More bloggage and quotes from Intersolar in SF...

SunPower. Suntech. And Abound Solar. At least two winning PV suppliers.

Andrew Beebe Managing Director Energy Solutions SunTech America

• "There will be no concentrating photovoltaic market at all."  Beebe has years of experience in CPV (prior to his current c-Si firm) and declared that the price of high accuracy tracking in HCPV is just too expensive when polysilicon is at $50/kg. "You just can't do it," he said
• Andrew wanted to know why Travis foreacast an enormous number for the CIGs solar market.  Travis threw the hot potato to Shyam Mehta (my colleagues, now possibly no longer talking to me).  Shyam, ranted about binomial distributions and declared that the chance of one or two of the CIGS companies will succeed is quite high. 
• "Ultimately, utilities are one of the most risk-adverse entities in the world. They are driven by policy and regulators."
• "We are in the domain of the big now. We are not massive but getting into the wind size.  A couple of things change then – as you get in to the domain of the big – vertical integration of the business is a necessity. We are going to see a de-verticallization of the industry."

Julie Blunden, VP Public Policy and Corporate Communication at SunPower

• "U.S. business is about half of our global business."
• "Years ago, we decided to verticallly integrate and we decided to diversify geographically."
• "We have the largest dealer network in the world"
• "We need to have our defensive gloves on as people recognize that we are a disruptive technology. The volatility around friction and disruption of politics is hard to predict."
• "Module price alone does not a systems price make."
• "The horse race on LCOE between thin films and c-Si is not over."