I/II.
http://www.japantimes.co.jp/news/2015/05/05/national/japan-will-be-last-g-7-country-to-make-solar-power-economically-viable/

Japan is now one of the world's four largest markets for solar panels
and a large number of power plants are coming onstream, including two
giant arrays over water in the city of Kato, Hyogo Prefecture. |
ISTOCK
NATIONAL
Japan will be last G-7 country to make solar power economically viable
REUTERS
MAY 5, 2015
ARTICLE HISTORY
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One by one, Japan is turning off the lights at the giant oil-fired
power plants that propelled it to the ranks of the world's top
industrialized nations. With nuclear power in the doldrums after the
Fukushima disaster started in 2011, it's solar energy that is becoming
the alternative.

Solar power is set to become profitable in Japan as early as this
quarter, according to the Japan Renewable Energy Foundation (JREF),
freeing it from the need for government subsidies and making it the
last of the G-7 economies where the technology has become economically
viable.

Japan is now one of the world's four largest markets for solar panels
and a large number of power plants are coming onstream, including two
giant arrays over water in the city of Kato, Hyogo Prefecture, and a
¥110 billion solar farm being built on a salt field in Setouchi,
Okayama Prefecture, both west of Osaka.

"Solar has come of age in Japan and from now on will be replacing
imported uranium and fossil fuels," said Tomas Kaberger, executive
board chairman of JREF.

"In trying to protect their fossil fuel and nuclear (plants), Japan's
electric power companies can only delay developments here," he said,
referring to the 10 regional monopolies that have dominated
electricity production since the 1950s.

Japan is retiring nearly 2.4 gigawatts of expensive and polluting
oil-fired energy plants by March next year and switching to
alternative fuels. Japan's 43 nuclear reactors have been idled in the
wake of the 2011 triple meltdown at the Fukushima No. 1 power plant.
Since then, renewable energy capacity has tripled to 25 gigawatts,
with solar accounting for more than 80 percent of that.

Once Japan reaches cost-revenue parity in solar energy, it will mean
the technology is commercially viable in all G-7 countries and 14 of
the G-20 economies, according to data from governments, industry and
consumer groups.

A crash in the prices of photovoltaic panels and improved technology
that harnesses more power from the sun has placed solar on the cusp of
a global boom, say analysts, who compare its rise to shale oil.

"Just as shale extraction reconfigured oil and gas, no other
technology is closer to transforming power markets than distributed
and utility scale solar," said consultancy Wood Mackenzie, which has a
focus on the oil and gas industry.

Oil major Exxon Mobil says that "solar capacity is expected to grow by
more than 20 times from 2010 to 2040."

Investors are also rediscovering solar, with the global solar index up
40 percent this year, lifting it out of a slump following the
2008-2009 financial crisis, far outperforming struggling commodities
such as iron ore, natural gas, copper or coal.

By starting mass production of solar panels, China is the driving
force in bringing down solar manufacturing costs by 80 percent in the
last decade, according to Germany's Fraunhofer Institute.

In Japan, residential solar power production costs have more than
halved since 2010 to under ¥30 per kilowatt-hour, making it comparable
to average household electricity prices.

Wood Mackenzie expects solar costs to fall more as "efficiencies are
nowhere near their theoretical maximums."

Solar is already well-entrenched in Europe and North America, but it
is the expected boom in Asia that is lifting it out from its niche.

China's new anti-pollution policies are making the big difference.
Because of these policies, Beijing is seeking alternatives for coal,
which makes up almost two-thirds of its energy consumption.

China's 2014 solar capacity was 26.52 gigawatts, less than 2 percent
of its total capacity of 1,360 gigawatts.

But the government wants to add 17.8 gigawatts of solar power this
year and added 5 gigawatts in the first quarter alone, with plans to
boost capacity to 100 gigawaatts by 2020.

Coal-dominated India, with its plentiful sunlight, could also take to
solar in a big way.

