manman01
23.06.2021 kl 14:53 16901

Tak for at dele :)

(Smækker også lige denne ind)

WHAT THEY’RE SAYING: Industry Leaders Praise Sen. Ossoff’s Solar Energy Manufacturing for America Act
https://www.ossoff.senate.gov/press-releases/what-theyre-saying-industry-leaders-praise-sen-ossoffs-solar-energy-manufacturing-for-america-act/
JUNE 22, 2021
"
“REC Silicon praises the leading role that Senators Ossoff, Stabenow, Warnock and Bennet have taken to reshore solar manufacturing jobs here at home,” said Tore Torvund, CEO & President of REC Silicon. “The U.S. polysilicon industry represents over $10 billion in capital investment and employs thousands in high-skilled, high-wage jobs. The Solar Energy Manufacturing for America Act sends a strong signal that the government recognizes the importance of investing in the polysilicon industry and solar manufacturing capabilities across our nation. It is imperative that the U.S. strengthens our solar value chain, providing a market for our polysilicon and other U.S. solar manufacturers here to create a vibrant domestic solar market.”
"
Uchihabrah
23.06.2021 kl 14:59 17032

Hehe. Navnet til REC dukker nesten opp daglig for tiden. Dette er så bra!

Spennende!

Mark your calendars! 📅 @SecGranholm is sharing some BIG news about @OTTatDOE's Technology Commercialization Fund TOMORROW during a virtual roundtable at 4:30 p.m. ET. Watch it on

https://t.co/fxpKPDaRhz. https://t.co/E0Oa7vASb6

https://twitter.com/ENERGY/status/1407733702575144960?s=19
Flyers
23.06.2021 kl 20:16 16808

Spennende, kan dette være nyhetene vedr ‘privat-offentlig partnerskapet’ hun lovet at skulle komme snarlig, på Battery round-table seansen?
Rubin
23.06.2021 kl 20:16 16810

Hva skal vi drikke til eventen: øl, hvitvin, cava eller blir det ekte champagne? 🍻🥂🍾
Uchihabrah
23.06.2021 kl 21:17 16492

Fantastisk! Denne blir spennende å følge med på. Mye som foregår i USA for tiden.

Takk for at du deler! :)
Sirbalo
24.06.2021 kl 00:28 16292

Goal 1 is to “[s]ecure access to raw and refined materials and discover alternatives for critical minerals for commercial and defense applications

Verdt få med seg er konklusjonen

Executive Order No. 14,017 and DOE’s subsequent response creates significant opportunities for manufacturers, distributors, investors, suppliers and other stakeholders to benefit (while also working toward meeting an important national security goal). The drive to strengthen the nation’s lithium battery supply chain should be a win-with both for the industry as well as the general public.

However, all good supply chains begin with good contracts. Any company wishing to bid or participate in this work should work with legal counsel to carefully consider contractual language before any contract is signed. A supply chain contract should include specific, clear information on the duties and responsibilities of all parties, as well as spelling out how any disputes should be managed.

Government contracts are particularly complex, as contractors must meet all federal regulatory requirements. Again, companies should work with counsel well-versed in government contracting before putting pen to paper.

Igjen var REC i møte angående verdikjeden innen batterier. 1 av 8 selskaper.

Kan vel ikke se bedre ut en det gjør akkurat nå... ??

En statlig kontrakt for å sikre verdikjeden til batterier i usa hadde vært veldig fint ;) ikke umulig slik det kan leses utifra denne, sett i sammenheng med siste roundtable med Granholm

Norske finansaviser ... hvor er dere :p
Redigert 24.06.2021 kl 00:35 Du må logge inn for å svare

III. Financing for the Growth of Advanced Battery Supply Chain for Electric Vehicles

DOE clarified that its Loan Programs Office (LPO) can make financing available for projects throughout the supply chain for advanced batteries for EVs. Through the Title 17 Innovative Energy Loan Guarantee Program, established by Title XVII of the Energy Policy Act of 2005, as amended, 42 U.S.C. § 16511, et seq., the LPO has over $3 billion in loan guarantees available for projects involving mining, extraction, processing, recovery, or recycling of critical minerals used in the EV battery supply chain, such as lithium, cobalt, and graphite.

