Opinion & analysis
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.
PV industry to adapt for survival during 2013
With the close of 2012, one of the most difficult years for the PV industry has come to an end. The good news was that 2012 demand did not decline. However, the bad news was that the market did not grow to levels that would have largely corrected the industry’s supply/demand imbalance.
Ukrainian PV market on the verge of expansion
The maturing photovoltaic markets in Germany, Spain, France and Italy, and recent feed-in tariff cuts in a number of key markets have prompted solar investors to look for new opportunities in south east European (SEE) nations and Commonwealth Independent States (CIS). Ukraine is presenting one logical and very interesting investment alternative.