{"id":1560,"date":"2008-11-29T10:05:01","date_gmt":"2008-11-29T10:05:01","guid":{"rendered":"http:\/\/blogs.thesocialmedia.com\/leblogenergie\/2008\/11\/29\/un-sursaut-des\/"},"modified":"2012-07-12T11:09:31","modified_gmt":"2012-07-12T11:09:31","slug":"un-sursaut-des","status":"publish","type":"post","link":"https:\/\/blogs.thesocialmedia.com\/leblogenergie\/2008\/11\/29\/un-sursaut-des\/","title":{"rendered":"Un sursaut des cours des industries renouvelables n&rsquo;indique pas forc\u00e9ment une reprise de l&rsquo;activit\u00e9"},"content":{"rendered":"<p>&nbsp; &nbsp;&nbsp; &nbsp;&nbsp; &nbsp;&nbsp; &nbsp;&nbsp; &nbsp;&nbsp; &nbsp;&nbsp; &nbsp;&nbsp; &nbsp;La remont\u00e9e des cours durant cette semaine a \u00e9t\u00e9 particuli\u00e8rement marqu\u00e9e sur de nombreuses valeurs industrielles, jusque l\u00e0 massacr\u00e9es, \u00e9voluant dans le champ des \u00e9nergies renouvelables. On a vu (FIG.) l&rsquo;am\u00e9ricain SunPower, sur un effet Obama, progresser de 69%. Le norv\u00e9gien REC tr\u00e8s impliqu\u00e9 dans l&rsquo;industrie du Silicium \u00e0 repris 54% et l&rsquo;allemand Q-Cells s&rsquo;est revaloris\u00e9 de 50%. Est-ce pour autant la fin des difficult\u00e9s? Malheureusement il semblerait que la r\u00e9ponse doive \u00eatre franchement n\u00e9gative. Le meilleur exemple est celui du chinois Suntech dont le cours a repris 41% cette semaine, mais dont la chute sur l&rsquo;ann\u00e9e est de 90%. Le Directeur G\u00e9n\u00e9ral de cette Soci\u00e9t\u00e9 vient d&rsquo;informer le monde \u00e9conomique que la moiti\u00e9 de ses usines \u00e9taient arr\u00eat\u00e9es et qu&rsquo;il esp\u00e9rait tout au plus une marge brute d&rsquo;exploitation nulle pour le quatri\u00e8me trimestre. La <u>p\u00e9nurie de commandes<\/u> et la <u>baisse de l&rsquo;euro<\/u> font des ravages dans l&rsquo;industrie photovolta\u00efque. Suntech et bien d&rsquo;autres pensent que le pire est \u00e0 venir, en 2009. <a href=\"http:\/\/blogs.thesocialmedia.com\/leblogenergie\/files\/2012\/07\/boursecours200811d.jpg\"><\/a><img loading=\"lazy\" decoding=\"async\" height=\"343\" alt=\"Boursecours200811d_2\" src=\"http:\/\/blogs.thesocialmedia.com\/leblogenergie\/files\/2012\/07\/boursecours200811d_2.jpg\" width=\"480\"  \/><\/p>\n<p>&nbsp; &nbsp;&nbsp; &nbsp;&nbsp; &nbsp;&nbsp; &nbsp;&nbsp; &nbsp;&nbsp; &nbsp;&nbsp; &nbsp;&nbsp; &nbsp; Les ventes de modules \u00e0 tout prix \u00e0 l&rsquo;Espagne ou \u00e0 l&rsquo;Allemagne font partie du pass\u00e9, les investisseurs attendent une forte chute des prix. Les exc\u00e8s du d\u00e9but de l&rsquo;ann\u00e9e qui entra\u00eenaient un accroissement du prix du Watt install\u00e9 en dollar sont termin\u00e9s. Cette crise du photovolta\u00efque s&rsquo;inscrit dans un cadre plus g\u00e9n\u00e9ral de la crise des industries du silicium et en particulier de celles des m\u00e9moires DRAM. <\/p>\n<p>&nbsp; &nbsp;&nbsp; &nbsp;&nbsp; &nbsp;&nbsp; &nbsp;&nbsp; &nbsp;&nbsp; &nbsp;&nbsp; &nbsp;&nbsp; &nbsp;Pour ce qui est des industries am\u00e9ricaines impliqu\u00e9es dans la production d&rsquo;\u00e9thanol la situation n&rsquo;est gu\u00e8re plus enviable. Les cours de l&rsquo;\u00e9thanol ont \u00e9t\u00e9 entra\u00een\u00e9s dans la chute des cours de l&rsquo;essence. Le r\u00e9sultat est un \u00e9crasement des marges (FIG. aire bleue clair) malgr\u00e9 la baisse des cours du ma\u00efs (FIG. aire rouge) et de l&rsquo;\u00e9nergie (FIG. aire bleue). L&rsquo;industrie de l&rsquo;\u00e9thanol aux Etats-Unis ne peut survivre qu&rsquo;avec un cours \u00e9lev\u00e9 de l&rsquo;essence&#8230;ou avec des subventions f\u00e9d\u00e9rales accrues et index\u00e9es sur ces cours.