Separately, the Advanced Technology Vehicles Manufacturing (ATVM) loan program, established by Section 136 of the Energy Independence and Security Act of 2007, as amended, 42 U.S.C. § 17013, provides the LPO with more than $17 billion for use in covering costs of reequipping, expanding, or establishing a manufacturing facility in the United States to produce “qualifying components” such as “battery cell components, battery cells, battery modules, and battery packs for EVs, or manufacturing of EV charging infrastructure components.”

Most recently, on June 14, DOE announced $200 million in funding available for national labs over the next five years for use in furthering the development of advanced batteries, electric vehicles and related projects. The additional funding is directly tied to the Administration’s efforts to strengthen the battery supply chain.

Acting DOE Assistant Secretary Kelly Speakes-Backman said, “We’re focusing on the entire battery supply chain from soup to nuts – from sustainable mining and processing to manufacturing and recycling.”

While the availability of loans and loan guarantees through DOE have had a mixed track record for the past several years, the renewed focus of the Biden Administration on clean energy initiatives and infrastructure is expected to increase the utilization of federal money for projects that may not otherwise achieve financing through conventional means.
manman01
24.06.2021 kl 05:41 16308

U.S. bans imports of solar panel material from Chinese company
https://www.reuters.com/business/us-restricts-exports-5-chinese-firms-over-rights-violations-2021-06-23/
JUNE 24, 2021
"
June 23 (Reuters) - The Biden administration on Wednesday ordered a ban on U.S. imports of a key solar panel material from Chinese-based Hoshine Silicon Industry Co (603260.SS) over forced labor allegations, said two sources briefed on the matter.
"
manman01
24.06.2021 kl 05:54 16383

Press Briefing by Press Secretary Jen Psaki, June 23, 2021
https://www.whitehouse.gov/briefing-room/press-briefings/2021/06/23/press-briefing-by-press-secretary-jen-psaki-june-23-2021/
JUNE 23, 2021
"
Q Yes. Thank you, Jen. For some months, lawmakers of both parties have been asking the administration to prohibit polysilicon from coming into the country from China because it’s being made in Xinjiang. It’s a key material, as you may know, for solar panels.

So, is there some concern that prohibiting that from China could hurt the President’s net zero goals? Or what are you looking at doing, in regards to this, from the human rights perspective?

MS. PSAKI: Well, first, let me say that, in Cornwall, just two weeks ago, G7 countries committed to ensuring that global supply chains are free from the use of forced labor. And they’re — which was a significant statement and agreement among G7 countries.

And so, as a part of that, you can expect that the United States will continue to hold those who engage in forced labor accountable and that we will continue to remove goods made from local forced labor from our supply chains.

As you also know, and I think this is the root of your question, we also remain committed to making progress internationally — glo- — domestically and internationally on addressing the climate crisis. But we think we can certainly do both.

I don’t have anything yet to announce as it relates to specific products — or substances, I should say — that are planned, but we’ll see if we have more on that in the coming days.
"

Veldig bra Manman01:)

Med tanke på BIG NEWS som skal komme i kveld 22.30 norsk tid, så blir det uhyre spennende tider fremover.
Om det ikke er REC direkte som blir omhandlet i kveld som samarbeidspartner, så skal det mye til for at ikke REC blir en del av dette.

Åpning av ML vil ikke bare være bra for REC, men også stoff som tar seg godt ut på den politiske CV (godt lønnede arbeidsplasser som opprettes igjen, politisk goodwill, produksjon med vannkraft, osv).

Det nærmer seg mellomvalg i USA, så de kjører nok på med alt skyts de har fremover.
manman01
24.06.2021 kl 14:55 15956

US government to block solar imports linked to polysilicon providers
https://www.pv-tech.org/us-government-to-block-solar-imports-linked-to-polysilicon-providers/
JUNE 24, 2021

"
The US government is set to block the imports of some solar products with links to the Xinjiang region of China in response to allegations of the use of forced labour.