Despite this boom, fossil-fueled power is far from dead.

"Additional generating capacity, such as natural gas-fired plants,
must be made available to back up wind and solar during the times when
the sun is not shining and the wind is not blowing," Exxon says.

II.
http://www.nasdaq.com/article/is-solar-energy-ready-to-compete-with-oil-and-other-fossil-fuels-cm472335

Is Solar Energy Ready To Compete With Oil And Other Fossil Fuels?
By Oilprice.com,  May 04, 2015, 08:00:45 AM EDT AAA
Vote up Comment Share |   Subscribe

By Gaurav Agnihotri for Oilprice.com

The solar energy industry may prove to be a dark horse in the race to
provide global energy security. The world has renewed its interest in
solar energy investment as it searches for a cleaner and more
sustainable alternative to conventional fossil fuels. Countries like
China, Germany, the UK, the US, Japan and Canada have already made
significant investments in solar power. Who are the other players who
are investing big in solar energy? With its own set of limitations
such as high installation costs and high plug-in time, are consumers
across the world ready to choose solar energy to power their daily
lives? Or, are the conventional energy sources still the best bet?

Cost Matters


The best part about solar energy is that it is abundant and freely
available, at least in most parts of the world. However, the high
upfront costs of a photo voltaic panel remain a concern for many.
Things are changing fast, however, and according to data from SEIA,
the cost of an average PV system in the US is declining each year at a
rate of 11%. In fact, the average price of a PV panel has dropped by
63% since the third quarter of 2010.

'Oil Behemoths' Betting Big On Solar

In a surprising development, even the gulf region has now recognized
the changing nature of global energy dynamics and the growing demand
for sustainable energy. According to a report [PDF] for the national
bank of Abu Dhabi by the University of Cambridge and PWC: "As
Government and utilities are driven to bring new generation capacity
on stream, this new reality (Solar energy) presents a significant
opportunity to make savings, reduce fuel cost risks, achieve climate
ambitions and, at the same time, keep more oil and gas available for
export.

The study says that more than half of global investment in new
electricity generation is in renewables. As per this report, around
$150 billion was invested globally in solar energy generation in 2014
and solar energy is all set to be at grid parity in 80% of the
countries in the next two years. These are big numbers. What we get
from this study is that even the gulf region, which is traditionally
more inclined towards oil and gas production, is slowly and steadily
investing in solar energy. Very few are aware that at the end of 2014,
Dubai set a new benchmark by showing the world that photovoltaic
technologies can be competitive with oil at $10/ barrel and gas at $5
MMBTU.

Solar Power Set To Become Profitable In Japan

According to Thomas Kaberger of the Japan Renewable Energy Foundation,
solar energy is all set to replace imported uranium and fossil fuels
in Japan as it is set to become profitable by this financial quarter.
Japan is among the world's four largest markets for solar panels.
After the Fukushima disaster, the country's 43 nuclear reactors have
been shuttered. Following these crucial developments, Japan has
tripled its renewable energy capacity to 25 gigawatts. What is worth
noticing here is the fact that solar energy accounts for more than 80%
of this capacity.

What Stops Solar Energy?

The process of connecting a PV system to the grid can be time
consuming, frustrating and expensive. In some locations in the US,
homeowners wait for more than six months to complete this process.
This is one of the biggest factors that limit the tremendous potential
of solar energy. Intermittency is another area that dampens the impact
of this renewable as current modern grids can only cope with around 40
% of renewable input before requiring modifications. But the biggest
limitation of solar energy is the lack of proper storage technology.

Energy Storage Attracting Major Investment

Energy storage is a solution that would tackle several issues related
to intermittent power generation. As per the report by Cambridge and
PWC, Total Energy Ventures (TEC), the venture capital arm of Total
invested in the California based company Stem at the start of 2015.
This marked TEV's fifth investment in storage and smart grids. The
truth is that energy storage technologies require big purchase
opportunities and decisions in order to drive down the cost of
batteries; one such decision has been taken by Southern California
Edison (SCE). In 2014, SCE awarded a huge energy storage contract of
250 MW, thereby providing a fair chance to different energy storage
technologies.

