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Month: March 2011

Solar Grade Litigation: Dow Corning vs. RSI Silicon
Mar 30 2011 | Edgar A. Gunther

Solar Grade Litigation: Dow Corning vs. RSI Silicon

Tags: Dow Corning | RSI Silicon | UMG-Si
GUNTHER Portfolio twitter Weekly Updates #Solar #PV – 2011-03-26
  • RT @jerryjamesstone: $3 Emergency #Solar Powered Radio Made With an Altoids Tin http://su.pr/2wyDF8 via @JaymiHeimbuch #
  • RT @pkedrosky: Welcome to Sand Hell Road: VC in 2011 – The Haves and the Have Nots. http://bit.ly/eBoKaO #
  • Will Clorox or Coke work as a fuel? RT @pkedrosky: Gas price relative to other liquids per unit volume http://bit.ly/f4ssWy #
  • RT @TheGoodWife_CBS: Can Kalinda keep Alicia from finding out her secret on the next episode of #TheGoodWife http://bit.ly/hi1TnY #
  • RT Thx & #FF @WurstBoy @GuymardSolar @chrisrbrown @nan_fischer @FreeHotWater @SolarFred @lwirbel @ew1880 @SMARTENERGYCT #
  • RT Thx & #FF @kkchristy @CarterLavin @energynet @wind4me @bfuller9 @mrcleantech @votesolar @ddbits @SevernLWilliams @vacis3 @ecopolitology #
  • M3 Thx RT @BMWActiveE: #Solar #FF @CleanTechies @Home_Energy1 @edgunther @GreenEnergyNews @SustainableNet @SpenserVillwock @SolarEnergyTips #
  • RT @ritholtz: $GE raises your taxes by not paying theirs: Another reason to let firms fail vs bail outs: Ungra… (cont) http://deck.ly/~3GWiN #
  • RT @pvmagazine: Germany: 17 percent renewable electricity http://bit.ly/hTbr1M #Solar #PV et al. #
  • Trending archive post: Low Concentration PhotoVoltaic System, SunPower style http://bit.ly/h8EBHK #Solar #PV #
  • RT @mlamonica: An “unholy mess” on long-term storage of spent nuclear fuels in US. Lots o’ politics http://nyti.ms/h16YrS #Nuke #
  • PR: China Sunergy Announces Fourth Quarter and Full Year 2010 Financial Results http://bit.ly/h6UGcu $CSUN #Solar #PV #
  • RT @ReutersGreenBiz: PV Crystalox sees strong 2011 http://dlvr.it/LHMZR #Solar #PV £PVCS ingots & wafers #
  • PV Fab Managers Forum: Germany needs €2 per watt for #solar market to recover http://bit.ly/gq6x8p via @pv_tech #PV iSuppli making sense #
  • RT @pvmag_headlines: Fukushima fallout could create 100 GW of newly installed #PV http://bit.ly/gBfTZu #Japan #Solar >> #Nuke #
  • RT @ReutersGreenBiz: Analysis: Hot air: Can geothermal help Japan in crisis? http://dlvr.it/LGlgf #
  • German Energy Blog: German #PV Capacity 2010: 1,174 MWp in December Add up to 7,408 MWp Total for 2010 http://bit.ly/fiCm50 #Solar richtig! #
  • Doesn’t the “Hype” in HyperSolar just say it all? #
  • RT @greentechmedia: Time is Running Out Before the SolarTech Leadership Summit! http://conta.cc/gvLacD #Solar #PV #
