Opinion & analysis
Limited exposure to Europe will warrant better returns for Chinese solar companies
Sometime on June 6th, European Commission Trade Minister Karel De Gucht will announce the decision regarding the establishment of temporary anti-dumping tariffs on solar modules entering the EU from China. Robert Dydo, CEO, SolarPVInvestor elaborates.
India attempts to deflect domestic content showdown
Michael Barker and Christopher Sunsong from NPD Solarbuzz, tell pv magazine about India's new solar policies.
Why does everyone believe MENA is the next big solar market?
The Middle East and North Africa (MENA) has shown little solar growth over the past few years; predictions are, the region will still only account for between 1 and 3% of global solar demand in the next 3. So why do so many believe MENA is the next big solar market? Where is all the fuss coming from, asks Yassir Gamil, managing director of Solarpraxis MENA. He also states his reasons for why anti-dumping trade cases are bad news for the industry.
PV module deliveries suggest a more assertive solar industry in 2013; and a return to profit for some
While the last couple of years have been hard on the solar industry, photovoltaic module deliveries in the first two months of the year suggest a more assertive solar industry in 2013, writes SolarPVInvestor’s Robert Dydo. He further explores the presence of Chinese PV companies in the U.S. and Japan; discusses why Suntech is not a blueprint for all Chinese PV manufacturers; and looks at which companies could achieve profitability in 2013.
PV: Europe holds the upside wildcard, but trade war impact should not be underestimated
Europe’s leading PV role is rapidly being fulfilled by Asia, writes NPD Solarbuzz senior analyst, Michael Barker. Despite this, there are opportunities for Europe to rebound strongly, if positive policy is developed. However, he cautions that the impact of the trade wars cannot be underestimated.
Global PV module deliveries from China grew 42% in January
China’s domestic market is not the only photovoltaic area expected to boom in 2013. Based on monthly analysis from the Solarzoom Data Research Centre, January saw global photovoltaic module deliveries increase by 42% over December.
Potential growth seen for Chinese PV module shipments in Q1 2013
Industry observers and sources are optimistic about photovoltaic module shipments at the start of Q1 2013. Prices are appearing to stabilize, overall markets are experiencing intense demand, and there are no signs of the inventory glut seen just a couple of months back, writes SolarPVInvestor’s Robert Dydo. He discusses the current quarter possibilities, and takes a look at Q4 shipments.