Solar Manufacturer Database.

If you want to see what appears to be a list of just about every Solar Manufacturer in the known universe, click here.

Stealth mode...

I get the sense that the industry is in super stealth mode right now. You know that there are alot of people seriously working their butts off right now, planning for the projects to start in earnest, but they're definitely not speaking freely about it.

I can't help but wonder if there's a concerted effort not to upset the balance in Washington prior to ink hitting paper on Cap and Trade later this year (hopefully). If the Chinese make a bold move, then it could potentially be used against Energy Legislation by bringing up outsourcing to China.

Personally, I think that kind of event could be used to sell partnership with the Chinese on the issue of Climate Change / Peak Oil, and it could also whip up the American competitive spirit to good effect.

It's too bad that fear and hate are such an easy sell.

Sunways 33kW Inverter.

Transformerless central inverters for medium-sized PV systems

Neat.

So, you want to buy a solar plant, part 2.

I thought I'd extend my calculations from So, you want to buy a solar plant, part 1, to make them a bit more realistic. You'll find the basic logic for this post at that location. Here's a recap:

(1) Outgoing$Monthly = TotalPeakPower (kW) * Cost/Wp * C1

(2) Incoming$Monthly = TotalPeakPower (kW) * Rate ($/kWh) * C2

(3) C1 = i / (1 - (1+ i)^-n)

Note: i = .0042, n = 300. Previously, I had set n to 240 for a 20 year loan, but in this case, I'll be setting n to 300 for a 25 year payoff period.

(4) C2 = Insolation Ratio * 1year * 365days/year * 24hours/day / 12months

Note: Insolation Ratio = .1875. Previously I had used .20 for the Solar Plant's local Insolation Ratio. The particular location that's being considered is in the area of Bangalore. I see from this Insolation Map that that area seems to be recieving between 4kWh/day/m2 and 5kWh/day/m2 in Solar Energy. For this estimation's sake, I'll pick the middle, or 4.5kWh/day/m2. Using previous calculations, this works out to an Insolation Ratio of 18.75%.


(5) Setting Outgoing$Monthly = Incoming$Monthly gives the break-even long term average energy price per kWh with respect to the cost per Watt of the Installation:

(6) Cost/kWp ($/Wp) = Rate ($/kWh) * C2/C1

Or conversely:

(7) Cost/kWp ($/Wp) * C1/C2 = Rate ($/kWh)

I want to take this one step further, and take into account degradation of the system over time, as well as various losses like Inverter / Substation losses. I'll try to be aggressive on this correction, to err towards the worse case. So, over the 25 years over which I'm considering, I'll say that the modules lose 1% per year, and Inverter losses are 8%. Averaging the degradation over 25 years gives a loss of 12.5%, plus the 8% Inverter loss, gives a total of a 20.5% loss.

I'll reflect this in my equation by going back to another equation from Part 1 (one of the roots of the (6), above):

(8) TotalPeakPower (kW) * Cost/kWp * C1 = TotalPeakPower (kW) * Rate ($/kWh) * C2 (Hours/Year)

Just prior to (6), I had canceled TotalPeakPower out of my equation. Essentially, these equations should give a rough estimate of the Levelized Cost of Energy irrespective of the total size of the Installation. Of course, there are alot of variables involved when changing scale, and these aren't reflected here. Consider this to be more along the lines of an ideal solar farm. It costs the same per Watt to add a thousand Watts of capacity, or a hundred thousand Watts.

Remember that on the lefthand side of the equation is the initial cost per Watt of the system, while on the righthand side of (8) is the income per unit energy. So, essentially, the "TotalPeakPower" on the left is the ideal TotalPeakPower, while the TotalPeakPower on the right is the effective TotalPeakPower as reflected in the Energy produced over the lifetime of the system, by which income is derived.

So, I'll throw in some subscripts.

(9) TotalPeakPower_ideal * Cost/kWp * C1 = TotalPeakPower_effective * Rate ($/kWh) * C2 (Hours/Year)

In the ideal case, TotalPeakPower_effective = TotalPeakPower_ideal, but in this case, there's a 20.5% loss, so:

(10) TotalPeakPower_effective = .795 * TotalPeakPower_ideal

Plugging (10) back into (9) gives:

(11) TotalPeakPower_ideal * Cost/kWp * C1 = TotalPeakPower_ideal * .795 * Rate ($/kWh) * C2 (Hours/Year)

So, I can now still cancel out the TotalPeakPower_ideal, and I'm left with a correction to the income side of the equation, which reflects system degredation losses and Inverter losses.

