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View Full Version : "Solar Power Poised To Undercut Carbon"


Bill
02-19-2007, 02:09 PM
They've been saying this for as long as I've been old enough to understand how solar power works, but it is still interesting.

http://www.telegraph.co.uk/money/main.jhtml?xml=/money/2007/02/19/ccview19.xml

"We don't need subsidies, we just need governments to get out of the way and do no harm. They've spent $170bn subsidising nuclear power over the last thirty years," he said.

His ultra-light technology, based on a copper indium compound, can power mobile phones and laptop computers with a sliver of foil.

"You won't have to get down on your knees ever again to hunt for plug socket," he said

Michael Rogol, a solar expert at Credit Lyonnais, expects the solar industry to grow from $7bn in 2004 to nearer $40bn by 2010, with operating earnings of $3bn.

The sector is poised to outstrip wind power. It is a remarkable boom for a technology long dismissed by experts as hopelessly unviable.

Mr Rogol said he was struck by the way solar use had increased dramatically in Japan and above all Germany, where Berlin's green energy law passed in 2004 forces the grid to buy surplus electricity from households at a fat premium. (In Britain, utilities may refuse to buy the surplus. They typically pay half the customer price of electricity.)

The change in Germany's law catapulted the share price of the German flagship company SolarWorld from €1.38 (67p) in February 2004 to over €60 by early 2006.

The tipping point in Germany and Japan came once households twigged that they could undercut their unloved utilities. Credit Lyonnais believes the rest of the world will soon join the stampede.

Mike Splinter, chief executive of the US semiconductor group Applied Materials, told me his company is two years away from a solar product that reaches the magic level of $1 a watt.

Cell conversion efficiency and economies of scale are galloping ahead so fast that the cost will be down to 70 US cents by 2010, with a target of 30 or 40 cents in a decade."

exarmyranger
02-19-2007, 06:22 PM
Yo Bill,I'm no stock market analist...I do invest(thru,a broker,who also happens to be my accountant)in the market.Mostly trading short term ("Dog")stock's,for quick turn-over's.Profit's are not (all that) high,but the net over the past 24 quarter's,has returned the venture capital,plus a %16,1/4,net profit.If this(these)company(s)have,or are going puplic,I'm thinking of taking a chance.If all goes well..."GREAT"...If not...well,It's not going to force me to sign up for Food Stamps...Today is Veteran's Day...but tomorrow i'm gonna be in "research"mode...Thanx,t/c ex.

Tommy
02-20-2007, 10:27 AM
I love the idea of generating my own electricity

I have often dreamed of retiring to a huge piece of land with a stream and spend my days building a small dam and putting up wind mills

I checked out solar power and went over the numbers

right now you would be better off putting the money in a CD getting 5%
and use the money earned from interest to pay your electric bill

Bill
02-20-2007, 02:42 PM
right now you would be better off putting the money in a CD getting 5%
and use the money earned from interest to pay your electric bill

Yeah, that's pretty much the situation right now.

There are some states where laws have been passed requiring the electric companies to buy excess current produced by a solar system, notably California, and there supposedly the economics make somewhat more sense, but the payback period for the system is still over twenty years. And thats only in the sunny areas of Ca, you can't do this in the north, or rather, the payback period is like 40 years in the north because the systems produce current less of the time.

But these are for the classic (nearly 50 year old) silicon cell technology - expensive and slow to make.

People have been waiting for a "film" technology, similar to the amorphous solar cells used in cheap calulators, for 50 years, and that's what this article is supposedly about.

Copper-Indium. I wonder where Indium is mined?

exarmyranger
02-20-2007, 06:59 PM
My c.p.a./broker,made some inquire's,his preliminary findings,required him to advise me to"Withhold any purchase (of solar energy)of stock,untill further research of company(s)offering public shares is completed...Well it was just a thought...ex