again, thanks to Jan814 for his eloquent writing and posting the potential of APWR for China Wind Power potential::: THANKS!
Let’s talk about the “dream event”. Let us say that APWR has solved or solves the component flow problem. The logistics problem (shipping, handling, import laws, etc.) for big components may have already been solved. Fuhrlander/Norwin could be stepping up production of turbine components in behalf of APWR. The gearbox shortage should be resolved with the help of the GE/APWR new gearbox plant. The flow of parts from component suppliers like Jiangsu Miracle has to help.
Let’s also say that APWR delivers the two 2.7mw turbines to Jinzhou Jinxia New Energy Co. and they are installed at the Daxinglong Mountain Wind Power Generation Plant and they perform as advertised. APWR has thus proved that their version of the Fuhlander 2.7mw turbine is not only the real deal, but APWR has now established itself as the only mass producer of the largest land based turbine available in China, in a country whose government is:
1) Insisting on the use of big turbines over small.
2) Favoring China turbine manufacturers almost at the total exclusion of foreign manufacturers.
3) Committed to the rapid expansion of wind power on a scale not seen anywhere else in the world. The Pickens wind farm in Texas was to be the worlds largest wind farm. The Gansu wind project in Jiuquan City, (construction to start this month) will be five times the size of the Pickens farm and eventually ten times bigger than the Pickens farm. Construction cost of Gansu will be $17.6 billion.

As you all know, china plans to build 7 massive wind power bases, each with a MINIMUM capacity of 10gw. That is 10000mw or 3704 of the APWR 2.7mw units. Since the Shanyang plant can produce 300 big turbines annually, that computes to over 12 years of production at capacity (around $1 billion per year). And there are 7 of these farms planned with possibly more to come. China has to have these turbines.
So can we dream that the Alliance gets a contract for just one of these massive wind farms or some portion of several of these farms? Who else can provide big turbines, in mass, in China? APWR would supply the big turbines (no one else can) under the umbrella of the Alliance and recoup all their costs plus generate and keep a handsome net profit. Perhaps another member of the Alliance would install the turbines getting their cost plus profit, and a third member would provide maintenance on the turbines with a reasonable profit. All members (the three mentioned plus the other members) would get their share of the administrative profit (including APWR) in accordance with their ownership position of the Alliance. Some of the administrative profit will be retained by the Alliance for working capital, but we just don’t yet know how money will flow through the Alliance and to its members.

some people can write and then there is Jan814 from the yahoo board:::
A contract for the kind of “dream event” mentioned above would highlight APWR on the corporate world map and would turn the stock price movement into a stampede.
None of us know how all of this will turn out. We don’t have crystal balls. But we do know that APWR is the biggest provider of DPG systems and has a near worldwide monopoly position in the 25mw to 400mw DPG business. And it now has the Alliance for bigger projects. Not only are new DPG contracts being booked at a fast pace, but many of those contracts are in warmer climates where work can continue all year long. We must also remember that a wind turbine or a wind farm, no matter how large, when connected to a localized grid, is a DPG system.
We also know APWR is positioning itself to be a dominant player in the production of wind turbines. They are producing the biggest turbines, at the biggest turbine plant in China, in the most populated country in the world, and in a country that has a bigger need for alternative energy than does any other country. They have the backing of the Chinese government, Chinese universities, and a host of corporate partners. And let us not forget that the new GE/APWR gearbox plant will be the biggest gearbox plant in all of China.
The potential is enormous.
Progress at APWR has been slower than hoped for. An economic downturn has hampered the DPG business, and a component shortage problem has troubled the turbine business. Even though difficulties with customer financing for some APWR projects has dampened performance, demand for APWRs products and services are undiminished.
As China leads the world back to economic stability, APWR will position itself in the big league of alternative energy. And it will attract big league audiences. With a low stock float, those big audiences will move the stock price.
The Shadow tells me that this pot of gold is not far off. And The Shadow knows everything.
As always, all of the above is just one opinion.
Jan
THANKS for the elequent use of the English language in expressing the POTENTIAL!

BEIJING (AFP) – China is aiming to build a huge wind farm in the northwest by 2020 that will have energy capacity similar to the gigantic Three Gorges Dam, a senior official said Thursday.

Feng Jianshen, a vice governor of Gansu province, told reporters that the province planned to expand the installed capacity of its wind power base to more than 20 gigawatts in 11 years, more than 10 times the current level.

“Gansu will have built a ‘Three Gorges on the land’ by then,” he said, referring to the country’s 23-billion-dollar dam that spans the middle reaches of the Yangtze River.

The dam, the biggest hydro-electrical project in the world, currently has 26 generators with a capacity of 18.2 gigawatts, which will eventually rise to 22.4 gigawatts when six more generators are added.

One of the world’s largest greenhouse gas emitters alongside the United States, China now depends on coal for nearly 70 percent of its total energy consumption.

The government has said it aims to rely more on cleaner ways to power its economic growth, with the development of wind power a focus.

It has set a target to install 100 gigawatts of wind power capacity by 2020, likely making the country the world’s fastest growing market for wind energy technology.

Zhang Guobao, head of China’s National Energy Administration, said last year that the government would build several “Three Gorges of wind power” by 2020 in provinces and regions including Inner Mongolia, Xinjiang, Gansu and Jiangsu.