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GLG News by Polysilicon Trend Experts (North America)

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November 13, 2008
CPV: Devil Is In The Detail
Analysis of: "The technology that will save humanity" | www.salon.com
Author: Paul Fox, President, Corran Tuathail Inc.
In assessing a CPV or CST technology you need to consider both the target applications and the completeness of their design concept for that application - does the team have the expertise to make it work? 
October 16, 2008
End markets and price points for concentrating photovoltaics still need to be proven.
Analysis of: GE Gives Jolt to Solar Power Pioneer Soliant | www.businesswire.com
Author: Paul Fox, President, Corran Tuathail Inc.
Concentrating photovoltaics (CPV) are not quiet ready for primetime on commercial rooftops. (a) Commercial roof tops are highly dependent on financing via power purchase agreements (PPA). (b) Concentrating photovoltaics are an unproven technology in terms of performance, reliability, price and O&M...
Mark BurgerSeptember 29, 2008
The Trouble with "One Solution" Answers
Analysis of: Power Plays | online.wsj.com
Author: Mark Burger, Principal, Kestrel Development Company
There is an interesting dichotomy in how most Americans, both the public and the leadership, address alternative energy.  We mouth the rhetoric of "there's no one answer" to replacing present energy conversion and then are as petulant as a child who got underwear instead of a bicycle for Christmas,...
Mark BurgerSeptember 29, 2008
Some Builders May Finally Be Getting Wise On PV
Analysis of: The Sun Shines on Solar | www.housingzone.com
Author: Mark Burger, Principal, Kestrel Development Company
Despite a horrendous housing market, solar powered installations on homes, especially new ones, are becoming a measurable market niche.  This trend is being noted in mainstream homebuilder publications like housingzone.com, which has until now treated solar as something way into the future. ...
Mark BurgerSeptember 29, 2008
The Two Are Becoming One, and It's All Risk
Analysis of: Energy security 'more important than climate change' | www.guardian.co.uk
Author: Mark Burger, Principal, Kestrel Development Company
In the Paul Newman movie "The Private War of Harry Frigg", an opening scene has a bunch of generals in a steam room arguing over a map where the enemy is.  After a few minutes, the enemy shows up at the door and takes the toweled lot away.  So is the argument over what's worse, climate change...
Mark BurgerSeptember 29, 2008
It's ALIVE!!!
Analysis of: U.S. Senate votes to extend solar, R&D tax credits; SEIA applauds move | www.pv-tech.org
Author: Mark Burger, Principal, Kestrel Development Company
Just when you think it's over, and the US solar and wind industries will have to scramble to finish 2008 installations and sweat out 2009 inactivity, Congress has passed fairly close versions of solar and wind power incentives that promise to be at least an adequate patch over to next year, and possibly...
September 22, 2008
Corporate Profit by Zero-Landfilling - Lowering Your Carbon Footprint
Analysis of: Half of GM's Global Manufacturing Plants to be Landfill-Free by End of 2010 | www.environmentalleader.com
Author: GLG Expert Contributor
Zero-landfilling is a goal that is now reality. GM is one of the leading major manufacturing companies demonstrating that corporate plants can lower disposal costs by 100% recycling and reuse of their wastes. By performing this task, GM lowers their carbon footprint.  
September 22, 2008
Green Washing! So What?
Analysis of: Environmentalism Sprouts Up on Corporate Boards | online.wsj.com
Author: GLG Expert Contributor
Since the 1970s, corporations are required to meet environmental regulations in air, water, solid and hazardous wastes etc. Over the years, many companies eventually developed strategic plans to implement pollution prevention, that is reduce wastes at the beginning of the manufacturing...
September 12, 2008
NEC the new addition to the IBM alliance
Analysis of: NEC to join IBM's 32nm development alliances | www.edn.com
Author: Israel Beinglass, Managing Director, ISB Ventures
With the skyrocketing cost for developing new processes more and more semiconductor companies are joining the IBM alliance the pre competitive process is getting less and less. NEC is just the last one from a parade of the companies that already joined the alliance. Looks like we are having only...
Mark BurgerAugust 21, 2008
US Solar Installers Continue To Get Snapped Up
Analysis of: Hopland, CA, USA: Real Goods Solar Acquires Independent Energy Systems | www.solarbuzz.com
Author: Mark Burger, Principal, Kestrel Development Company
Despite trepidations over the lapsing of US federal incentives, the domestic photovoltaic market continues to consolidate to take advantage of better economy of scale.  Photovoltaic installations in the US now number over 10,000 a year, growth that will continue to increase once new federal incentives...

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