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Don't Miss The Great Solar Debate: Where Does the Global Solar Industry Stand? Click Here to Register! ×

Solar Market Snapshot: Four Videos, Five Experts and One Story To Make Sense Of Them All

Ucilia Wang, Contributing Editor
August 02, 2011  |  8 Comments

For Intersolar North America, I set out to conduct video interviews with companies in different segments of the solar industry. The idea is to give a snap shot of the technology development and market demand for manufacturers and service providers.

I spoke with DuPont Photovoltaics Solutions’ Maria Boulden, global sales manager, and Monica Tisack, global business development manager, to get the latest on the polymer films that guard the solar cells against moisture and other environmental damage. These encapsulants and barrier films are unsung heroes. They aren’t sexy subjects, but they play an important role for ensuring that the cells will last for the 20 or 25 years promised by the cell and module makers. Competition in the material world has mostly been waged among large companies such as DuPont, 3M, Sumitomo, Dow Corning and Wacker Chemie.

While silicon solar panels continue to dominate the market, the materials developers have been working on protective films that target cells made with materials other than silicon. With the emergence of copper-indium-gallium-selenide (CIGS) solar panels, some of these companies have stepped up the development of barrier films designed specifically to protect the especially moisture-sensitive CIGS cells.

 

 

Given CIGS technology seems to finally get ready for prime time, I caught up with Global Solar’s Jean-Noel Poirier, senior vice president of business development. Global Solar is one of a handful of CIGS companies that recently launched thin films built on flexible substrates. Global Solar is gunning mostly for the commercial rooftop space, particularly rooftops that can’t bear a lot of weight. That pits the company against Solyndra, a fellow CIGS company, and a number of other companies that are making laminated modules (without the glass cover) using silicon cells.

Global Solar also expects to see its cells embedded in roofing materials, from shingles to membranes. Dow Chemical already plans to use Global Solar’s cells for its shingles and launch them later this year. During a conference call to discuss its second-quarter earnings this week, Dow executives said the company is building a factory to make shingles now and plans to increase the production capacity to 220 megawatts of shingles annually by 2015.

“Humidity protection is key in making CIGS practical for the rooftop. The key to that is the moisture barrier. This has been a constraint in the last few years, to find the right product to truly protect the CIGS. And today the problem is solved,” Poirier said.

 

 

Another emerging technology is the microinverter. A microinverter is linked to a panel and converts the direct current from the panel to alternating current for feeding the grid. It’s a departure from a conventional setup where a central inverter would the job for, say, 10 panels at a time. Microinverter makers say their hardware can better monitor and control the power output of each panel and prevents the weakest performing panels from dragging down the power output of the rest. Critics say the hassles and costs of replacing microinverters during the lifetime of a solar array outweigh the benefits.

I spoke with Louis Lalonde, vice president of worldwide marketing and product management at Enecsys, a U.K. company that recently entered the North American market and raised $41 million. Lalonde hit on several key benefits and challenges of developing and marketing microinverters, and he gave some solid figures on the prices of microinverters versus a central inverter for a same-size array.

Enecsys and other microinverter startups are creating a new market while larger inverter companies wait to see when they should participate. Already, Power-One has launched a microinverter.

 

 

The success of a solar power project doesn’t depend only on good equipment designs. A developer and his banker will have to figure out how to engineer and build a project that is capital efficient and meets if not exceeds the performance expectation.

That expectation comes in the form of a detailed report that uses a myriad of data, such as weather, terrains, solar irradiance, government subsidies and local electric rates. So I included Meteocontrol in my lineup to get a sense of what project developers want in performance reports. Meteocontrol also provides performance monitoring services after a project is built.

Ben Compton, the chief operating officer of Meteocontrol’s North American operations, dropped by to discuss the company’s role and its target market segments, which actually don’t include utility-scale projects. Why, you ask?  Check out the video and you’ll know! 

 

8 Comments

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ECD Fan
ECD Fan
August 16, 2011
Solon, Global Solar's parent, to close its US plants, on its way to bankruptcy... Now you know why Mr. Poirier had to lie.
ECD Fan
ECD Fan
August 15, 2011
@GeraldR: Minimum code is not just rock bottom. Minimum code provisions for extra weight due to eventual reroofing. Please provide the address of any building in the United States that cannot stand the extra 3-5 psf weight of regular PV solar modules on penetrating or non-penetrating racks, so that the local authorities are promptly notified and the illegal building is scheduled for demolition! Please do not provide the address of the Northern Middle School in Hagerstown, MD (Nautilus outright lied about its roof strength to get out of an unprofitable contract).
Gerry Wootton
Gerry Wootton
August 15, 2011
'There are no roofs with 'weight limitations' in the United States (as they would be violating building codes)...'. Well, I guess you don't watch Mike Holmes ... minimum code is just that - rock bottom. If you look at the bearing capacity of roofs in the light of wind load and snow load capacity in combination with solar module loading and the fact that one is generally required to provide an engineering study that supports a 25 year + installation lifetime, the structural strength mandated by North American building codes is insufficient. The fact is that North American buildings built to code have roofs that may fail under worst case loading without the added load of solar panels. Having consulted the US snow load history maps in the light of solar installation standards versus building code requirements, I can say there is a problem. Or perhaps you could just look at the stats on annual roof replacement in the US mid west. I grew up in an area where it is necessary to do rooftop snow removal up to several times per winter in order to prevent roofs (built to prevailing building code) from being damaged or even collapsing. I should add that just last week I looked at a new building that collapsed in its first winter of occupancy.
Gary Terry
Gary Terry
August 11, 2011
Thanks ECDfan for the balance much appreciated and ofcourse Ucilia for all that you do.
ECD Fan
ECD Fan
August 9, 2011
@Ucilia: I think that Mr. Poirier knows exactly why, but he prefers to keep you and investors in the dark (and yet the stock of the parent company of Global Solar is hitting eight-year lows anyway on its way to zero)
Ucilia Wang
Ucilia Wang
August 9, 2011
@ecdfan: Why do you think Dow delayed the launch of solar shingles?
Steve Yang, P.E.
Steve Yang, P.E.
August 5, 2011
Although MeteoControl hasl alarming of faults and yield analysis, they lack rigorous analytics and diagnostics required by revenue-critical PPA-configured projects. Our PVwizard portal, in beta, will render analytics on any logged PV performance data, and infer assessment of relative performance metrics such as on-demand benchmark and degradation assessment due to aging.
ECD Fan
ECD Fan
August 4, 2011
Mr. Poirier of Global Solar misled you. Each and every roof in the developed world can take the extra 3-5 psf dead load of regular PV panels on penetrating or nonpenetrating racks. There are no roofs with "weight limitations" in the United States (as they would be violating building codes), so he is outright lying that 80% of the roofs in Southern CA have such "weight limitations." Flexibility and light weight are red herrings. Global Solar's full installed system cost definitely sucks and is not competitive. There is no interest in membrane products, as those overheat and underperform, and even shortcircuit due to water pooling, in addition to making roof repairs very difficult.

And he did not tell you why Dow delayed the solar shingle with his company's cells, did he?

This guy is simply stealing the playbook of Unisolar. Unfortunately, Unisolar is going bankrupt within a year. Global Solar can't be too far behind.

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Ucilia Wang

Ucilia Wang

Ucilia Wang is a California-based freelance journalist who writes about renewable energy. She previously was the associate editor at Greentech Media and a staff writer covering the semiconductor industry at Red Herring. In addition to Renewable...
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