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Yingli Green Energy Holding Co. Ltd. Message Board

anggicvg 95 posts  |  Last Activity: Sep 12, 2014 10:35 PM Member since: Sep 9, 2005
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  • according to Trina CEO in Bloomberg interview.
    So Yingli should also be at full capacity now, where demand is higher than supply, and prices will increase.

  • Good news, sent by my Solar Installer in Southern Ohio. Previously he could not get any Yingli Panels in the whole USA for my Rooftop (though down-payment fully paid during World Cup Futbol Games, then returned).
    ____________

    Product Change Notification for YGE Series Modules
    Dear Friend of Yingli,

    We're writing to inform you of upcoming changes to Yingli Solar's YGE 60 Cell Series and YGE-U 72 Cell Series products. Our new and improved products will begin to arrive in the Americas around the end of September.

    Both product lines will be lighter weight and smaller volume thanks to new, optimized dimensions for module length, width, and thickness. In addition to offering better area utilization, our updated modules should decrease your transportation and storage costs.

    Please review the following documents for additional details and updated diagrams: •YGE 60 Cell Series Product Change Notification and Datasheet
    •YGE-U 72 Cell Series Product Change Notification and Datasheet
    If you have any questions, please contact your Yingli Solar Sales Representative.

    Best,

    The Yingli Americas Team

  • Reply to

    Headline (India) WSJ

    by stocksleuthcom Aug 25, 2014 12:22 PM
    anggicvg anggicvg Aug 25, 2014 1:36 PM Flag

    Great. India has a lot of potential; and also have Giga Solar Projects. That is why PV Demand is now more than Supply; and will be much higher when India buys big time.
    No wonder due to Tariffs, I could not get my Rooftop Monocrystalline Yingli PV installed. They all go to Japan, now India, soon wealthy Gulf Arab countries, and Futbol fans countries. The demand for Solar PV skyrocketing.
    Though not happy, I can wait with my Rooftop Yingli PV installation, until tariffs are dropped by our government. Crazy that PV's are 2x more expensive in the US than many places in the world. Big Oil lobby at work, and make (Green) Enegy more expensive for us the US consumers. That need to be stopped.

  • anggicvg anggicvg Aug 25, 2014 1:29 PM Flag

    Wish the 3 countries were: Saudi Arabia, Abu Dhabi, Qatar. The wealthy Gulf Arab Oil countries going big on Solar, and have plenty of cash to realize their Giga Projects.
    1st priority now for Yingli is "Make/Report Profit". They can help others like school in Laos, etc once they are a profitable company. Charity begins at home.

  • anggicvg anggicvg Aug 22, 2014 6:37 AM Flag

    Smart countries. Many countries can not afford $100+ oil; so "Free" Solar, once installed is a very attractive long term investment. 120+ are at or blown over Grid Parity for Solar. So future for Solar and alternative energy will be very bright.

    The Big Oil lobbyist won't sit still though to keep their current monopoly on Energy from fossil fuels very profitable illicit business going. They sabotage any way they could, incl. high tariffs, etc, which make Solar prices in the US almost double from other countries.

  • Reply to

    1,000 shares at 0745 - - Japan PR out

    by stocksleuthcom Aug 21, 2014 8:05 AM
    anggicvg anggicvg Aug 21, 2014 8:21 AM Flag

    Hope the Jiayuguan Project will be out in PR soon too. Then YGE will be very interesting.

  • Reply to

    Msg from my Solar Installer

    by anggicvg Aug 20, 2014 6:07 AM
    anggicvg anggicvg Aug 21, 2014 8:09 AM Flag

    From: Yingli Green Energy to Energize 2 MW Rooftop Solar Project in Japan
    see: Headlines.
    Yingli supplying Mono-crystallines for Rooftops in Japan, yet because of that damn tariffs NOT for my Rooftop in Ohio, USA. It cost about double for Solar Panels in the US, vs. other countries that do not impose tariffs, like Saudi Arabia (documented, see my previous msgs).
    Big loss for us (potential) Solar consumers, and make US Solar industry non competitive in the world that it needs protection in Form of such high tariffs. We need to start to think globally to be really competitive. There are 120+ countries that are at over have blown over Grid Parity. With such high US Solar Panels prices, they won't be world competitive. Different for Yingli & other Chinese Solars.
    With demand finally more than supply, the future is very bright for Yingli (esp. Long Term); I am confident that there will be big surprise from Yingli on August 27.

