MONEY COMING BACK TO SOLAR MANUFACTURING

No Need to Rob the Banks, Upstream PV Revenues are Set to Rebound

Michael Barker, August 30, 2013 (SolarBuzz)

“…[I]t is intriguing that, given the new reality of PV manufacturing with highly automated fabs, governments concerned about ‘job creation’ would ignore the billions of dollars and hundreds of thousands of engineering, construction, and installation jobs that go into the downstream of the PV industry…[P]olicy makers can appear to be somewhat negligent, often resulting in outright antagonism to downstream market development…[T]he bright spot is that an industry-wide supply/demand balance, sometimes in spite of trade investigations, is now starting to emerge. While still below previous highs, this is leading to increased revenues and a return to higher margins…[A]s this balancing continues, it is likely that a more equal revenue split will emerge between upstream and downstream players…” click here for more

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