  • RT @votesolar: NYT on NJ #solar fields http://www.nytimes.com/2011/03/23/realestate/commercial/23solar.html?_r=2 #
  • RT @placovara: Solyndra photovoltaic beta test site, Tucson: 15 150 series 182w panels & 15 200 series 200w panels http://twitpic.com/4cj4j8 #
  • DIGITIMES: #Solar companies aggressive in locking up poly-Si supply contracts http://bit.ly/e5MRlT #PV 1Q11 contract South Korea $70/kg #
  • DIGITIMES: Domestic capacity sufficient for 100% of China poly-Si needs in 2-3 years, says NDRC http://bit.ly/fosO9D #Solar #PV #
  • RT @pv_tech: Paul Basore is appointed director of HSA’s advanced R&D centre http://bit.ly/gTuzHx #Solar #PV $HSOL #
  • RT @pv_tech: Chinese firm breaks into VLSI Research’s Top 10 #PV equipment supplier rankings for 2010 http://bit.ly/exIQqk #Solar $AMAT #1 #
  • RT @Earth2Tech: Enphase Launches #Solar IT Offensive http://dlvr.it/LC3kM #PV microinverters Why “IT” ? #
  • RT @Solarserver: Neue Zahlen zur weltweiten Photovoltaik-Produktion: 2010 wurden Solarzellen… http://bit.ly/ffmjg5 #Solar #PV cell prod #
  • RT @PVBlog: German 2010 Photovoltaic installs eclipse 7.4 GigaWatts http://bit.ly/ghh2ZV #Solar #PV -> 7.25 GW incorrect #
  • Dubious GLG Expert Contributor “Photovoltaic or nuclear, preposterous question” http://bit.ly/hWsCOp flawed #Solar #PV facts #
  • RT @SolarFred: RT @1bog: Solar transcends politics. Many conservatives ♥ solar energy for same reasons Pentagon does: http://bit.ly/fmvwFr #
  • RT @pv_tech: First #Solar breaks ground on its thin-film #PV module manufacturing plant in Vietnam http://bit.ly/ewOZQw $FSLR #
  • @votesolar you’re welcome. Thx for your solar efforts year round. #
  • PR: Hawaiian Electric and SunPower Sign #Solar Power Agreement http://bit.ly/h107Tw $SPWRA $HE 5MW #PV West Oahu #
  • RT @Earth2Tech: GE’s Thin Film #Solar Challenge http://dlvr.it/L7GV6 $GE #PV via @UciliaWang #
  • Classic RT @Silvio_Marcacci: Nice RT @kate_sheppard: Arguments against energy sources, illustrated: http://bit.ly/hDjQkr #
  • RT @optoiq: Sharp, Shin-Kobe Electric to provide photovoltaic power systems to earthquake and tsunami disaste… (cont) http://deck.ly/~xKqde #
  • RT @ReutersGreenBiz: Kuwait plans to boost water output 75 pct in 5 yrs http://dlvr.it/L6mM7 #H2O desalination #
  • RT @ddbits: Just published: Is the Ontario #Solar Program Losing Momentum? http://bit.ly/dMunzS #renewables #Toronto #FiT #PV #
  • Polar Bear Knut Remembered http://bit.ly/eVKTD4 🙁 #
  • DIGITIMES: Japan earthquake suspends supply of raw materials used in 25% of global chip … http://bit.ly/eciR45 Shin-Etsu $WFR semi wafers #
