L R AS Published on Monday 11 December 2023 - n° 469 - Categories:News of the Month
What to remember this week to 10 December 2023
Highlight :
Major programmes to increase production capacity are now coming on stream. Already, overproduction has led to a fall in the price of silicon for wafers, cells and panels. Many commentators are predicting a price war, sales at a loss to free up stocks, and multiple bankruptcies.
This situation makes sense in a Western context, but not in China. On the contrary, we can expect a rapid recovery in the photovoltaic sector.
A look at the optimism of Chinese photovoltaic manufacturers
1st important point :
The Chinese are continuing to fill European warehouses with panels that they are unable to sell.
. 92 GW exported to Europe in ten months, for an annual installation volume of 60 GW
2nd secondary point :
. this discovery eliminates an expensive component with an unstable battery supply
. A cobalt-free lithium-ion battery
3rd point (subsidiary) :
We don't realise it enough, but an economy is made up of interdependencies. Rebuilding an economic sector (PV) requires attention to many details
. We can already see the limits of the American law on reducing inflation.
Other interesting points : .
.The ten largest developers over the period mid-2022 / mid-2023: six European!
