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GLG News by Solar Panel Manufacturing Experts

Mark Burger, Principal
Mark Burger, Principal
Kestrel Development Company
Analysis of: Senators Cantwell, Ensign introduce Clean Energy Tax Stimulus Act of 2008 (www.seia.org)
Winston Churchill said it best about the Yanks; "Americans can always be counted on to do the right thing, after they've exhausted all the other possibilities".  So may it be with the latest Clean Energy bill (S 2821) introduced in the US Senate on April 3 that has so far garnered 36 cosponsors,...
Mark Burger, Principal
Mark Burger, Principal
Kestrel Development Company
Analysis of: Open Energy Corporation Signs Inaugural ''Solar Communities'' Project (www.openenergycorp.com)
Installation of photovoltaics in new residential construction is still less than one per cent of nationwide starts, despite the obvious advantages of construction and financing over a long term.  Technical issues are not a factor, except for unfamiliarity.   It is more a matter of marketing...
John Berg, Chief Technical Officer
American Semiconductor
Analysis of: Analysis - Intel NAND woes and cardinal sins (www.electronicsweekly.com)
Intel is a terrific company. Since 1985, it has focused mostly on MPU's, as the expense of everything else, and consequently, it has dominated the market. Prior to 1985, it was also a memory company - competing against the Japanese. Intel used GCA steppers - an utterly inferior product - while...
Mark Burger, Principal
Mark Burger, Principal
Kestrel Development Company
Analysis of: Estimates, Guesstimates, Obsolete & Just Plain Wrong: Severin Borenstein's PV Costs Paper (www.renewableenergyworld.com)
Nearly two hundred years of cheap and plentiful energy supplies, delivery and use are threatening to come to a volatile end.  Environmental issues aside, rising demand, scarcer supply and a paradigm shift to renewable energy models are upsetting the apple cart.  This has shaken many traditional...
John Berg, Chief Technical Officer
American Semiconductor
Analysis of: Bloodied Micron tries extreme (re)makeover (www.eetimes.com)
Micron announced last week that its newly named sensor business, Aptina, will run as an independent division within Micron. The divsion will have independent sales, marketing and profit-and-loss functions in order to be more "responsive to the market." Aptina employs about 700 people...
Mark Burger, Principal
Mark Burger, Principal
Kestrel Development Company
Analysis of: Policy Food Fight: Feed-In Tariffs vs. Tax Credits (www.greentechmedia.com)
Extension of present US federal solar and wind incentives hang in the balance.  Failure to extend to 2009 will at the least cause disruption in the renewable energy market and, if the lapse goes long in 2009, a significant setback that would take years to recover and further cement the US reputation...
Mark Burger, Principal
Mark Burger, Principal
Kestrel Development Company
Analysis of: MMA Renewable Ventures, Global Solar Sign First PPA For CIGS Thin Film (www.solarindustrymag.com)
Now that most photovoltaic projects are financed by performance, it has to demonstrate that it can generate electricity at a predictable level for decades.  Familiar PV technologies like crystalline have passed this test, as have the more mature thin film applications.  The announcement of...
Mark Burger, Principal
Mark Burger, Principal
Kestrel Development Company
Analysis of: Xcel Energy launches groundbreaking wind-to-battery project (www.xcelenergy.com)
As the wind power industry grows and matures, attacks on the technology have heightened like the tall towers the turbines rest upon.   One of the  more rational arguments concerning wind power is its inherent intermittent generation, which limits its contribution to the grid.  Commercial...
Mark Burger, Principal
Mark Burger, Principal
Kestrel Development Company
Analysis of: REC Announces Polysilicon Plant Cost Increase and Delay (www.solarbuzz.com)
The photovoltaic feedstock industry has been generally upbeat in being able to expand polysilicon production.  A balance of supply with growing demand could mean wafer, cell and module price declines.  However, production has to come on line and logistical and problems are cropping up...
Mark Burger, Principal
Mark Burger, Principal
Kestrel Development Company
Analysis of: Solar panels to go in 30% of houses by 2030 (search.japantimes.co.jp)
The Japanese photovoltaic market has been ailing as of late.  Their great initiative of 1993-2004 resulted in hundreds of thousands of residential-scale installations, making PV approachable in cost-effectiveness to Japanese residential rate payers.  But since then, a lack of political...

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