  • DIGITIMES: Europe-based client halts #solar cell contract manufacturing orders to Taiwan & China manufacturers http://bit.ly/eto6df #PV #
  • RT @pvmag_headlines: Italy: On standby: The Italian government looks like its ready 2 listen 2 #PV … http://bit.ly/fILZi6 #Solar #
  • RT @UciliaWang: Skyline doubles #solar concentration w/ new #CPV design, plus project in Mexico in my @REWorld .. http://tinyurl.com/668yakp #
  • #equinox #solar SF Mayor Ed Lee http://plixi.com/p/85919594 #
  • #Equinox #solar @votesolar http://plixi.com/p/85906187 #
  • RT @greentechmedia: Alion: Stealth #CdTe #Solar Startup Watch: Alion, formerly known as SunPrint, with … http://bit.ly/iaSvIq #PV #
  • RT @greentechmedia: Soitec Bringing 150MW #CPV #Solar Project to Light: Concentrated Photovoltaic… http://bit.ly/h90C5J #
  • Order Focus: Ampulse books development tool from Roth & Rau for c-Si thin-film #PV work at NREL http://bit.ly/htmfRA via @pv_tech #Solar #
  • DIGITIMES: NexPower receives 30MWp thin-film module orders from India http://bit.ly/eOFzhl #Solar #PV shipped 73.8MWp in 2010 #
  • RT @ReutersGreenBiz: German nuclear firms may stop green payments: report http://dlvr.it/Kz4Px #Nuke #
  • RT @pv_tech: Meyer Burger sales grow 96% in 2010: order backlog surpassed CHF 1 billion mark http://bit.ly/dSy0EF #Solar #PV #
  • RT @photovoltaik: 7250 Megawatt Photovoltaik-Zubau in Deutschland http://bit.ly/hrM8j3 #Solar #PV 7.25GW 2010 Germany installs #
  • RT @pvmag_headlines: New EPIA director elected: Martin Heming has been elected as the European… http://bit.ly/g3eG7q #Solar #PV #
  • Delgados putting up #solar wind-power facilities http://bit.ly/eyPKfM via @inquirerdotnet Plan for 250MW #PV and 420MW Wind #Philippines #
  • RT @jeremymcnamara: Sun Hawk Farms: #Solar maestro’s hillside home and vineyard: “Everything is powered… http://bit.ly/eMm1ad $RSOL #
  • I was reminded of Mr. Asensio this week re: Timminco $TIM.TO http://bit.ly/hcCU42 #Solar #PV #Si I respect hi… (cont) http://deck.ly/~yc82v #
  • RT @mcallnewsecho: Forks solar energy start-up sued http://bit.ly/fB1l2x Dow Corning & RSI Silicon #PV #Solar Grade Si trade secrets #
  • RT @pv_tech: LDK #Solar to expand wafer capacity to 4GW in 2011 http://bit.ly/fNQsCQ $LDK #PV Wafer cost $0.25/W by end 2011 #
  • Learning From Japan’s Nuclear Disaster RT @mlamonica: Amory Lovins weighs in http://bit.ly/hUBUWG #Nuke via @RockyMtnInst #
  • @CarterLavin That was a @sanjoseinfo idea. They liked the San José Green Vision Clean Energy Showcase post #
  • RT @PVBlog: GUNTHER Portfolio twitter Weekly Updates #Solar #PV – 2011-03-19: RT @CoryJohnsonTV: Tried & … http://bit.ly/h4j0hL #

