klemenv

Solar Grid Parity: The Great $1 Myth

Also, you may include 'cool' effect.

It is cool to have PV on your roof. One may not be willing to invest 100K, but would one invest 20K. Many would.

Why I'm Bullish on the Solar Sector

I beleive there is intrinsic value in solar stocks missed by analysts.

At current prices demand may vanish, and normaly that would trigger alarm.

But, note that STP non-silicon costs are 0,7 $/W. Note that price of poly will decrease from 280$/Kg (in Q3) to bellow 100$. Let's project price at 80$/Kg.

It takes 6g of poly for 1W.

So poly costs of module will decrease from 1,68$ to 0,48$.

So overall costs may decrease from 2,38$/W to 1,18$/W.

If the price of modules drops significantly, there will be huge demand for them.

The word of caution, manufacturers that have contract obligation to purchaise poly at Q3 prices will struggle.