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Economics of Efficiency in PV Systems

In manufacturing, viability hinges on production yield. In energy devices, viability hinges on conversion efficiency.   Less is less   The notion that higher conversion efficiency is better than lower efficiency is intuitive. With higher efficiency, more is produced from the same resource. Higher efficiency does have higher inherent value. What is often counter-intuitive, however, is that low-price scenarios can produce dramatic...

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Sunset for AMAT’s SunFab Part 2: Strategic Challenge

On July 21, AMAT announced that it would ‘restructure’ its SunFab business.  Last week’s Part 1 of Sunset for AMAT’s SunFab considered the broader industry context in counterpoint to the official reasons provided for the closing of the SunFab business.   AMAT blamed competitive pressures from crystalline silicon, government policy uncertainty, capital availability constraints and the speed of utility-scale adoption. What...

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Sunset for AMAT SunFab: Thin Film Play Falls Through Thin Ice

Part 1: Correcting the Context Last week, AMAT announced that it would ‘restructure’ its SunFab business. Official reasons for closing the product line provided by AMAT Chairman and CEO Mike Splinter included “competitive pressures from crystalline silicon… (that) did not allow the market to take off.” Splinter also pointed a finger at government policy uncertainty, capital availability and utility-scale adoption. Even though I...

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PHOTON Magazine Says Ontario Guides the Way

Reprinted with permission from PHOTON Magazine, February 2010. Melissa Bosworth – Until recently, there was no solar energy to speak of in Ontario’s energy mix. At the beginning of 2008, the Ontario Power Authority estimated the entire province’s grid-connected capacity at 300 kW. Since then, the provincial government under Premier Dalton McGuinty has taken dramatic steps toward major market growth. The key to the most recent...

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Ontario Domestic Content

Ontario Domestic Content

This document has been prepared to provide a summary of the key aspects of the Ontario FIT and its Domestic Content requirements with an emphasis on solar PV installations. Download (right-click,...

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