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Non-Tech : Alternative energy -- Ignore unavailable to you. Want to Upgrade?

To: Jacob Snyder who wrote (7714)	4/2/2010 2:30:16 AM
From: Jacob Snyder	Read Replies (1) \| Respond to of 16955

Solar manufacturing capacity increases: end-2009 to end-2010, in MW: FSLR 1228 to 1282 (and then 1700 by end-2012) TSL 600 to 900 STP 1100 to 1400 YGE 600 to 1000 LDK 550 to 1500 (modules only; minimal cells) SPWRA ?? In addition, a list of other companies are getting into this sector or adding capacity: BYD, Bechtel, TSMC, LG Elec., GE, Samsung, and I'm sure others. The low-cost producers have been running at 100% capacity utilization during 2009, but others (like all the little amorphous-silicon companies) were at 50% or worse. One article I read said there was 2.2GW of inventory at end-2009. Is demand going to go up enough to soak up all this increased capacity? Are price declines going to slow down enough, so that falling manufacturing costs can keep pace?

To: Jacob Snyder who wrote (7714)	4/2/2010 4:53:19 PM
From: Doren	Read Replies (1) \| Respond to of 16955

Oil isn't used to make electricity Dang right it isn't. (Short term) And there's the interesting thing. During the last oil scare Solars soared IRRATIONALLY and everyone jumped into the market. When oil prices declined the shake outs started. It's totally irrational but there is money to be made off irrational investors. Unless they've learned their lesson which might be true. I didn't invest because I saw a shake out coming, but I'm thinking about making a speculative short term bet due to oil prices. I also have long term candidates. Long term does anyone here think that cars are not going to transition to electricity? I'd certainly be interested to hear from those who don't. Maybe oil driven vehicles will be only for the rich at some point. While the rest of us will have to live with limited mileage.