Michael Liebreich of Bloomberg New Energy Finance sat for an interview with Grist.org. Here’s just a tiny piece of what he had to say:
Q. Do you think silicon prices will come back up and non-silicon solar panels will eventually become competitive?
Liebreich:. I don’t think the price of silicon is going to come up much. What will happen is, the excess stock will be liquidated, there will be people manufacturing at marginal costs for a while, and the glut will be absorbed. But meanwhile, other manufacturers will come in, people will shut down the old lines and build new ones. I’m just not seeing panel prices materially come up.
On the contrary, I think we’re going to see continued improvement in racking technologies, installation technologies, the whole balance-of-systems. [Rooftop solar installations] still look like PCs, not like Macs. It’s not elegantly done. When you really start to pluck out costs is when they’re fully building-integrated. I see continued improvement, plenty far to go in cost reductions.
Source: http://electricalcontractor.com/?p=9295
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