05 Dec '12, 3pm

Interesting times for #solar power. Strategic Investing in the #Solar Industry: Who is Buying Whom and Why #renewable

Interesting times for #solar power. Strategic Investing in the #Solar Industry: Who is Buying Whom and Why #renewable

When you look at the solar industry today, some market segments are in distress, while others are thriving. “If you are in downstream you are healthy. If you’re manufacturing, you’re not healthy,” Prabhu put it simply. And while he acknowledges that we really can’t judge the success of solar by how the manufacturers are faring, it’s still valuable to take a hard look at what’s happening in that segment with an eye toward who is buying whom and why. Bleeding at the Top: Solar Manufactures Struggle To Stay Afloat GTM Research’s Shyam Metha is an analyst who looks at the solar manufacturing space. Today, he doesn’t see a whole lot to be excited about, especially in China. Mehta authored a comprehensive report that was released in October entitled, “Global PV Module Manufacturers 2013: Competitive Positioning, Consolidation and the China Factor,” in which he predicted that up ...

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

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