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Mar 26 2011 | Edgar A. Gunther

GUNTHER Portfolio twitter Weekly Updates #Solar #PV – 2011-03-26

Tags: twitter
German 2010 Photovoltaic installs eclipse 7.4 GigaWatts
Mar 23 2011 | Edgar A. Gunther

German 2010 Photovoltaic installs eclipse 7.4 GigaWatts

Tags: EEG | Feed-In Tariff
GUNTHER Portfolio twitter Weekly Updates #Solar #PV – 2011-03-19
  • RT @CoryJohnsonTV: Tried & tried 2 address potential writedown – no dice $SPWRA: SunPower's Werner Defends SunRay… http://bloom.bg/ean0n2 #
  • PR: Nevada Officials, Sempra Generation Dedicate Largest U.S. Photovoltaic #Solar Plant http://bit.ly/eAYO3f #PV $SRE 48MW #
  • RT Thx & #FF @usasolargroup @kkchristy @WarOnErrorDKos @ddbits @wkmyrhang @solaruniverse @CarterLavin @nan_fischer @sjallison @agentmcclure #
  • Red wine 'can protect against radiation' – Telegraph http://t.co/teGHtaK via @Telegraph Sounds like a plan #
  • RT @votesolar: 600 tix so far–giddy up for a good time http://www.votesolar.org/equinox2011/ #Solar #
  • Thx from rainy NorCal @4GreenPs: To my #solar buddies: happiest #FF yet, all abt solar! More deets later! 🙂 @solarfred @ddbits @edgunther #
  • @bfuller9 Brian, the EE Life newsletters have 2010 as the year for the last 8 weeks ?! 🙂 #
  • RT @arielhs: Japan’s wind farms save its ass while nuclear plants flounder http://ow.ly/4hlZD (via @grist) #
  • RT @UCSUSA: DL: Ppl in CA, even in worst case, don't need to be overly concerned except for the people in #Japan #radiation #
  • Google Twitter directory http://www.google.com/intl/en/press/twitter-directory.html $GOOG #
  • Digitimes Insight: Japan represents over 30% of #IGBT production, slight impact from quake http://bit.ly/i8VIdi #Solar #PV Inverters #
  • RT @pv_tech: U.K. #FiT review hits large-scale #PV projects http://bit.ly/fOIOqt #Solar -> go DG! #
  • RT @WestWingReport: "A man is known by the company he keeps, and also by the company from which he is kept out." –Grover Cleveland #
  • RT @randyferrell: Record Low Ozone in the Arctic [Sunburn Faster in the North] http://bit.ly/hqC9ZR #spring #health #news #
  • RT @photovoltaik: Bundesrat stimmt für vorgezogene Kürzung der Solarförderung http://bit.ly/i0zoPC #PV #Solar #EEG #FiT #
  • RT @PVBlog: SunPower #Solar Cell sourcing deal with Q-Cells http://bit.ly/i9hxFb $SPWRA €QCE #PV #
  • RT @techtraderdaily: $YGE: Best Placed To Win Shift To #Solar Says Jefferies http://bit.ly/eoAIqy #PV #Japan #Nuke implications #
  • US Govt fiddling more RT @cleantechvc: RT @Bill_Gross: "Environmentalists are fiddling while Rome burns," Vinod Khosla : http://j.mp/eDRrWw #
  • Why buy a laggard? RT @ewesoff: First Solar Rumors: Buying a VC-Funded CIGS Firm? http://bit.ly/eoaOvN via @greentechmedia #pv #solar $fslr #
  • RT @savitz: Energy Conversion Devices: Worth A Buck? How About 50 Cents? http://bit.ly/gOsBZ1 $ENER Hapolaim right?! A 100 year event? #
  • Successful surgical swap of 3G SIM card from Apple iPad to iPad 2 $AAPL $T http://support.apple.com/kb/HT4582?viewlocale=en_US #
  • 250MW RT @worldwidenews10: UPDATE 1-First Solar building #solar panel factory in Arizona http://bit.ly/dKk8KH $FSLR Mesa, AZ #PV #
  • Digitimes Insight: #PV module material supply hit by quake http://bit.ly/hOwLoC #Solar #Japan EVA & PV Ribbon impact #
  • PR: $Xcel Energy and SunPower Complete 19-Megawatt #Solar #PV Plant, Colorado's Largest to Date … http://bit.ly/gbLYGk $SPWRA #
  • RT @TheEconomist: For environmentalists, the decision over nuclear power is a close contest http://econ.st/h6he5L #Nuke #
