STUFF

FSLR with Chinese partner going forward with 2GW solar farm in Mongolia. Phase 1 30MW. Chinese get FSLR tech, expertise.

Duke Energy has teamed with panel maker ENN to build solar parks in China, US. Many expect demand response experts also to move to China. Johnson Controls just got certified to work on bldg efficiencies. Experts. Exports.

Plutonic Power buying 50MW of FSLR panels for Ontario project. GE Financial lending. Samsung trying to get into Ontario mart.

IKEA stopped selling incandescents in US.

HVAC (heating/ventilation/AC) dominated by old, somewhat insular distribution/sales channel. Ice Energy makes thermal mass AC. Announced strategic relationship with Trane.

Ineos Bio wants to produce eth and el from veg waste. $75M loan from USDA to build a facility near Vero Beach (nice) to produce 8M gal, 6MW/yr (4MW to run plant).

Xtreme Power makes E storage arrays for solar, wind farms. Got 4th contract in HI for 10MW storage for 21MW farm on Oahu. They use "powercell" - fiberglass batt designed in '90's by Corning/British and Ford Aerospace.

AQT, a VC-funded solar startup, has joined those who have shipped CIGS product. CIGS - Copper, Indium, Gallium, Selenide. While Solyndra, Nanosolar and other CIGS pioneers spent like drunken sailors, AQT reached commercial production in 3 years on ~$20M. 15MW production line now. 50MW of orders due in '11 with 50 more in orders. Could scale to 60 in year. Low-cost drop-in replacements for silicon cells. 50% gross margins.

Standard cars, hybrids use ~125 hub bearings, joints. EV's use about half that. Differential gears, driveshafts not needed with in-wheel motors now being developed. Game changers for many old tech comps. Ratio of mech to el parts in cars now ~7:3. Could end up 3:7.

Stion, another CIGS developer, will build facilities in MS with help from $75M in loans, incentives from state. 1st phase a 100MW production line (online in '12). Last June, Taiwan's TSMC invested $50M in Stion for a license to the tech.

ECNG awarded a contract to provide services to Cal State U. 23 campuses. $130M utility budget.

Alta, after NREL funding, reportedly leased a facility in Calif to start producing thin film solar up to 30% efficient @ below 50 cents/watt. 23 patents. 11 PhD's.