The final result is:

(12) Cost/kWp * C1 = (Rate ($/kWh) * C2 (Hours/Year)) * .795

Taking a case, let's say your installation is going to cost $5.25/W, or $5250/kW.

Solving (12) for Rate gives:

(13) Rate ($/kWh) = Cost/kWp * C1/.795C2

C1 = i / (1 - (1+ i)^-n) = .0058 (i = .0042, n = 300 (25 years))

C2 = .1875 * 8760 Hours/Year / 12 Months/Year = 137 Hours/Month

C1/.795C2 = .00005325

Rate ($/kWh) = $5250/kWp * .00005325 = $.28/kWh

News leaks out on China Solar plan upgrade - 6/26/09

Here's the translated version.

There's also a version on Interfax (subscription).

Thanks to gyproc1955 and baidukevin of Yahoo for the finds.

LDK Short Interest vs. Price - 6/25/09

Data is here and here.

Interesting. Since 2/13/09, the net difference in short Interest is positive 5,254,001 shares, and the price is up. There seems to be a strong recent trend where Short Interest is increasing, along with the price. This trend can't go on forever. Which way does it break?

Here's something to think about.

LDK's Poly Plant is Mechanically Complete - 6/23/09

This is what alot of people have been waiting for.


LDK Solar Achieves Major Milestone in its 15,000 MT Polysilicon Plant Construction Project

XINYU CITY, China and SUNNYVALE, Calif., June 23 /PRNewswire-FirstCall/ -- LDK Solar Co., Ltd. ("LDK Solar") (NYSE: LDK - News), a leading manufacturer of multicrystalline solar wafers, announced today that it has reached mechanical completion of the first 5,000 metric ton (MT) train in its 15,000 MT annualized capacity polysilicon plant in Xinyu, China. Installation has been completed of the Utilities, Infrastructure and Offsite (U&I&O) facilities. Pre-commissioning and commissioning of all the U&I&O systems is nearing completion in preparation for initial production of polysilicon in the first 5,000 MT train.

"We are very excited to reach this major milestone in the construction of our 15,000 MT polysilicon facility," commented Nick Sarno, Senior Vice President of Manufacturing at LDK Solar. "Commissioning of the first train and startup plans in this facility are underway. We remain on target to ramp to full 5,000 MT capacity over the next two quarters."

"The excellent cooperation between LDK Solar and the Fluor project teams has been the key driver to achieving this milestone for this world-class, fast-track polysilicon project," said Peter Oosterveer, President of Fluor's Energy & Chemicals Group. "We remain on schedule to meet upcoming major construction goals in order to enable LDK Solar to start polysilicon production as planned."

This is an incredible achievement, make no mistake. The pieces are together. Now it's up to LDK to continue in their efforts to make the thing hum.


Click for more background on LDK, GT Solar, Polysilicon.

A couple of funny things... LDK Solar

Last week we heard that UBS downgraded LDK to sell at $14, down from $22. Of course, what they mean by this, considering that their sell price is above the current selling price, is unclear. Well, such is the way of the Wall Street Analyst. They work in Mysterious ways.

Next, though not given a PR, LDK filed a Shelf Offering of up to $200 Million in Ordinary Shares and ADR's, Preferred Shares, Debt Securities, Debt Security Guarantees, Warrants Options or other Rights, Stock Purchase Contracts, and Equity-linked Securities. No Underwriters were mentioned.

WTF?

These guys don't do anything the way you'd expect. LOL!

Note that the following is pure speculation / guesswork. It's based on the assumption that the Poly Plant first line is near production, and the company is preparing to rise to a next level as a Global Company.

Well, they suggested that they may offer shares at the end of their June 9 presentation at UBS, prior to the huge Wednesday runup on the 10th. Now, it appears that they're serious about this, and they've got a plan.

Honestly, I can't imagine that they think that $200 Million Dollars is so critical that they will be forced to offer shares at such a low price. They've got solid Bank financing to get them by in the short term. What they do have, though, is a Short Interest in the area of 40%, and a quite illiquid float. While Shorts can't get out without driving up the price, neither can big fish on the long side buy in to any significant extent without similarly driving up the price.

So, it seems to me that where the big fish want liquidity, Mr. Peng is preparing to give it to them; presumably at a "fair" price.

We'll see how it goes from here. As usual, if nothing else, it will be interesting. :)

Global Insolation Map...

You can zoom into the various regions.

