Grønne aksjer

SNES1
14.01.2022 kl 20:35 3102

Mye av dette er spekulasjoner!!!

Er ikke forsøk på hausing, men hadde vært gøy å diskutere dette litt mer etter at Nabobygget står som pending og Hanwha snart er inne.

November 11, 2021

In a public hearing before the vote, Kevin Richards, president of Western Pacific Engineering & Survey, asked council members to delay the vote for two weeks, saying a solar panel manufacturing company was considering moving into an existing, but vacant, facility on Wheeler Road. Richards said he couldn’t provide any other details about the company and apologized for bringing the request to the council so late in the process.

Richards estimated the company would provide about $4 billion annually in economic activity to the Moses Lake area. The project has support from state agencies and could qualify for federal funds, he said. Washington State Department of Commerce officials sent an email to Moses Lake city officials Tuesday, Richards said, asking council members to table approval of the plan, at least temporarily.

Williams said during the meeting the area Richards was referring to has not been part of the planning process. As a result it would, she said, have to go through the process, including environmental review, which would take longer than two weeks.

Williams said she would recommend a meeting between the parties interested in the Wheeler Road property. She said city officials had some concerns about the proposal, but she thought everyone could work together.

https://columbiabasinherald.com/news/2021/nov/11/ml-council-approves-updated-comp-plan/


November 18, 2021
Hanwha invests in REC Silicon – “First step to US value chain”

Hanwha Solutions, whose photovoltaics subsidiary was the world’s sixth largest solar module supplier in 2020, will invest NOK1,402.1 million (US$160.35 million) for a 16.67% stake in Norway-headquartered and U.S.-based polysilicon manufacturer REC Silicon. “I am excited to report this first step in the creation of a low carbon solar value chain in the United States,” says Tore Torvund, chief executive officer of REC Silicon.

Signs of new wafer production capacity outside China

According to REC Silicon, Hanwha’s investment will ensure the necessary resources to reopen REC’s fluidized bed reactor (FBR) plant for granular polysilicon in Moses Lake, Washington “during 2023.” Before it was mothballed in July 2019, the plant had a production capacity of 20,000 MT. The passage of the Solar Energy Manufacturing for America (SEMA) Act currently under discussion in the U.S. Congress would “support the parties’ ambitions to establish a comprehensive US solar value chain, from production of polysilicon to fully assembled solar modules,” REC Silicon says.

That can only mean that Hanwha is considering the establishment of wafer manufacturing capacity in the USA – or elsewhere outside China – to close the gap in its value chain. Otherwise, the investment in REC Silicon wouldn’t make sense: Global solar wafer production is almost completely concentrated in China and U.S.-made polysilicon has effectively been shut out from China through prohibitive import duties.

https://www.bernreuter.com/newsroom/polysilicon-news/article/hanwha-invests-in-rec-silicon-first-step-to-us-value-chain/


November 23, 2021 Moses Lake City Council

REC Expansion Next Steps (side 1)

3. Kevin Richards, 1328 E Hunter Pl, Moses Lake, requested Council to postpone adoption of the proposed Comp Plan in consideration of a new 60-acre addition to the UGA along Wheeler Rd. for a proposed commercial development to bring 1,500 jobs. (side 11)

Staff reached out to the State after the last meeting due to the request for consideration and pause to consider a business opportunity that would have required a new application and procedural process. Staff also had conversations with REC and there is property that they will need to get in control of and a path forward is being established. There is concern over ability to provide services so staff will review the technical pieces and report back to Council. The overall message that goes out will be that we are business friendly.
(Dette ble snakket om på city council møtet 23. November og står på side 16 her https://www.cityofml.com/AgendaCenter/ViewFile/Agenda/_12142021-461 )

Januar 11, 2022
Lawmakers could look at more than a dozen climate proposals addressing carbon reduction and other environmental issues.

