Featured in Double-edged sword – 11-2016

Who’s on first?

Q1-Q3 supply update: With prices falling fast, SPV Market Research’s Paula Mints advises caution as production capacities outstrip end-market demand. The exceedingly tight margins for manufacturers could prove “disastrous.”

The poet Antonio Machado wrote: “Sólo el necio confunde valor y precio” (Only fools confuse value and price). Translated for the global solar PV industry this would read: Only fools confuse market share with profitability.It should not come as a surprise to any solar industry participant and observer that China’s government stepped in mid-2016 to …

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