alevin
Well-known member
Figured I'd bring this discussion back into a better thread (started in the "import tires" thread the other day-some relationship, but better here maybe).
Here's the article I referenced the other day re selling technology and reimporting products based on the technology-solar panels, and what it would take to get solar energy off the gov subsidies and rebate train in this country (oh, and create jobs here). Silverbird, feel free to weigh in now that I have ungarbled material to work with, you're the acknowledged trade expert on the MB.
http://www.nytimes.com/2009/09/16/opinion/16friedman.html?
The point of the article to me is, if we got out of our own way, WE could be the worlds solar energy producers and exporters instead of or at least competitive with China or Germany. They are using our technology and feeding it back to us with finished products. If we changed our policies and regulatory structures to create better incentives for companies like AM to put manufacturing here, and give every day people better incentives than presently exist, to invest in solar for homes or businesses we could not only cut national and personal energy costs, but also provide energy to the grid (provide enough cashflow to reinvest in upgrading/updating the grid?), we could get away from subsidies and rebates and have economically viable domestic solar energy production and use, and better balance of trade, no?
Here's the article I referenced the other day re selling technology and reimporting products based on the technology-solar panels, and what it would take to get solar energy off the gov subsidies and rebate train in this country (oh, and create jobs here). Silverbird, feel free to weigh in now that I have ungarbled material to work with, you're the acknowledged trade expert on the MB.
http://www.nytimes.com/2009/09/16/opinion/16friedman.html?
Applied Materials is one of the most important U.S. companies you’ve probably never heard of. It makes the machines that make the microchips that go inside your computer. The chip business, though, is volatile, so in 2004 Mike Splinter, Applied Materials’s C.E.O., decided to add a new business line to take advantage of the company’s nanotechnology capabilities — making the machines that make solar panels. Applied maintains a real-time global interaction with all 14 solar panel factories it’s built around the world in the last two years.
Not a single one is in America. Applied sells its solar-panel factories for $200 million each. I suggested a new company motto for Applied Materials’s solar business: “Invented here, sold there.”
The reason that all these other countries are building solar-panel industries today is because most of their governments have put in place the three prerequisites for growing a renewable energy industry: 1) any business or homeowner can generate solar energy; 2) if they decide to do so, the power utility has to connect them to the grid; and 3) the utility has to buy the power for a predictable period at a price that is a no-brainer good deal for the family or business putting the solar panels on their rooftop.
Regulatory, price and connectivity certainty, that is what Germany put in place, and that explains why Germany now generates almost half the solar power in the world today and, as a byproduct, is making itself the world-center for solar research, engineering, manufacturing and installation. With more than 50,000 new jobs, the renewable energy industry in Germany is now second only to its auto industry. One thing that has never existed in America — with our fragmented, stop-start solar subsidies — is certainty of price, connectivity and regulation on a national basis.
right now, our federal and state subsidies for installing solar systems are largely paying for the cost of importing solar panels made in China, by Chinese workers, using hi-tech manufacturing equipment invented in America.
At Applied, making these complex machines requires America’s best, high-paid talent — people who can work at the intersection of chemistry, physics and nanotechnology.
The world is on track to add another 2.5 billion people by 2050, and many will be aspiring to live American-like, high-energy lifestyles. In such a world, renewable energy — where the variable cost of your fuel, sun or wind, is zero — will be in huge demand. China now understands that. China is now creating a massive domestic market for solar and wind, which will give it a great export platform.
In October, Applied will be opening the world’s largest solar research center — in Xian, China. Gotta go where the customers are. So, if you like importing oil from Saudi Arabia, you’re going to love importing solar panels from China.
The point of the article to me is, if we got out of our own way, WE could be the worlds solar energy producers and exporters instead of or at least competitive with China or Germany. They are using our technology and feeding it back to us with finished products. If we changed our policies and regulatory structures to create better incentives for companies like AM to put manufacturing here, and give every day people better incentives than presently exist, to invest in solar for homes or businesses we could not only cut national and personal energy costs, but also provide energy to the grid (provide enough cashflow to reinvest in upgrading/updating the grid?), we could get away from subsidies and rebates and have economically viable domestic solar energy production and use, and better balance of trade, no?