Thursday, April 03, 2008

Salvation by Solar?
I like to keep up with the solar market. Attached is a graph of the solar module pricing. As you can see, it is pretty flat in terms of US dollars. Much of the prophecies regarding future success of solar is based on the slope of the curve around 2001/2002. My admittedly weak understanding of the situation is that the market at that time was using leftover silicon from the computer chip industry, which meant it was not fully representing the price of the materials. With the growth of the market, the solar industry had to start producing its own crystals, and this completely changed the dynamics. The Euro pricing is currently on a slightly different slope from the US pricing due to the changing exchange rates.

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