Yup.... China and SE asia is really taking over the solar panel business. Most distributors only sell chinese modules -- some have some japanese or american or european offerings, but not many. The two "american" companies mentioned -- first solar and Sunpower, are both made in southeast asia, not the US. And... modules coming out of Arizona, where alot of the US production is done, have had some quality issues recently. Part of this has been driven by US consumers themselves... by shopping only for the lowest cost solar power they can find, they push towards using cheaper chinese modules.
Z On Sat, Sep 3, 2011 at 2:16 PM, Keith Addison <[EMAIL PROTECTED]> wrote: > http://www.truth-out.org/china-benefits-us-solar-industry-withers/1315063642 > > China Benefits as US Solar Industry Withers > > Saturday 3 September 2011 > > by: Keith Bradsher, The New York Times News Service | Report > > Hong Kong - The bankruptcies of three American solar power companies > in the last month, including Solyndra of California on Wednesday, > have left China's industry with a dominant sales position - almost > three-fifths of the world's production capacity - and rapidly > declining costs. > > Some American, Japanese and European solar companies still have a > technological edge over Chinese rivals, but seldom a cost advantage, > according to industry analysts. > > Loans at very low rates from state-owned banks in Beijing, cheap or > free land from local and provincial governments across China, huge > economies of scale and other cost advantages have transformed China > from a minor player in the solar power industry just a few years ago > into the main producer of an increasingly competitive source of > electricity. > > "The top-tier Chinese firms are kind of the benchmark now," said > Shayle Kann, a managing director of solar power studies at GTM > Research, a renewable energy market analysis firm based in Boston. > Pricing of solar equipment is determined by the Chinese industry, he > said, "and everyone else prices at a premium or discount to them." > > Besides Solyndra, the other two American manufacturers that filed for > bankruptcy in August were Evergreen Solar, of Massachusetts, and > SpectraWatt, a New York company. Another company, BP Solar, halted > manufacturing at its complex in Frederick, Md., last spring. > > Those bankruptcies and closings represent almost one-fifth of the > solar panel manufacturing capacity in the United States, according to > GTM Research. > > Solyndra and Evergreen in particular suffered because they pursued > unusual technologies whose competitiveness depended on their using > less polysilicon, the main material for solar panels. That has become > less important because polysilicon prices have tumbled more than 80 > percent in the last three years as output has caught up with demand. > > Analysts say that two American companies remain strongly placed. One > is First Solar, the largest American manufacturer, which uses a > different technology but has its biggest factory in Malaysia. The > other, SunPower, is much smaller but is an industry leader in the > efficiency with which its panels convert sunlight into electricity, > so that they sell at a premium to Chinese panels. > > But with Beijing heavily supporting its industry, the Chinese > companies are forging ahead. > > "There is no question that renewable energy companies in the United > States feel pressure from China," said David B. Sandalow, the > assistant secretary for policy and international affairs at the > United States Energy Department. "Many of them say it is cheap > capital, not cheap labor, that gives Chinese companies the main > competitive advantage." > > China's three biggest solar power companies - Suntech Power, Yingli > Green Energy and Trina Solar - have all in the last two weeks > announced second-quarter sales increases of 33 to 63 percent from a > year earlier. > > Yingli and Trina were also profitable in the quarter. Suntech posted > a loss, mostly because it broke a longstanding agreement to buy solar > wafers - critical components in the manufacturing process - from a > Singapore affiliate of MEMC Electronic Materials of Missouri. Suntech > aims to make more wafers itself. > > Shares in large and small Chinese solar power companies have mostly > rallied in the last two weeks on the New York and Hong Kong stock > markets, as investors have welcomed their strong quarterly results > and the prospect of dwindling competition from Western rivals. > Besides the bankruptcies in the United States, solar power companies > in Germany, another big producer, have been laying off workers and > retrenching. > > The recent strength of Chinese stocks "truly reflects the low cost > base of the Chinese solar manufacturers, and it is great to see their > positioning, particularly relative to their American and European > counterparts," said K. K. Chan, the chief executive of Nature > Elements Capital, a Chinese clean energy investment company based in > Beijing. > > He attributed the Chinese industry's low costs not to inexpensive > labor in China - high-technology solar panel manufacturing is not > labor-intensive - but rather to free or subsidized land from local > governments, extensive tax breaks and other state assistance. > > Solar panel prices have plunged by 30 to 42 percent per kilowatt-hour > in the last year as manufacturers have sharply increased capacity, > particularly in China. Meanwhile, demand has been somewhat weak in > the main markets in the United States and Europe. > > Costs for electricity generated by utility-scale solar installations > now approach costs for natural gas in some markets, like > California's, when subsidies of as much as 30 percent of the price > are included. However, costs remain well above the cost of > electricity from coal. > > The United States and the European Union have tried to build demand > for solar power by subsidizing the buyers of solar panels. But > increasingly those subsidies are being used to buy solar panels from > China. > > The Chinese government has pursued a different policy course. Instead > of subsidizing the purchase and use of solar power, China has focused > on building the competitiveness of the country's manufacturers. As a > result, China exports 95 percent of the solar panels it produces. The > United Steelworkers union filed a legal complaint a year ago with the > United States government, asking the Obama administration to > investigate China's clean energy subsidies and other policies and to > bring cases against them at the World Trade Organization. The > organization's rules strictly prohibit export subsidies, to prevent > countries from buying market share in foreign markets for their > producers. > > The administration did challenge one Chinese government practice: > giving subsidy grants of $6.7 million and $22.5 million to Chinese > wind turbine manufacturers that agreed not to buy imported components. > > China agreed in June to discontinue the practice, but by then it had > already built the world's largest wind turbine manufacturing industry > over the last five years and now has highly competitive Chinese > producers for almost every component. > > Nkenge L. Harmon, a spokeswoman for the United States trade > representative's office, said on Thursday that the agency's > investigation continued into whether other Chinese green energy > policies might violate W.T.O. rules. > > Keith Bradsher is the chief Hong Kong correspondent for The New York Times. > > > _______________________________________________ > Biofuel mailing list > Biofuel@sustainablelists.org > http://sustainablelists.org/mailman/listinfo/sustainablelorgbiofuel > > Biofuel at Journey to Forever: > http://journeytoforever.org/biofuel.html > > Search the combined Biofuel and Biofuels-biz list archives (70,000 messages): > http://www.mail-archive.com/biofuel@sustainablelists.org/ > _______________________________________________ Biofuel mailing list Biofuel@sustainablelists.org http://sustainablelists.org/mailman/listinfo/sustainablelorgbiofuel Biofuel at Journey to Forever: http://journeytoforever.org/biofuel.html Search the combined Biofuel and Biofuels-biz list archives (70,000 messages): http://www.mail-archive.com/biofuel@sustainablelists.org/
