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I think the article spends a little too much space on the environmental ...
Suggestion by Tim Plaehn on 2008-01-08 13:30:56
I think the article spends a little too much space on the environmental and government background for solar power. That area can be tightened up into a few paragraphs. Using 2006 Q4 production figures will make the information dated in a hurry, if not already. This information is included (and I like to see it) I believe it should be no older than 6 months. The solar energy business is growing to fast to have year old data. I think the WikiCharts is a good place to up date data, then the article can be written in a more general way. I see no information on production capacity vs. competitors. In fact, the competitor area could be a little broader, with revenues, production capacities, and growth rates. Competitive advantages could be a little clearer. A lot of the writing in the article feels more like opinion rather than factual. Some is writing style, some is to much opinion insertion. The neutral page should be factual. The bull or bear pages are the places for opinions.
Just three comments:
1) A LOT of what drives the modern energy industry and its complexities comes down to public opinion over environmental matters. You can't watch Al Gore and the IPCC win the Nobel Prize and then tell me that environmental concerns are going to have no effect on the future development of the solar, wind, nuclear, and biofuels industries. At the moment it's less apparent in the U.S., but if you look at Europe, these changes ARE being made simply for environmental concerns. I disagree with you, and would point out that international emissions cuts like Kyoto, while not as large-scale as most environmentalists would like, create HUGE markets for alternative energies - thus, major business driver.
2) As for more current data, the article was first written in July. I agree - the solar industry is so dynamic, it needs current metrics. Which brings me to my final point:
3) This, my friend, is a Wiki. Tear the article up. Find data and add them. Write a bulls or bears article or remove phrases you see as too opinionated. Don't worry; I won't feel bad.
--AviGandhi 09:54, January 8, 2008 (PST)
General Comments: Please be more careful with your syntax. You are making some great points. Don't let your points get lost in poor wording choice. Be as concise as possible. Try to make your point as simply as possible with as few prepositions as possible. Avoid words like thus and therefore. Avoid starting sentences with prepositions and verbs(As, with ,etc.).
Trends and Forces
- This section needs to be consolidated. For instance solar efficiency and oil and gass prices can be put together. As oil and gass prices rise solar energy becomes a more economically viable alternative. As solar efficiency rises the same is true.
- I would mention commoditization of PVs as a Trend. There are now a lot of PVs on the market and the barriers to entry are relatively low. In the last 15 months more than 50 new producers of PVs have entered the market. As a result although there are some differences in effiency the market is becoming increasingly commoditized.
- Silicon Shortage- please provide more detail. there isn't a shortage of silicon in general which is one of the most abundant minerals on earth. There is a shortage in refinining capacity. Until recently the tech industry utilized most of teh silicon. Now however, about 50% is being utilized by the solar industry. In the long term silicon supply shouldn't be as much of a problem. In the short term STP has signed contracts with equipment manufactures and other companies to provide it with enough Silicon through 2007.
It also aquired Luoyong China Silicon, a Chinese raw silicon manufacturer.
Competition
You should definitely talk about the intense competiton that Sun Tech will face. Going forward it will increase its efficiency, form strategic partnerships and or acquire other players in the market in order to achieve the scale necessary to reduce its production costs and/or achieve some measure of price stability as the market becomes flooded with PVs.
Please include other metrics like revenue, operational capacity, margins,
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