As sources from Morgan Stanley put it: "Given the relatively high cost
of the power grid, we think that customers in parts of the US and
Europe may seek to avoid utility grid fees by going "off-grid" through
a combination of solar power and energy storage. We believe there is
not sufficient appreciation of the magnitude of energy storage cost
reduction that Tesla has already achieved, nor of the further cost
reduction magnitude that Tesla might be able to achieve once the
company has constructed its "Gigafactory," targeted for completion
later in the decade." The report states that Tesla's future batteries
could potentially store more than 10 gigawatt hours of energy per
year, which is enough to run an average home for 1000 years!

Interestingly, according to a report form Rocky Mountain Institute, a
combination of photovoltaics and battery storage technology would be
able to compete commercially with grid electricity in US within a
decade.

Moreover, nearly 600,000 US homes and businesses have already gone
solar by the end of 2014. This shows that in spite of its current
shortcomings, people have slowly and steadily started turning towards
solar power.

India: A Potential Game Changer For Solar Power

Although China's investments are almost ten times that of India's,
with the election of Prime Minister Narendra Modi in 2014, India is
all set to change the dynamics of solar energy investments in South
East Asia. With some bold new initiatives proposed by the new Indian
government, many foreign companies are eying India as an attractive
solar destination. US based Sun Edison committed to setting up a
15,200 MW plant and First Solar a 5,000 MW plant at a 'RE-invest
program that was inaugurated by Narendra Modi recently. If all goes
well, Morgan Stanley and other institutional investors like Goldman
Sachs and Standard Chartered would soon be investing in the Indian
solar space.

The Indian ministry of new and renewable energy (MNRE) received a
mandate from Prime Minister Modi to scale up solar power to 100,000 MW
by 2019. The country would require no less than $100 billion dollars
to achieve this kind of solar power. As per Vinay Rustogi, Managing
Director of the consultancy firm Bridge to India, "All of this could
not come from domestic investors alone. More than half of this amount,
or even more, will come from outside India. The big-ticket
announcements by the Indian government has made serious investors sit
up and take notice."

The biggest reason as to why India can be a game changer for solar
would be the new government's 'Make in India' campaign. The campaign's
focus on local equipment manufacturing would ensure that costs of PV
panels and other equipment would be further reduced due to
availability of cheap skilled labor. However, the limited availability
of land for solar power generation coupled with local land acquisition
issues are the biggest challenges that India faces with respect to
solar power.

So, Where Does Solar Go From Here?

What the solar energy industry desperately needs is sustained
improvement in energy storage technologies and some innovative
thinking. One of the best examples of innovation is the creation of
'Community Solar Gardens' in the United States. With systems in
Colorado, Minnesota, California and Massachusetts, these 'solar
gardens' feed electricity to the local power grid and customers who
subscribe to this power get credit on their utility bills. Denver
based SunShare LLC is one such company that runs its operations in
Colorado and is developing more in association with Excel Energy Inc.
Community solar is one innovative option which opens doors for those
who cannot afford their own private solar panels.

A Question Worth Asking

Leaving aside China, US, Germany, the rest of the EU and the UK, what
we are witnessing now is that a solar revolution is gaining momentum
in the most unlikely places such as the Gulf States, India and Japan.
The Gulf is rich in oil and gas, India depends heavily on coal and oil
while Japan previously relied on natural gas, coal and nuclear energy.
Why are these countries now looking towards solar energy?

It is because solar energy is clean, abundant and its costs are
reducing with each passing day.

This article was originally published on Oilprice.com.



The views and opinions expressed herein are the views and opinions of
the author and do not necessarily reflect those of The NASDAQ OMX
Group, Inc.


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