Jack Yetiv

As Intel Joins the Solar Sector, Is There Room for Everyone?

Mark, the answer to your question--whether there is enough room--all depends on whether solar reaches grid parity in average sun locations, which will depend on nat gas/coal prices staying up and carbon taxes coming in, as well as cost of solar coming down.

Since I believe that nat gas and coal WILL remain high (if not go higher) and since I believe we are not far from having to start to pay for CO2 release, I believe average sun locations will reach grid parity within 2-3 years.

Once that happens, I believe demand will increase at a compounded annual rate of well over 100%, and yes, there will be room for at least the next few years.

Beyond a "few years," it's a wild guessing game.

Jack