You are correct - we are paying now about 10-20 cents more per watt than we
did in 2005. So any real "drop" is questionable - more like another burst
bubble. Our sales are about the same as last year, but we have seen a shift
somewhat away from grid tie and more to off grid.
..................................................................................................
----- Original Message -----
From: "Peter Parrish" <peter.parr...@calsolareng.com>
To: "'RE-wrenches'" <re-wrenches@lists.re-wrenches.org>
Sent: Wednesday, February 04, 2009 8:51 AM
Subject: Re: [RE-wrenches] NY Times: 25% price reduction on PV
-12%
But let's remember what 6 months ago looked like. I personally know of
eight
or so 1/2 to 1 MW projects in California that were going full bore to
finish
before the ITC expired. The bubble in Spain, etc.
Then the global economy tanked and the ITC was renewed. So two factors on
the demand side of the equation have diminished.
On the supply side, manufacturer's (until recently) have all been ramping
up
production.
But if I remember properly, today's module prices are not too different
from
late 2005 early 2006.
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