Various media reports claim that the measures, set to be confirmed today by the US Department of Commerce and US Customs and Border Protection, will see the US prohibit the import of metallurgical-grade silicon produced by Hoshine Silicon Industry, one of the world’s largest producers of raw polysilicon, as well as products using the raw material.

Also named as being included in the measures are Xinjiang-based subsidiaries of East Hope, GCL New Energy Material and Daqo New Energy, as well as Xinjiang Production and Construction Corps.
"
manman01
24.06.2021 kl 15:04 15935

SEIA Calls for Ten-fold Increase in American Solar Manufacturing Capacity – 50GW by 2030
https://www.seia.org/news/seia-calls-ten-fold-increase-american-solar-manufacturing-capacity-50gw-2030
JUNE 21, 2021

100+ Organizations Urge Congress to Act on a 10-year Investment Tax Credit (ITC) extension
https://www.seia.org/news/seia-calls-ten-fold-increase-american-solar-manufacturing-capacity-50gw-2030
JUNE 21, 2021
manman01
24.06.2021 kl 15:05 16008

First reactions to Biden’s US ban on solar imports from China’s Xinjiang province
https://www.pv-magazine.com/2021/06/24/first-reactions-to-bidens-us-ban-on-solar-imports-from-chinas-xinjiang-province/
JUNE 24, 2021
"
John Smirnow, general counsel and vice president of market strategy at the Solar Energy Industries Association (SEIA), issued a statement that said, “The news of enforcement action on solar products coming from the Xinjiang Uyghur Autonomous Region (XUAR) is not unexpected and we fully support the Biden Administration’s efforts to address any forced labor in the solar supply chain.
"
manman01
24.06.2021 kl 15:07 16300

Senators will meet with Biden after a potential breakthrough on a bipartisan infrastructure bill.
https://www.nytimes.com/live/2021/06/24/us/joe-biden-news#senators-will-meet-with-biden-after-a-potential-breakthrough-on-a-bipartisan-infrastructure-bill
JUNE 24, 2021

"
White House officials told Senate negotiators on Wednesday that Mr. Biden was prepared to support the framework once it was finalized with details, according to a person familiar with the discussions who spoke on condition of anonymity. A White House spokesman declined to comment beyond Ms. Psaki’s statement.

Sealing a bipartisan deal would put Mr. Biden firmly on the path to a piecemeal approach to passing his $4 trillion economic agenda, with a first step focused on a large-scale investment in the nation’s aging public works system. Senators refused to disclose details, but a framework previously endorsed by the five Republicans and five Democrats would provide for $579 billion in new spending as part of an overall $1.2 trillion package distributed over eight years.

But it would leave large swaths of the president’s economic proposals — including much of his spending to combat climate change, along with investments in child care, education and other types of what administration officials call “human infrastructure” — for a potential future bill that Democrats would try to pass through Congress without any Republican votes using a procedural mechanism known as reconciliation.
"
manman01
24.06.2021 kl 15:18 16245

The U.S. bans imports of some Chinese solar panel materials tied to forced labor.
https://www.nytimes.com/live/2021/06/24/us/joe-biden-news#china-forced-labor-solar
JUNE 24, 2021
Alternativt: https://pastebin.com/0jZAyYWC
"
Those entities, the department said, “have been implicated in human rights violations and abuses in the implementation of China’s campaign of repression, mass arbitrary detention, forced labor and high-technology surveillance against Uyghurs, Kazakhs and other members of Muslim minority groups” in Xinjiang.

In addition, the Labor Department added Chinese polysilicon to a list of goods believed to be produced by child labor or forced labor. The list, which already contained a number of other Chinese goods, is intended to increase awareness about exploitative labor practices.

