30 Jan '12, 7pm

Sorting Out Solar PV Downstream M&A

Sorting Out Solar PV Downstream M&A

Meanwhile, downstream sectors in the solar PV supply chain -- those involved with financing, development, and installation -- represent the final step in monetizing a solar PV project. Firms in this universe have created a fragmentation of pockets of niche specialists in key areas vs. full turnkey integrators (read: high-margin businesses), which also helps insulate against that upstream sturm und drang. Investors -- both VC and firms seeking expansion via M&A -- are paying more attention to the downstream side of the industry (see graphic below), seeking to spawn more innovation and leaner business models. Downstream start-ups, led by SolarCity, SunRun, Recurrent Energy, SunEdison, and Solar Power Partners, have raised over $1 billion. (Note that Solyndra raised a billion on its own, in headier times for all involved.) This is "setting up a battle between cleantech indust...

Full article: http://www.renewableenergyworld.com/rea/news/article/2012...

Tweets

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digitimes.com 30 Jan '12, 6am

The region's third largest market is trending in a different direction. Australia's PV installations fell 10% on quarter. ...

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China, which now dominates the regional solar market (not to mention conversations about alleged anticompetitive practices...

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renewableenergyworld.com 26 Jan '12, 10pm

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digitimes.com 31 Jan '12, 9am

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Asia Report: DOC Extends Solar Trade Case Deadl...

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Now, it appears the wait will be extended for the second time. The new deadline for the DOC’s preliminary determination is...

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renewableenergyworld.com 07 Feb '12, 8pm

In the US overall, thank the expiring US Federal Cash Grant for accelerating project activity to beat the year-end deadlin...

What's Driving North America's Solar PV Market ...

renewableenergyworld.com 07 Feb '12, 10pm

In the U.S. overall, thank the expiring US Federal Cash Grant for accelerating project activity to beat the year-end deadl...

Canadian Solar Lands Huge Abu Dhabi Solar Deal $CSIQ

Canadian Solar Lands Huge Abu Dhabi Solar Deal ...

solarfeeds.com 31 Jan '12, 1am

Canadian Solar Lands Huge Abu Dhabi Solar Deal $CSIQ January 31, 2012 by tessant in Cleanenergyauthority.com with 0 Commen...

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cleantechblog.com 07 Feb '12, 12pm

Richard Stuebi has 25 years of experience as an executive, entrepreneur, and consultant in the energy industry, with the l...

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Figure 2: Traffic growth has exploded as manufacturers develop new mobile terminals. In 2000 (a), traffic included 50-kbps...