<a href=\"http:\/\/blogs.thesocialmedia.com\/leblogenergie\/files\/2012\/07\/margethanol1.jpg\"><img loading=\"lazy\" decoding=\"async\" height=\"264\" alt=\"Margethanol\" src=\"http:\/\/blogs.thesocialmedia.com\/leblogenergie\/files\/2012\/07\/margethanol.jpg\" width=\"352\"  \/><\/a><\/p>\n<p>.<\/p>\n<p>.<\/p>\n<p>.<\/p>\n<p>.<\/p>\n<p>.<\/p>\n<p>.<\/p>\n<p>.<\/p>\n<p>.<\/p>\n<p>&nbsp; &nbsp;&nbsp; &nbsp;&nbsp; &nbsp;&nbsp; &nbsp;&nbsp; &nbsp;&nbsp; &nbsp;&nbsp; &nbsp;&nbsp; &nbsp;&nbsp; &nbsp;Les industries impliqu\u00e9es dans les \u00e9nergies renouvelables vont passer de mauvais moments en 2009. Il n&rsquo;est pas s\u00fbr que la volont\u00e9 politique soit suffisante pour inverser la tendance \u00e0 la d\u00e9gradation actuelle, \u00e0 moins de fixer par la loi des quotas de production d&rsquo;\u00e9lectricit\u00e9 d&rsquo;origine renouvelable, \u00e0 tout prix, comme c&rsquo;est d\u00e9j\u00e0 le cas dans certains Etats am\u00e9ricains.<\/p>\n<p>Le 29 Novembre 2008.<\/p>\n<p>&#8211;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>&nbsp; &nbsp;&nbsp; &nbsp;&nbsp; &nbsp;&nbsp; &nbsp;&nbsp; &nbsp;&nbsp; &nbsp;&nbsp; &nbsp;&nbsp; &nbsp;La remont\u00e9e des cours durant cette semaine a \u00e9t\u00e9 particuli\u00e8rement marqu\u00e9e sur de nombreuses valeurs industrielles, jusque l\u00e0 massacr\u00e9es, \u00e9voluant dans le champ des \u00e9nergies renouvelables. On a vu (FIG.) l&rsquo;am\u00e9ricain SunPower, sur un effet Obama, progresser de 69%. Le norv\u00e9gien REC tr\u00e8s impliqu\u00e9 dans l&rsquo;industrie du [&hellip;]<\/p>\n","protected":false},"author":341,"featured_media":10988,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[],"class_list":["post-1560","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-actualites"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Un sursaut des cours des industries renouvelables n&#039;indique pas forc\u00e9ment une reprise de l&#039;activit\u00e9 - leblogenergie.com<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/blogs.thesocialmedia.com\/leblogenergie\/2008\/11\/29\/un-sursaut-des\/\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:title\" content=\"Un sursaut des cours des industries renouvelables n&#039;indique pas forc\u00e9ment une reprise de l&#039;activit\u00e9 - leblogenergie.com\" \/>\n<meta name=\"twitter:description\" content=\"&nbsp; &nbsp;&nbsp; &nbsp;&nbsp; &nbsp;&nbsp; &nbsp;&nbsp; &nbsp;&nbsp; &nbsp;&nbsp; &nbsp;&nbsp; &nbsp;La remont\u00e9e des cours durant cette semaine a \u00e9t\u00e9 particuli\u00e8rement marqu\u00e9e sur de nombreuses valeurs industrielles, jusque l\u00e0 massacr\u00e9es, \u00e9voluant dans le champ des \u00e9nergies renouvelables. 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