AmericanSolarEconomy Solar Newsfeed.

Just a note. I've just added my AmericanSolarEconomy.com main Newsfeed to Feedburner.

This is generated from semi-automated newsreaders in the back end of the AmericanSolarEconomy.com news site. I'll admit that I recently spent some time not updating that site, but I'll try to get back to it with more regularity. The feed should be worth at least about 15 or so good Solar Energy links per week.

Wondering about Intel.

The New york Times told us the other day that Taiwan Semiconductor Manufacturing Company is planning to enter the Solar Cell market.

What I want to know is, where is Intel? These guys know the Silicon Wafer as well as anyone else. Are they passing up an opportunity?

Wait, looking up "Intel Solar" brings up SpectraWatt. SpectraWatt was formed by Intel in June '08. Their plan was to build a manufacturing plant in Oregon to start deliveries in mid-2009. In January of '09, SpecraWatt halted construction of their Oregon plant, and on April 9th of this year they announced their intention to build a headquarters and manufacturing plant in New York.

Ok, so deals went sour in Oregon, I don't know the details, can't say much about that, but still, I gotta say WTF? Come on, INTC. Do you REALLY want into this market? After a year with pretty much nothing to show for it, you are now planning to manufacture 60MW by 2010, and 120MW annually within a couple of years after that. Even if the Implementation had gone flawlessly, this tiny output demonstrates a lack of vision, at the very least. SpectraWatt will have to do better than this if they want to compete in this market.

So, it looks then like Intel has actually moved to enter the Solar Market. They've just done so in a half-assed noncommital sort of way.

Of course, they've got cash. Maybe, like HP, they've discovered that the bottom line doesn't necessarily support building new manufacturing plants in the US. They could buy a heck of alot of Asian production, all in one fell swoop. There won't be too many opportunities to buy into the Asian industry on the cheap, though.

My guess then is that they're not actually idiots; they know what's up, and they're just being sneaky. It's too bad, though, that this Leading US Company is taking so long to get into the game.

Presentation - GT Solar

Here's a newish presentation by GT Solar (dated 6/5/09). Thanks to Parabequ of Yahoo for the find.

Also, here's a nice brief on the process of manufacturing Polysilicon.

It's tough stuff to make. The technology has been kept pretty carefully under wraps for years, but it's breaking out with help from the folk's at GT Solar. Note page 13 of the presentation and the estimated price per Kilogram of $25. If this works out to be true, then it will be a significant step in taking Silicon-based Solar Energy to Grid Parity and below in the mid-term.

Innovalight - Silicon-based Thin Film.

News came up this last week on Innovalight installing "the industry's first high-throughput silicon-ink inkjet printing system."

If there's any thin film competition for wafers in the large-scale installation niche, I suspect that it must be silicon-based, simply because of the whole supply-constraint problem in the rarer materials like Tellurium, and to a lesser extent, Indium. Innovalight looks to be a good potential contender in Silicon-based Thin Film.

It doesn't look like Innovalight is giving out its cell's efficiency, and they also apparently haven't mentioned the capacity of their new production line, but they are talking about $.50/Watt in the long term (cost vs price, unknown). It'll be interesting to see how far they'll have to scale in order to approach $.50/Watt, and how much money it's going to take them to get there.

Xinyu - On the Path of a Solar City.

I've been looking for info on the price of glass over the last few days in order to support my recent post on thin films.

I found this report from NREL which describes a theoretical "Solar City," and the advantages of scale in terms of reducing the cost of manufacturing Solar Panels down to an ultimate cost target of $1.00/W installed. In order to take advantage of such efficiencies as dedicated glass manufacturing, recycling programs, and equipment uniformity, the manufacturing capacity of this City was set to 2.1 – 3.6 GW.

In the paper, the PV material modeled was thin film, vs something like Crystalline Silicon, I'm quite certain that many of the concepts of scalability apply equally well to wafer-based Solar Tech.

So, with that in mind, make note that there are several "Solar Cities" actually being built right now, and take a guess at where they are located.

Well, among the best developed of these is the City of Xinyu, of Jiangxi Province, China. This is the Chinese home of LDK, and I can only imagine that this is another fundamental factor behind what's happening with the shares right now. 20 Million shares traded today. That's almost five times the average volume. Over the last three days, about 43 Million shares have traded. This is certainly not retail sucker volume. Some big fish seem to be ready to acknowledge that this Company might just be a bit bigger than has been previously admitted.

