The Solar Coaster: Troubles at Yingli Solar and the Flatlining Global PV Market

Energy Gang

Wood Mackenzie

Tech News, Environment, Sustainability, Innovation, Renewable Energy, Technology, Alternative Energy, Energy, News, Cleantech, Wind Energy, Business, Climate Change, Solar Energy

4.6 • 1.3K Ratings

🗓️ 19 May 2016

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

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Summary

This year, GTM Research is forecasting that 66 gigawatts of PV capacity will be installed around the world -- a 21 percent increase over last year. But next year, capacity will only expand by 4 percent. In fact, without some of the top markets like India, America and China, the global solar market would likely retract next year. Meanwhile, Yingli Solar -- once the world's top producer of solar modules -- is having trouble paying back its loans and may be approaching bankruptcy. Why is the company doing so poorly while most other leading manufacturers are healthy? In this week's show, we'll talk with Mohit Anand, GTM Research's senior global solar analyst, about the ups and downs for PV around the globe. In the second half of the show, we'll talk about the controversy over shoddy labor practices at a Tesla contractor. And we'll finish by discussing the latest in the political war over solar in Nevada. Don't forget to check out our live show at the Grid Edge World Forum. Any new registrants get a 10 percent discount through the podcast. Just use the promo code ENERGYGANG while checking out to get your listener discount. Find the Grid Edge World Forum here: https://www.greentechmedia.com/events/live/grid-edge-world-forum-2016 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Transcript

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0:00.0	From Green Tech Media, this is the Energy Gang. I'm Stephen Lacy. In this edition, we'll talk about the ups and downs of PV demand around the world.
0:19.0	We'll have a wide-ranging discussion on global solar trends.
0:23.2	In the second half of the show, Tesla is under fire for using cheap foreign labor in its
0:26.9	factory.
0:27.9	Elon Musk says his company did not know.
0:30.2	We will look into it.
0:32.4	And we'll end in Nevada where the solar and utility industries are spending money on campaigns to attack each other in the media
0:38.0	We will talk about the latest political kerfuffle there in In Washington, D.C. is Catherine Hamilton. Hey, Catherine, how are you?
0:45.6	Fine, thanks. It's like a nuclear winter here. There is just never any more sunshine.
0:50.0	I've heard you have, you've had rain for like three or four weeks in a row. Yeah, it's getting a little depressing. I guess I moved up to Boston at the right time then. Yeah, yeah, whoa for Boston. In New York City, it's Jigger Shaw. Hey, hey how you doing I'm at a microgrid
1:04.8	conference so they have their own version of perpetual rain indeed well we've got a
1:10.9	good conversation hopefully a slightly more sunny conversation for you coming up.
1:15.0	Before we start, I want to announce another live show that we're doing at GTM's Gridedge World Forum in San Jose.
1:22.0	That event is taking place from June 21st to June 23rd and
1:26.3	we are recording our live show on the 22nd. GTM's editor-in-chief, Eric Wessoff will be our
1:32.4	special guest.
1:34.0	That will be yet another fun time dissecting the news.
1:37.2	That Grid Edge event is one of my favorite that we put together because it just puts together
1:41.6	this really diverse field of distributed energy
1:44.8	companies and utilities to look at the future of the grid. So we cover
1:49.0	regulation, software, analytics, DER aggregation,
1:53.0	storage, solar, behavioral efficiency, and utility business models.
	...

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