  • RT @Greenpeace: Our latest #Fukushima update: No new explosions, radiation levels remain high, focus is on spent fuel http://ow.ly/4gxCg #
  • RT @pvmagazine: centrotherm expands production area at Blaubeuren HQ http://bit.ly/hFR5Ey €CTN #Solar #PV #
  • RT @solarbizdaily: Daily poll: Do you find the solar panels attached to light poles unsightly? #solar http://bit.ly/eWph8k #PV #
  • RT @sandraenkhardt: SPD fordert Sofortprogramm für Energiewende. Dazu seien 1,5 Milliarden Euro jährlich notwendig. http://bit.ly/dYCes2 #
  • RT @ReutersGreenBiz: Merkel aims to speed Germany's nuclear energy exit http://dlvr.it/KZL9K Politics & common sense #
  • RT @PVBlog: SunPower #Solar Cell sourcing deal with Q-Cells http://bit.ly/i9hxFb $SPWRA €QCE #PV #
  • Q-Cells SE – #Solar Cell Manufacturing Online Auction, Lots closing from: 31 Mar 2011 4:00 AM PDT via @Go_Dove €QCE #PV obsolete equip? #
  • @Fedex How do I complain about lousy service? #
  • FEDEX #FAIL Pre-sign + instructions online & @ door -> no delivery of $AAPL iPad 2! $FDX is never wrong, apologies hollow #
  • RT @greenforyou: At California Nuclear Plant, Emergency Response Plans DON'T Include EARTHQUAKES #green http://huff.to/eQ0D41 #Nuke #
  • DIGITIMES: Japan earthquake could impact poly-Si quotes for 2Q11 http://bit.ly/fcx9ar spot $70-90/kg #Solar #PV offsets FiT uncertainty #
  • Johnson is a contraindicator RT @barronstechblog: First Solar Insider Sales Point To Trouble, Says Axiom – Tec… (cont) http://deck.ly/~0jPE1 #
  • RT @pv_tech: Solarbuzz: PV installations reached 18.2GW in 2010 http://bit.ly/hEakr4 #Solar #PV #
  • RT @greentechmedia: Excited State: Will #Solar Go Vertical or Horizontal?: Indian Wells, Calif.–Should… http://bit.ly/hc4BoC #PV #
  • RT @pv_tech: Solarbuzz reveals its Top 10 PV cell manufacturers of 2010 http://bit.ly/g19fI8 $STP $JASO $FSLR #
  • RT @bmwblog: 2013 BMW i3 Spied Cold Weather Testing In Sweden: The first electric vehicle… http://bit.ly/geHgPo Looks ike old Audi A2? #
  • RT @EnvironTechs: What will replace Japan's lost nuclear power? Oil. http://sns.ly/pycDy5 Stark reality of fast forced transitions #
  • RT @ReutersGreenBiz: China freezes nuclear approvals after Japan crisis http://dlvr.it/KSQjg #Nuke earthquake zone NIMBYs #
  • RT @pv_tech: Japan’s nuclear crisis sparks concerns for Germany’s Merkel; highlights #PV as “safer” option http://bit.ly/gg54ny #Nuke #Solar #
  • Union of Concerned Scientists: Japan Nuclear Power Crisis: Daily Telephone Media Briefings http://bit.ly/fZNRAw #Nuke #
  • Bay Area Sushi Bars Face Daunting Supply Shortages http://bit.ly/faycdD via @cbs5 Disrupted supply, food for Japanese #
  • What New Mexico #CPV project? RT @ventureloop: Construction Jobsite QC Inspector ( Amonix ) Hatch ,NM ,US http://tinyurl.com/4g2n5dd #Solar #
  • EETimes: Quake to cause prices hikes, shortages http://bit.ly/eLjb2P #Japan Many unexpected supply chain disruptions to come #
  • RT @danahull: Could a Japan-style nuclear crisis happen in California? – my story in the Merc http://bit.ly/eERSZT #nuke #
  • RT @ReutersGreenBiz: Japan reactor design caused GE engineer to quit http://dlvr.it/KNXq6 #Nuke #
  • RT @sandraenkhardt: Sollen die AKW in Deutschland abgeschaltet werden? Jetzt abstimmen auf http://www.photovoltaik.eu #
  • PR: SunPower Comments on Impact on Business Operations of Recent Events in Japan http://prn.to/ijvgXd $SPWRA #Solar #PV <10% PolySi 2Q11 #
  • RT @ReutersGreenBiz: Pre-1980 German nuclear plants to close: Merkel http://dlvr.it/KK2zT #Nuke #politics #