For the last three years, Xinyu has been working very closely with LDK and Xiaofeng "Light" Peng to develop a fully integrated Solar Manufacturing Community on a very large scale. Over the years, numerous translated articles have found their way to the Yahoo LDK Board from China (thanks to many people on that board). Of course, you can't necessarily believe all that you read, but the pattern has been quite clear. LDK Solar, Xinyu City, and Jiangxi Province, have all been focusing great effort and money on becoming a leading Global Center of Solar Energy.

A sample of this plan goes way back to LDK's taking of a position in Sinoma Crucible. Prior to the development of Sinoma Crucible in Xinyu, right next to LDK's factory, a large part of the supply of Crucibles had to be shipped in from Europe, at unnecessary additional cost. Similar local development is almost certainly providing for a host of other lowest cost Solar Components, not just in support of LDK, but in support of other key Interests that are setting up shop in Xinyu, such as Taiwan-based Dongguan Quoncion Solar Energy Lighting Co.

In short, I think it's quite safe to expect to hear other references to Xinyu's Solar Plan over the next months, and also to likely find that LDK is right there in the middle of a large number of them.

Global Oil Reserves Fell in 2008 on Russia, Norway, Says BP

Global Oil Reserves Fell in 2008 on Russia, Norway, Says BP.

Don't forget Peak Oil.

Take the Crash Course.

Crash Course Chapter 17a: Peak Oil



Crash Course Chapter 17b: Energy Budgeting



Crash Course Chapter 17c: Energy and the Economy

LDK Solar, why the run-up? I don't know... but...

A few people on the boards asked today why LDK was running so strongly. It gained 16.33% on almost three times average volume, in a down market, on no news. After hours, as of this writing, it's up 3.51% on similarly high volume.

I don't know why this is, but I'll lay out a couple potential reasons. Of course, since other Chinese Solars were in the red today, Numbers 5, and 6 are pretty much ruled out. However, they remain on the horizon as strong support for LDK's business, and help to force the hand of Short Interest to get out and let the price correct.

Note that given LDK's history, the price could drop like a rock tomorrow.

Option #0 remains "It's a (massive) headfake."

In brief, though, LDK has alot going for it.

#1: Polysilicon Factory. LDK is building a multi-billion dollar polysilicon plant, which has not so far been in operation, but is due to have the first line of three, up and operating, by the end of the quarter, and with the second line running by the end of the third quarter. This plant will provide LDK with an increasing volume of Polysilicon over time, at a decreasing cost and at an increased quality. It will incrementally add to LDK's bottom line over many quarters. It is the KEY ingredient of the LDK Business Plan, and because of its Technical Difficulty, has been considered a very great risk of absolute and abject failure. When the poly plant is up and running, LDK will among the leading Polysilicon Manufacturers, in addition to being the largest Solar Wafermaker in the World (incidentally, most of their established Poly / Wafer Competition is specialized in the production of Wafers for Computer Chips, not Solar Cells, so LDK has a significant lead in this area).

#2: Q Cells Joint Venture. LDK and Q-Cells has entered a Joint Venture to construct very large Solar Power Installations in Europe and in China. The European project that they've previously announced is 40MW, while 30MW of Installations in China have been applied for as of the Q1 Earning Conference Call. In addition, LDK has entered into a similar kind of partnership with ESPE to construct 5MW of Solar Installations in Italy. These businesses, could provide for upcoming PR's, and Brand Awareness, and should also add incrementally to LDK's revenues over the quarters and years ahead.

#3: Generally Oversold. As of last report, LDK had 40% Short Interest. Large portions of this are the remainder of a massive short attack on LDK almost two years ago, based on the assumption that LDK was a fraudulent chinese company, without a product or future. If LDK, and the conditions within which it does business, thrive, then in theory, this short interest should manifest itself as a source of demand for shares.

#4: Presentations Coming. Tuesday and Thursday of this week. It would be inadvisable to count on a surprise announcement at either of these conferences, as history would suggest that LDK does not use these Presentations for that purpose.

#5: Solar Booming Across the Board. Solar Companies have been generating solid interest since the bottom in March, with many up several hundred percent from their lows. Chinese Solars have beaten the S&P by a sizeable percentage, and yet LDK has underperformed in comparison. Today it appears that some of the other Solars sold off, and some of that money flowed to LDK.

#6: Chinese Subsidies. China is demonstrating that they will NOT leave their small but Exponentially Growing Solar Industry at the mercy of Wall Street. They are doing this by stimulating demand for the products of that Industry. In doing so, they provide for themselves a public service (clean energy), a local investment in jobs and future technology, and ultimately an increased level of energy-security.

