then why did wind win those renewable auctions in Brazil the other day? Solar was too expensive, they said.
DId u factor in a 25% rise in poly which will affect JKS more than peers, uncertainty with government policies and fit-payments (they said they were to kickstart solars a year ago too, didn't happen), and do you believe the government will continue this generous support of the market when we start seeing poly shortage? Ok. lol.
"The auction ended with an average price of 124.4 BRL ($54.5) per MWh. The starting maximum price for the auction, 126.0 BRL per MWh for all types of projects, was especially favorable for wind projects, according to the head of EPE, Mauricio Tolmasquim, who had previously warned that PV projects were unlikely to be selected through the auction.
The associations believe that a reasonable price cap for the solar auctions would be between 190 and 200 BRL per MWh. "
That's 50% higher than wind yo. You call this grid-paritay?
Who are the idiots selling? lol. Can't believe 10% of float is changing hands daily, must be computers selling to each other most of it?
WHy would you be. Their balance sheet is a massive bottle neck, and china gov isnæt giving away money anymore (check HSOL earnings lol). So don't expect much from these guys for a year or so. Costs are so low I get skeptical, too. There you go, PT $10.