  • Flawesd analysis RT @MarketBeat: #Solar Stocks Are Hot, But Piper Jaffray Thinks They’re Not: With nuclear… http://on.wsj.com/f642Xk #PV #
  • Japan demand to offset supply? RT @savitz: #Solar Sector To Feel Aftershocks From Quake; Bullish Long Term? http://bit.ly/hgxxOf #PV #PolySi #
  • Filled car w/ premium 91 octane gas @ $4.199/gallon – hello summer of 2008! #
  • RT @solarbizdaily: Wilsonville Sonic Drive-In becomes first in Northwest to use #solar panels #solar http://bit.ly/fIySEJ #PV #FiT #
  • RT @pv_tech: Energy supply the near-term problem for Japanese PV supply chain http://bit.ly/dQCkmT Power quality for Polysilicon and Fabs? #
  • RT @votesolar: Take action for 33% RPS in CA here http://votesolar.org/2011/03/californias-33-rps-is-so-close-we-can-taste-it/ #
  • @wkmyrhang RT @greentechmedia: Watch Live Sessions from GTM's Solar Summit! http://conta.cc/f5oDo8 via #GTMSolar11 #
  • DIGITIMES: Foundries brace for impact of wafer shortage http://bit.ly/hCbJ3v $TSM $UMC #
  • DIGITIMES: Japan earthquake: Impact analysis from IHS iSuppli http://bit.ly/gcLO5o Supply chain disruptions #
  • DIGITIMES: Japan earthquake: M.Setek production disrupted, to resume operation in a week, says $AUO chairman http://bit.ly/gSV7iP #Solar #PV #
  • DIGITIMES: TSMC reportedly to found new #PV company with LCY, Motech and GET as possible partners http://bit.ly/hYz3XF #Solar $TSM #
  • RT @pv_tech: GET signs supply deals with Motech Industries and Taiwan Polysilicon Corp http://bit.ly/g6MYTJ #Solar #PV #
  • It will RT @ReutersGreenBiz: Japan crisis hits global nuclear sector; may boost green power http://dlvr.it/KBlKg #
  • PR: National Semiconductor Introduces New SolarMagic ICs for Microinverter, Power Optimizer… http://bit.ly/eKescD #Solar #PV $NSM #
  • PV Tracker down at the Palo Alto Photovoltaic Showcase Project added to #PV Photos http://bit.ly/fhbigd #Solar #
  • RT @HirokoTabuchi: Radiation Detected 60 Miles From Fukushima http://nyti.ms/iil46O #Nuke #
  • Starbucks Salted Caramel Sweet Square is evil and excellent http://sbux.co/idZUZt I need a set aside in my calorie budget #
  • Ca-ching RT @cleantechvc: Cleantech venture capital in 2015 http://bit.ly/hjOyfM // for every unique RT I will donate $1 to Japan relief… #
  • RT @TheLocalGermany: 10 Germans at quake-hit Japan nuclear plant: Ten German employees of nuclear giant Areva … http://bit.ly/dMVeqp #
  • Presenters and panelists at PHOTON’s 3rd #PV Thin Film Conference must read this http://bit.ly/bMJJMq #2 Lose the monotone! #solar #CIGS #
  • RT @REWorld: RevoluSun Awarded Best New Business at the Hawaii Business Small Business Awards http://bit.ly/hCmMqk #Solar #PV #
  • RT @thedailybeast: Top Ten Worst Nuclear Disasters http://thebea.st/fPsdkC #Nuke #
  • One coal plant down… RT @NVSOE: Laughlin power plant smokestack imploded…http://bit.ly/g2Gm8Z. #
  • RT @pv_tech: Initial assessment of the Japanese earthquake on the #PV supply chain http://bit.ly/heub1a #Solar #
  • RT @hsakawa: Disaster in Japan: How You Can Help http://www.people.com/people/article/0,,20473235,00.html #
  • RT @PVblog: GUNTHER Portfolio twitter Weekly Updates #Solar #PV – 2011-03-12: @RonVokoun Why is it sad if… http://bit.ly/gVCkJj #

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Mar 19 2011 | Edgar A. Gunther

GUNTHER Portfolio twitter Weekly Updates #Solar #PV – 2011-03-19

Tags: twitter
SunPower Solar Cell sourcing deal with Q-Cells
Mar 17 2011 | Edgar A. Gunther

SunPower Solar Cell sourcing deal with Q-Cells

Tags: M.SETEK | Q-Cells | SunPower | Utility Scale
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