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The clouds may be clearing for the solar sector.
Collins Stewart analyst Dan Ries writes this morning that “for the first time in nearly a year, channel checks point to a demand recovery in the solar market.” He says the recovery has been clear in Germany, the world’s largest solar market, accounting for an expected 36% of the global market in 2009. Ries adds that there has been improvement, as well, in Italy, France and the U.S. And he says that the new government in Japan is likely to “sharply increase” subsidies in that country starting in November.According to Ries, “demand is exceeding expectations in Q3, a situation that should carry into Q4.”; He says multiple channel checks indicate that demand has been strong enough to create stock-out conditions for modules from multiple vendors in Germany, including those from Yingli Green Energy (YGE), Suntech (STP) and Trina Solar (TSL)....MORE
German-based c-Si PV module manufacturer, Solar-Fabrik has said that its production lines are at full capacity as its struggles to meet demand for its modules after a successful marketing campaign in Europe and the U.S. promoting “made in Germany”. Solar-Fabrik has recruited a further 100 workers at its Freiburg facility and added additional shifts to meet demand....MORE