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Solar Fred Memo: After Solyndra and Evergreen...We're Still Here, Yo!

By Tor 'Solar Fred' Valenza
September 6, 2011   |   29 Comments

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29 Reader Comments
Comment
1 of 29
September 6, 2011
Thanks for the positive reminder Tor. It's sad to see companies and investments go down the tubes but you're right - we're still here and growing. I'm proud to say that Quick Mount PV has grown from 5 employees to over 40, just in the SF Bay Area alone! We've had tremendous pressure to manufacture in China and lower our prices but we've stood strong in bringing the solar industry HIGH QUALITY, cost effective solar mounting and flashing systems that are MADE IN THE USA. Renewable energy IS homeland security and the more we stand strong and fight for energy independence, instead of oil, the more we will sustain our economy and grow local jobs. We're proud to be apart of that growth here at home!
Comment
2 of 29
September 6, 2011
Thanks for commenting, Johan, and thanks for all of your work for solar.
Comment
3 of 29
September 6, 2011
Great post, as usual, Tor. We are still here - in fact, Run on Sun just celebrated its 5 Year Anniversary - not bad in this economy. We will be here for a long time to come, too, because we take good care of our clients.
Indeed, it is time to Go Solar Now!
Comment
4 of 29
September 6, 2011
Congratulations, Jim! Looking forward to many more years of your solar advocacy and, naturally, your service. :)
Comment
5 of 29
September 6, 2011
Very thoughtful story Fred! God bless SOLAR and the USA. We will both prevail :)
Comment
6 of 29
September 7, 2011
Great story Fred. We are on the install side of the business here in New England, and while the loss of our local module manufacturer (Evergreen) is disappointing and giving some Massachusetts politicians ammunition to talk about "wasted" taxpayer resources, the solar industry here continues to grow. In a very challenging construction marketplace, solar has been a continual bright spot of growth in our company, allowing us to hire more full time electricians and install MWs of renewable energy for local businesses and municipalities, saving them $$ and reducing their environmental impact. Regardless of what the Boston Globe says, solar is here to stay in Massachusetts and there are many other great manufacturers in our area who continue to succeed and grow. Another thank you to the many Evergreen employees that we have worked with closely over the years, your positive contributions to our industry and local economy will not be forgotten!

@SolarGuyJames
Comment
7 of 29
September 7, 2011
Solar is growing in the Coalfields of Appalachia too!!

A lot more to come from West Virginia in the near future as well, a state that intends to remain a leader in energy!
Comment
8 of 29
September 7, 2011
Thanks all. Eric, great to hear about Wva! I wouldn't be surprised if coal miners wouldn't prefer being on roofs than down in the mine. The key there is re-training and... state, federal, and community support, I guess. Keep up your great work!
Comment
9 of 29
September 7, 2011
Tor--really inspiring. The little engine that could, CAN. It is easy to forget what has been accomplished in just a few years. Keep up your game guys and continue to grow your brand and solidify value. I am continually amazed what industry members are capable of doing. Thanks to everyone for confirming there are far many more solar success stories in the USA.
Comment
10 of 29
Vic
September 7, 2011
Great article. I can tell you as someone who markets/sells to the solar industry, there is definitely more to the industry than just Solyndra and Evergreen. I've got a huge database of Solar Integrators, manufacturers and distributors and I'm still coming across new ones each day.
Comment
11 of 29
September 7, 2011
Like many others, I morphed from the semi-conductor industry into solar, and we've all seen this before. There are winners and losers in every business. Emerging technologies and economy of scale will often separate the wheat from the chaff. I can't tell you how many companies I've seen go under over the years, even with big investments from both public and private. Difference is ... this is the era of Tea-Party fury over gov't investment, especially for a "green economy" they somehow fear, so we'll hear about this failure until deep into 2012.(sigh) Anyone close to the solar market already knows constriction and consolidation are immanent, (yes, even in China),but the industry will be the better for it in the end. If you'd like to follow what is happening re: solar in the Pacific NW - ck out my blog at www.solarflareblog.com - I'm doing a 5-part series called SOLARIZE USA: The Paradigm Shift.
Comment
12 of 29
September 7, 2011
Thanks for the perspective, Solar Fred. All the noise from the extremist anti-govt crowd fails to acknowledge the massive subsidies their favored dirty industries have cornered over the decades. Yes the US govt, like numerous others, should invest in clean technologies. And just like VCs, sometimes they'll lose their bets, and other times they'll win big. And in the meantime, the US solar industry continues growing. Paddy McCully, www.blackrocksolar.org, Nevada.
Comment
13 of 29
September 7, 2011
I'm Jay Lindberg of Powell Energy and Solar in New Jersey.

