Thursday, January 13, 2011

SMC 2011 Update; Joe Berwind, Principal, Alternative Energy Investing

Joe Berwind, Principal, Alternative Energy Investing:" "High Efficiency CIGS Solar Cells:  Technology Trends and Materials Requirement"
 
The major parameter of interest for market penetration is LCOE.  Cost per Watt is not a sufficient parameter to assess benefits.  "Materials & Processes Enable markets".   Location & solar irradiation are factors that vary geographically and thus by markets and must be included in any analysis.  Process and materials differences are reflected in LCOE better than with Cost/Watt.  Short-term pull-in growth in the market will not sustain, subsidy cuts are undermining the longer term market.

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