--- Michel Jullian wrote:
 
> But they seem to be selling at $0.99/watt, which
> makes up for the looks I guess...

Michel, I hope that you are right, and that this
Nanosolar product becomes a great low-cost energy
solution. 

The last thing I would want is to sound like a skeptic
of really good alternative energy solutions... unless
there are strong negative which are known to the
company, but are not being voiced. 

However, having said that - and since I am located in
the area where they started, and since there are many
rumors floating around, apparently undisputed by the
company, and mostly from former consultants and
employees, then it is worth noting that their press
releases are hiding what "could be" serious
problems...

A few of the problems facing Nanosolar as a
competitive player in the solar energy arena.

1) Net efficiency is low: The best published estimate
is 9% (at noon in July). The rumor is that because of
the high impedance and other peculiarities of this
panel, it will not even hit 5% until mid-morning in
winter, and that the average output per day is far
less than the average for normal solar panels, so more
area needs to be covered for the same net energy.

Since the net efficiency is lower than expected, you
may need to buy about double the installed capacity to
get the same average electricity per day. Even with
this as a negative, the 'assumed' low price per watt
would make that doable, were it not for the higher
installation costs. 

2) High current - very low voltage. This peculiarity
makes the installation cost much higher, due to more
inverters and other devices needed for the larger
surface area of panels.

3) This one is not peculiar to Nanosolar, but in areas
where the building code requires professional
installation by an electrical contractor, the cost of
the panel itself is less than 40% of the final cost to
the consumer for regular solar panels (thin film or
crystalline) and the situation would be worse with
Nanosolar.

4) There is still no good evidence locally that they
are close to starting production, as they claim, other
than most of the backers are local and have not been
alarmed by the PR, apparently.

But the big (generic) problem for home solar is that
even if they *gave away* the panels for free, there is
never a breakeven point in areas of high labor cost...
that is, if the price of grid electricity does not
rise substantially, or if there are not much more
generous tax incentives than now offered..

IOW - in my area- which is where Nanosolar started,
the average turnkey home installation of thin film
panels is around $25,000, but only $10,000 is for the
panels, so even if they were to be free, the
installation cost of $15,000 can never be paid off
from savings from PG&E! ... unless the cost of
electricity rises significantly from where it is
today... which may indeed happen, due to the weak
Bush-dollar, but historically this has never happened
to the degree necessary.

The situation may be completely different if you are a
company with an electrician on the payroll. 

It should be noted that Google is a big backer of
Nanosolar, and perhaps they and other companies can
install and maintain the panels with their own staff,
but for the homeowner elsewhere in this state, these
or any other panels make ZERO economics sense now that
the tax incentives are largely gone - even if they
were to give the panels away.

Jones

Reply via email to