Trina Solar løfter sløret for deres forventninger
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Det er en yderst interessant kommentar og forudsigelse at Gao, CEO for TSL kommer med.
At sol om 10 år vil have en lavere pris end vandkraft. Jeg tænker at vindkraft vil få det rigtigt svært i den ligning. Her lidt uddrag fra interviewer
Expected 2012 sales will have the capacity to power 2.5 million U.S. homes and Trina expects to nearly quadruple that to 8 gigawatts by 2015. Trina's stock, however, has lost two-thirds of its Value in the last 12 months. To revive it Gao plans to target new markets and expand beyond manufacturing into services.
"Our sales volumes are expanding but unit prices are falling fast," Gao told Reuters through a translator. "Europe and Germany, our largest market, are slowing and new U.S. tariffs make it almost impossible for us to be competitive there."
The squeeze on margins has been sharp and fast. Trina lost $38 million in 2011 on sales of $2.05 billion after posting a $311 million profit on sales of $1.86 billion the year earlier, according to Thomson Reuters data.
Plunging solar-power manufacturing costs and increased unit efficiency have helped slash the cost of solar power to 15 cents a kilowatt hour (KwH) from about $1 KwH 10 years ago. The price could fall 15-fold to 1 cent a KwH by 2022, far below conventional hydro and hydrocarbon generation costs, he said.
Hele artiklen her http://www.reuters.com/article/2012/06/22/us-un-climate-trina-idUSBRE85L1F620120622?type=companyNews
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Interessant og så venter vi med at købe solceller et par år endnu
Store perspektiver for klimapåvirknig og en større uafhængighed af "araberne"
Nu mangler vi blot superbatteriet eller anden energiopbevaringsform.
Verden kan se anderledes ud om ganske få år - og ja vindmøller kan løbe ind i problemer meget snart.
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Kombinationen sol og vind er måske ingen dårlig ide.
http://borsen.dk/nyheder/investor/artikel/1/223968/vestas-konkurrent_kombinerer_sol_og_vind.html
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Nogle verdens dele er mere velegnet end andre til sol.
http://thegwpf.org/international-news/6111-germanys-300-billion-green-energy-disaster.html
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I får den også lige her.
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At tyskerne har betalt end og meget for deres solenergi er ikke ubekendt. Men det koster som bekendt at være foregangsland - vores vindenergi er også en dyr fornøjelse for forbrugere.
Men falder kostprisen for solceller 15 gange frem imod 2022 eller var det 2030 så er perspektivet et andet.
Storage is the missing link !
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Nu havde Vestas ikke så meget held Med tripel 15.
Men de er dog opmærksomme på at kunderne forventer total løsninger.
Måske de arbejder på og gøre noget ved det.
http://nozebra.ipapercms.dk/Vestas/VestasInside/DK/012010/?Page=12
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