No no tiene nada que ver con SNB.... simplemente una burbuja mas....

“Solar Crisis Set to Hit in 2010″ naked capitalism

The solar industry is already suffering from significant overcapacity, yet incumbents are adding still more manufacturing to try to secure a cost competitive position after the shakeout. This chart, prepared by Digitimes using data from The Information Network (hat tip reader Michael), sums up the yawning gap between demand and capacity:

picture-16

The Information Network forecasts that as many as 50% of the producers could fail in 2010 as prices plunge:

A key reason is increased supply from China, which added an additional 1GW of capacity. The price per watt has now dropped to US$1.80 for polysilicon-based products, which is lower than the US$1.85 level ….By way of comparison, the average selling price in the third quarter of 2008 was US$4.05 per watt.

The Information Network doesn’t expect other industry players to back down from increased competition from China. Other makers are expected to increase their capacities despite the low utilization rates in order to reach economies of scale and better compete against the Chinese…

Average selling prices could drop below US$1 per watt in 2010 and US$0.50 in 2011. As many as 50% of the more than 200 solar manufacturers, mired in red ink with current selling prices above US$2.00 per watt, may not survive.

Traduccion:


La burbuja solar ha pinchado y no venden un pijo, lo que reduce los costes en placas en un 75%.

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Zapatero no lo permitirá.
Con su superproyecto de "economia sostenible" lograremos generar energia más barata incluso que los chinos y todo el planeta hará cola para comprárnosla. No sé como teneis tan poca fé contando entre nuestras filas con cerebros como la Pajín, la Aído y cia.

Sí, todo eso está bien, pero lo más importante que tiene para mantenerla es el dinero que estamos obligados a pagarle.

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Unete a la red libre guifi.net
Errores Puntuales - !Mamá, está vez es diferente!

Buen resumen, pero esto significa que la energía solar es cada vez mas competitiva en precios, pues su gran problema es el alto coste de los paneles, si cuestan cada vez menos cada ves necesitan menos subvención a la explotación. Ademas las nuevas instalaciones son cada vez mas rentables. LO cual de cara al futuro le dará vidilla, lo que no tiene sentido eran los precios de hace un año .