Solar 2.0: After the Bubble

Moresco, Justin
February 2009
Red Herring;2/4/2009, p2
Trade Publication
The article focuses on trends in the solar energy industry. According to Ted Sullivan, who heads the solar group at market research firm Lux Research, there is a shift in the balance of power from upstream materials providers to downstream installation and service providers whose input costs are falling dramatically. Solar photovoltaic installations have increased by 62% worldwide from 2006 to 2007. Market research firm iSuppli expects overcapacity in worldwide module production to exceed 160% in 2009 and remain above 100 percent through 2012.


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