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GLG News by Solar Panel Manufacturing Experts

Mark Burger, Principal
Mark Burger, Principal
Kestrel Development Company
Analysis of: Hopland, CA, USA: Real Goods Solar Acquires Independent Energy Systems (www.solarbuzz.com)
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...
Mark Burger, Principal
Mark Burger, Principal
Kestrel Development Company
Analysis of: Premier Power solar panels take over Spanish rooftops (www.bizjournals.com)
This story on a US based installer setting up shop in Mediterranean Europe is a good example of the challenges of dealing with what was until recently two of the hottest PV markets in the world for 2009 - Spain and the United States.  The dynamics of what the changes in incentives will do and how...
Mark Burger, Principal
Mark Burger, Principal
Kestrel Development Company
Analysis of: Energía fotovoltaica y subida de la luz (www.enervia.com)
Feed in tariffs, a way to provide measured funding for photovoltaic and other renewable energy systems, has been successful in bringing these technologies to market.  Paying only for performance, requiring outside financing, steadily reduced rates and caps on rate impacts have enabled solar and...
Mark Burger, Principal
Mark Burger, Principal
Kestrel Development Company
Analysis of: IT'S TIME TO STOP AMERICA'S ADDICTION TO FOREIGN OIL (www.pickensplan.com)
The Pickens Plan is not bad in itself, being grounded in the reality of changing markets and led by a businessman who has actually invested in the process.  What may be more important is that the Plan could shake the monopolistic grip that fossil and nuclear energy has on our infrastructure and...
Mark Burger, Principal
Mark Burger, Principal
Kestrel Development Company
Analysis of: Billionaire Texas oilman spend $58m on alternative energy campaign (www.guardian.co.uk)
The media is saturated by energy companies promising a painless path to continued cheap supplies, and cleaner to boot.  Meanwhile, T Boone Pickens has burst upon this complacency with a campaign that act as a wake up call to drastically shake up how we guzzle our fuel.  What ever one thinks...
Mark Burger, Principal
Mark Burger, Principal
Kestrel Development Company
Analysis of: Envisioning a world of $200-a-barrel oil (www.latimes.com)
We are mesmerized by the present high price of oil, but that's only a part of the picture.  Natural gas and coal prices, water scarcity and a steadily declining large household base will essentially spell the beginning of the end of the housing, vehicle and development sprawl.
Mark Burger, Principal
Mark Burger, Principal
Kestrel Development Company
Analysis of: Solar power: Supply and demand tables start to turn (www.ft.com)
I am finding a slight case of irrational exuberance seeping into the photovoltaic prediction industry.  The latest is a prediction reported in the Financial Times of a fivefold increase of photovoltaic production by 2010.  The industry will grow nicely, but not at this frenetic rate.
Mark Burger, Principal
Mark Burger, Principal
Kestrel Development Company
Analysis of: Hawaii requires solar water heaters on new homes (www.forbes.com)
Hawaii has broken new ground in becoming the first state to require solar water heaters in new construction.  This policy joins an array of others employed by states and localities to develop renewable energy markets in lieu of federal paralysis.   It will not be a magic bullet with federal...
John Berg, Chief Technical Officer
American Semiconductor
Analysis of: Spansion: Numonyx' PCM is 'marketing fluff' (www.eetimes.com)
Bertrand Cambou, CEO of Spansion, has an opinion on Numonyx' push into phase-change memories: "Phase-change memory is pure marketing fluff." Although Cambou is correct that existing Numonyx phase change memories are not ready for prime time, the situation will be quite different below 32nm, which...
Mark Burger, Principal
Mark Burger, Principal
Kestrel Development Company
Analysis of: BrightSource's novel solar thermal power concept for California heats up (www.latimes.com)
There is still a tremendous bias to find "the" answer to the challenge of providing cleanly, affordable and secure energy that is also profitable to investors.  Our centralized, command-and-control way of extracting and delivering non-renewable energy blinds us to the fact that even there, different...

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