"It is essential to wait for trades with a good risk / reward ratio. Patience is a virtue for a trader."
- Alexander Elder
— Trading Proverbs (@tradingproverbs) April 27, 2015
27 apr. 2015
Ordspråk
IKEA and Solar energy
#Renewableenergy not only good for the #environment but also for the global #Economy ...http://t.co/MsifWe3eH4 pic.twitter.com/QyMEDUan8U
— Global Renewable (@EnergyResolvers) April 27, 201526 apr. 2015
Apple och Solenergi.
Every Apple store in CA will soon be powered by solar energy thanks to their new 130MW solar farm! http://t.co/btgGgsWyj4
— prime output (@primeoutput) April 26, 2015
Off the grid.
Interesting off the grid cabin...
#offthegrid #diy #windpower #solarenergy pic.twitter.com/HUZdrJVItW
— DIY Off The Grid (@diyoffthegrid) April 26, 201525 apr. 2015
Run Entirely On Solar Power
These Incredible Tiny Homes Are Run Entirely On Solar Power #Property #Architecture #Design http://t.co/QyIIhEJ9sj pic.twitter.com/8jMpUNTEqL
— Linden Mews (@rivermouthdev) April 25, 201524 apr. 2015
Solenergi i Nord-Korea
Solar energy lights the way in North Korea http://t.co/U2PVOvCDrP #NorthKorea #solarpower #asia #power pic.twitter.com/ZDPDCxA2se
— jpthack (@jupinkorea) April 24, 2015Who reads my blog?
This weeks readers on my little blog;
Since I am swedish I think this is fascinating numbers.
REC Silicon May Build Saudi Arabia Polysilicon Plant
REC Silicon May Build Saudi Arabia Polysilicon Plant - Bloomberg Business
The solar-panel materials maker agreed to consider jointly building the 20,000 metric-ton plant with Saudi producer IDEA Polysilicon Co., according to its third-quarter earnings statement today. REC Silicon, based in Moses Lake, Washington, said it expects to take 18 months to study the investment, with a decision expected in 2016.
The solar-panel materials maker agreed to consider jointly building the 20,000 metric-ton plant with Saudi producer IDEA Polysilicon Co., according to its third-quarter earnings statement today. REC Silicon, based in Moses Lake, Washington, said it expects to take 18 months to study the investment, with a decision expected in 2016.
The company is building a 18,000 metric-ton polysilicon and silane gas plant in Yulin in China’s Shaanxi province through a joint venture to take advantage of thriving demand for renewable energy in the world’s largest energy consumer.
With the new plant, REC Silicon will be able to avoid Chinese import fees as high as 57 percent levied in response to a U.S. decision in 2012 to impose tariffs on Chinese solar cells. The company’s two operational plants are in the U.S.
How To Profit From Solar Energy
How To Profit From Solar Energy @Investopedia http://t.co/vBW7BNdAtw
— Solar Choice (@Solar_Choice) April 24, 2015Circle furniture goes solar
Mass. businesses are leaders in the new era of solar energy. Circle Furniture goes with solar power - http://t.co/zY2ffwmpg0 #GoogleAlerts
— janice valverde (@janicevalverde) April 24, 201523 apr. 2015
SunPower supplying Stanford w/ 73MW
SunPower supplying Stanford w/ 73MW offsite & rooftop #solar, providing 53% total electricity use. http://t.co/gwSFUUnNl2
— SunPower (@SunPower) April 23, 2015Bahawalpur to have world’s largest solar power plant
The #SolarEnergy Digest is out! http://t.co/5aZOlvzglP Stories via @naibac_requests @sandiegogreen @pvsolarnews
— SolarQuest (@SolarQuestPower) April 23, 2015Community solar gardens
“Community solar gardens” are beginning to catch on across the US: http://t.co/E4lqaOhcU3
— Joe Chenoweth (@SmartRoofsCT) April 23, 201522 apr. 2015
21 apr. 2015
19 apr. 2015
18 apr. 2015
17 apr. 2015
REC silicon 2014 highlights
2014 HIGHLIGHTS (COMPARED TO 2013)
> EBITDA of USD 232.9 million
• Revenues increased by 18% to USD 493.0 million
• EBITDA includes special items of USD 101 million
related to the transfer of technology to the Yulin JV
– EBITDA excluding special items increased by 335%
to USD 131.9 million
> Higher average polysilicon prices – continued market recovery
• 20% increase in average polysilicon prices
• Strong price growth through the third quarter of 2014
• Price decline at year end due to weaker PV markets
> Strong silicon gas sales volumes
• Volume increased by 54% to 3,428 MT
• 8% price decline for silane gas
• High spot sales due to offline competitive capacity
> Continued cost leadership
• FBR Cash cost of USD 12.1/kg
• Reflects continued improvements to reliability
and cost control
> Expansion initiatives
• Yulin Joint Venture in China
– Received USD 198 million for technology transfer
– Equity contribution of USD 75 million
• Rx 25/26 Expansion
– Capital investment of USD 115 million approved
– Detailed engineering underway
Strategy and Objectives
REC Silicon’s strategy is to maintain its position as a low cost leader and
technological innovator in the Silicon materials industry.
