Massimo

2 Comments

    • FirstSolar Foresees Pricing Pressure From Lots of New Capacity [view article]
      Hy Ray. Take more attention to the numbers, because yours aren't right! Now, you write "First Solar is able to deliver about 65 cents to 75 cents per kilowatt hour.", it must be "First Solar will be able to deliver about 65 cents to 75 cents per watt PEAK." That translates to roundabout 8-10 cent per kilowatt hour if you install the sistem in the South-West.
      Second: you say "Moving production to Malaysia is cutting 20 cents per kilowatt hour from First Solar’s cost". Correct: "Moving production to Malaysia is cutting 20 cents per watt peak from First Solar’s cost". Please note that they produces actually for 1,14cent/wp. So Malaysia production cost would be 0,95 cent/wp next year. In 2012 with 12% efficiency and improved cost they will be at 0,65 - 0,75.
      That would mean that in 2012 FSLR would be FULLY competitive with conventional peak power plants in the Southwest.       May 21 02:06 AM
    • Transition to an Electric Economy [view article]
      The First Solar stock may be overheated, but so far the are the cheapest producer of solar panel in the market, for far. They already approached cost (not selling price) of 1$ per Watt. And they will certainly go done to 0.7$/w within the next 4-5 year. So far they are the only company on the market able to compete on day with nanosolar, when ever they will have a commercial product.

      BTW: the "C" in CIGS stand for COPPER rather than for Cadmium.

      Have also a look to BrightSource Energy. If they will be successful by delivering what they are planing, they would be a strong competitor to AUSRA, but there is enough space for many CSP companies.
       Jan 02 10:58 AM
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