KW30 | SunPower, Citi launch USD 105 million fund for residential solar lease projects - SolarServer

KW30 | SunPower, Citi launch USD 105 million fund for residential solar lease projects - SolarServer
SunPower與美國花旗銀行推出一億美金的太陽光電屋頂信貸計畫, 相關R&R如下:

SunPower: 提供設備與系統建置, 並且租用該系統給簽約屋主.

簽約屋主: 簽訂屋頂租用SunPower PV System 20 年合約. 該PV System權利可以轉售.

花旗銀行: 提供10年的專案貸款計畫給屋主.

此合作模式的大爆發前置條件, 當每月的貸款金額 越接近每個月所繳交電費時 如果加以使用碳稅壓力 將可加速自然驅動市場.

看一下SunPower財務長怎麼說:

"Citi's global financial leadership combined with SunPower's leading technology and quarter century of experience offer customers an unprecedented level of assurance that is vitally important when a homeowner enters into a 20-year lease agreement," said SunPower CFO Dennis Arriola.


"We are proud to partner with Citi, and applaud its commitment to promoting the use of solar power."

Video: What Can We Expect for the Solar Project Finance Market? | Renewable Energy News Article

Video: What Can We Expect for the Solar Project Finance Market? Renewable Energy News Article




關於太陽光電信貸的一些討論與漫談, 一些很特別的觀點與現象:

* CSP, csi-PV, thin-film 哪一種最讓融資機構放心?
據此討論: CSP竟然掛零 (看來效率高不一定是決勝點, 考量點在: time-to-market, durability, O&M cost等criteria勝出才是放錢的關鍵), thin-film微量, 大多是csi-PV

* 市場上供應商規模從小到大一整個亂, 未來信貸市場如何撐起太陽光電普及?
裡面有個描述很特別, 目前的PV SI與一百年前的美國汽車製造商有點類似 (據討論, 100年前美國有上百家[手工]汽車製造商), 經過長期演變以高度資本與技術門檻的洗禮後, 現在只剩五至六家 且可能因為持續的併購案而減少當中.

* 1603 cash grant金援計畫將於今年底(2011)到期 對於美國太陽能是場的影響?
短期而言, 至少到明年中甚至Q3都不會有太多影響, 因為這些信貸下來的財務支持才會有後續的PV建置案, 但中長期而言目前的PV 整體成本還是需要政府或政策的金融資助(雖然目前價格持續下跌, 但是還不到半山腰). 否則市場降溫過快將加速產業從整, 影響新技術開發者進入此市場的意願. 就目前的技術水準而言, 與會者還是希望保持群龍無首的高度競爭, 從技術淘汰賽開始, 最後再進入資本淘汰賽.

Bush: Any time there is uncertainty, that's bad. The 1603 grant has been a really good widget from the government not just solar, but manufacturing and other industries as well. I think when that goes away, and we don't expect it to be extended, the grandfathering that Eli mentioned is probably going to happen, but the rules haven't been finalized yet. So we'll see how that works. Ultimately it will favor large developers and large balance sheets. This will lead to projects that die on the vine or smaller developers will sell out to larger developers. Given the relatively immature level of the industry so far, I don't think it's a good thing to have concentration at the development level right now — you want to have more competition. The less competition there is, the higher the prices are — even in a market where prices have been declining as much as they have. I think ultimately it will be a bad thing but who knows what will happen. We all thought it would go away last year and that didn't happen.

Solar Frontier opens all production lines: pv-magazine

Solar Frontier opens all production lines: pv-magazine
Solar Frontier位於日本宮崎縣世界最大CIS 薄模太陽能廠 (年產能達900MW)宣布所有產線都已經達到商業量產階段. 事實上該工廠於2011/Feb已經開始出貨. 模組規格以140W-145W為主, 但於七月時已經開始商業量產150W modules (轉換效率12.2%).

比較特別的是此產線的產品已經取得 德國慕尼黑再保公司於全世界都通行的擔保作業 為日本第一家通過慕尼黑再保公司的擔保評價模組公司(以模組為有價資產 向金融機構抵押借款).

