AS Published on Monday 23 January 2023 - n° 431 - Categories:PV Watch
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L R AS Published on Monday 16 January 2023 - n° 430 - Categories:News of the Month
This week's highlights, as of 15 January 2023
The most important point: the world of photovoltaics has changed dramatically
In just a few weeks, the world of photovoltaics has changed dramatically. The fall in the price of silicon is sustainable and will be profound. It will have repercussions for the entire industry. The drop in prices will boost global demand. At the same time, China is playing its role as world leader in photovoltaics. We can bet that it will be cooperative, diligent and a good supplier. Industrialists will be Chinese lovers!
A look at the historic decline in silicon and therefore panels in 2023
1st important point In France
- a limited and more targeted offer, hence the Successful PP2 tender (in France)
- Finally, we have some information about the PV situation in France. It comes from Enerplan: many large solar projects in France had to be postponed in the second half of the year
- The connection statistics for the third quarter: Connections in France in Q3 2022
2nd secondary point The economic situation in the sector
- Falling demand for solar wafers causes prices to fall further
- Silicon prices have plummeted since mid-December
- The recent evolution of the silicon price
- What retailers and manufacturers are expecting in 2023 according to pvXchange
AS Published on Monday 16 January 2023 - n° 430 - Categories:PV Watch
A look at the historic decline in silicon and therefore panels in 2023
In just a few weeks, the world of photovoltaics has changed dramatically. The fall in the price of silicon is lasting and will be profound. It will have repercussions for the entire industry. The drop in prices will boost global demand. At the same time, China is playing its role as world leader in photovoltaics. We can bet that it will be cooperative, diligent and a good supplier. Industrialists will be Chinese lovers!
L R AS Published on Tuesday 20 December 2022 - n° 429 - Categories:PV Watch
This week's highlights, as of 18 December 2022
The bottom line
The last 30 months have seen a surge in the price of silicon and talk of a silicon 'shortage', although panel production has risen significantly between 2020 and 2021, and has risen sharply again in 2022. The last 30 months have been marked by a surge in silicon prices and talk of a silicon 'shortage', although panel production rose significantly between 2020 and 2021, and has risen sharply again in 2022. This movement has barely been completed (silicon and panel prices are still at their highest) and reactions are already emerging to prevent photovoltaic installers from being taken hostage by Chinese manufacturers and to prevent such a situation from recurring. It is worth looking back at the recent past and analysing the measures taken that will have a lasting impact on the photovoltaic sector.
AS Published on Tuesday 20 December 2022 - n° 429 - Categories:PV Watch
A look at the consequences of the silicon 'shortage
The last 30 months have been marked by a surge in silicon prices and talk of a silicon 'shortage', although panel production rose significantly between 2020 and 2021, and has risen sharply again in 2022. This movement has barely been completed (silicon and panel prices are still at their highest) and reactions are already emerging to prevent photovoltaic installers from being taken hostage by Chinese manufacturers and to prevent such a situation from recurring. This is worth looking back at the recent past and analysing the measures taken.
L R AS Published on Tuesday 13 December 2022 - n° 428 - Categories:News of the Month
This week's highlights, as of 11 December 2022
The most important point
The future of the new reindustrialisation plan will only be clear if we know how the European Commission is acting. During the first year of its presidency, it has often asserted, often occupied the podium, regularly changed its plans and announced substantial spending programmes without In the first year of its presidency, it has often claimed, often occupied the podium, regularly changed its plans and announced substantial spending programmes without it being known whether or not they were spent. The new reindustrialisation plan is therefore worrying.
A look at the European Commission's industrial recovery plan
AS Published on Tuesday 13 December 2022 - n° 428 - Categories:PV Watch
A look at the European Commission's industrial recovery plan
The future of the new reindustrialisation plan will only be clear if we know how the European Commission is acting. During the first year of its presidency, it has often asserted, often occupied the podium, regularly changed its plans and announced substantial spending programmes without it being clear whether or not it is actually doing so. In the first year of its presidency, it has often claimed, often occupied the podium, regularly changed its plans and announced substantial spending programmes without it being known whether or not they were spent. The new reindustrialisation plan is therefore worrying.
L R AS Published on Wednesday 7 December 2022 - n° 427 - Categories:News of the Month
This week's highlights, as of 4 December 2022
The main point
The history of photovoltaics could be the history of the search for the space where it will be installed. It started with large power plants; the corresponding spaces became increasingly difficult to find. This led to trials on lakes and water bodies, and attempts were made to install them on oceans, motorways and railways. For the past few semesters, it is believed that they have found their place on agricultural land. Resistance is already being organised.
So we have to find somewhere else, especially if we combine wind power and photovoltaics to increase the amount of energy produced in the same place.
A look at an innovation that will revolutionise current photovoltaic technology
1st important point: One third of the world's silicon production is waste and dust. It is therefore interesting to recycle this wasted production. This is the subject of a European programme
Recovering one third of silicon production
2nd secondary point:covering panels with cultivated fields reduces soil evaporation and reduces the need for watering
Significant reduction in evaporation on agri-voltaic plots
3rd (subsidiary) point point (subsidiary) Prices are starting to fall in the industry, even if silicon manufacturers are trying to resist.
After the decline in wafer prices, the decline in cell prices.
