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Posted By Tiernan Ray

Shares companies of technologies of solar energy recovering spectacularly in the middle of the morning, feeling Japan, the third largest consumer of oil in the world, could use a bit less risky than nuclear reactors, which succumbed to Friday's earthquake and Tsunami in the resulting technology.

First Solar (FSLR) is $ 6.24, or nearly 5%, in, $ 145.98; SunPower (SPWRA) is 46 cents, or 3% to € 14.70 Usd, Albanian solar (Albanian) is a 59 cents, or 5.6% to $ 11.23, and Trina solar (TSL) is the dollar, or 10%, $ 26.67.

In a note to clients this morning Credit suisse satya kumar provides a mixed bag for the solars regards Japan. On the one hand, countries that already had the potential for 2.5 gigawatts of demand in the next three to five years, from 1 GW in 2010, you may find your desire for the sun rise, says Kumar.

At the same time, there are several specific matters, writes Kumar.

First solar, cannot take advantage of as much as Japan "focuses on crystalline silicon, a thin film of Silicon on the basis of the Panel for its roof top markets", says no FSLR is a technology, Kumar.

In addition, suntech Power Holdings (STP) "has acquired a company based in Japan," observes, Kumar, and "SunPower recently signed a treaty the Toshiba with (TOSBF). SunPower has a "$ 500 mm polykrystalického Silicon contract with m. Setek from 2006 to 2010," silicon wafer manufacturer polykrystalického, notes, Kumar.

Kumar, m. Setek, together with competition from Tokuyama, confirm the damage, but he writes. M. Setek 1000-ton ingot/wafer in Sendai is near the epicenter of the "earthquake, says Kumar.

"When we were unable to confirm a direct effect on plants, Soma, and Sendai, the risk is less production for a while. Tokuyama "has ~ 8200MT polykrystalického Silicon device in Yamaguchi – it seems to be rather far from the epicenter."

"If we assume that the worst case, there could be up to 200MW potential impact on supply of 200 megawatts of potential impact on the supply of SunPower," says Kumar.

Canadian solar (CSIQ) also has some exposure to Japan, he adds.

MEMC Electronic materials (WFR), which makes polykrystalického silicon wafers used in the production of panels and has around 13 to 15% market share in the plates could gain momentum from efforts to raise another polo, chip wafer inventories of companies, "says Kumar.

"In the long run, this tragedy illustrates the low-probability but high cost recovery for nuclear geopolitical risks," says Kumar. "Alternative energy plants as the solar wind have minimum environmental risks of such a violation."

In an interview this morning with Reuters is Soo Ai Peng and David Lin, China based Trina solar CEO jifan Gao told reporters, "my personal opinion is that we need to seriously reconsider the development of nuclear power plants and more energy into the development of renewable energy sourcesfor example, solar energy. " Jifan says China also needs to rethink its nuclear projects.

Posted in green technologies

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