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2010/11 PV Demand Likely Stronger than Expected

Posted on February 08, 2010

The Solar Energy market experienced a roller coaster ride in the last six months, mainly because of the policy uncertainty from Germany. Although the German market is only 40% of the global market (probably less than 40% due to the growing shares from China, Japan and the USA), Wall Street analysts seem to only focus on Germany. The media sometimes also contributes to the speculation. When the German government discussed a likely cut to its FIT program. Reuters came out with a much larger cut even before any announcement from the government. That scared investors and caused a 35% hair cut in o...

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