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Van Gastel » Comments » ROH
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Solar Grade: A Silicon Revolution [View article]
Like mistermaumau I see this rather as validating the silicon solar panel technology, not really a traditional paradigm shift as it is not a new technology replacing another. Makes the outlook for FSLR look very bleak, so why do they still get these high ratings.
Also my comment on the oil prices. The "falling" oil price (very relative) is seen as tempering demand for panels, but all I really see is shipping costs for panels from China coming down...
Regards