Other interesting points :
Big blockage of Chinese PV products in US ports
Solar power from floating plants is competitive in southern Europe
Unsubsidised heat pumps are already competitive
AS Published on Monday 5 December 2022 - n° 427 - Categories:PV Watch
A look at an innovation that will revolutionise current photovoltaics
The history of photovoltaics could be the history of the search for the space where it will be installed. It began with large power plants; the corresponding spaces became increasingly difficult to find. This led to trials on lakes and water bodies, and attempts were made to install them on oceans, motorways and railways. For the past few semesters, it is believed that they have found their place on agricultural land. Resistance is already being organised.
So we have to find somewhere else, especially if we combine wind power and photovoltaics to increase the amount of energy produced in the same place.
L R AS Published on Monday 28 November 2022 - n° 426 - Categories:News of the Month
This week's highlights, as of 27 November 2022
The main point Encouraging signs in the PV market
The photovoltaic market is showing encouraging signs this week. The difficult period of the last 24 months seems to be over. The price of silicon is turning around, encouraged by LONGi and Zhonghuan. Each stage of the industry is demanding lower prices from its suppliers. Only the panel manufacturers are not under the same pressure. Indeed, buyers are in a hurry to obtain panels.
Other price components (sea freight, interest rates) are moving in favourable directions. There is still the threat of the pandemic in China, and the supply of inverters, batteries and components remains problematic. But this should improve.
A look at the glimmers of hope that illuminate photovoltaics
AS Published on Monday 28 November 2022 - n° 426 - Categories:PV Watch
A look at the glimmer of hope that shines on photovoltaics
The photovoltaic market is showing encouraging signs this week. The difficult period of the last 24 months seems to be over. The price of silicon is turning around, encouraged by LONGi and Zhonghuan. Each stage of the industry is demanding lower prices from its suppliers. Only the panel manufacturers are not under the same pressure. Indeed, buyers are in a hurry to obtain panels.
Other price components (sea freight, interest rates) are moving in favourable directions. There is still the threat of the pandemic in China, and the supply of inverters, batteries and components remains problematic. But this should improve.
L R AS Published on Monday 21 November 2022 - n° 425 - Categories:News of the Month
This week's highlights, as of 20 November 2022
The key point
China has gradually gained dominance in photovoltaics and batteries, two products of the future, to the point where it now holds 70% to 90% of world production. The realisation of this domination came with the pandemic, which disrupted production, road and sea transport. The cut-off of Russian gas supplies showed the danger of depending on an overly dominant supplier. Europe has not yet developed a comprehensive response to this domination. The United States has done so. But the task is immense because it is necessary to practically reconstitute a complete economy with factories, but also to have the know-how, and to produce objects that are competitive in terms of quality and price. The challenge is huge.
AS Published on Monday 21 November 2022 - n° 425 - Categories:PV Watch
A look at the cost of building a battery or panel industry in the US or Europe
Gradually, China has become dominant in photovoltaics and batteries, two products of the future, to the point where it now holds 70% to 90% of world production. The realisation of this domination came with the pandemic, which disrupted production, road and sea transport. The cut-off of Russian gas supplies showed the danger of depending on an overly dominant supplier. Europe has not yet developed a comprehensive response to this domination. The United States has done so. But the task is immense because it is necessary to practically reconstitute a complete economy with factories, but also to have the know-how, and to produce objects that are competitive in terms of quality and price. The challenge is huge.
L R AS Published on Monday 14 November 2022 - n° 424 - Categories:News of the Month
What to remember this week, as of 13 November 2022
The key point
While everyone is calling on the European authorities to set up a system to limit Chinese panel imports, which are increasing more and more until they account for a third of total Chinese production in 2022, to the point where the slightest retaliatory measures are impossible to accept by the authorities and Chinese manufacturers, a glimmer of light comes from the European Commission's report on the situation in China.In the meantime, while everyone is calling on the European authorities to set up a system to limit Chinese imports, which are increasing more and more until they account for a third of total Chinese production in 2022, to the point where the slightest retaliatory measures are impossible for the Chinese authorities and industrialists to accept, a glimmer of light is coming from the IPVF and from Voltec. The company has agreed to start producing revolutionary cells and panels. Is this the beginning of a photovoltaic reindustrialisation in Europe? Or is it just an attempt without a future? Whatever the outcome of this attempt, it provides a dose of dynamism and reconquest that should be welcomed.
AS Published on Monday 14 November 2022 - n° 424 - Categories:PV Watch
A look at Voltec Solar's approach
While everyone is calling on the European authorities to set up a system to limit Chinese panel imports, which are increasing more and more until they represent one third of total Chinese production in 2022, to the point where the slightest retaliatory measures are impossible to accept by the Chinese authorities and manufacturers, a glimmer of light comes from the IPVF and the European Commission.While everyone is calling on the European authorities to set up a system to limit Chinese imports, which are increasing more and more until they account for a third of total Chinese production in 2022, to the point where the slightest retaliatory measures are impossible for the Chinese authorities and industrialists to accept, a glimmer of light comes from the IPVF and Voltec. The company has agreed to start producing revolutionary cells and panels. Is this the beginning of a photovoltaic reindustrialisation in Europe? Or is it just an attempt without a future? Whatever the outcome of this attempt, it provides a dose of dynamism and reconquest that should be welcomed.