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GLG News by Solar Power Experts (EU)

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Dirk MorbitzerAugust 6, 2008
Expect Volatile Quarters
Analysis of: LA CNE APRUEBA LA PROPUESTA DE INDUSTRIA PARA EL SECTOR FOTOVOLTAICO | www.enervia.com
Author: Dirk Morbitzer, Managing Director, Renewable Analytics, LLC
The new Spanish Feed In Tariff (FIT) - if passed by the government will have significant impacts on the global PV Industry. As the Spanish market will be significantly smaller than in previous years all the modules that are produced and were designated for the Spanish market will need to find...
August 5, 2008
Why the Dramatic Changes in the New Regulation of Photovoltaic Solar Energy in Spain?
Analysis of: Energía fotovoltaica y subida de la luz | www.enervia.com
Author: GLG Expert Contributor
1. One of the reasons behind the new draft for the regulation of photovoltaic (PV) solar energy in Spain, which changes dramatically this sector’s regulation, is the significant effect that, the Ministry for Industry argues, the PV feed-in tariff has on the electricity tariff. But this is neither...
August 5, 2008
The Merger of British Airways and Iberia Makes Common Sense
Analysis of: Iberia y British Airways se fusionan | www.elpais.com
Author: GLG Expert Contributor
1. The merger of British Airways and Iberia makes good common sense for at least five reasons. 2. It could even be the first step towards the largest airline in the world by merging in the future with their partner American Airlines.
August 5, 2008
Is Gas Natural’s Purchase of Unión Fenosa the Beginning of the Battle for Iberdrola?
Analysis of: Gas Natural compra Unión Fenosa | www.elpais.com
Author: GLG Expert Contributor
1. It seems very unlikely that any last-minute surprise avoids that Gas Natural, finally and after two other attempts in 2003 and 2005, takes over a Spanish electricity company. 2. The next battle is going to be fought in Iberdrola’s court, but it’s going to be very difficult for ACS’ Florentino Pérez...
August 5, 2008
The Dramatic Changes in the New Drafted Regulation of Photovoltaic Solar Energy in Spain Got the “Approval” of the National Energy Commission
Analysis of: LA CNE APRUEBA LA PROPUESTA DE INDUSTRIA PARA EL SECTOR FOTOVOLTAICO | www.enervia.com
Author: GLG Expert Contributor
1. The cap on photovoltaic (PV) power capacity will be based on annual caps with the new regulation, rather than on accumulative power, as with current regulation. 2. Feed-in tariffs are significantly cut by the new regulation, especially for on-the-ground facilities.
Dirk MorbitzerJuly 28, 2008
Changes in European Regulation will create volatile Quarters
Analysis of: Solar PV Builds Momentum Across Europe | www.renewableenergyworld.com
Author: Dirk Morbitzer, Managing Director, Renewable Analytics, LLC
The recent changes in the German Feed In Tariffs (expected) and the steep proposed cuts by the Spanish Government (rather unexpected) will create volatile market conditions around the globe. At the same time as significant additional production capacities are added along all steps of the PV supply chain...
June 3, 2008
CDM - Would It All Have Happened Anyway? Who Wins?
Analysis of: Billions wasted on UN climate programme | www.guardian.co.uk
Author: GLG Expert Contributor
The requirement to satisfactorily prove additionality as part of any CDM application limits the extent to which projects that would have happened anyway slip through to benefit from the CDM process. However, it is almost certain that the inherent difficulty in proving (or disproving) additionality has...
May 27, 2008
A continuous greening of Exxon Mobile
Analysis of: Exxon again cuts funds for climate change skeptics | uk.reuters.com
Author: GLG Expert Contributor
Exxon Mobile stops funding groups of climate change sceptics as the groups' "position on climate change could divert attention from the important discussion on how the world will secure the energy required for economic growth in an environmentally responsible manner."
January 8, 2008
Emerging (renewable) energy technologies need stable framework conditions on the market place
Analysis of: France Sets Ambitious Renewable Energy Targets | www.renewableenergyaccess.com
Author: GLG Expert Contributor
In order to get benefit of economy of scale and become competitive on the market place, investments in technological development are needed. This is true in particular for emerging energy technologies. But due to the fact that moving from one particular energy technology to another often lasts for at...
December 17, 2007
Solar power is not only photovoltaics! Fossil-supplemented solar thermal power plants may be more suitable for Big Oil.
Analysis of: Shell Sheds Solar | www.greentechmedia.com
Author: GLG Expert Contributor
Solar power is also solar thermal power technology, which relates on concentrated solar radiation and delivers today already cheaper electricity than photovoltaics. Solar thermal power technology has more in common with Big Oil than photovoltaics. Solar thermal power business is nowadays booming and...

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