{"id":57,"date":"2011-12-25T06:00:18","date_gmt":"2011-12-25T06:00:18","guid":{"rendered":"http:\/\/blogs.thesocialmedia.com\/leblogenergie\/2011\/12\/25\/total-cantonne-son-activite-solaire-tenesol-chez-sunpower\/"},"modified":"2012-07-12T12:37:59","modified_gmt":"2012-07-12T12:37:59","slug":"total-cantonne-son-activite-solaire-tenesol-chez-sunpower","status":"publish","type":"post","link":"https:\/\/blogs.thesocialmedia.com\/leblogenergie\/2011\/12\/25\/total-cantonne-son-activite-solaire-tenesol-chez-sunpower\/","title":{"rendered":"Total cantonne son activit\u00e9 solaire Tenesol chez SunPower"},"content":{"rendered":"

\"REC-Q3-2011b\"<\/a> Rien ne va plus dans le solaire photovolta\u00efque occidental \u00e9trangl\u00e9 par la surproduction mondiale de modules et le dumping de la concurrence asiatique. L'am\u00e9ricaine Solyndra largement financ\u00e9e par de DOE a jet\u00e9 l'\u00e9ponge, les allemandes Solon et Solar Millenium se sont plac\u00e9es en cessation de paiement, BP a officiellement interrompu ses derni\u00e8res activit\u00e9s financi\u00e8res et commerciales dans le domaine, Bosch qui fait construire une usine de modules solaires en Malaisie, vient d'absorber l'allemande Conergy…et bien s\u00fbr tout cela n'est qu'un d\u00e9but en attendant des nouvelles de la profession plus saignantes encore.<\/p>\n

 Total qui d\u00e9tient 60% de l'am\u00e9ricaine SunPower vient de d\u00e9cider de cantonner son activit\u00e9 "europ\u00e9enne" Tenesol chez SunPower en lui c\u00e9dant l'activit\u00e9 en \u00e9change 6% de plus du capital de SunPower. Cette consolidation va dans le sens d'une plus grande efficacit\u00e9 pour l'activit\u00e9 globale solaire chez Total mais il para\u00eet difficile de croire que les activit\u00e9s occidentales dans le photovolta\u00efque pourront survivre sans protection douani\u00e8re \u00e0 l'entr\u00e9e des modules asiatiques (taxes et\/ou quotas)<\/strong><\/span>.<\/p>\n

 March\u00e9 scandaleusement subventionn\u00e9 par des tarifs artificiels de rachat de l'\u00e9nergie \u00e9lectrique qui a provoqu\u00e9 dans un climat de bulle affairiste des d\u00e9veloppements artificiels de capacit\u00e9s de production partout dans le monde. Un retour \u00e0 un peu plus de r\u00e9alisme en Europe, amorc\u00e9 en Espagne d\u00e8s 2008 puis se g\u00e9n\u00e9ralisant, met en p\u00e9ril de larges pans de la fili\u00e8re amont de production de modules et en premier lieu ceux implant\u00e9s en Europe.<\/p>\n

 Un futur cas d'\u00e9cole de Business School pour illustrer les effets pervers d'une trop forte intervention des \u00c9tats, politiquement manipul\u00e9s par l'id\u00e9ologie Verte, sur le d\u00e9veloppement d'un march\u00e9 artificiel tenu \u00e0 bout de bras par des subventions ou des r\u00e8glements imposants des quotas. Il n'y a rien \u00e0 attendre de bon d'un march\u00e9 de masse photovolta\u00efque non rentable. Nul doute qu'il le deviendra un jour, dans les pays ensoleill\u00e9s, \u00e0 faibles prix de main d\u2019\u0153uvre, disposant d'un r\u00e9seau \u00e9lectrique et de centrales thermiques en support…avec des modules Made in Malaysia. La Californie et ses d\u00e9serts r\u00e9pondent sensiblement \u00e0 ce cahier des charges.<\/p>\n

LIRE le papier de Bloomberg sur le sujet.<\/a><\/p>\n

Le 25 D\u00e9cembre 2011<\/p>\n

 <\/p>\n","protected":false},"excerpt":{"rendered":"

 Rien ne va plus dans le solaire photovolta\u00efque occidental \u00e9trangl\u00e9 par la surproduction mondiale de modules et le dumping de la concurrence asiatique. L'am\u00e9ricaine Solyndra largement financ\u00e9e par de DOE a jet\u00e9 l'\u00e9ponge, les allemandes Solon et Solar Millenium se sont plac\u00e9es en cessation de paiement, BP a officiellement interrompu ses derni\u00e8res activit\u00e9s financi\u00e8res et […]<\/p>\n","protected":false},"author":341,"featured_media":23103,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10],"tags":[],"class_list":["post-57","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-solaire"],"yoast_head":"\nTotal cantonne son activit\u00e9 solaire Tenesol chez SunPower - 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\/2011\/12\/25\/total-cantonne-son-activite-solaire-tenesol-chez-sunpower\/\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:title\" content=\"Total cantonne son activit\u00e9 solaire Tenesol chez SunPower - leblogenergie.com\" \/>\n<meta name=\"twitter:description\" content=\" Rien ne va plus dans le solaire photovolta\u00efque occidental \u00e9trangl\u00e9 par la surproduction mondiale de modules et le dumping de la concurrence asiatique. 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