This is your SolarWakeup for August 19th, 2014

The Bloomberg headline gives me chills. Over the past decade, every time there is a panel ‘shortage’ it begins the talk of the “take-or-pay” contract. Doubtful that it will come up again but having seen it take down giant companies, the discussion is frightening by itself. That being said, panels are cause for delayed projects as we are already seeing this. How far the suppliers push deposits to lock in a shipment is another question.

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Have a great day!

Yann