2011年1月29日 星期六

自由電子報 - 再生能源躉購費率 太陽光電降3成

自由電子報 - 再生能源躉購費率 太陽光電降3成

1. 級距化分類補助讓人聯想到 未來台灣PV躉購恐將走向歐洲急凍模式(雖然報導指出, 官員開宗明義說不會.. 先打預防針)... 至少地面型PV System級距的字眼已經開始浮上檯面(歐洲部份國家是禁止設在地面, 僅有on roof-top且小kW數是"合法的").

2. 大幅調降PV補助卻反向大幅調升Offshore win-farm也是滿特別的方針 (特別是wind farm這一塊上游市場多由中國業者把持)...

3. 估計2011年補助上限為70MW, 10MW保留給自用宅小系統(<10kW) 4. 讓業者競標15MW, 四月底前開標 其餘條件如下(直接cite 自由時報): 競標意指折扣率愈高者,優先得標,若折扣率相同時,則以屋頂型優先,同為屋頂型者,以投標容量低者優先,每一申請裝置容量以一KW以上、二千KW以下為限,業者同時須繳交最高一百萬元的保證金。

2011年1月28日 星期五

German Environment Ministry dismisses suggestion of solar power cap | PV-Tech International

German Environment Ministry dismisses suggestion of solar power cap | PV-Tech International
儘管歐洲各國政府紛紛出來打預防針, 宣稱目前PV裝置量已經接近或超過EU 2020 target.. 德國環境部出來安撫業者德國2011不會設定PV投資補助額上限. 不過該砍的FIT rate還是依照市場裝設容量機動調整, 目前的數據是 2011/5/End 如果市場裝設量超過7.5GW, FIT調降幅度將達15%..

該文指出, 如果連德國都像其他國家緊縮投資上限將會影響該產業(PV Industry)達130,000個就業機會.

2011年1月27日 星期四

Italy’s photovoltaic capacity hits 7GW

Italy’s photovoltaic capacity hits 7GW
根據歐盟20202定義的Renewable Energy target, ITA原本估計2020年PV裝設量達8GW... 但是去年的申請量已經達7GW (3GW 已經併聯), 不曉得其他的4GW是已經拉貨了還是在等? 期待ITA成為大市場的廠商可能要心生警惕, 歐洲國家目前似乎是只要達成EU 2020目標後, 政府的策略多轉為冷凍PV市場. 除非PV System整體成本能在近日就達成Grid-Parity由民間的主動需求來驅動市場成長..

2011年1月26日 星期三

鴻海正式出招 撼動太陽能供應鏈

鴻海正式出招 撼動太陽能供應鏈
檯面上的大玩家都上牌桌了...

[台積電]
TSMC: CIGS
Motech: Poly-Silicon

[友達]
Wafer Derived from Japan M.Setek
Cell cowork with US SunPower, MFG @ MY 1.4GW
Module @ CZ 0.1GW

[台達]
旺能 Cell @ TW 1GW (2011)

[聯電]
聯景 Cell 0.8GW (2011)
聯相 Thin-Film 0.1GW hit Commercial Production phase.

[華新麗華]
2.5GW Wafer @ China

[大同]
1.5GW Wafer

[王雪紅?]
中美晶:昇陽科 (中陽光伏)
0.8GW Wafer and target 1GW (2011)

[鴻海]
益通 Cell @ TW 0.6GW?


others: 光寶, 茂矽....

PV inverter market dangerously oversupplied: expert - Solar - Renewable energy news - Recharge - wind, solar, biomass, wave/tidal/hydro and geothermal

PV inverter market dangerously oversupplied: expert - Solar - Renewable energy news - Recharge - wind, solar, biomass, wave/tidal/hydro and geothermal
PV Inverter示警文, 從客戶等貨變成Inverter在廠商倉庫等客戶. 對於Inverter廠與系統廠來說, 市況掌握越來越難 且要越來越小心 否則反轉直下時 高成本庫存侵蝕獲利. 相反的如果像2010Q2開始反轉直上拉不到貨 出貨不及 也是失去做大的機會.

2011年1月21日 星期五

Solar Panel Maker Moves to China from United States | Solar Panels - Green Power

Solar Panel Maker Moves to China from United States | Solar Panels - Green Power
這是一個奇怪的現象, 各國政府相繼提高Renewable的國外廠商門檻 文中提到的Evergreen Solar(美國第三大PV Module廠商)卻在中國大陸擴產, 這個動作是想回銷美國還是已經看到中國內陸準備開放的商機?

文中提到, Evergreen Solar在中國創投私募案後, 將在 2011/03前裁員美國麻州的800個工作機會, 並擴大中國的投資. 不曉得這則新聞是否會再度引起Green-Barrier... 國與國的綠色市場屏障.

