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Could you spell out what doesn't match? Because I looked though your links, and the only mismatch I could find was with Wikipedia's undersampled data for PV farms under 20 MW.
many of these projects on the list you have are still in the construction phase
Nope. The Spanish solar market collapsed at the end of 2008, remember? This is also reflected in that list.
the government should be shelling out cash at the rate imagined here
The government doesn't shell out cash for feed-in tariffs. (I think we had this debate, too.) You had a better argument with industrial electricity rates, but it still doesn't sound convincing: if that's the problem, then it's industrial rates that shall be changed, not minute differences in production price (which are driven by marginal producers anyway, as Jérôme often reminds us).
there's general agreement that the targeted cut in the FiT was a good call.
I did a detailed discussion of the pros and cons of the Spanish feed-in law and the rate cut in your previous diary, won't repeat it all here; I will just add comments after re-quoting something Crazy Horse posted in the same thread:
Spanish PV After the Crash | Renewable Energy World
There is also more emphasis on household systems. Prior to the crash, vast and somewhat controversial ground-mounted arrays made up the bulk of installations. These may now be a thing of the past. "The current support scheme is better for rooftop and domestic systems than the former one. We are now trying to introduce net metering to the support scheme and the government likes the idea," wrote Diaz. Indeed, in a sunny country like Spain, a FIT of 0.32 is enough to make an installation affordable to households and up-to-date figures from ASIF suggest 2010 will see some 600 MW installed. Similarly, the European Photovoltaic Industry Association estimates that this market could continue to add around 375-500 MW a year until 2013, which would keep Spain as one of the top global markets, and enable PV to generate 4%-4.5% of the national electricity demand (equating to roughly 20% of domestic household electricity demand).
There is also more emphasis on household systems. Prior to the crash, vast and somewhat controversial ground-mounted arrays made up the bulk of installations. These may now be a thing of the past.
"The current support scheme is better for rooftop and domestic systems than the former one. We are now trying to introduce net metering to the support scheme and the government likes the idea," wrote Diaz.
Indeed, in a sunny country like Spain, a FIT of 0.32 is enough to make an installation affordable to households and up-to-date figures from ASIF suggest 2010 will see some 600 MW installed. Similarly, the European Photovoltaic Industry Association estimates that this market could continue to add around 375-500 MW a year until 2013, which would keep Spain as one of the top global markets, and enable PV to generate 4%-4.5% of the national electricity demand (equating to roughly 20% of domestic household electricity demand).
Even so, the big collapse of the market also ensured that the development of local manufacturing base as seen in Germany was stalled. There was indeed a bubble to burst, but it could have been done with a lesser shock and a more focused redirection from greenfield to to rooftop (for example by having separate feed-in rates for them). *Lunatic*, n. One whose delusions are out of fashion.
A lot of this is in Spanih, but the bottom line is that the documents that the government produces are insistent that small producers are taking the majority of the FiT. I think that the issue is that they are putting that larger installations, i.e. those in the 2-3 MW range, in the small category.
I also get the point about the merit order effect, but I still think that the rate at which solar PV was being paid out was so high that it wasn't going to create returns for consumers in the short term. If the point is to subsidize research and development costs, then I don't see why there would be support for small scale installations, at this point. Putting the focus on creating economies of scale would reduce unit costs quicker.
Also, thinking less in terms of energy, and more in terms of industrial development, I think that the linkages between solar PV and existing industries in Spain much weaker than for either Solar thermal or Wind. It's simply that solar PV doesn't present the same opportunities to find new uses for old industrial capacity that those other two do. For example, solar thermal uses large amounts of high quality glass, which creates new product lines for existing manufacturers supplying the auto industry.
I think it's that point, that beyond the energy issue there's this point about how well new technologies fit in with existing industries, so that you can help keep firms afloat and putting their products into new fields, that I'm not communicating well.
Alas, I'm supposed to be finishing up something non-ET right now, so I'm trying to be brief. And I'll give my consent to any government that does not deny a man a living wage-Billy Bragg
Ah, that could be the root of the misunderstanding. But a specific link/pointer would be good (I can use Google translate if I can't guess the meaning).
Also, thinking less in terms of energy, and more in terms of industrial development
I addressed the issue of industrial development directly at the end of my comment. The PV industry is not nonexistent in Spain, but it was stopped in its growth; again quoting Crazy Horse's article:
In 2008 Spanish companies like Isofóton and BP Solar manufactured 500 MW of solar equipment and exported 70 MW. Figures for 2009 are still being compiled, but it is clear that exports are higher and manufacturing is recovering.
For example, solar thermal uses large amounts of high quality glass
So does PV. Solar panels consist of multiple solar cells enclosed in a protective frame, and the Sun-side is usually thick high-quality glass. (2GW of solar panels means c. 20 km² of glass.) *Lunatic*, n. One whose delusions are out of fashion.
I addressed the issue of industrial development directly at the end of my comment. The PV industry is not nonexistent in Spain, but it was stopped in its growth
I'm not seeing that in the things at I've read. Part of that may be that I'm heavily focused on the Basque region.
Ideally, though, I like to think of the "new energy" economy plugging into the existing one, and drawing things closer together.
Imagine the idea of hyperlinks, but replacing these with supplier relationships between firms. The more heavily crossreferencing these links, the harder it is to get the same sort of efficiencies elsewhere. So production is tied to a static location instead of globe trotting in search of cheap labor.
When you have a concentration of firms that need, for example, superclear glass, there's going to be a larger local market, and lower unit costs. Shared supplier bases mean that no one firm has to bear the cost of keeping these specialized suppliers afloat. And they don't have to worry about having to locate someone who can make that type of class on an ad hoc basis. The concentration of demand means that you can have firms specialize, but the large number of purchasers means that they aren't dependent on any one buyer. Thus, the firms in the cluster support one another's existence.
This is obviously not neoliberal economics, but it is part of my dissertation. Now I just have to figure how to get to Spain for research...... I suppose I can always got the teaching English in Spain route...... And I'll give my consent to any government that does not deny a man a living wage-Billy Bragg
Well indeed, Isofotón is in Málaga, and BP Solar near Madrid. But there was a lot of room to expand production capacity from a mere 500 MW a year, and there is again the German example: the new solar industry, while it originated in the Southwest, flourished especially in the former East German industrial regions. *Lunatic*, n. One whose delusions are out of fashion.
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