Solarbuzz Reports Record Year For Solar But Over Supply Remains
Major PV Country Markets (GW) Source: NPD Solarbuzz 2012 Marketbuzz The latest data from Solarbuzz suggests that global PV installations reached a blistering 27.4 GW in 2011 – up 40% from 2010. Previous estimates had put that number closer to a still impressive 26 GW. However, it appears that second half demand was boosted by an acceleration [...]
Solar Update: More Downside Risk Before Buying Opportunity Emerges
In the past month since we recommended taking profits on our Tier One Chinese Solar trade, the sector has been hit heavily – largely driven by margin erosion and a generally less than encouraging earnings season. The key question from here is whether or not we are once again at prices which offer a buying [...]
