Solar power : Darkest before the dawn

April 24, 2012

Solar power : Darkest before the dawn / K. Aanesen, S. Heck & D. Pinner. MacKinsey & Company, April 2012, 16 p.

http://www.mckinsey.com/Client_Service/Sustainability/Latest_thinking/%7E/media/McKinsey/dotcom/client_service/Sustainability/PDFs/SRP_solar.ashx

Has the solar-power industry lapsed into a classic cycle of boom and bust after a decade of unprecedented growth? It might appear so. As years of government subsidies boosted the global installed capacity of solar-photovoltaic (PV) modules and dramatically cut prices, new producers, including China, rushed into the market, prompting oversupply and pressure on margins that threaten many pioneering players. Demand today isn’t keeping up with supply, and governments continue to scale back support as they cope with the aftermath of the economic crisis… more (© MacKinsey)

–> A ce propos :

L’éclaircie au bout du tunnel pour l’énergie solaire, la Tribune.fr, 23/04/2012 http://www.latribune.fr/green-business/l-actualite/20120419trib000694442/l-eclaircie-au-bout-du-tunnel-pour-l-energie-solaire-.html

Le secteur traverse une très mauvaise passe, mais un rapport de McKinsey affirme que dans moins de dix ans, les entreprises qui auront passé le cap proposeront des prix compétitifs avec ceux des énergies conventionnelles…


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Posted in: Articles de recherche, working papers, rapports, thèses, Thématique Energie

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