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	<title>Comments on: Solar Stocks On A Roll</title>
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	<link>http://cleantechnica.com/2013/05/29/solar-stocks-on-a-roll/</link>
	<description>Clean Tech News &#38; Views: Solar Energy News. Wind Energy News. EV News. &#38; More.</description>
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		<title>By: Zachary Shahan</title>
		<link>http://cleantechnica.com/2013/05/29/solar-stocks-on-a-roll/#comment-163762</link>
		<dc:creator><![CDATA[Zachary Shahan]]></dc:creator>
		<pubDate>Thu, 30 May 2013 11:55:00 +0000</pubDate>
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		<description><![CDATA[Good, succinct summary!]]></description>
		<content:encoded><![CDATA[<p>Good, succinct summary!</p>
]]></content:encoded>
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		<title>By: James Wimberley</title>
		<link>http://cleantechnica.com/2013/05/29/solar-stocks-on-a-roll/#comment-163687</link>
		<dc:creator><![CDATA[James Wimberley]]></dc:creator>
		<pubDate>Wed, 29 May 2013 22:47:00 +0000</pubDate>
		<guid isPermaLink="false">http://cleantechnica.com/?p=52254#comment-163687</guid>
		<description><![CDATA[I&#039;ve been making optimistic comments  on blogs like this for a while on 2013. The Bayesian prior is that the historic growth trend (40% per annum) and experience curve (22% price drop per doubling) will continue. 2011 was above trend on volume, 2012 below it, and both were below trend on price; so you&#039;d expect 2013 to revert to decent growth and steadier prices. The more specific factors supporting the presumption are the rebalancing of the global  PV market away from Europe towards Asia, its broadening to include new countries like Mexico and South Africa, and the gradual extrication of the industry from dependence on subsidies and policy shifts as grid parity arrives. Note that the reported numbers will get less reliable: you can believe German statistics, less so Indonesian and Mexican rooftop ones.]]></description>
		<content:encoded><![CDATA[<p>I&#8217;ve been making optimistic comments  on blogs like this for a while on 2013. The Bayesian prior is that the historic growth trend (40% per annum) and experience curve (22% price drop per doubling) will continue. 2011 was above trend on volume, 2012 below it, and both were below trend on price; so you&#8217;d expect 2013 to revert to decent growth and steadier prices. The more specific factors supporting the presumption are the rebalancing of the global  PV market away from Europe towards Asia, its broadening to include new countries like Mexico and South Africa, and the gradual extrication of the industry from dependence on subsidies and policy shifts as grid parity arrives. Note that the reported numbers will get less reliable: you can believe German statistics, less so Indonesian and Mexican rooftop ones.</p>
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