Archive for the ‘Analysts’ Category

First Solar,Suntech And The Chinese Solar Market

In this edition of  ‘Analysts’, we get to hear from Ishita Manjrekar, working, solar industry analyst for Primary Global Research. She’s on Bloomberg, talking about about First Solar (FSLR), Suntech and the Chinese solar market.

The discussion begins with what I consider to be a misunderstanding, when Ishita is asked what are the two types of technologies used to generate electricity from the sun. The answer should be Photovoltaic (P.V.) and concentrating thermo-solar. Instead, she discuses the two most popular P.V. panel types  (silicon based and thin film based), completely ignoring the concentrating thermo solar industry. Oh, well.

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