UPDATE: First Solar: US Solar Incentives Must Be Raised
30 April 2009 - 8:47AM
Dow Jones News
First Solar Inc. (FSLR) Chief Executive Michael Ahearn said
United States federal incentives for solar power need to be
increased in order to facilitate the long-term health of the
industry.
"The incentive from the federal government needs to be higher
than it is today," Ahearn said in a conference call to discuss the
company's first-quarter results. "The states are not in a position
to fill the subsidy gap."
Ahearn, who has served as First Solar's CEO since 2000, outlined
several areas where better public policy initiatives would help in
establishing a domestic market for solar. More focus, he said,
needs to be put on energy transmission and facilitating low-cost
project financing.
First Solar said Wednesday that the board of directors is
conducting a search for a new CEO. Ahearn will remain at the
company to focus on public policy and programs related to the solar
industry.
A current program, known as the solar investment tax credit, is
"extremely inefficient," Ahearn said, adding that another program
providing loan guarantees "is not going to be particularly useful"
as presently structured.
As part of the stimulus bill signed earlier this year, the
federal government approved around $60 billion in loan guarantee
authority and $30 billion in energy grants for renewable energy and
transmission companies. Congress has also granted a 30%
renewable-investment tax credit to help expand the development of
alternative sources of energy.
First Solar shares were recently up 14%, to $172.17. The
company, which makes thin-film solar modules, earlier reported
first-quarter results that easily topped Wall Street
expectations.
The solar energy market in the U.S. is small but growing, and
many expect it to eventually replace Germany as the world's largest
solar market. Currently, solar power remains more expensive than
most non-renewable energy sources, such as coal and natural gas,
and as such needs government help to be cost competitive.
Meanwhile, many solar panel makers, such as SunPower Corp.
(SPWRA) and SunTech Power Holdings Co. (STP) have seen sales
plummet, because tight lending conditions have choked off credit to
fund solar projects. And an oversupply of panels led to lower
prices, cutting into earnings.
First Solar's cheap, but low-efficiency modules are faring
batter in the downturn, and with a strong balance sheet, First
Solar is now helping finance some small projects.
-By Jerry A. DiColo; Dow Jones Newswires; 201-938-5670;
jerry.dicolo@dowjones.com