We're still here and in spite of the recent SREC Crash, we're not going anywhere.

We are looking for American made High Efficiency panels that work with Enphase 215 micro inverters.

jaylindberg@hotmail.com
Comment
14 of 29
September 8, 2011
Here in Australia we've been feeling a different kind of solar crash all together--once generous feed-in tariffs have been or are being rolled back, and the REC price (kind of like the NJ SREC) has sustained a lengthly fall that has has devastated the solar industry in New South Wales, and slowed it in quite a few other states. The good news is that there is currently a glut of solar component stock and price of installing a system has fallen substantially. But since the subsidies are much less enticing than they once were, we're still not seeing the rate of uptake that was seen a few years ago when they were in full swing.

We've also had quite a few installation companies go under, including a couple big ones. On top of this, Australia's only solar module manufacturer has been forced to outsource a portion of its manufacturing--the cells themselves--overseas (although they'll still be assembling the modules in Sydney).

However, most people are optimistic about the long-turn direction of the industry here as well, especially with the government's proposals to introduce a carbon tax, the steadily rising costs of electricity, and the promise of a rise in the price of RECs/STCs once the current glut created by previous policy measures (a 'REC multiplier') has exhausted itself.

Thanks for the positive words/reminder, Fred. Thankfully I work for a solar power brokerage firm, so we're not stuck with any stock, but things are still relatively quiet with us at the moment. Hoping that things will pick up as time goes on. If nothing else, it would be a shame if Australia didn't take advantage of one of it's most obvious, abundant, and accessible resources.
Comment
15 of 29
September 8, 2011
I appreciate the perspective you offer in these key lines: "Solyndra and Evergreen have simply joined the club of pharmaceuticals, oil and gas companies, coal plants, and ethanol plants that have received some type of government support and failed. And let's not forget nuclear power plants that perpetually go over budget, requiring never-ending government support. Our government picks winners all the time, but sometimes the horse doesn't even show." This helps me maintain a sense of a larger context from which to view these events.
Here in New Mexico the little company I started on nothing in 1997 now has four offices, a dozen or so employee-owners, and supports nearly fifty families with a living wage. We'll be here for a long time. Once, about ten years ago, we even got a tiny bit of government support ourselves.
Allan Sindelar, Positive Energy
Comment
16 of 29
September 8, 2011
J2martin, thanks for the Australian update and perspective. Glad to hear most are still optimistic. So am I, but these events do sting for a while, especially when politicians make an example of one company out of a very large industry.

Allan, you're my hero....or one of my heroes. Cheers to you and your courage and longtime solar efforts. Personally, I always feel great waking up in the morning knowing that I work in this industry, and it seems like you and your Positive Energy family have that same feeling. Congrats on your success and may you continue that success for as long as the sun shines. :)
Comment
17 of 29
September 8, 2011
We are a U.S. based manufacturer of PV back-sheets here in PA and are seeing great market growth opportunities through creative, yet cost effective solutions. As an R & D person and major supporter of green energy, I'm very excited about new developments.
Comment
18 of 29
September 8, 2011
GO SOLAR!!!
Solarco
Comment
19 of 29
September 8, 2011
Thank you Fred for a great, Positive, article! Also thank you to the readers who made such thoughtful comments, a great read all the way through. SolarRoofs.com is in its 14th year and growing with new solar thermal innovations. I think one of the exciting things we all enjoy in the solar field is seeing the innovations that all these great, large and small, solar companies are producing. These help to keep the US solar industry a net positive solar exporter!
Comment
20 of 29
September 9, 2011
It's refreshing to read an article like this with all of the negative press circulating. US Solar Institute/Florida Solar One has only been in business for a few years, but we've enjoyed meteoric growth without ANY handouts. It's a shame to see organizations take taxpayer money, mis-manage it, and over promise then under deliver. One moment everyone is touting green jobs, then when companies like Evergreen and Solyndra fail, everyone is quick to point the finger and say "see, I told you it wouldn't work." What about other industries steadily laying off employees? The fact of the matter is that solar and renewable energy are here to stay. With business 101, strategic planning, and gradual growth, solar businesses will continue to grow. We're a living example of it!
Comment
21 of 29
September 9, 2011
We are still alive and kicking as well. Solar power rocks!
Desert Solar, Inc.
California
www.DesertSolar.org
Comment
22 of 29
September 10, 2011
EcoDirect.com is a fast growing reseller of clean energy products. We are currently hiring full time sales representatives in Carlsbad California. No teleworkers, must have reliable transportation to Carlsbad 92010.

