Blir bare bedre og bedre, MADE IN AMERICA, en fin klang i hodet mitt, tiden vil vise hvilket beist REC virkelig er.

WHITE HOUSE
Biden signs 'Buy American' executive order
"It's based on his view that we are making things in America and all of America is core to our economic strategy," a Biden administration official said.

https://www.nbcnews.com/politics/white-house/biden-sign-buy-american-executive-order-monday-n1255487

REC Silicon. THE MACHINE to make things green. MADE IN AMERICA!!

Mange Amerikanske jobber i REC heldigvis. Når skal markedet våkne og ta innover seg alle triggere REC har?

For en solskinnshistorie det hadde vært for den amerikanske administrasjonen å gjenåpne en «one of a kind» fabrikk som måtte stenge pga Kina 😀 Denne historien kan de dra langt 😄

Det blåser jammen RECsi sin vei.

Hvis Biden eller Kerry dukker om i Moses Lake denne uke, så hadde det vært en enormt symbol for det Biden har bestemt: USA skal på ny ble en stormakt i Solar:)

Demand, demand, demand
It is difficult to come up with an industry more affected by politics and economic policy than solar. From tariffs to minimum import price to environmental impact; the health of the solar industry is determined in legislative chambers around the world.

Every region in the world is predicting double-digit install growth in 2021. Looking at the major players, the Chinese demand for solar modules is again the largest. The Chinese expect to install nearly 55GW of solar projects in 2021. This is over one-third of forecasted global installs. Many subsidies and PPA agreements require installations be built in the first half of 2021. If we take this information together with the shipping shortage it makes sense that a large portion of the Q2 supply should stay in China.

The overall European market is forecasted at 26GW. This is a 30% increase over 2020. India’s 2020 installations were severely restricted. The industry is expected to rebound with 100% growth to 10GW in 2021. The African region is similar. An expected 100% growth target is in place with 7GW of 2021 installs.

The wild card this year is the United States. Pre-election forecasts for 2021 solar installations were at 27GW; a 30% increase. The shifting of power to a political party historically in favor of renewable energy could boost America’s demand. As a start, President Biden re-committed the USA to the Paris Climate Agreement. This puts targets in place that the USA cannot ignore.

In addition, the solar installations in the USA should receive a boost either through tariff adjustments, investment policy or both. Tariff adjustments certainly will be reviewed, however no promises yet. Renewable energy investments are a platform the Democrats campaigned on. Legislation should be enacted quickly. The impact to the supply chain could be felt in the beginning of Q3 2021 and should come earlier if tariffs are lifted.

In short; all regions are growing rapidly. The question remains who gets the supply? It appears there is not enough to go around.

Hvis ikke REC klarer å uynytte dette til sin fordel, ja da er ingenting mulig :)

Hadde det skjedd så tipper jeg enten at FA ikke hadde skrevet om det, eller om de hadde klart å vei det til noe negativt😂

Sirbalo; Hvem er kilden her ? Spør for en venn ;-)

Donald Williams
International Business Developer

Lagt ut 21.01

Hvem tror du har flest lesere? FA eller FA forum? :)