Solar Disruption Could Spell Trouble For Utility Investors – Forbes

English: Nellis Solar Power Plant

Solar Power Plant (Photo credit: Wikipedia) Still, Barclays points out that rooftop solar is already cost competitive in Hawaii, and could contend similarly in California by 2017 and in Arizona and New York by 2018. Notably, the technology that Barclays envisions wouldnt immediately allow households to drop off the grid entirely. As already happens, homes outfitted with solar panels would generate excess power during the day but still draw power from the grid at night. The progress would come with the addition of battery storage, which could allow homes to stay off the grid for longer periods, equalizing the amount of power produced and received over the course of a year. Luckily for solar energy companies like SolarCity , the task of getting battery costs down is already being taken on by auto companies such as Tesla Motors . Tesla estimates the cost of automotive batteries will decline at an annual rate of around 5 percent to 10 percent over the next several years. Sam Goldfarb covers investment grade credit for Debtwire North America. He can be reached at This post is brought to you by Debtwire, a Mergermarket company, the leading provider of real-time intelligence, analysis and data on distressed debt, leveraged finance and asset-backed markets.
Noted from:

Siva Power Announces Path to World’s Lowest Cost Solar Panels – Yahoo Finance

Siva Power Cost Model to World-Leading $0.28/Watt for Solar Panel Manufacturing

A critical element for achieving low cost is using glass as a substrate, which has already been scaled in the FPD industry and much of the necessary equipment is essentially off-the-rack. By comparison, silicon substrate scales poorly because of the fragility of the wafer, and silicon fab lines are unlikely to scale much more in the future. The only way to expand silicon capacity is to build lots of small lines, which offers little if any cost savings. Besides its choice of CIGS material and glass substrate, Siva Power has also selected 300MW as the best scale for module production, or about 10 times the capacity of the typical silicon production line. By taking advantage of the high-speed automated tools already developed for the FPD industry, only minimal adaptation is needed to achieve 300MW throughputs in solar, ensuring cost reductions and avoiding execution risk. Siva Power’s roadmap plans to reach $0.40/watt with just one fully operational 300MW production line.
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