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One random analyst standing behind Citigroup making stupid claims.
May 10 12:05 pm
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All Comments by Walter Morton »There's a Solar Shakeout Coming - Citigroup [View article]
Any solar analyst needs to take into account the practical physics that are being exploited by various approaches to solar "tech." ESLR may not have gotten the Jim Cramers of the world raving about them, but their "String Ribbon" technology absolutely works, and is a dependable way to fabricate solar cells. While it is generally agreed that "thin film" solar cells are the most promising way to build cells and it is on this technology that FSLR has become an early leader (watch out if Nanosolar can deliver) their is no long-term deployment of the FSLR type thin film solar cells in use. What happens to thin film cells after they've been on your roof for 10 years? Do they degrade? Nobody knows. Conventional cells of the kind ESLR makes are reliable over 30+ year periods. With oil prices going up, solar in ALL forms will continue to be attractive.