Mr. Dirk Morbitzer

Managing Director, Renewable Analytics, LLC

GLG News by Mr. Dirk Morbitzer, Managing Director

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.

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Mitsubishi in line with new trend of buying sales pipeline

March 10, 2009

Analysis of:Mitsubishi takes stake in Acciona solar firm | www.reuters.com

The acquisition of parts of Acciona is in line with the action other companies are undertaking to secure their sales pipelines.

Expect Volatile Quarters

August 6, 2008

Analysis of:LA CNE APRUEBA LA PROPUESTA DE INDUSTRIA PARA EL SECTOR FOTOVOLTAICO | www.enervia.com

The new Spanish Feed In Tariff (FIT) - if passed by the government will have significant impacts on the global PV Industry. As the Spanish market will be significantly smaller than in previous years all the modules that are produced and were designated for the Spanish market will need to find new markets. Developing new markets will be the key challenge for PV module producers around the globe.

Changes in European Regulation will create volatile Quarters

July 28, 2008

Analysis of:Solar PV Builds Momentum Across Europe | www.renewableenergyworld.com

The recent changes in the German Feed In Tariffs (expected) and the steep proposed cuts by the Spanish Government (rather unexpected) will create volatile market conditions around the globe. At the same time as significant additional production capacities are added along all steps of the PV supply chain the second biggest market (Spain) will drop its demand significantly - if the proposed regulation is enacted.

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