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Will a Shortage of Solar Panels Derail Our Green Energy Revolution?

By Kriss Bergethon
September 21, 2010   |   2 Comments

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2 Reader Comments
Comment
1 of 2
September 22, 2010
Very funny post, and the "usually reliable manufacturers booked for months" statement is the icing on the cake. Uni-Solar's bonds are trading as junk, indicating significant probability of bankruptcy by 2013, and the company is already undergoing a shadow reorganization as the equity holders' stake is being transferred to the bondholders - not surprising, given that the company has never generated positive free-cash flows on an annual basis in its 50-year history. Evergreen, of course, is even closer to bankruptcy, based on its bond quotes. So much for "booked for months and even years." High-cost manufacturers do not survive in a commodity market.

And let's not forget how the Uni-Solar modules reliably ignited on the rooftop of the Long Beach Convention Center in February of 2008. Or how the Uni-solar modules reliably underperform vs expectations in numerous high-profile installations, including their largest so far, the 12MW rooftop GM/Opel installation in Zaragoza, Spain. Or how the modules look like after two years of exposure to the Sun: http://picasaweb.google.com/fan.of.ecd/FloridaInternationalUniversitySolarInDistress

If Mr. Bergethon is truly looking for solar modules, maybe he should visit sunelec.com's website, as he is obviously less informed than even the regular retail customer. Would Solar Sphere (his "business") be interested in some $0.78-per-Watt crystalline "laminates?" And, apparently, there are plenty of $2.40-per-Watt regular crystalline modules there (including some Evergreen's)

Disclosure: No affiliation with with sunelec.com
Comment
2 of 2
September 23, 2010
Yes ecdfan the market is starting to clearly differentiate. Winners are emerging, losers are fading fast... Let us just hope that the winners can scale up fast, fast, fast and keep the overall PV momentum rolling. The recent announcement by Oerlikon Solar on their new "ThinFab" production process solution for amorphous silicon panels looks almost too good to be true. But alas Oerlikon is also struggling financially. It will be interesting to see how the market responds to their new and seemingly break-through product.
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Kriss Bergethon

View Kriss Bergethon's Profile
About: Hello, I am an engineer and now design and sell solar power kits and systems. I actually got my start working for large mining companies and worked in coal min... more »

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