KW29 | Solarbuzz: European PV markets to decline in 2011 despite PV price decreases - SolarServer

KW29 | Solarbuzz: European PV markets to decline in 2011 despite PV price decreases - SolarServer

Solarbuzz 報告指出歐洲的市況並未因pv module價格崩落而帶來喜訊, 相反的系統安裝的市場胃納量可能較2010萎縮14%. (據報導 目前歐洲的 C-Si module價格帶 最低已經接近 USD 1.08/watt, 1.08~1.44/watt @ 2011 H1 ). 此預估值的前題是假設歐洲的second-tier market能開出好成績而言 (France, Spain, Belgium and Greece).

展望未來, Solarbuzz估計 Italy 將成為歐洲市場龍頭於 2015年達european pv market 的 39%(假設italy持續對pv補助慷慨且友善). 在2010年強勁推升pv market的Germany, Italy and Czech (三個國家dominate 89% european market) 目前的經濟狀況僅有DE是樂觀的.

market segment的comment, 未來五年終將是居家市場大爆發的年代 (double its share)而投資型的計畫會持續萎縮(應該各國都遭遇到類似CZ的困境, 補助補過頭 錢都流到大財團 或國外專業大廠手中, 轉而緊縮限制).
此外報告中指出, 商用與農用市場應該還是佔市場面的主要分額.

BP Solar to move out of module production and sales: pv-magazine

BP Solar to move out of module production and sales: pv-magazine

隨著pv module市價持續下滑, BP Solar將停止module的生產與銷售業務. 位於馬里蘭的工廠將於2012Q1關閉, BP Solar將更加專注於solar project的開發, 目前BP Solar在全球的開發案達120MW.

BP Solar spokesman Pete Resler, in announcing the decision, has been quoted as saying, "we are going to exit our module only sales through our distribution network, looking at the market today […] we think we can have a much stronger business […] focusing on developing projects."

Solar PV Balance-of-System Costs to Surpass Modules by 2012, According to GTM Research : Greentech Media

Solar PV Balance-of-System Costs to Surpass Modules by 2012, According to GTM Research : Greentech Media

PV Module的Cost在PV Project投資案總是一個dominator, 但是以2011年的成本降幅已經有越來越多人開始關注 接下來的PV System重心會往哪個區塊移動, 此議題分為Utility與residential兩類市場說明(但是此篇文章似乎著重於project construction階段, 前段initial effort與O&M部分未加入說明)

for key BOS components and services, including mounting structures, foundations, labor, civil works, cables, engineering and combiner boxes.

GTM 的分析報告 summary 原文如下:



http://www.greentechmedia.com/research/report/solar-pv-bos-2011

Suntech cancels 4.6GW wafer supply deal with MEMC; incurs US$212 million costs | PV-Tech

Suntech cancels 4.6GW wafer supply deal with MEMC; incurs US$212 million costs | PV-Tech

面對不平等價格合約... Suntech選擇取消與MEMC 4.6GW的wafer供料合約, 斷尾費用達 USD$2.12 億美元.
據報導台灣可能被MEMC燒到的廠商還包括當時(2006大缺料)大手筆預約未來的:昱晶及廣運 面對高價供料合約的壓力值得後續觀察其應對方式. 是認賠不買 還是認賠大量出貨 擴大市場面並加大同業壓力?

PV module inventories continue to soar: pv-magazine

PV module inventories continue to soar: pv-magazine
SolarBuzz估計, 2011年Q4 PV Module價格跌幅將達22%, 而市場的庫存水位上升如同海嘯來襲 持續上升至8.6GW的歷史天量.

此外根據台灣cell廠六月營收普遍較上月持續上升 (市場價格尚未回溫之際), 實際盈餘 (虧損) 數字恐怕會在半年報出現時嚇壞投資人.

中小廠商在今年市況趨勢尚未改變之際 將會受到嚴峻的挑戰.

另外一個可以期待的是PV投資者有可能因為模組價格出現巨幅調整後所刺激出的新需求, SolarBuzz估計2011年總需求可望因跌價因素 讓全球需求量從19.3GW增加至20.3GW, IMS 則樂觀估計將增加至23GW.

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