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Research firm Solarbuzz believes solar module inventories soared in Q2, due to weak European...

Research firm Solarbuzz believes solar module inventories soared in Q2, due to weak European demand. With prices coming under pressure, Solarbuzz warns of the industry facing a challenging second half. This could explain why a number of solar names are underperforming today. TSL -5%. CSIQ -0.8%. YGE -2.3%. [[HSOL] -2.7%.
Comments (1)
  • It can be a mistake to assume by looking backward. China and Germany have re-committed to solar over the last month, and you're always going to have inventories of old, tired tech stuff when there's a lot of new, better stuff coming along.

     

    In time, Chinese solar makers have to understand that their stuff starts depreciating as soon as it leaves the line, as is true in the chip sector. And act accordingly.
    1 Jul 2011, 04:00 PM Reply Like
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