Christoph's Feed
Aug 11, 2010

Solars cautious on future after strong Q2

FRANKFURT/NEW YORK, Aug 11 (Reuters) – Solar power equipment
companies say the industry faces a fresh price slump next year
as subsidies in top global market Germany, which boosted
second-quarter results, are set to be reduced further.

German solar wholesaler Phoenix Solar (PS4G.DE: Quote, Profile, Research, Stock Buzz), module
maker Aleo Solar (AS1Gn.DE: Quote, Profile, Research, Stock Buzz) and SunPower (SPWRA.O: Quote, Profile, Research, Stock Buzz), the U.S.
market leader, all either pointed to flattening demand for solar
products in Europe’s biggest economy or falling selling prices
for solar products next year.

Jul 30, 2010

Global solar sector faces fresh cell glut

FRANKFURT/MILAN (Reuters) – The global solar industry is likely to face a fresh sector trough if the recent European demand feast ahead of subsidy cuts turns into a famine next year.

Excess stocks of module-cells weighed on firms such as First Solar(FSLR.O: Quote, Profile, Research), Q-Cells(QCEG.DE: Quote, Profile, Research), Suntech(STP.N: Quote, Profile, Research) and Solon after a financial crisis-fuelled sector bust in 2008, when prices slid 50 percent, and the same could happen again.

Jul 30, 2010

Analysis: Global solar sector faces fresh cell glut

FRANKFURT/MILAN (Reuters) – The global solar industry is likely to face a fresh sector trough if the recent European demand feast ahead of subsidy cuts turns into a famine next year.

Excess stocks of module-cells weighed on firms such as First Solar, Q-Cells, Suntech and Solon after a financial crisis-fueled sector bust in 2008, when prices slid 50 percent, and the same could happen again.

Jul 29, 2010

SolarWorld sees strong 2011 as Q2 beats forecasts

FRANKFURT, July 29 (Reuters) – SolarWorld (SWVG.DE: Quote, Profile, Research, Stock Buzz),
Germany’s biggest solar company by sales, is confident the
global solar market can grow in 2011 in spite of sector subsidy
cuts, after posting higher than expected quarterly results.

The industry is divided about whether the solar market will
collapse next year, as sector subsidy cuts in Germany, the
world’s biggest solar market, and No. 2 Italy threaten to curb
demand. [ID:nLDE666274]

Jul 19, 2010

Solar in for healthy Q2 but fears about 2011 remain

FRANKFURT/NEW YORK (Reuters) – Strong sales of modules in Germany, the world’s No.1 solar market, are set to boost revenues for the sector elite’s in the second quarter but won’t allay fears about weaker 2011 demand as incentives wane.

After a horrific 2009, top makers of the clean energy systems such as First Solar, Renewable Energy Corp (REC), Q-Cells and Suntech Power Holdings have seen robust sales so far this year.

Jul 13, 2010

Chipmaker rebound holds lessons for German Q-Cells

FRANKFURT (Reuters) – Nedim Cen and Peter Bauer have more in common than being CEOs of German tech companies: Cen, who heads solar cell maker Q-Cells(QCEG.DE: Quote, Profile, Research), and Bauer, CEO of chipmaker Infineon, are both seen as turnaround men.

Now analysts want Cen to take a page out of Bauer’s book on how to rescue a company from the edge: Q-Cells, once the world’s top maker of solar cells, trades at a tiny fraction of a high hit in late 2007 and clearly needs transformation.

Jul 13, 2010

Analysis: Chipmaker rebound holds lessons for German Q-Cells

FRANKFURT (Reuters) – Nedim Cen and Peter Bauer have more in common than being CEOs of German tech companies: Cen, who heads solar cell maker Q-Cells, and Bauer, CEO of chipmaker Infineon, are both seen as turnaround men.

Now analysts want Cen to take a page out of Bauer’s book on how to rescue a company from the edge: Q-Cells, once the world’s top maker of solar cells, trades at a tiny fraction of a high hit in late 2007 and clearly needs transformation.

Jul 6, 2010

SMA Solar sees no China threat to business: CEO

NIESTETAL, Germany (Reuters) – SMA Solar expects Chinese rivals, the biggest threat to the German photovoltaic industry, will not be able to muscle in to its lucrative business, its chief executive told Reuters.

Shares in the world’s biggest maker of solar inverters closed 16 percent higher on Tuesday after SMA hiked its outlook, lifting market hopes that subsidy cuts in Germany would not lead to a slump in demand during the second half.

Jun 30, 2010

European solars win as China loses FX edge

FRANKFURT/HONG KONG (Reuters) – European solar players could get an unexpected business boost as a stronger yuan and a weaker euro relative to the dollar deal a double blow to low-cost Asian rivals’ foreign expansion strategy.

Chinese solar cell and module players such as Suntech Power Holding and Yingli Green Energy built up a 50-percent market share in the German market, the world’s biggest, thanks to weakness in the dollar over the past three years and the fixed yuan exchange rate.

Jun 24, 2010
via Environment Forum

The roof is on fire

Photo

Much has been written about how solar power could help to
solve the energy crisis facing mankind. Ideas range from
harnessing the Sahara’s heat through parabolic mirrors to
transmitting solar energy from space to earth.

The Desertec solar project, for example, aims to supply 15
percent of Europe’s energy needs by 2050. Yet according to
Brussels-based EPIA, the world’s biggest solar industry
association, more could be achieved some 30 years earlier.

    • About Christoph

      "I'm responsible for the coverage of German renewable companies, mainly solar, at Reuters News. Previously, I have worked as a correspondent at Thomson Financial News, covering German technology and construction companies."
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