The Solar Value Chain: a Study in Competitive Destruction
SolUnesco presented at the New York InfoCast Energy Project Finance conference December 10th. Our presentation the Economics of Renewable Energy Business Models focused on the trends impacting margins along the value chain. If you have earned a living in solar for more than a few years, you have seen innovation, unsustainable margins and then dramatic margin compression. I don’t think anyone is surprised given low barriers to entry and generally commodity like products and services. The presentation (click here) makes