Demand in 2010 for solar products is going to be extremely strong with projects of 30-100% y\/y increase. Already prices increase and shortage in intermediary products like cells and wafers are being seen. High Returns on solar installations due to a 50% fall in module prices is the chief factor driving the demand these days.However Germany which is the biggest market with almost 40-50% of the world demand is sharply cutting the subsidies by as much as 35% between Jan1 2010 and Jan 1 2011 to curb the costs to electricity rate payers. The other 2 big markets like China and USA are not ramping up fast enough due to inconsistent and fragmented\u00a0 policies .Solar stocks which used to trade at 40-100 P\/E valuations in 2008 are now languishing between 5-20 P\/E due to the weak sentiment and uncertain future. However no one will dispute that the industry will grow at 2–30% CAGR for the next 5 years.At such high growth rates even with ups and downs you could make a pile by investing in the cost and technology leaders like Trina Solar and First Solar.There are other ways to play the massive growth in this industry like inverters,equipment,glass,mountings,encapsulants as well.<\/p>\n
Germany’s top solar companies warned an ongoing drop in prices for cells and modules could hit profits after releasing mostly better-than-expected results on strong demand in their home market, the world’s biggest.<\/p>\n
“I am quite optimistic for business in the second half of the year,” Nedim Cen, the 44-year-old chief executive of Q-Cells\u00a0 said during a conference call. “But I’m concerned that further price decreases could kick in in 2011.”<\/p>\n
Andreas Haenel, chief executive of solar wholesaler Phoenix Solar, also hit a cautious note, saying he expected a drop in demand for solar products in the third quarter, after sector subsidy cuts in Germany took. [ID:nFAB015619]<\/p>\n
The first-quarter results from Q-Cells, Phoenix Solar and solar machine manufacturer Centrotherm\u00a0 beat most analysts’ estimates. The companies said they benefited from customers bringing forward orders ahead of sector subsidy cuts in July. [ID:nLDE6452I3]<\/p>\n
Chinese peer LDK\u00a0 hit a similar note late on Monday, posting better-than-expected first-quarter results also buoyed by strong demand in Germany, while SolarWorld ( Germany’s biggest solar company by sales, failed to meet analyst expectations<\/p><\/blockquote>\n","protected":false},"excerpt":{"rendered":"
Demand in 2010 for solar products is going to be extremely strong with projects of 30-100% y\/y increase. Already prices increase and shortage in intermediary products [\u2026]<\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_eb_attr":"","content-type":"","footnotes":""},"categories":[45],"tags":[2256,5328],"class_list":["post-25076","post","type-post","status-publish","format-standard","hentry","category-solar-renewable-energy-greeninvest","tag-green","tag-supply"],"_links":{"self":[{"href":"https:\/\/iiec-india.org\/greenworld\/wp-json\/wp\/v2\/posts\/25076","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/iiec-india.org\/greenworld\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/iiec-india.org\/greenworld\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/iiec-india.org\/greenworld\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/iiec-india.org\/greenworld\/wp-json\/wp\/v2\/comments?post=25076"}],"version-history":[{"count":0,"href":"https:\/\/iiec-india.org\/greenworld\/wp-json\/wp\/v2\/posts\/25076\/revisions"}],"wp:attachment":[{"href":"https:\/\/iiec-india.org\/greenworld\/wp-json\/wp\/v2\/media?parent=25076"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/iiec-india.org\/greenworld\/wp-json\/wp\/v2\/categories?post=25076"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/iiec-india.org\/greenworld\/wp-json\/wp\/v2\/tags?post=25076"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}