Saturday, January 21, 2012

Greentech Solar on the Solar Bust

From a Greentech Solar post:

"A source has indicated that MiaSolé is for sale. But every solar company is for sale these days -- except perhaps for First Solar and the leading Chinese crystalline silicon firms."
Solar can't compete with natural gas. The Spiegel has an article "Re-Evaluating Germany's Blind Faith in the Sun". German PV solar has been an enormous boondoggle because... Germany is not sunny. If Arizona doesn't use PV solar, how could it possibly make sense in Germany?

Meanwhile, the price of polysilicon (primary input for PV cells) has fallen drastically. This is good for the cost competitiveness of PV solar generally.

However, the primary advantage of thin film solar technologies - like Evergreen - was that they used less silicon. That provided a meaningful cost advantage when silicon was expensive.

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