I'm sure I'm missing some. There's lots of good news in Solar, and there's even more on the horizon.

Feel free to rebut, or add others.

Thoughts on Solar Materials - Thin Film - 6/3/09

I hear the arguments on future domination of the Solar Industry by Thin Film Technologies, but I would suggest that this is far from certain.

What particularly gets me is when people talk about how they're going to come up with solar paint or some such thing, and all of our problems will be solved, just like that; like a snap of the fingers. The argument goes that there's little point in spending all the time and effort on the massive industrialization of Silicon, because some futuristic technology will simply come along to make it obsolete.

Ok, so maybe it's true that some revolution will come along that will completely change how we see Solar Energy. Maybe one day you'll be wearing Solar Clothing to charge your remote devices, and cars and homes will wear coats of Solar Paint to provide for their Energy needs.

Even if this Solar future is to be the case, though, we know that it will have to meet certain requirements, particularly in terms of Scalability / Material Availability, and Cost Efficiency.

Remember that only 1000 Watts of Power strike the surface of the earth per Square Meter on average in the middle of a clear day. That's it. No matter the wonderful technology that you develop, you can't generate more energy than what's available. To generate the incredible amounts of Energy that will be required of the future Solar niche will require a mind-dizzyingly vast array of "panels" distributed around the Planet. That's miles upon miles of glass and aluminum frames housing some kind of protected PV material, whether Wafer-based or Thin Film; or else unhoused, or lightly-housed thin films of various types, even potentially including "painted" Solar surfaces.

The main point that I want to mention at this point is on the value of Cell Longevity.

Note that when you invest in a Solar Panel, you are actually paying upfront for the entire future energy production of that panel. Normally, Solar Panels are rated in Cost per Watt Peak, or Peak Power, which is an indication of the amount of Energy that the Panel would produce at an instantaneous moment of time in ideal midday conditions. Peak Power, however, is no indication of how much Energy that the Panel will actually produce over its lifetime. Two different kinds of panels may cost the same number of Dollars per Watt, but if one lasts only half as long as the other, then ultimately it is twice as costly in terms of its total Energy Production over its lifetime.

This is where the Levelized Cost of Energy (LCOE) comes in. When you Calculate the Levelized Cost of Energy of a Solar System, you are basically determining the overall cost of the System per unit Energy over the Entire expected Life of the System. I did a rough version of this kind of calculation here. Sunpower Corp provides this nice description of the factors involved.

There are a several reasons why a Solar Cell might stop working. One reason that a cell could fail would be from molecular damage to the PV material simply by the bombardment of Solar Energy (including various cosmic rays). This could slowly degrade any kind of Solar Cell. Other types of Solar Cell may be chemically susceptible to degradation, such as today's Organic and Plastic Cells. These materials degrade quickly under common exposed conditions, and at this stage of the game, a lifespan of five years or so seems to be the cutting edge. Finally, of course, smashing a Solar Cell by way of storm debris or a baseball can destroy a panel, and dirt and grime can cover the surface and degrade its performance.

Solidly encasing the PV material in an aluminum and glass (or possibly plastic) module will, in most cases, help to protect the cells from physical damage, but that housing will certainly add to the cost of manufacturing the module. For a thin film product aiming to compete on very low manufacturing cost, this added expense is going to be a killer. In fact, during First Solar's Q1 '09 Conference Call, Jesse Pichel of PJC suggested that Glass was actually FSLR's largest cost. First Solar didn't disagree, and nobody mentioned Tellurium.

Now, if glass is actually even a significant portion of the cost per watt for a thin film, then it sets a kind of a lower limit on the potential cost to manufacture Thin Film Cells housed in glass (adjustable by efficiency). So, to some extent, the decision is whether to go for extreme affordability (or flexibility) and avoid a robust enclosure, but lower the operating lifetime of the cells; or else go for a longer lifespan, but adding significantly to the total cost of the module. First Solar, for example, is targeting a production cost of $.65 per Watt.

Though I'm certain that nanotech of various sorts will be able to make headway in durable exposed thin film cells, I can't help but think that it's going to have its limits. For comparison's sake, a tarp is made of very tough stuff, yet I've seen my share of tarps shredded by fall winds, and a tarp doesn't depend on the same kind of exacting chemical structure that a PV cell does. You can beat the crap out of a tarp, and it will still keep the rain off of your stuff. I'll be very impressed if I see a thin film material that you can roll into a ball, peat with a stick, and still use to generate electricity. I can't wait to see the infomercial.