  • Not shipping to US markets currently, in other Earlier messages (all deleted by Yahoo) because of tariffs. Hopefully after removing Addresses this msg could finally pass through Yahoo censorship . If Yingli can sell at half the price in Saudi (no tariffs; see also my previous msgs) and make a Profit, I can understand why they stop shipping to the US and paying heavy tariffs. Our loss though.

    ---------- Forwarded message ----------
    From: Ralf Schulze
    Date: Sun, Aug 17, 2014 at 2:25 PM
    Subject: RE: Yingli Mono Panels US availability
    To: Carl Adams

    Hi Carl,

    That is a good question but we do not offer any of our mono product in the US market currently.

    Sincerely,

    Ralf Schulze // Yingli Green Energy Americas // T: +1 415.788.8826 M: +1 415.322.8125

  • anggicvg anggicvg Aug 20, 2014 5:42 AM Flag

    You may be right, this maybe a Forward guidance issue, and not directly contributing to Q2 Profit. The Algerian delayed Q1 payment will (hopefully in full?) add to Q2 Profit though.

    Wish Yingli dealt with wealthy Gulf Arab countries (like Saudi, Abu Dhabi, Qatar, etc) much earlier; and spent less time/energy with poorer ones like Algeria, Jordan, etc. Why they are so late bidding in Dubai/Abu Dhabi, or opening the Riyadh office are still big mysteries to me. Their knowledge and prioritize their markets of that area, need giant improvement. Big missed opportunities there, esp. not listening to this message board, and not using/ignoring (despite being offered) the connections some of us who had physically worked, and retired from that area; and former Arab colleague now heading the Solar expansion for companies like Saudi Aramco.

  • Reply to

    China, Saudi Arabia sign new energy agreement

    by anggicvg Aug 15, 2014 10:35 AM
    anggicvg anggicvg Aug 18, 2014 10:02 AM Flag

    Goal of constructing a $109 billion solar industry and generating 41 gigawatts of solar power by 2032; on top of this from other Gulf Arab States, incl./ esp. Abu Dhabi's Giga MASDAR Project.
    Even Saudi alone 41 GW by 2032 = 2.3 GW/yr between now and 2032 year after year. How big is Yingli yearly Production capacity (about 4GW/yr?). Soon once these Projects really starts there will be a massive PV shortage, and margins automatically will go up. Just hope new Yingli Riyadh office will not miss this Giga opportunity. Yingli was very late coming to harness Saudi and other Gulf Arab Solar market. Hope their sales read our posted msgs, and ACT accordingly.

  • Google Topic for Original Report from today's Arab News (with its sister paper reporting in Arabic, is the leading English language newspaper in Saudi Arabia).
    Saudi Arabia is expected to surpass the United States of America in cost-competitive renewable power, according to an informed source at the Solar Energy Authority (Soler DirectX).
    Another source specialized in renewable energy also recently published an article stating that the price of a kilowatt of solar energy is estimated to range between $130-243 in America, while its cost is predicated to range between $70-100 in Saudi Arabia.
    The e-magazine, Cleantechnica, pointed out to the distinctive infrastructure of the Saudi solar energy industry, noting that local Saudi research establishments such as King Abdullah University for Science and Technology are making breakthroughs in the field, which could lead to the production of lower cost solar energy.

    ____________________
    No tariffs in Saudi, see big price (about double) difference; making Saudi to soon overtake US in Solar renewable Power.

  • Reply to

    China, Saudi Arabia sign new energy agreement

    by anggicvg Aug 15, 2014 10:35 AM
    anggicvg anggicvg Aug 17, 2014 7:26 PM Flag

    Google also: How the Kingdom of Saudi Arabia Could Rule Energy for the Next 100 Years
    Reaffirms:
    Solar to the rescue
    In 2012, officials at the King Abdullah City for Atomic and Renewable Energy announced the ambitious goal of constructing a $109 billion solar industry and generating 41 gigawatts of solar power by 2032. That would account for a third of the country's electricity generation.

    After very little action toward that ambitious goal, Saudi Aramco, the nation's oil company, announced in May that it would begin developing solar projects. The company has already signed agreements to develop 300 megawatt plants in remote areas of the country to reduce the need for fuel-oil powered plants in those areas. Whether or not the $109 billion goal is attainable remains to be seen, but if any country has a shot at reaching it, Saudi Arabia is it.
    ____________

    If Yingli's new office in Riyadh could supply a great chuck of the 41GW Plant, that would be a big (long term) Game Changer. There are plenty of money in Saudi, UAE and Gulf Arab States for Giga Solar Projects. Yingli (though very late) should intensify sales & getting Projects signed in these rich Arab Oil Countries.