-A state grant to help build a solar panel manufacturing plant in Grant County in Central Washington.

https://www.invw.org/2022/01/11/wa-legislators-prepare-for-long-list-of-climate-change-bills/


FEBRUARY 26, 2019
1366 Technologies and Hanwha Q Cells to open wafer factory in Malaysia

The U.S. wafer maker and the Korean module manufacturer expect to ramp the Malaysian factory no later than September. The fab is next to Hanwha’s existing cell and module facilities and 1366 Technologies plans to produce its Direct Wafers on a gigawatt scale for less than $0.20 per piece.

In March, 1366 Technologies said it was abandoning plans to build a wafer manufacturing facility in New York and would construct its first commercial-scale wafer factory at an undisclosed overseas location. As part of the change in strategy, the company had withdrawn from the loan guarantee process of the U.S. Department of Energy without having received funds. (Om dette er Mars 2018 er det kanskje mulig å bygge en fabrikk på 1,5år ca.)

1366 is also partnering with German polysilicon manufacturer Wacker Chemie.


https://www.pv-magazine.com/2019/02/26/1366-technologies-and-hanwha-q-cells-to-open-wafer-factory-in-malaysia/


June 28, 2021
1366 Technologies and Hunt Perovskite Technologies Announce Merger

BEDFORD, Mass., and DALLAS – June 28, 2021 – 1366 Technologies, Inc. (1366) and Hunt Perovskite Technologies, L.L.C (HPT), two of the solar industry’s most innovative companies, today announced that they have merged their businesses. The merger combines two disruptive technologies – 1366’s Direct Wafer® process and HPT’s printed perovskite solar photovoltaic (PV) technology – to bring to market powerful tandem modules to lead the rapidly growing solar industry. The newly combined company, called CubicPV, will also receive $25 million in funding from Hunt Energy Enterprises, L.L.C. (HEE), First Solar, Inc. (NASDAQ: FSLR), Breakthrough Energy Ventures (BEV) and others. HEE will join the Board of Directors.

https://cubicpv.com/1366-technologies-and-hunt-perovskite-technologies-announce-merger/


Spekulasjon:
Er det mulig at Cubic PV som er en del av Ultra Low-Carbon Solar Alliance kan bygge direct wafer fabrikk på "utvidelsen til REC" og nabobyggett til REC blir Hanwha Qcells celle produksjon?


Kan samarbeidet 1366 (Cubic) har med Wacker og investeringen Cubic PV fikk fra First Solar kan sette stopper for samarbeid med andre aktører?
Hanwha Qcells har allerede samarbeid med 1366 nå Cubic.

En annen spekulasjon og tilbake til dette: Signs of new wafer production capacity outside China

India satser nå og det kan vell være en plan B eller løsning i tiden når man venter på amerikansk verdikjede?

July 6, 2021
CubicPV plans $1.1 billion investment in solar wafer, cells manufacturing under PLI scheme
The company is in talks with the Indian government to participate in the performance linked incentives (PLI) scheme for solar equipment manufacturers, Frank Van Mierlo, CEO of CubicPV, told FE.

CubicPV plans to start with 2 GW of cells and wafers capacity, and then expand it to 10 GW over five years at a cost of $1.1 billion, Mierlo said. The wafer manufacturer claims its exclusive technology will reduce the cost of manufacturing drastically. “At present, wafer and cell manufacturers end up wasting very high purity silicones priced at $25/kg during production. Our process doesn’t waste anything. If someone had to import 10,000 tonne of high purity silicone earlier, they will have to import just half of it,” Mierlo said.

Han snakker om import her, men vet ikke hvordan polysilicon markedet er i India og om de importerer fra Kina eller Wacker.

https://www.financialexpress.com/industry/cubicpv-plans-1-1-bn-investment-in-solar-wafer-cells-manufacturing-under-pli-scheme/2284438/



Vet at det er mye spekulajsoner og at det meste sikkert avhenger av BBB (SEMA) eller støtte fra Washington state.

Alt dette er info som er delt tidligere på forumet jeg prøvde bare å samle det. Mulig det ble litt rotete...

Takk til alle som deler!

Si i fra om det er feil info her så skal jeg fikse opp i det.




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