About a year and a half ago, you couldn’t look at Solarbuzz without reading weekly announcements of new production plans. Now, in 2009, its the reverse .
So what we are seeing is a reversing trend on capacity from some, while others are moving straight ahead with production plan increases. This should tell you who is going to lead and who is going to disappear. Changing business models is what this recession is all about. Its not just a worldwide issue, its also an industry based one. The solar model must change and we see evidence of that happening now.
Eventually, industry will understand that at the plant level, its about building plants or running plants (solar farms). Those who try to do both are chewing off a very big bite. Look at more mature industries and see how they do it, and mimic them..for that is the future of a young and dynamic one (solar).
Stay tuned, its getting like a daily event to watch the changes occur. I predict the market will come back in latter 2009 in a fierce way. The question is who is left standing to grab it…and who will be bought out at cheap prices. The big ones will only buy the smaller ones with unique market positions. The others will become distant memories….
Sass
1 Comment
you make a good point there. I’m looking forward to this year and hope the best. I own a small amount of stock so I’m glad to hear to you think it will get better.