There are numerous conclusions that I could follow with, but for now, I'm going to leave this with a simple idea for the consumer. Don't just buy solely based on Cost per Watt, or one day you're going to be led astray. Know what you're buying, and make sure that it has a solid warrantee over a time period to assure your expected payback. If you're offered a deal too good to be true on a cost per watt basis, it could simply be that the product you're buying is going to crap out long before it pays itself off.

LDK Solar - GaAs Wafer Doping.

From LDK's recent Q1 Earnings Conference Call Transcript.

We have also successfully produced Gallium Arsenide doped monocrystalline silicon wafers for customer evaluation during this quarter.

This isn't very much information to go on at all, but it's interesting nonetheless. Here's a brief introduction to GaAs Solar Cells from Sandia Labs.

Researchers are exploring two approaches to lowering the cost of GaAs devices. The first approach is to fabricate GaAs cells on cheaper substrates like silicon or germanium, rather than on the more expensive GaAs substrates.

Well, this certainly seems to be suggestive of what LDK is working on here. Now, whether they are actually in some way doping their Silicon Wafers, whether they are doing as the Sandia article suggests and laying down a buffer layer of GaAs on top of their Silicon Wafers in preparation for the Cellmaker to deposit the active GaAs Cell, or whether they are doing something entirely different, is unknown. The future potential, though, is attractive, particularly since GaAs Cells can achieve 25% and up in Conversion Efficiency, and are largely Temperature Independent. Gallium, however, is very limited in abundance, and quite expensive, so the key will be to use very little of it.

This will be an interesting one to watch unfold. Who are the customers? What kind of scale are they talking about? I look forward to some of these answers.

Spire Solar - Nanophotovoltaic Device Patent.

Spire Receives U.S. Patent for Nanophotovoltaic Devices

This patent is for nanophotovoltaic devices formed from silicon or gallium arsenide having sizes in a range of about 50 nanometers to about 5 microns, and method of their fabrication.

Although there are a number of applications, the patent describes one application which is to inject nanophotovoltaic devices into diseased tissue, e.g., cancerous tissue, and activate these cells by the use of suitable radiation. These cells will generate electric fields in the tissue, causing a disruption of the cancerous cells.

Another day, another neat Solar Tech Announcement.

Spire is an interesting company. They don't seem to get much notice, but they've been around for a very long time. The present CEO, Roger G. Little, founded the company in 1969. He's a Physicist / Ironman Triathlete, and is surely tough as nails by the fact that he's stuck with a business like Solar Energy for so long; through so many years of very unfriendly market conditions. In addition to Solar, Spire has several Medical and Semiconductor Technologies that they produce, and so this new patent seems like a nice little fit between the several divisions of the Company.

Ascent Solar - Bye Aerospace

CIGS gets airborne: Bye Aerospace to incorporate Ascent Solar thin-film PV in unmanned aircraft

Ascent Solar's flexible CIGS thin-film photovoltaic modules will be designed into the development of a hybrid unmanned aerial vehicle (H-UAV) called the Silent Sentinel, developed by Bye Aerospace. The two companies signed a memorandum of understanding in April and have now agreed to proceed with the joint effort.

I'm no fan of Military hardware as a general rule. Sure, I've watched my share of Discovery Channel Military Documentaries, but when 70% or so of a Nation's R&D comes in the form of trying to implement more effective destruction, I'd say that there must be some misplaced priorities in the mix.

As for this project, though, it's a great demonstration of a potentially very valuable application for Solar Energy, and for Ascent Solar, in particular, it will be a great demonstration of their product, and of the breadth of the Solar niche that they inhabit. Since Norsk Hydro bought up a big chunk of ASTI some time ago, it seemed clear that Ascent really did have a product, and IMO they're thinking about their niche in exactly the right way.

I have a hard time believing that thin film is going to dominate the large scale Farm-style installation. With the cost of Silicon-based Solar to come down as it is expected to, until thin-film makes very significant strides in Conversion Efficiency, I don't think that it will compete well in this niche in the mid-term.

ASTI, however, isn't competing directly with the Silicon Juggernaut. They are in the "shapes" business, where Silicon is naturally "flat." With Norsk pushing their Building Integrated Application, and in this case an Aerospace Application, I'd say that ASTI's has a pretty good shot of carving themselves out a nice chunk of this vast future Industry.