Interested applications can apply online at:

http://www.ecodirect.com/Jobs-s/301.htm
Comment
23 of 29
September 10, 2011
Great post, Tor.

About costs per unit capacity: Your link http://www.livinggreenmag.com/archives/energy_conservation/nuclear_bailout.html shows a discussion of the Vogtle 3 & 4 nuclear plants backed by federal loan guarantees. The budgeted cost of these 2 plants are $14 billion, and their output 2.234 GW (billion Watt), giving a budgeted per unit cost of $6.28 per Watt.

How does this $6.28/W cost compare with newly installed solar PV? With concentrated solar thermal with 8 or 16 hour storage? How do the costs per MW hour (MWh/year) capacity compare in the California climate?

Now the original $660 million budgeted cost of 4 Vogtle plants some decades ago became $8.87 billion for 2 plants -- a 26.9 fold increase! Who bore the cost of this dramatic cost overrun?
Comment
24 of 29
September 11, 2011
I have a different take on the notion that it's 'normal' and 'good' that nearly every layer of the Solar PV industry is directly and indirectly subsidized. I find it telling that the very notion goes unquestioned, and casually rationalized by this sentence: 'Our government picks winners all the time, but sometimes the horse doesn't even show.'

Millions of buyers (the ultimate in 'crowdsourcing wisdom') pick free-market winners (competing i-pad, smartphone, PC products), as guided by user reviews, Consumer Reports, etc. In renewables (hence, Solar) politicians and bureaucrats wind up picking too many of the 'winners' and wasting, these past 2 years alone, $500 million of OUR money on 'oops!' choices.

Take Solar PV. No one wants it because it costs too much. So the pols and `crats 'subsidy-bribe' us with our money (tax credits, rebates, RPS, FITs, ARRA, CRA, FHA, etc.) to buy it anyway.

The 'oh well, sometimes they get it right (pick winners)' attitude exhibited here is nothing short of a blase acceptance of politicians picking market winners (and taxpayer-funding BIG losers) out of a misguided greenie-socialization of Corporate Solar Welfare Queen risk with unshared (and few at that) private gains. This is Solar Fanboyism ('any solar's good solar') at its worst.

Meanwhile, Solar PV's other big flaws (its power is too variable and thus economically unattractive, it will NOT cut our nation's dependence on foreign oil, and high grid-modification costs are simply ignored) are, like nuclear waste, simply swept under the rug. We'll 'think about that some other day' while pouring hundreds more millions into what is, at bottom, a currently flawed (so stop throwing money at it!) product.

Click here for more on this, including my own (yes, subsidized) 10KW Solar PV array: https://sites.google.com/site/freemarketsolarpower/home/if-we-must-have-subsidies/subsidized-exports----make-sense
Comment
25 of 29
September 13, 2011
Busier than ever, building solar homes and sustainable housing.
Definitely still here.
You can see our photos at:

http://www.livingsol.com

Living Sol ~ Building & Design
Killaloe, Ontario

Frank Tettemer
Comment
26 of 29
September 13, 2011
We are still here too!
Argand Energy Solutions
Solar developer and integrator
Charlotte, NC

Thanks for highlighting the fact that there are many, many solar companies still out there and doing quite well.

Erik Lensch
President, Argand Energy Solutiions
Comment
27 of 29
September 13, 2011
Thanks for the great piece and the encouragement. Community Environmental Center (www.CECenter.org) here in Queens, NY, is a nonprofit that brings energy efficiency to buildings throughout NYC and we also install domestic solar hot water systems. We are absolutely committed to this work and intend to press ahead with it.
Alexis Greene
Comment
28 of 29
September 13, 2011
Needless to say, like any industry, there are winners and losers. For every Evergreen and Solyndra, there are numerous First Solar, GT Solar etc., not to mention all the schools, families that are benefitting from the growth of this industry. This just shows that in a free economy, government should focus more on cultivating a healthier, more sustainable business environment rather than hand pick a few favorites using tax payers' money. For the ones getting free money from government, they don't carefully spend it. Besides, if I have to choose between lower cost of Polysillicon overall or relying on Solyndra, I guess the answer is obvious.
Comment
29 of 29
September 14, 2011
Great points. We are an EE and renewables company in "sunny Ohio". Startup that has created 15+ jobs in just a few years and looking to hire more now. It's all good in spite of the lack of a National Energy Policy!
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