REC Silicon intends to improve its competitive position by:
• Improving the stability of manufacturing processes
• Focusing on continued quality improvements in FBR
(surface powder removal and reduction of contaminants)
• Minimizing the impact of trade dispute between US and China
(prioritize spending and develop market opportunities outside China)
• Increasing cost advantage by improving efficiency and
streamlining processes
• Expanding semiconductor polysilicon product offerings to
penetrate markets
OUTLOOK
Third party indices continue to project increased global PV demand. The
resulting increased demand for polysilicon is expected to drive
continued improvements to market balance 2015. In addition, limited
capacity additions and asset rationalization should support price
increases in the second half of 2015.
In 2015, industry analysts are estimating global PV demand in the range
of 53 to 57 GW, compared to an estimated 38 to 42 GW in 2014. The
large range is expected to cause persistent uncertainty regarding the
supply and demand balance for solar grade polysilicon and demand is
expected to build through 2015.
Silicon gas market forecasts project continued strong growth in demand
in 2015, driven by Crystalline PV Cells, Flat Panel Displays, and
semiconductor industries.
REC Silicon intends to defend market share
gains realized during 2014 and expects sales volumes to increase by 7
percent
> EBITDA of USD 232.9 million
• Revenues increased by 18% to USD 493.0 million
• EBITDA includes special items of USD 101 million
related to the transfer of technology to the Yulin JV
– EBITDA excluding special items increased by 335%
to USD 131.9 million
> Higher average polysilicon prices – continued market recovery
• 20% increase in average polysilicon prices
• Strong price growth through the third quarter of 2014
• Price decline at year end due to weaker PV markets
> Strong silicon gas sales volumes
• Volume increased by 54% to 3,428 MT
• 8% price decline for silane gas
• High spot sales due to offline competitive capacity
> Continued cost leadership
• FBR Cash cost of USD 12.1/kg
• Reflects continued improvements to reliability
and cost control
> Expansion initiatives
• Yulin Joint Venture in China
– Received USD 198 million for technology transfer
– Equity contribution of USD 75 million
• Rx 25/26 Expansion
– Capital investment of USD 115 million approved
– Detailed engineering underway
Strategy and Objectives
REC Silicon’s strategy is to maintain its position as a low cost leader and
technological innovator in the Silicon materials industry.
REC Silicon intends to improve its competitive position by:
• Improving the stability of manufacturing processes
• Focusing on continued quality improvements in FBR
(surface powder removal and reduction of contaminants)
• Minimizing the impact of trade dispute between US and China
(prioritize spending and develop market opportunities outside China)
• Increasing cost advantage by improving efficiency and
streamlining processes
• Expanding semiconductor polysilicon product offerings to
penetrate markets
OUTLOOK
Third party indices continue to project increased global PV demand. The
resulting increased demand for polysilicon is expected to drive
continued improvements to market balance 2015. In addition, limited
capacity additions and asset rationalization should support price
increases in the second half of 2015.
In 2015, industry analysts are estimating global PV demand in the range
of 53 to 57 GW, compared to an estimated 38 to 42 GW in 2014. The
large range is expected to cause persistent uncertainty regarding the
supply and demand balance for solar grade polysilicon and demand is
expected to build through 2015.
Silicon gas market forecasts project continued strong growth in demand
in 2015, driven by Crystalline PV Cells, Flat Panel Displays, and
semiconductor industries.
REC Silicon intends to defend market share
gains realized during 2014 and expects sales volumes to increase by 7
percent
16 apr. 2015
REC silicon annual report 2014
hugin.info/136555/R/1911638/682136.pdf
Letter from the CEO
Although 2014 was a year of modest growth in the PV industry, we expect strong growth going
forward, with the market estimated to be at least 100 GW by 2020. REC Silicon is well
positioned to meet this increased demand because of our innovative FBR technology, an
extremely efficient process with high quality.
