Study Group: Council Members Knowledgeable about Solar Power in Europe

GLG News^SM Analyses by this Study Group's Leading Experts(?)

Mitsubishi in line with new trend of buying sales pipeline

March 10, 2009

Analysis by:Dirk Morbitzer, Managing Director,

Analysis of:Mitsubishi takes stake in Acciona solar firm | www.reuters.com

The acquisition of parts of Acciona is in line with the action other companies are undertaking to secure their sales pipelines. 

LED's will be disruptive to the Lighting Industry.

January 22, 2009

Analysis by:Simon Begemann, LED Business Development Consultant,

Analysis of:Lighting -- Eye Popping Future | www.forbes.com

LED technology will create the same disruptive revolution in the Lighting Industry as Digital Imaging did in the Chemical Imaging Industry . 1. LED technology will enable new possibilities  for Lighting design in existing applications and open up new applications where the sky will be the limit. 2. It will fundamentally change todays  Lighting Industry which consists of a few global lamp manufacturers and thousands of local and regional fixture manufacturers . 3. The market will change from a lampreplacement business into a system replacement business , resulting in a declining ( conventional) lamp business and a booming LED- module and systems business. Totally new players will enter the business ,challenging the existing players of which a few have positioned themselves well to emerge as successful future players .

Expect Volatile Quarters

August 6, 2008

Analysis by:Dirk Morbitzer, Managing Director,

Analysis of:LA CNE APRUEBA LA PROPUESTA DE INDUSTRIA PARA EL SECTOR FOTOVOLTAICO | www.enervia.com

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 new markets. Developing new markets will be the key challenge for PV module producers around the globe.   

Changes in European Regulation will create volatile Quarters

July 28, 2008

Analysis by:Dirk Morbitzer, Managing Director,

Analysis of:Solar PV Builds Momentum Across Europe | www.renewableenergyworld.com

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 the second biggest market (Spain) will drop its demand significantly - if the proposed regulation is enacted.

Brazilian ethanol boom draws prominent investors

March 19, 2007

Analysis by:Fabien Hillairet, Owner,

Analysis of:Steve Case backs Brazilian ethanol venture | money.cnn.com

After Bill Gates & Richard Branson, Vinod Khosla and Steve Case, 2 best-known Internet entrepreneurs, plan to invest $2 billion fund with a group of investors (other private equity groups) that will focus on Brazil's ethanol industry.

Brenco (company name) will set up this headquarter in Bermuda largest city of Sao Paulo, near the sugarcane fields where most Brazilian ethanol is produced.

Target of Brenco is to become one of the world largest ethanol producers, with 1 billion gallons of ethanol (3.8 billion liters) per harvest over the next 10 years.

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