    Wish they (Yingli sales) listened to my postings last year, especially since a former colleague of mines at Saudi Aramco is now leading Aramco's Solar Project. Shortly before my retirement, I was the 1s to submit an Employee Suggestion for Saudi Aramco to be an Energy Company (vs. just Oil Company), and Go Solar big time.

  • Reply to

    China, Saudi Arabia sign new energy agreement

    by anggicvg Aug 15, 2014 10:35 AM
    anggicvg anggicvg Aug 15, 2014 9:20 PM Flag

    Yes, it will be a Giga Market indeed; from my experience working in that area for about 18 yrs need patience though. Yingli was very late entering that very lucrative market, however glad to see that Yingli finally opens an office in Saudi capital Riyadh. Riyadh is about 4 hours drive from Dhahran, Aramco headquarters.
    Have not heard anything yet about progress in UAE tenders; the Dubai tenders are small. The Abu Dhabi (Masdar Project expansions) tenders are much bigger and much more profitable.
    Reporting Profit is Yingli's FIRST PRIORITY now.

  • Reply to

    China, Saudi Arabia sign new energy agreement

    by anggicvg Aug 15, 2014 10:35 AM
    anggicvg anggicvg Aug 15, 2014 3:17 PM Flag

    In the past the Arab News or Gulf News reports were about plans. Now new energy agreement signed with China and more importantly Yingli mentioned by name. Never before wasYingli named in the past.

  • Google Topic for complete Details.
    This could be the long awaited Game Changer for DNN.

    Highlight:

    SAUDI Arabia is turning to its biggest crude oil customer, China, for help in developing domestic nuclear and renewable power as the oil-rich kingdom seeks to diversify its own energy base.

    Saudi Arabia may spend up to $US80 billion on nuclear power plants and $US100 billion on solar power projects between now and 2032, making the country’s energy sector one of the biggest investment opportunities in the world.

    Under an agreement signed in Beijing last week), state-owned Chinese National Nuclear Corporation (CNNC) and Saudi Arabia’s energy research centre, known as the King Abdullah City for Atomic and Renewable Energy (K. A. CARE) agreed to cooperate on developing and producing nuclear and renewable energy to meet Saudi domestic demand.

    The arrangement will build on a nuclear cooperation agreement reached by the two countries in 2012.

    Saudi Arabia is the Middle East’s biggest consumer of hydrocarbons, with most of its transport, industry and power needs now met from its vast domestic oil and gas supplies. About a quarter of all the oil and natural gas liquids Saudi Arabia produces is used domestically. But it wants to change that equation and free up more oil and gas for the lucrative global export market.

    As its economy grows, the Saudi government estimates that electricity demand alone will require more than 120 gigawatts (GW) of capacity by 2032, and has set a goal that half of that should be generated from non-fossil fuels such as nuclear, solar, wind, waste and geothermal. It wants solar energy, for example, to provide up to 41 GW by 2032, or almost 30 per cent of the total capacity, with nuclear providing 17 GW and wind 9 GW.

    To that end, it is looking to partner with China, which is the world’s biggest energy consumer and a leader in the manufacture of solar photovoltaic (PV) panels through companies such as Yingli, Trina and ReneSola. China also has strong capability in wind power through turbine makers Goldwind, Guodian and Ming Yang.

    In nuclear power, K. A. CARE’s energy road map proposes that the country’s first nuclear reactor be connected to the Saudi power grid in 2022, with another 11 reactors connected by 2032. In this sector, CNNC and two other state-owned entities, State Nuclear Power Technology and China General Nuclear Power Corp are looking for opportunities to build nuclear plants outside China.

    But they face competition from a host of international suppliers, all eager for a piece of what will be one of the biggest new nuclear markets in the world. Saudi Arabia has existing nuclear power cooperation agreements with France, South Korea and Argentina, while Russia, Japan, the US and the UK are other contenders.

    For China, it helps that it is already Saudi Arabia’s biggest trading partner, buying more than one million barrels of crude oil a day and assorted petrochemical products.

    Total two-way trade last year was $US73 billion, with China exporting mostly food, electronics and textiles to Saudi Arabia. Chinese companies have invested in large industrial and infrastructure projects in Saudi Arabia, including in the aluminium and rail sectors, while Saudi Arabia’s SABIC and Saudi Aramco are investors in China’s petrochemical sector.

    Along with renewable energy projects, seawater desalination is seen as another prospective sector for Chinese companies in Saudi Arabia.

