quinta-feira, 6 de outubro de 2011

Martifer vende centrais fotovoltaicas a fundo do BNP Paribas

Económico
A Martifer Solar alienou ao fundo do BNP Paribas, Clean Energy Partners, 22 dos 33 megawatts (MW) ganhos, através da Sol Cativante, no concurso para centrais fotovoltaicas lançado pelo Governo de José Sócrates, no final de 2010.
Sem revelar os montantes envolvidos, o presidente da Martifer Solar, Henrique Rodrigues, realça que, apesar da titularidade e futura gestão e exploração destes activos ter passado de mão, o grupo de Oliveira de Frades manterá a ligação ao projecto, através do fornecimento dos painéis fotovoltaicos e da construção das centrais.
Detida por um conjunto de quadros da Martifer, incluindo Henrique Rodrigues, com o objectivo de participar na corrida à atribuição de licenças para centrais fotovoltaicas - onde assegurou um terço das licenças então atribuídas pelo anterior Executivo por cerca de 36 milhões de euros -, a Sol Cativante seria, ao longo do último ano, integrada na esfera do grupo Martifer.

Suntech, First Solar Stocks at Historic Lows

Greentech Media
  • Why has First Solar's market cap dropped to $5 billion from more than $10 billion just months ago? First Solar's stock, trading at $57.90 and down 8.4 percent, has not seen its stock price that low since April 2007.
  • Suntech is the world's largest producer of solar panels. As of last quarter's earnings report, the China-based firm was on track to meet its full year guidance of 2.2 gigawatts. Total net revenues were $830.7 million in the second quarter of 2011. Revenue guidance for full year 2011 was dialed down $100 million to a range of $3.2 billion to $3.4 billion. Gross margins were a slim 4.1 percent in the second quarter of 2011. The firm's ASP declined 7 percent quarter-to-quarter and Suntech expects mid- to high-teen price declines in Q3.
  • All solar stocks were in the red yesterday, with Hanwha Solar's stock down 22.41 percent. Yingli, Trina, and First Solar had losses in the 7 percent to 8 percent range, the least scathed in the downward trend. The Dow Jones Industrial Average was only down 2.3 percent.
Is there an upside to this bloody market? Absolutely.
Solar panel vendors will learn to live with lower margins or, alternatively, perish. ASPs will continue to fall. And the solar market will once again exhibit its historic price elasticity and as panel prices drop, the market will continue to grow, and the price of power generated by photovoltaics will fall.

segunda-feira, 26 de setembro de 2011

Estudo diz que apoio às renováveis representa só 1,9 euros na factura mensal de electricidade

PUBLICO.PT
Os custos da produção eléctrica com base em energias renováveis, financiada em regime especial, são afinal muito menores do que apontam as contas oficiais do sector, indica um estudo da consultora Rolland Berger para a Associação Portuguesa de Energias Renováveis (Apren), que será hoje apresentado em Lisboa. (...) As novas contas concluem que cada consumidor pagou, na factura eléctrica, uma média de 1,9 euros mensais para apoiar as energias renováveis em regime especial (regime que deixa de fora as grandes hídricas, ou barragens), entre 2005 e 2010 - um valor considerado aceitável pelos consumidores inquiridos pela Rolland Berger, abaixo dos 5,5 euros que são normalmente avançados. (...) Contas feitas, o estudo conclui ainda que a produção de origem renovável em regime especial teve um peso de 4% no custo total de geração de electricidade, entre 2005 e 2010, e não de 11% como tem sido avançado. E lembra as poupanças associadas à menor importação de combustíveis fósseis e de licenças de CO2, de 407 milhões de euros por ano.

JinkoSolar offers explanation, remediation for alleged toxic release at Haining PV cell factory

SolarServer
On September 15th - 17th, 2011 residents of Hongxiao, an adjacent village [to the Jinkosolar PV cell factory at Haining], gathered to protest the death of fish in a local waterway, with some protesters breaking into offices and destroying company property. On September 17th, 2011, JinkoSolar voluntarily closed the Haining plant.
Silicon wafer texturing and etching generate a fluoride solution as a by-product, which results in fluoride wastes. JinkoSolar (...) explained that a change in waste management contractors caused a delay in solid fluoride waste pickup, resulting in outdoor storage of waste. [D]ue to heavy rains in late August, fluoride waste "may" have leaked into a water channel near the factory.
JinkoSolar estimates that on September 5th, 2011, it became aware of the incident and commenced actions to clean up the affected area. The company isolated the water channel section and treated the affected water and soil, as well as constructing retaining walls, and building a water collection systems to prevent leakage. JinkoSolar has agreed to pay compensation for crop damage, as well as the death of any livestock or wildlife that may have been affected by the incident. It also notes that local environmental authorities are continually conducting water quality testing.

terça-feira, 30 de agosto de 2011

China eyes 3 GW rooftop solar capacity by 2015

Reuters
China is targeting 3 gigawatts (GW) of roof-mounted solar power generating capacity by 2015 and 25 GW by 2020, the China Securities Journal reported on Monday, citing a government renewable energy development plan that is likely to be unveiled soon. If the goals are confirmed, they suggest a third of China's solar power capacity would be roof-mounted by 2015 and a half by 2020, making rooftop solar panel installations a key direction in solar power expansion.

sexta-feira, 19 de agosto de 2011

Solar Trust Switches 500MW Power Plant to PV

Greentech Media
Solar Trust said today that it will convert a 500 megawatt solar thermal power plant it had been planning in Blythe, California into a 500 megawatt plant made from photovoltaic panels.
The shift comes because of "improved market conditions" for building power plants with PV modules. Solar modules from some vendors now cost as little as $1.30 a watt, according to GTM Research. The switch will mean the company has to walk away from a $2.1 billion federal loan guarantee.
Switching to PV will also let Solar Trust build the plant in 250 megawatt increments, making financing and planning easier.

quinta-feira, 18 de agosto de 2011

Moçambique aposta em energias renováveis

Deutsche Welle
Até 2014, Moçambique vai electrificar os seus distritos - também com energias renováveis. Neste momento, mais de dois milhões de moçambicanos beneficiam de energia eléctrica gerada a partir de fontes novas e renováveis.
Trata-se das energias solar, eólica, hídrica de pequena e média dimensões e biomassa, através do bagaço da cana-de-açúcar e da jatropha - todas energias produzidas no país à luz da estratégia nacional de energias renováveis aprovada recentemente pelo governo.
De todas as formas de energias renováveis que o país possui, a solar é a mais usada, principalmente para responder às necessidades das populações rurais, com painéis solares.
Moçambique tem ainda centrais mini-hídricas, com capacidade de gerar energia até 15 megawatts e que podem contribuir para iluminar pequenas comunidades. Possui ainda barragens de média dimensão, como a de Massingir, na provincia sulista de Gaza.