4 ms·
A rather biased source for sure but last years first solar analyst day presentation had an interesting remark regarding the duck curve. See page 3 of http://in
by jerven 8y ago
A rather biased source for sure but last years first solar analyst day presentation had an interesting remark regarding the duck curve. See page 3 of http://investor.firstsolar.com/static-files/2c0866ad-c821-49f6-a212-bb3d9816db9d http://investor.firstsolar.com/static-files/2c0866ad-c821-49...
But yes it is going to be harder and harder to compete with solar in a supply priced market.
- tomp 8y agoIs that file available anywhere else? I get "Access Denied".
- jerven 8y agoIt is the technology update from last (2017) first-solar analyst day. Page 4. Key part for the duck curve discussion is that there is a big duck curve on a low load day in May but no such duck curve on a high load day in August. Then they talk about how their solar is starting to be dispatchable (market wise) by curtailing production. I.e. if they commit to sell 80% of their production then 20% of it becomes available as dispatch able power. That only makes sense if the solar power is cheap enough. Which it is does in some situations in some markets.
- baud147258 8y agoThere's no content on page 3...
- jerven 8y agoSorry page 4.