    According to K.A. CARE, unless Saudi Arabia implements alternative energy and energy conservation measures, “overall demand for fossil fuels for power, industry, transportation and desalination is estimated to grow from 3.4 million barrels of oil equivalent per day in 2010 to 8.3 million barrels of oil equivalent per day in 2028.”

    In its evaluation, K. A. CARE says hydrocarbons will remain “a prime element” in Saudi Arabia’s likely energy mix in 2032, meeting a little under half the total energy requirement. It recommends the energy capacity proportions should be hydrocarbons 60 GW, nuclear 17.6 GW, solar 41 GW, made up 16 GW from PV cells and 25 GW from concentrated solar power, wind 9 GW, waste-to-energy 3 GW, and geothermal 1 GW.

    “In this scenario,” says K. A. CARE, “nuclear, geothermal and waste-to-energy will provide the base load up to night-time demand during winter; photovoltaic energy will meet total daytime demand year round; concentrated solar power, with storage, will meet the maximum demand difference between photovoltaic and base load technologies; and hydrocarbons will meet the remaining demand.”

    Another of Saudi Arabia’s research hubs, the King Abdulaziz City for Science and Technology (K.A. CST), estimates electricity consumption is growing at 6.4 per cent a year. It says that more power generation plants need to be built, and the country’s distribution and transmission systems need to be strengthened. While it says renewable energy sources “show potential,” their high cost and technological difficulties “still have to be addressed.”

    The cost of solar power will be one of the key themes at next month’s Desert Solar Saudi Arabia conference to be held in Riyadh on September 17-18. One of the keynote speakers, Thierry Lepercq of French solar power plant developer Solairedirect, believes parts of Saudi Arabia can offer a low levelised cost of solar energy because of their elevation and high irradiation levels.

    In remarks ahead of the conference, Lepercq said that for plants above 10 MW, it was now possible to generate solar power at between $US70 and $US100/MWh — or less than a quarter of 2009 prices.

    The quest for a more diverse energy base comes as Saudi Arabia continues to register solid economic growth, particular in the non-oil sector. Last month, the International Monetary Fund (IMF) said it expected the Saudi economy to grow 4.6 per cent this year — up from 4.0 per cent last year — with a strong showing in the private sector. It said large scale infrastructure projects and spending on housing would continue to support the non-oil sector, which constitutes about half of Saudi Arabia’s $750 billion economy.

    Earlier this month, Riyadh-based financial services firm Jadwa Investment said oil revenues this year would be higher than it previously predicted. “This will enable the Kingdom to maintain a large current account surplus, while elevated government spending will reduce the budget surplus,” it said in an August 13 report.

    It said there had been a faster than expected upturn in the U.S. economy, resulting in higher demand for Saudi crude, and higher year-on-year domestic Saudi consumption. “We have therefore revised our forecasts for Saudi crude production to 9.7 million barrels a day in 2014, up from 9.4 million barrels a day previously.”

  • Google Topic for completed details.
    This could be the Game Changer.

    Highlight:
    As its economy grows, the Saudi government estimates that electricity demand alone will require more than 120 gigawatts (GW) of capacity by 2032, and has set a goal that half of that should be generated from non-fossil fuels such as nuclear, solar, wind, waste and geothermal. It wants solar energy, for example, to provide up to 41 GW by 2032, or almost 30 per cent of the total capacity, with nuclear providing 17 GW and wind 9 GW.
    To that end, it is looking to partner with China, which is the world’s biggest energy consumer and a leader in the manufacture of solar photovoltaic (PV) panels through companies such as Yingli, Trina and ReneSola. China also has strong capability in wind power through turbine makers Goldwind, Guodian and Ming Yang.

  • will be good day for Solar.
    precursor for aug 27?

  • anggicvg anggicvg Aug 13, 2014 8:24 AM Flag

    Minimum price could work. Benefit all.

  • Reply to

    Solar potential

    by foduke3908 Aug 13, 2014 6:12 AM
    anggicvg anggicvg Aug 13, 2014 8:22 AM Flag

    Clean & renewable vs. Dirty & once gone, can not come back. On top of spills, also Global warming issues, see Detroit & North East coast flooding today; also disappearing islands & coastal lands in many places.

  • Reply to

    Trina or Yingli?

    by stocksleuthcom Aug 11, 2014 1:40 PM
    anggicvg anggicvg Aug 12, 2014 8:23 AM Flag

    Believe with Jiayuguan, Japan, and soon "Futbol" fans countries, believe it will be Yingli.
    Having said, most important for Yingli right now is making Profit, more than biggest manufacturer (but loosing money). Better smaller and making Profit as 1st Priority.

YGE
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