Comments on: Solar Stocks Weekly and YTD Price Change - Week ending December 07, 2007 http://energy.financialnirvana.com/2007/12/09/solar-stocks-weekly-and-ytd-price-change-week-ending-december-07-2007/ research . analysis . forecasting Fri, 21 Nov 2008 20:15:30 +0000 http://wordpress.org/?v=2.0.3 by: Jerome Ball http://energy.financialnirvana.com/2007/12/09/solar-stocks-weekly-and-ytd-price-change-week-ending-december-07-2007/#comment-9806 Fri, 21 Dec 2007 16:15:35 +0000 http://energy.financialnirvana.com/2007/12/09/solar-stocks-weekly-and-ytd-price-change-week-ending-december-07-2007/#comment-9806 What do you think about panel market balance in '08. My thinking is that, regardless of poly, the panel market is going into oversupply in '08. I don't have numbers around to substantiate it, however. I think demand will be around 2.3 - 2.5 GW. But so many producers are increasing production by several hundred MW/year, it's amazing. YGE claims they will, by themselves, have 1GW capacity by end next year. And players like Nanosolar (starting up with 400MW capactity) are still to come in 08. Do you have any handle on this? A post or email would be appreciated. What do you think about panel market balance in ‘08. My thinking is that, regardless of poly, the panel market is going into oversupply in ‘08. I don’t have numbers around to substantiate it, however. I think demand will be around 2.3 - 2.5 GW. But so many producers are increasing production by several hundred MW/year, it’s amazing. YGE claims they will, by themselves, have 1GW capacity by end next year. And players like Nanosolar (starting up with 400MW capactity) are still to come in 08.

Do you have any handle on this? A post or email would be appreciated.

]]>