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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D">Unfortunately the situation might be a little more simple, and devious, than that when it comes to the “bean counters”. Many lease and PPA structures have the
tax equity investors out and gone in five years, and the lease holder cashflow positive by then or not long after. So if there are problems with performance in years 7 – 20, only the installer holding the warranty obligation or valuing the local relationship
and reputation will be concerned, or maybe even around. <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D">I’m definitely not putting SunPower in this boat; they make a good product, have a proven history of standing behind it, and are taking a long term brand building
view in my experience / opinion.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D">Jeff Irish<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D">Hudson Solar<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif";color:windowtext">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif";color:windowtext"> re-wrenches-bounces@lists.re-wrenches.org [mailto:re-wrenches-bounces@lists.re-wrenches.org]
<b>On Behalf Of </b>Ray Walters<br>
<b>Sent:</b> Friday, May 31, 2013 12:56 PM<br>
<b>To:</b> RE-wrenches<br>
<b>Subject:</b> Re: [RE-wrenches] Defective modules<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">First Solar's thin film is definitely part of the industry's early onset under performance problem.<br>
With monocrystalline under $1/watt, I just don't understand why big projects are still going forward with thin film.
<br>
I would only use thin film for partial shading, or curved, odd shaped surfaces. (RV roofs, not MW plants)<br>
The bean counters are putting too much faith in warranties and spread sheets, instead of looking at real life long term performance history. PV's been around now for several decades; there's just no excuse to keep repeating the same mistakes over again.<br>
<br>
<br>
<o:p></o:p></p>
<pre>R.Ray Walters<o:p></o:p></pre>
<pre>CTO, Solarray, Inc<o:p></o:p></pre>
<pre>Nabcep Certified PV Installer, <o:p></o:p></pre>
<pre>Licensed Master Electrician<o:p></o:p></pre>
<pre>Solar Design Engineer<o:p></o:p></pre>
<pre>303 505-8760<o:p></o:p></pre>
<p class="MsoNormal">On 5/31/2013 1:02 AM, Brian Teitelbaum wrote:<o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">I don’t know for sure, but the S. California installation in the article is likely a large Unisolar installation down there.</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">However, since the article talks about Chinese modules, which are mostly crystalline, I don’t think thin film is the major problem, if there really is one.</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">Not mentioned in the article is the possibility for micro-fracturing of the cells being a major problem, especially since they are sliced so thin these days,
and generally shipped lying flat, which must cause a lot of flexing during transport.</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">Brian Teitelbaum</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">AEE Solar</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"> </span><o:p></o:p></p>
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<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif";color:windowtext">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif";color:windowtext">
<a href="mailto:re-wrenches-bounces@lists.re-wrenches.org">re-wrenches-bounces@lists.re-wrenches.org</a> [<a href="mailto:re-wrenches-bounces@lists.re-wrenches.org">mailto:re-wrenches-bounces@lists.re-wrenches.org</a>]
<b>On Behalf Of </b>Carl Emerson<br>
<b>Sent:</b> Thursday, May 30, 2013 2:50 PM<br>
<b>To:</b> 'RE-wrenches'<br>
<b>Subject:</b> Re: [RE-wrenches] Defective modules</span><o:p></o:p></p>
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<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal"><span lang="EN-GB" style="font-size:14.0pt;font-family:"Arial","sans-serif";color:blue">Hi there,</span><o:p></o:p></p>
<p class="MsoNormal"><span lang="EN-GB" style="font-size:14.0pt;font-family:"Arial","sans-serif";color:blue"> </span><o:p></o:p></p>
<p class="MsoNormal"><span lang="EN-GB" style="font-size:14.0pt;font-family:"Arial","sans-serif";color:blue">Hilton’s third question is important.</span><o:p></o:p></p>
<p class="MsoNormal"><span lang="EN-GB" style="font-size:14.0pt;font-family:"Arial","sans-serif";color:blue"> </span><o:p></o:p></p>
<p class="MsoNormal"><span lang="EN-GB" style="font-size:14.0pt;font-family:"Arial","sans-serif";color:blue">Are we seeing a rise in thin film failure or is this only mono and poly?</span><o:p></o:p></p>
<p class="MsoNormal"><span lang="EN-GB" style="font-size:14.0pt;font-family:"Arial","sans-serif";color:blue"> </span><o:p></o:p></p>
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<p class="MsoNormal"><span lang="EN-GB" style="font-family:"Arial","sans-serif"">Regards<br>
Carl Emerson</span><o:p></o:p></p>
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<p class="MsoNormal"><span lang="EN-GB" style="font-size:14.0pt;font-family:"Arial","sans-serif";color:blue"> </span><o:p></o:p></p>
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<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif";color:windowtext">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif";color:windowtext">
<a href="mailto:re-wrenches-bounces@lists.re-wrenches.org">re-wrenches-bounces@lists.re-wrenches.org</a> [<a href="mailto:re-wrenches-bounces@lists.re-wrenches.org">mailto:re-wrenches-bounces@lists.re-wrenches.org</a>]
<b>On Behalf Of </b>Hilton Dier III<br>
<b>Sent:</b> 30 May 2013 1:09 a.m.<br>
<b>To:</b> <a href="mailto:re-wrenches@lists.re-wrenches.org">re-wrenches@lists.re-wrenches.org</a><br>
<b>Subject:</b> [RE-wrenches] Defective modules</span><o:p></o:p></p>
</div>
<p class="MsoNormal"><span lang="EN-GB"> </span><o:p></o:p></p>
<p class="MsoNormal" style="margin-bottom:12.0pt"><span lang="EN-GB">Greetings wrenches,<br>
<br>
I'm sure many of you have seen this article in the New York Times: <a href="http://www.nytimes.com/2013/05/29/business/energy-environment/solar-powers-dark-side.html?hp&_r=1&">
http://www.nytimes.com/2013/05/29/business/energy-environment/solar-powers-dark-side.html?hp&_r=1&</a><br>
<br>
I have already gotten an email from a panicked client asking about canceling his project.<br>
<br>
First question: Has anybody dealt with defective modules lately, and if so, what brands?<br>
Second question: How much does this affect first-tier manufacturers (Trina, Suntech, Yingli...) and how much of this is "no-name" brands?<br>
Third question: Is this restricted to a particular technology such as thin film?<br>
<br>
And the big question: How do we deal with this? I can imagine the fossil fuel and nuclear industries promoting this story with enthusiasm.<br>
<br>
Thanks,<br>
<br>
Hilton</span><o:p></o:p></p>
<pre><span lang="EN-GB">-- </span><o:p></o:p></pre>
<pre><span lang="EN-GB">Hilton Dier III</span><o:p></o:p></pre>
<pre><span lang="EN-GB">Renewable Energy Design</span><o:p></o:p></pre>
<pre><span lang="EN-GB">Partner, Solar Gain LLC</span><o:p></o:p></pre>
<pre><span lang="EN-GB">453 East Hill Rd.</span><o:p></o:p></pre>
<pre><span lang="EN-GB">Middlesex, VT 05602</span><o:p></o:p></pre>
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