This is a snippet from RAINBOW POWER COMPANY LTD E-mail Newsletter #73 (
http://www.rpc.com.au/), that I thought might be of interest.
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1. PV PANELS: Germany and the EU have commenced a program to double
their renewable energy to 22% by the year 2010. This is expected to cost
US$27.7 billion. They have done the 100,000 roofs; now they are going
for 1,000,000 rooftop installations! Virtually the entire world's
production (700MW) has been ordered by Germany. All PV manufacturers are
scrambling to meet the demand and hopefully to maintain supply to
existing customers.
While Europe and most of the Western world are making great advances to
increase the use of renewable energy, the Coalition Of The Willing - the
USA, UK and Oz, are notable exceptions.
For the next 18 months, there could be a shortage of panels,
particularly if existing suppliers need more than their usual
requirements. At the moment, we have a good supply of KC80s in stock.
There is also world pressure on the PV price. We expect an initial price
rise of around 3% in the near future.
While this all sounds like bad news, I think in the long term there will
be positive results. World production, competition and economics of
scale will eventually help to maintain or lower prices in the long run.
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BTH