On Tuesday, First Solar
Reuters noted that First Solar's entry into the DII "came as something of a surprise to analysts." Well, clearly those analysts need to read more Abu Dhabi newspapers. In January, I alerted Fools to a report that haze and dust were causing problems for CSP (concentrating solar power) installations undergoing testing in the emirate. This led me to consider the possibility of PV players like First Solar and Suntech Power
In its release, First Solar pointed to its experience with desert conditions in the United States and the United Arab Emirates. That includes the El Dorado plant built for Sempra Energy
In addition to First Solar's thin-film technology, which appears to perform well in desert conditions, the company also brings valuable project development experience to the DESERTEC table. This engineering/construction angle is one that's becoming more prominent in other solar businesses like SunPower
There is nothing surprising about this company joining the DESERTEC initiative. Wherever there are large-scale deployment opportunities, you can expect to see First Solar making a play.