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A New Business Model for the Solar industry
The Transverter could impact it. Please read carefully:
http://money.cnn.com/2011/09/27/markets/thebuzz/index.htm
Everything In the past I have tried to articulate the current situation
with the Solar market and how the they say about the failed Solar business
models is right on but they completely miss the strongest point. The
current Solar market is based on Grid-Tied Solar which, by its very
design, can only work as long as it is insignificant. When all of the
solar initiatives and support programs for Solar were passed, Solar was,
indeed, very much insignificant. Now that these programs have been in
place for a while Solar is starting to become significant and causes grid
instability that has to be addressed by installing expensive, polluting,
high maintenance, fossil fuel driven, peaker plants to absorb the dynamics
introduced by Solar with a quick enough response time to stabilize the
grid. This is no secrete and every grid company on the planet understands
this. The only reason that the Grid-Tied solar initiatives were passed in
the first place is because the grid companies were not very good at
articulating the problem. This is driving the older players, like Spain
and Germany, to cut back on the programs.
Check out this link:
http://shareholdersunite.com/2011/10/02/feed-in-tariffs-economic-consequences/
This just goes on and on and substantiates the overwhelming need driving a
new business plan for the Solar Industry. The things I have talked about
for years are happening now. As opponents to renewables look for weapons
to use to influence governments to drop the Solar initiative programs this
will be a very strong, technologically sound, argument. This, added to
everything in the link above creates a very strong need for a new business
model for the Solar industry.
Look at this comparison:
OLD BUSINESS MODEL SYSTEM
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Boulder Grid-tie, 3,680 w Solar, 552
kWh solar per month
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QUANTITY
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COST
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EXTENDED
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CS6P-230-P 230 Watt Solar Panel
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16
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$ 464
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$
7,424
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Grid-Tie Inverter 4,000 Watt
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1
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$ 2,072
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$
2,072
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Hardware, wires and other B.O.S.
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|
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$
2,000
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|
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TOTAL
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$ 11,496
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NEW BUSINESS MODEL SYSTEM (TRANSVERTER
BASED)
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Boulder 4 kW UPS, 1,840 w Solar, 276
kWh solar per month
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QUANTITY
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COST
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EXTENDED
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CS6P-230-P 230 Watt Solar Panel
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8
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$ 464
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$
3,712
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TRANSVERTER POWER MODULE 2000W
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2
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$ 2,000
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$
4,000
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TRANSVERTER REMOTE PANEL
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1
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$ 200
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$
200
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TRANSVERTER T13X (Demand Response &
AMI)
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1
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$ 600
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$
600
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MK S31-SLD-G 12 V 108AH BATTERIES
GEL
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6
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$ 262
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$
1,572
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Hardware, wires and other B.O.S.
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|
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$
1,494
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TOTAL
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$ 11,578
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You will notice that they both cost about the same. Now look at the
comparison:
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OLD BUSINESS
MODEL
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NEW BUSINESS
MODEL
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PRICE
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$11,496
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$11,578
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SOLAR POWER
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3,680 Watts
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1,840 Watts
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|
% SOLAR
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65%
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32%
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UPS
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NO
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4,000 Watts
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GRID INTERACTIVE
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INTO GRID ONLY
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BOTH WAYS
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ENERGY STORAGE
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NONE
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7.7 kWh
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AUTOMATIC DEMAND
RESPONSE
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NONE
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6 30 AMP
CIRCUITS 20% REDUCTION TYPICAL
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AUTOMATIC SURGE
ASSIST
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NONE
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4,000 Watts
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AUTOMATIC POWER
FACTOR COMPENSATION OF LOADS
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NONE
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4,000 Watts
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MONITOR AND
CONTROL OF ENTIRE GRID SERVICE
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NONE
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INTEGRATED WITH
DATALOGGING
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REDUCTION IN
GRID SERVICE
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NONE
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100 AMP -> 50
AMP TYPICAL
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COMMUNITY ENERGY
STORAGE
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NONE
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RULE BASED
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SMART GRID
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NONE
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COMPLETELY
IMPLEMENTED AUTONOMOUSLY
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ENERGY PRODUCED
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9 - 18 KWH PER
DAY
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4.5 - 9.0 KWH
PER DAY
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AUTOMATIC DEMAND
REDUCTION
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NONE
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8 KWH PER DAY
TYPICAL
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TOTAL
ENERGY SAVINGS
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9 - 18
KWH PER DAY
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12 -
17 KWH PER DAY
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SCALABILITY
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1% -
15% MAXIMUM
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INFINITELY SCALABLE
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ENERGY
SECURITY
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NONE
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FUNCTIONAL LIVING INDEFINITELY
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Solar now has a smaller piece of the pie.
However, now the pie is much much bigger.
The collapse of Evergreen Solar and Solyndra, and now Sterling Energy
Systems, really drives the point home and shatters the dreams of new green
jobs for America. In short, the solar industry needs a new business model
that doesn't rely on government incentives or handouts. That is what we
are doing, selling a new business model. The idea is to replace the old,
two value, solar equation (energy produced + government handout) with a
fat equation with very many values like UPS, Energy Security, Smart Grid,
Integrated Energy Storage, Islanding Capability, Power Factor
Compensation, Surge Assist, Making the Whole World a Laboratory, Advanced
Automatic Demand Response, Smart Energy management & Reduction, etc., etc.
Transverter at Solar Power International 2011

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