14 Jun '11, 2pm

Intersolar 2011: Notes from the Solar Underground: Every year in early June, tens of thousands of fair-minded

Intersolar 2011: Notes from the Solar Underground: Every year in early June, tens of thousands of fair-minded

Every year in early June, tens of thousands of fair-minded citizens converge upon the fair city of Munich to take part in the world’s (after SNEC, second largest) solar trade fair, Intersolar Europe. As usual, GTM Research analysts were around to measure the pulse of the industry and get the latest dirt on industry developments. Below is a summary of the most noteworthy items. Inventory Levels: Through the Roof, But Signs of Shedding Component inventory reached record levels across the value chain in late April, a direct consequence of hitherto weak demand in the two PV markets that matter the most: Italy and Germany. In the case of Italy , the culprit was subsidy uncertainty for the second half of the year which led project finance (and consequently shipments) to all but dry up. Recognizing this, German developers adopted a “wait-and-see” approach towards module purchases...

Full article: http://www.greentechmedia.com/articles/read/intersolar-20...

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