This past year, we announced the 3,000 MT expansion of our production
capacity in Moses Lake, which will produce polysilicon suitable for high
efficiency applications. Additionally, in July, our joint venture company in
China was established with our partner, Shaanxi Non-Ferrous Tian Hong
New Energy Co., Ltd. This joint venture will utilize REC Silicon’s next
generation FBR technology in a plant that includes capacity of 19,000
MT of polysilicon. This project will combine the best polysilicon
technology with the operational efficiency opportunities that are
available in China. We expect the production from this plant, which is
scheduled to begin in 2017, to be among the most competitive globally.
The demand for silicon gases continued to be strong in 2014. Over the
course of the year, REC Silicon confirmed its position as a reliable, high
quality silane supplier, and we maintained our strong market position.
We expect the silane market to continue to grow and that REC Silicon
will continue to be a leading supplier. Our research and development
efforts continue to succeed in the development of other silicon gases,
opening up new, exciting opportunities.
Throughout the year, our highly motivated team has demonstrated a
strong focus on continuous improvement which has led to record-high
production volumes, with industry-leading manufacturing costs. This
performance was achieved through process optimization, innovation,
rigorous training, standardization and utilization of lean manufacturing
and Six Sigma methods.
Letter from the CEO
Although 2014 was a year of modest growth in the PV industry, we expect strong growth going
forward, with the market estimated to be at least 100 GW by 2020. REC Silicon is well
positioned to meet this increased demand because of our innovative FBR technology, an
extremely efficient process with high quality.
This past year, we announced the 3,000 MT expansion of our production
capacity in Moses Lake, which will produce polysilicon suitable for high
efficiency applications. Additionally, in July, our joint venture company in
China was established with our partner, Shaanxi Non-Ferrous Tian Hong
New Energy Co., Ltd. This joint venture will utilize REC Silicon’s next
generation FBR technology in a plant that includes capacity of 19,000
MT of polysilicon. This project will combine the best polysilicon
technology with the operational efficiency opportunities that are
available in China. We expect the production from this plant, which is
scheduled to begin in 2017, to be among the most competitive globally.
The demand for silicon gases continued to be strong in 2014. Over the
course of the year, REC Silicon confirmed its position as a reliable, high
quality silane supplier, and we maintained our strong market position.
We expect the silane market to continue to grow and that REC Silicon
will continue to be a leading supplier. Our research and development
efforts continue to succeed in the development of other silicon gases,
opening up new, exciting opportunities.
Throughout the year, our highly motivated team has demonstrated a
strong focus on continuous improvement which has led to record-high
production volumes, with industry-leading manufacturing costs. This
performance was achieved through process optimization, innovation,
rigorous training, standardization and utilization of lean manufacturing
and Six Sigma methods.
14 apr. 2015
Global solar demand in 2015
Global solar demand in 2015 to hit 57GW on strong 30% growth rate – IHS | PV-Tech
Longer-term growth
According to IHS, PV installations are forecast to increase at a compound annual growth rate (CAGR) of 10.5% over the next five years to reach 73GW in 2019.
However, IHS has cut its forecast for global PV installations by 1.5GW in 2018, which it said was due mainly to a 3GW reduction in its outlook for the European market. IHS still forecasts more than 50 GW of new PV capacity to be installed in Europe over the next five years.
However, strong demand momentum in APAC was said to partly offset the lowered European demand forecast, according to IHS.
Solar Will Triumph by 2018
Solar Will Triumph by 2018, Breaking The Subsidy Dependence, Says Bernstein - Tech Trader Daily - Barrons.com
Electronics and Energy Storage analyst Mark Newman estimates that the energy storage would cost ~$15,000. The solar system would cost $20,000. The batteries would enable you to consume 80% of the electricity produced during the day at night. As long as you didn’t do too much laundry when it had been raining for several days in a row, you would never need to buy electricity from the grid again. The cost for this amenity (again in the red zones below) today is roughly $0.30-32/KWh. Unless you are running a diesel generator today, that is not economic. The cost is roughly the same in developed and developing markets. In developing markets, installing is cheaper but financing costs are higher.
Electronics and Energy Storage analyst Mark Newman estimates that the energy storage would cost ~$15,000. The solar system would cost $20,000. The batteries would enable you to consume 80% of the electricity produced during the day at night. As long as you didn’t do too much laundry when it had been raining for several days in a row, you would never need to buy electricity from the grid again. The cost for this amenity (again in the red zones below) today is roughly $0.30-32/KWh. Unless you are running a diesel generator today, that is not economic. The cost is roughly the same in developed and developing markets. In developing markets, installing is cheaper but financing costs are higher.
11 apr. 2015
10 apr. 2015
9 apr. 2015
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