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Towards a Better Solar Business Model
Small Cap Pulse (August 28th, 2009) Writes:
August 27, 2009 ndash; LDK Solar (NYSE:LDK) announced an agreement with Yancheng City of Jiangsu Province for the development of a number of PV projects (ground-mount, roof and BIPV) totaling up to 500MW over the next five years. And Canadian Solar (Nasdaq:CSIQ) said it has signed a LOI with the Administration Committee of Baotou National Rare Earth Hi-Tech Industrial Development Zone in Baotou, Inner Mongolia, for rights to design, install, operate and maintain a 500MW solar facilitynbsp; in Baotou. The three-phase project is expected to start in September 2009 and run through December 2011 (phase 1: 100MW; phase 2 and 3: 200MW).
These announcements mark an important trend in the solar markets and one that we have been commentating on a lot lately ndash; the further move by midstream solar firms to vertically integrate downstream and even moving into operations of solar facilities.
Cowenrsquo;s Raj Seth this morning commented on the ...
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Administration Committee of Baotou National Rare Earth Hi-Tech Industrial Development Zone, Akeena, amorphous thin film solar product, Aspire Communications, Baotou;, Canadian Solar, cent;, conventional energy sources, Electricity, Electricity Demand, Electricity Prices, electricity sales ndash, electricity utilities, Energy Conversion Devices, Energy Information Association, energy system paybacks, EPOD, France, Investing Lessons, Ldk Solar, managing partner, manufacturer/independent power producer, Mongolia, Optisolarrsquo;, Raj Seth, Real Goods Solar;, renewable electricity, renewable energy, retail electricity, Small & Micro Cap, small cap pulse, Todd Pitcher, Yancheng City of Jiangsu Province
Administration Committee of Baotou National Rare Earth Hi-Tech Industrial Development Zone, Akeena, amorphous thin film solar product, Aspire Communications, Baotou;, Canadian Solar, cent;, conventional energy sources, Electricity, Electricity Demand, Electricity Prices, electricity sales ndash, electricity utilities, Energy Conversion Devices, Energy Information Association, energy system paybacks, EPOD, France, Investing Lessons, Ldk Solar, managing partner, manufacturer/independent power producer, Mongolia, Optisolarrsquo;, Raj Seth, Real Goods Solar;, renewable electricity, renewable energy, retail electricity, Small & Micro Cap, small cap pulse, Todd Pitcher, Yancheng City of Jiangsu Province
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