SPAM-LOW: Pics of PV in Germany [RE-wrenches]

[Jeffery Wolfe, Global Resource Options]

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We're still getting the German calls. I could sell "as much as I wanted
to", still. And Italy and Spain seem to be ramping up. Not as large as
Germany, but still more.

I'd love to see the shortage over, but I'm looking more toward Q1/07.
The big business who makes PV today does not move fast. Plants take 12
months, after the financing is arranged and the deal is signed. Sure, it
can happen faster, but why would they push it? 30% growth is good, why
grow faster and risk a sharp price drop? It's not a conspiracy, just big
multi-national business. (or is that the same thing?)

Jeff

Jeffery D. Wolfe, P.E.
NABCEP Certified Solar PV Installer(tm)
Global Resource Options, Inc., Solar  Wind  Energy Solutions


-----Original Message-----
From: Warren Lauzon [mailto:windsun at wind-sun.com] 
Sent: Sunday, March 13, 2005 9:57 PM
To: RE-wrenches at topica.com
Subject: Re: SPAM-LOW: Pics of PV in Germany [RE-wrenches]

I tend to agree. In fact we are already seeing some slight backing off
of prices for a few models of panels in quantity. And there are some
"issues" 
with the recent German PV boom:

4. Manufacturers have ramped up production a lot in the past year, and
much of that has been going to Germany to cash in on the high prices.
About 2 months ago we totally stopped getting any inquiries to buy
panels from us to send to Germany, which indicates to me that a possible
glut is not far behind.
Now, all that said, some things could offset it, such as the new
initiative in China for more renewables, and the increased demand in
Africa and Spain.

All in all, should be an interesting year ahead.

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