Is there anybody who isn’t squabbling over solar power? Beijing does not like European subsidies while Brussels has already queried China’s solar cell pricing and brought a case against Canada. Washington has levied anti-dumping tariffs against Beijing. Enough. All the subsidies in the world have not produced a viable industry. But technology might be about to do so.
还有哪个国家没在太阳能方面吵吵闹闹?中国指责欧洲对太阳能产业提供补贴,而欧盟已开始质疑中国的太阳能电池价格,并已对加拿大提起诉讼。美国政府也已开始对中国征收反倾销关税。够了!依靠世界上的各种补贴是无法使这个行业成活的,只有技术才有可能做到。
Solar power has been an investment black hole. In five years, the combined market capitalisation of the biggest groups has shrunk by about nine-tenths. And that includes survivor bias, since many companies have already flamed out. If there was something to get wrong, the industry has done it – from overcapacity to reliance on government subsidies in an age of austerity. Yet the cost per watt of installing solar facilities has also fallen by four-fifths over those five years, according to Bernstein. Now roughly $1.23, the cost could fall below $1 next year, the firm estimates. That would make it potentially cheaper than gas in the sunnier parts of China, the market with the biggest potential. It will still be 50 per cent more pricey than coal, from which China takes most of its energy but which it wants to reduce. Solar power could help without relying on subsidies.
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