Module shortage rumors [RE-wrenches]

[Matt Tritt]

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Allan,

It so happens that I had to deal with this very subject today. I had an
enquiry from Europe about a large number of PV modules, about 300 kW of
them. Thinking I had hit the Mother Lode I had the opportunity to speak
not only to my main suppliers, but to a couple manufacturers as well.

In a nutshell, and I quote Shell Solar in Camarillo: We are sending 80%
of our large modules to Germany, there aren't enough to sell here, even
for our large customers.
BP has a severe shortage, sending almost all their production of large
modules to Germany as well, as do all the majors in the US. To add to
the fun Italy recently began a huge subsidy program of their own, which
will meet or perhaps exceed the demands from Germany.

Since the Europeans are ready and willing to pay a premium for product
that we Americans are not, they will get the good stuff and we get the
rest. Or is this society mature enough to pay what this incredible
technology is actually worth?

The question is: When will the Federal government wake the hell up and
bring this country on board with the rest of the world??? The feds
should be offering REAL subsidies and REAL leadership on this subject
instead of leaving it all up to the states to create individual programs
with no underlying consistency. Instead, we get to pay for the "war on
Terra" (to quote the xenophobe in charge). Forgive me. This should piss
you off as much as it does me.
Unless something is done to give us equal footing in buying modules this
whole business could definitely go the way of too many good things, and
all too soon.
An irritated Matt T

-----Original Message-----
From: Allan Sindelar [mailto:allan at positiveenergysolar.com] 
Sent: Monday, May 10, 2004 8:48 PM
To: New wrenches posting
Subject: Module shortage rumors [RE-wrenches]


 

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Fellow Wrenches,
I have been hearing regular rumors about impending shortages of PV
modules. So far, I haven't experienced it directly. I'm writing for more
info, to probably benefit all of us. So: 1. What definitive information
do we have about shortages of PV modules? 2. Specific brands? Sizes? 3.
Anticipated dates? Has anyone been unable to secure desired modules
already? 4. What are the reasons given for impending shortages? I have
heard overseas demand, declining exchange rate for American
dollars--what else? 5. What are you telling your customers in
anticipation of shortages?

I woul like to minimize rumor and hype, which sometimes feeds on itself.
At the same time, I'd like to be able to plan accordingly and keep my
customers informed.

Thank you for good information
Allan at Pos Energy

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