BAD NEWS

Conservatives take control in U.S. mid-term elections from top to bottom. STOP THE SPENDING – that may mean solar incentives. Just in the last couple of hours we have answered received  emails from Chinese manufacturers, received over the last two days, with new lower prices, even a couple companies in the U.S.\n\nEuropean Companies from Spain and Germany are also trying to get rid of product to us. It may be only a couple of cents lower per watt but we think the momentum is building for a major price decrease.\n\nWe are rethinking our strategy and we may be lowering our prices for BOS (inverters, batteries, charge controllers) (our SMA inverters are already below cost) and maybe panels as well, in some cases to “at cost” because we carry so much stock ($7M), and our financial situation is good, so we can afford it. In fact we have just hired 5 more people and added 7 new phone lines. However, unlike anyone else, we sell mostly overstocked, discontinued, slow moving, and blemished inventory we buy from suppliers such as Evergreen, GE Solar, BP Solar, Kyocera Solar, Schott, Sanyo, etc. at substantially cheaper prices than Grade A (not that we don’t stock and sell tons of Grade A). We have learned to keep less of Grade A than the discounted modules to avoid potential severe inventory devaluation when we there is a volatile drop in $/we PV prices because of a political change.\n

PV market

\nThe PV market is volatile and politically motivated (it gets votes). Who knows, maybe even conservatives will allow solar incentives to continue for fear of touching the general public’s generally hopes for a solar world. It’s hard to find too many people who put solar down except for the talking heads on MSNBC. Perhaps because the general public doesn’t understand how truly expensive it is, without the incentives. Even then you have to keep the costs at the bare minimum for a solar system to make economic sense and affordable to most people.\n\nIf you live in Haiti where electricity no longer exists or in an off grid home in area where no incentive exists, its worth it. Even our UL listed 42 watt module that only produces 2 cents of electricity a day is actually worth $42 ea. because you don’t have a choice and a Haitian can have a radio and a light. An off grid would have to turn on a noisy and very inconvenient diesel generator. But if the option is paying one cent a day in the city most people would as soon use it and flick the switch that’s already there,.. certainly least from an economical point of view. There are some great other reasons to buy solar like protecting our natural environment and ecosystems. Although a few people don’t seem to care about that as much, usually adults of course and never the kids.\n\nWe have this idea that one day a year it should be kids day (I think I have written this before),  on this day kids get to run the world. It could be sort a of a cross between take your kids to work day and a nice Halloween day of pretend. They could write down and we adults could take notes on what they would do if they were in charge. I think we would lean a lot about how messed up things are. The best ideas could then be consolidated and organized into a a great book every year for all of us to think about. If you don’t think so just ask any 4 year old what kind of house they would like to live in and then to draw a picture of it.\n\nYeah, yeah we know we’re way off the subject but I don’t think anyone reads this thing anyway. We just do it for fun. Very similar to the company, we think. What a great place to work or do an internship.

Posted in Solar Learning Center and tagged , , .

3 Comments

  1. You’d be surprised at who’s reading.\nI found your site/blog after a google search for used panels. Great site!\nI work in an industry where used/remanufactured products are a fantastic value if you know a little about it, so Im doing research on the logistics of solar for our Wisconsin home. \nI like your kids day idea. I often ask my kids to explain the difference between “I need” and “I want”, their honesty is amazing. Imagine a global day of honesty!\n\nBradley Harris

  2. John,\n\nIt’s OK to stray off the topic… oh look a pretty butterfly! \nand we do read it ! Its nice to here your views

Leave a Reply

Your email address will not be published. Required fields are marked *