You should take a look at Michael Rogol's article in the February edition of Photo International (the best source for in depth information in the solar industry). Rogol (google him - he has been right before and spends much of his time in China at solar factories) writes that there is no oversupply, spot silicon prices are heading toward $500, and the profit margins in the solar industry will remain above 30% through at least 2010.
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You should take a look at Michael Rogol's article in the February edition of Photo International (the best source for in depth information in the solar industry). Rogol (google him - he has been right before and spends much of his time in China at solar factories) writes that there is no oversupply, spot silicon prices are heading toward $500, and the profit margins in the solar industry will remain above 30% through at least 2010.
Mar 05 08:09 am
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All Comments by oaksleeksbeans »Contradictions in the Solar Market [View article]
So brighten up!