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'[OT] BP SOLAR online auction March 6th 7am EST - M'
> eg Sample (smaller lot than many)
> 26 x 225W panels = 5.85 kW
> You could get this Wpp of no-name brand panels FOB Shenzhen for under
> $US5000 so you may be able to get a useful house-lot for rather less than
> that here. Or not.
> Note that "asset location" is stated and may vary. This lot is in Rialto,
> CA (James?, Jack?)
> Ah - they then say "Quantity 5850". Does this mean there are 5850 x 5.85 kW
> lots? !!! in this lot alone.
No, I believe there are 5850 units/watts in that lot.
I am curious what will be the end price, I assume it will reach at least $1.00-$1.50?
One of my BCCs replied as follows.
He copied it to the list (which will bounce) so he doesn't mind it
being public but I won't identify him.
He makes solar products in China for sale in the US and imports and
sells PV panels from China now.
Opinions are his based on what he knows - I just pass them on.
... ….. the ENTIRE SOLAR INDUSTRY is collapsing!
Rumor has it that the US is going to implement a HUGE tariff on china panels
coming up…not sure if its just hear say as well…..but since America cant
make panels at reasonable prices apparently someone in the govnt plans to
screw everyone importing them…
So if you can get cheap get them! Most panels range about .50-.75 cents/watt
in qtys like this so price according or you can buy new from china at these
prices in these qtys!
Also just spoke to one of Chinas LEADING solar companies…..HE IS GETTING
OUT!!! Yes this was six months ago and he is jumping ship! I asked why, he
said the market is headed south and US imports and industry for large panels
is coming to an end…. Also he said that 5 of chinas LARGEST PV makers are
going to GO BANKRUPT within the year before 2013 and there is no margin for
the factories anymore selling at these prices OTHER than the china govnt
giving them subsidies which heavily relies on their connection to their
local govnt man…
Long story short 2012 is the SOLAR PANEL DUMPING YEAR!!! To give you an idea
of how fast prices have dropped the $/w has dropped about 30% in less than a
year! Crazy! And has dropped another 10% in the past 3-months! And this is
for small panels EG 10-40w size…larger ones even more…
Just a heads up may seem like a great deal but beware better deals are
One of my BFFs replied as follows:
German companies as well as others are accusing China of illegal
subsidies of solar panel manufacturers. Your friend has made money off
it. And that profit center for him may dry up. Maybe he can invest in
My BFF's opinion - I just pass it on.
On Fri, Mar 2, 2012, at 03:45 PM, RussellMc wrote:
-- http://www.fastmail.fm - Or how I learned to stop worrying and
love email again
Bob & Y'All
On 2 March 2012 17:49, Bob Blick <ftml.net> wrote: bobblick
> One of my BFFs replied as follows:
I don't know for certain what a BFF is as you intend it.
Gargoyle offers several options but neither a Southpark episode or
http://www.bicyclefilmfestival.com/ resonate adequately.
It seems, based on what you wrote here and on the contents of your
"interesting" [tm] offlist comment sent 5 minutes later, so presumably
related, that you didn't really note the actual message content of
what my BCC wrote
> German companies as well as others are accusing China of illegal
> subsidies of solar panel manufacturers.
That is exactly what he said.
He said that 5 major Chinese PV companies are liable to go bankrupt in
the next year and that political largesse from the local party man is
all that is keeping them alive thus far.
I'd guess that that constitutes a basis for charges of dumping and
illegal subsidies (whatever "illegal" may mean in any given
> Your friend
I said BCC - may or not be "friend" - not relevant,
> has made money off
> it. And that profit center for him may dry up. Maybe he can invest in
> America now.
Your BFF (bicycle film festival?) seems to think they are well
informed of the mix and nature of the business concerned. Their
prescience fails them. I am not involved in the company concerned
except as a designer of some of their product, but my perception is
that on a per product$ basis they would rank from far, to far-far
ahead of, eg the recently much maligned Apple, oft maligned (rightly
or no) Walmart and many many others. And no doubt well ahead of most
German companies in this context, through no fault of their own. They
contribute to both US incomes and to lower paid Chinese workers
incomes in a manner which overall seems likely to be socially
acceptable to many. Whatever.
The key observation the BCC made is perhaps whether at this late state
in the cycle, import tariffs are a viable way to address an already
fatally flawed situation. Possibly having the US government buy up
Chinese PV factories in anticipation of the next part of the
inevitable cycle may be a better response? (Just joking, but ... ).
The post was NOT intended to be US knocking or government knocking or
party political or whatever. I could have edited out all the non PC
stuff but raw value would also be lost.
The PV industry worldwide is in a downturn. International politics
have helped deepen the trough. Being aware of some wider perspective
has its place, even if we would not all word things the same way.
> My BFF's opinion - I just pass it on.
Getting out an opinion on the above like that shows he's quick, if not
actually prescient :-).
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