Talking Wind and Analytics With New GE Renewables Head Anne McEntee
Herman K. Trabish: May 7, 2013
GE did 6+ gigawatts in 2012—but the entire 2013 market may only be 4 gigawatts.
Recent Report:
PV Technology and Cost Outlook, 2013-2017
GE did 6+ gigawatts in 2012—but the entire 2013 market may only be 4 gigawatts.
Best-in-class manufacturers in Korea and Singapore have managed to reduce costs to competitive levels with Chinese firms in recent months.
In China, the wind power industry has followed the lead of solar—growing at lightning speed and then facing a wrenching adjustment to reality.
“If you are not going to be the consolidator, you should consider an exit.”
An excerpt from GTM Research’s recent report on competitive positioning and consolidation in the global PV module landscape.
With persistent overcapacity and strained balance sheets, the global PV module manufacturing landscape is bound for a transformation. We list eight trends we expect to play out over the next two years.
What does the future hold for struggling U.S., European, and Asian manufacturers, as well as China’s solar zombies?
Bosses at SunPower, Florida Power and Light, DBL Investors, Hannah Solar, SMA America and NRG Solar foresee solar’s future.
Vestas, Goldwind, Suzlon, GE, Morgan Stanley and others are moving towards Canada, India and Latin America.
The solar consolidation continues with a Dutch BIPV firm acquired by a Chinese power company.
The solar consolidation continues with a German CIGS star being acquired by a Chinese power company.
The SVTC holds solar to a higher standard of green.
It’s about finding the right combination of competencies to “weather the storm.”
SunPower consolidates Philippines manufacturing line; Canadian Solar denies acquisition rumors.
The wind industry showed that it’s ready, while Congress showed that it’s oblivious.
The shift from the centralized utility model is forcing utilities—for the first time in their existence—to figure out how to compete.
Read More ›
