Markets

First Solar+GE Vs Solar Frontier Vs Hanergy – The last men standing?

In April 2012, I had the opportunity to present on the topic at an event in Germany about the reasons for dominance of Thin Films in India(view the presentation here) but there were already indications that Thin Film technology was losing momentum across the world at a significantly fast pace. Solyndra went bankrupt in August […]

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REC Trading – June 2013 – Solar RECs hit floor price limit

REC trading for the month of June 2013 concluded on Wednesday. Keeping up with the downward trend, the Solar RECs have reached new lows and hit the floor price for the first time since trading began trading at the floor price of Rs. 9300 per certificate at both IEX and PXIL. This appears to be

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DCR and Anti-dumping duties should be limited to foreign module manufacturers, but not cell makers – Vikram Solar

Even as the Solar Energy Corporation of India(SECI) is deliberating about the Domestic Content Requirement(DCR) for the first round of allotment of 750 MW under the Phase 2 of the Jawaharlal Nehru National Solar Mission(JNNSM), Vikram Solar, one of the major PV module manufacturers has voiced its opinion that DCR should be restricted to PV

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REC Trading – May 2013 – Solar REC hits new lows

REC trading for the month of May 2013 concluded yesterday. In a sharp turn of fortunes, the Solar REC segment which has so far seemed resilient to the ill fortunes of the non-solar REC market has experienced a downward trend hitting its lowest discovered price per REC since the solar REC trading began.    

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Solar in India – Open Market and Private PPAs to be the next big revolution : L&T

Recently, I got the opportunity to have a fairly elaborate discussion with Larsen & Toubro(L&T) about the solar sector in India. It may be recalled that L&T was ranked as the top Indian Solar EPC company in the world 2012 by IHS Research. This discussion/interview was done on behalf of Intersolar India and covered a

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Renewable Capacity Addition Update – February 2013

MNRE updated their list of installed renewable energy capacity with details of the capacity addition made during the month of February 2013. The total installed capacity grew by 374.43 MW to reach a new high of 27,294.46 MW for grid connected renewable energy systems. Interestingly, the largest contributor to capacity additions for the month was

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Can Solar PV manufacturers survive as stand-alone product companies? – First Solar shows the way

Two very interesting news items caught my eyes and reinforced a trend that is becoming strong. The first news came last week, and was about MEMC’s announcement that it is planning to change its name to SunEdison. The company’s filing to the Securities and Exchange Commission in the US says that “This name change does

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