMA Solar is the biggest solar inverter in the world while Centrotherm is the 2nd biggest solar equipment maker.The German solar market has been the biggest reason for the growth of the global solar industry in the past decade.The progressive and stable German Solar Energy Subsidies have fostered both Renewable Energy and Green Industry and Jobs while a number of countries have messed up.

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