28 Sep '11, 9pm

US Still Net Exporter of Solar to China: Filed under: Energy News

US Still Net Exporter of Solar to China: Filed under: Energy News

Following the announcement that CIGS solar start-up Solyndra had declared Chapter 11, I published an article suggesting that although this was clearly not good news, the overall solar sector in the US was still in relatively good competitive shape, with a healthy trade surplus with the rest of the world of some $1.9bn. You can read my original article here . Although competition from China is intense, particularly in low-cost module production, the US remains a strong player across the supply chain as a whole - particularly in polysilicon production and the manufacture of the capital equipment required to make solar products. And China is the key customer in both of these areas. As an update on this, GTM Research has provided a very interesting chart breaking down the components of the bilateral trade balance between the US and China itself - shown below: All data relate t...

Full article: http://www.altenergystocks.com/archives/2011/09/us_still_...

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