31–35 of 35 posts
Earlier quoted context omitted.
Looks like all that stolen technology can't save the company from making bad business decisions. Solar and other green tech intellectual property has been among the highest priorities for Chinese hackers in recent years.
Citation? Or is this just racial slur?
It turns out when you sell products near cost to gain as much market share as possible, not only do you shut them down, but you will eventually get shut down. Who would have thought?
Misplaced blame - selling at a loss to gain market share is a very well understood business growth method that works.
Chinese solar companies didn't have/do either of these and in the end this is what will happen. The market was hugely flooded over the last year and as such most US solar manufacturers are gone and the Chinese ones will start consolidating, live off more subsidies, and hopefully they stop selling at such a low margin so they can actually survive and compete fairly.
It turns out when you sell products near cost to gain as much market share as possible, not only do you shut them down, but you will eventually get shut down. Who would have thought?
>Who would have thought? Amazon.com?
I've been looking into Solar for my house and it's hard to justify. A $15,000 installation pays back only $150 a month in electricity. This is little more than what I could get by putting that $15,000 into a mutual fund.
I suspect your numbers may be off. A $15 000 investment that produced $150 in nominal cash flows a month for 20 years (low end) would produce an internal rate of return of 9.1%. Yet solar panels do not produce nominal cash flows, they make energy - a real good. Energy inflation for urban consumers in the U.S. has averaged, month-to-month annualised, 6.7% over the past 10 years. This raises your IRR to 16.3%. The clos…
Utilities are regulated to limit their rates to guarantee minimum profitability, so their price must be correlated to their cost.
Ergo, electricity costs will drop. Your rooftop PV system is never going to be much cheaper, if ever cheaper at all, than the electricity that the utility will provide from utility scale PV that has been installed much more cheaply, and much more optimized than the arbitrary orientation of your roof.
Earlier quoted context omitted.
Looks like all that stolen technology can't save the company from making bad business decisions. Solar and other green tech intellectual property has been among the highest priorities for Chinese hackers in recent years.
Citation? Or is this just racial slur?
Here's one egregious example of China stealing clean technology from the US (sorry for the paywall, but it was the best source): http://online.wsj.com/article/SB1000142405311190337400457657...
There are a bunch of APT groups with tasking to steal IP related to clean tech, solar included.