UK policy vacuum on small-scale projects creates cleantech uncertainty

UK policy vacuum on small-scale projects creates cleantech uncertainty
不論西歐東歐, PV低度開發的國家目前都傾向小型系統(變相整府不積極鼓勵發展), 一方面是擔心自己國內PV產業泡沫化, 一方面擔心被大財團包走大部分補助... 更多成分是否在等待市場價格的劇烈調整才進行更明確的政策決定?

Global Solar Technology - Schneider Electric Recalls Xantrex GT Series Grid Tie Solar Inverters Due to Injury Hazard

Global Solar Technology - Schneider Electric Recalls Xantrex GT Series Grid Tie Solar Inverters Due to Injury Hazard
汽車有招回... 沒想到施奈德的PV Inverter也要召回.. Xantrex GT Series 因為不明原因, PV Inverter上的接線盒會整個被吹走?? 這會不會有點誇張, 是沒鎖緊還是螺絲自動鬆脫?

Wind farms are falling short of output targets - Wind - Renewable energy news - Recharge - wind, solar, biomass, wave/tidal/hydro and geothermal

Wind farms are falling short of output targets - Wind - Renewable energy news - Recharge - wind, solar, biomass, wave/tidal/hydro and geothermal
這狀況似乎不只在巴西, 今天在南台灣也聽聞到類似的抱怨... 當初設立風力發電說的多大的發電量但是實際運作後根本不是這回事情.. 且0&M的費用又很高, 一個颱風掃過後... 已經沒甚麼錢的單位通常就讓它成為裝飾品囉.

2011年1月3日 星期一

Verion Smart Home Pilot Run



Verion的Smart Home Pilot計畫, 目前已經可以透過手機控制家中燈源開關, 開關門禁, 影像監控.. 長期電力監控.
算一算MS, GE, Google.... 現在電信商Verion也進來了, 這塊市場的煙硝味越來越重了.

2011年1月2日 星期日

The Green Tech Wish List for 2011 : Greentech Media

The Green Tech Wish List for 2011 : Greentech Media

Green Tech關於Renewable Energy在2011的一些想法....
完整的list說明請連回Green Tech (US)...

Things We’d Like to See Happen in Green Technology:

--The U.S. Establishes Long-Term Energy Policies.

--Time-of-Use Pricing Begins to Spread.

--Coal Peaks. Rising demand, particularly from China, could mean the end of cheap coal.

--Green Tech Stops Being a Dirty Word. In 2010, Mississippi gave $169 million in loans and grants to three green startups to build plants in the state.

--The Holy Grail in Storage Appears. Investors are prowling for a breakthrough technology -- solid state batteries, ammonia fuel cells

Things We Think Will Happen in 2011:

--Utilities Become Hip.

--Solar Expands. Solar companies will ship 18 gigawatts of panels in 2011 (compared to 170 megawatts in 2000), while a growing number of companies will saunter under the magic $1-per-watt mark in manufacturing. It won't be like the titanic growth we saw in 2010, but it will still be positive.

Grid parity could be achieved in parts of Italy and Japan.

--Electric Cars Are a Hit.

--Chinese Becomes Familiar. In 2007, would you have thought Yingli Green Energy or Trina Solar or BYD might become well-known brands? Chinese companies are known for low-cost manufacturing, but in 2011 many will try to establish brand names, like their Japanese and South Korean counterparts decades earlier. China could boost U.S. employment, too. Silicon Valley’s Innovalight sells magic ink to Chinese solar companies, while Suntech, China’s big solar maker, has a module manufacturing facility in Arizona.

--AT&T, Google and Comcast Become Utilities. Communications carriers and computer companies will start to offer energy management services to homes and businesses. Pay $15 to save $25 on your power bill? We’ve heard worse offers.

--Merger Mania Grips Green. Acquisitions, particularly in solar, lighting and efficiency, will continue. BrightSource Energy, MiaSolé and a few others may even attempt IPOs, but the IPO class of 2009 was a mixed bag.

--The Department of Defense Becomes a Market Maker.

Critics might complain about bloated budgets and inefficiencies, but DoD buying is how the semiconductor industry took flight.

Things We Hope Won’t Happen:

--Oil drops to $60 a barrel.

--Clashes Over Wind and Solar Farms.

--LED Bulbs Flop.

--VCs Retreat to the Sidelines. Green may not fit ideally with the VC model, but it remains the best way to take lab concepts commercial.

--High-Profile Companies Backed by Government Loans Sink. Solyndra is the test case.

--The Public Gets Climate Fatigue.

--The Tax Credits Lapse Again.

The Hydroleaf: Water, Shelter and Solar-Powered Security

The Hydroleaf: Water, Shelter and Solar-Powered Security
集水, 公車站涼亭 + Solar PV...
如果電力不是用來存在電池而是直接套用在淨水應該是滿不錯的!