Allegations of forced labor in the solar panel supply chain have created a dilemma for President Biden and his aides. The administration wants to press China over human rights abuses, but it also wants to expand the use of clean energy sources like solar power in the United States as it seeks to reduce carbon emissions.
"
Flyers
24.06.2021 kl 19:31 15774

Biden says deal reached on infrastructure plan
https://reut.rs/3h4zaEj
manman01
25.06.2021 kl 07:02 15252

US DEPARTMENT OF LABOR ADDS POLYSILICON FROM CHINA TO ‘LIST OF GOODS PRODUCED BY CHILD LABOR OR FORCED LABOR’
https://www.dol.gov/newsroom/releases/ILAB/ILAB20210624
JUNE 24, 2021


WASHINGTON, DC – Every two years, the U.S. Department of Labor’s Bureau of International Labor Affairs publishes its “List of Goods Produced by Child Labor or Forced Labor” that the bureau has reason to believe are produced by child labor or forced labor in violation of international standards, as directed by the Trafficking Victims Protection Reauthorization Act of 2005 and subsequent reauthorizations.

For the first time outside of that two-year cycle, the department has published a Federal Register Notice updating the list to include polysilicon produced with forced labor in China. Manufacturers use polysilicon predominantly in the production of solar panels.

This extraordinary measure is a response to the severity of the ongoing human rights abuses connected to the country’s Xinjiang Uyghur Autonomous Region, where conditions of forced labor following coercion or detention in the so called “re-education camps” are ongoing. The measure also supports a broader effort by the U.S. government to address China’s state-sponsored forced labor and broader human rights abuses against Uyghurs and other minority groups in Xinjiang.

“The world and the American people cannot abide the presence of goods made under the exploitative conditions experienced by Uyghur and other ethnic minority groups in its global supply chains,” said U.S. Secretary of Labor Marty Walsh. “The Bureau of International Labor Affairs is taking this historic step to raise awareness of this injustice, and we will continue to support additional U.S. government efforts to tackle it.”

The Department of Homeland Security’s Customs and Border Protection also today issued a Withhold Release Order prohibiting silica-based products from Hoshine Silicon Industry Co. Ltd in Xinjiang from entering the U.S. market. In addition, the Department of Commerce has updated its Entity List with new entities connected to forced labor and polysilicon production in Xinjiang, demonstrating the whole-of-government effort to remove goods made with forced labor from global supply chains.

The ninth edition of the department’s list, published Sept. 30, 2020, contained other products from China that have links to forced labor in the Xinjiang Uyghur Autonomous Region or by Uyghur workers transferred to other parts of China: cotton, garments, footwear, electronics, gloves, hair products, textiles, thread/yarn and tomato products.

With today’s announcement of the update to the ninth edition, the list now includes 156 goods from 77 countries.
manman01
25.06.2021 kl 10:34 15024

The Department of Homeland Security Issues Withhold Release Order on Silica-Based Products Made by Forced Labor in Xinjiang
https://www.cbp.gov/newsroom/national-media-release/department-homeland-security-issues-withhold-release-order-silica
JUNE 24, 2021
manman01
25.06.2021 kl 13:50 14772

Fra Group 14 LinkedIn
https://www.linkedin.com/posts/group14-technologies_biden-agrees-to-973b-bipartisan-infrastructure-activity-6813954682940084225-UzNv
"
Another step in the right direction for EVs: President Biden announced his support for a newly negotiated bipartisan infrastructure plan that calls for $973 billion in new spending over five years -- with electrification efforts perched at the top of the list.

With $7.5 billion alone earmarked for a network of EV charging stations across the country, another $7.5 billion for electric buses and other transportation methods, and a whopping $66 billion for passenger rail and Amtrak, these efforts will hinge on the powertrain of all vehicles: the battery. 🔋 Along the way, we expect to see significant investments in lithium-silicon, the battery material of today and tomorrow that can help the U.S. meet these ambitious goals.

See what else is in store for EVs from Sean Szymkowski via CNET: https://cnet.co/2Sq6Hkh
"
manman01
27.06.2021 kl 15:10 12804

Biden Takes A Shot Against China’s Massive Solar Industry. Why It Matters.
https://www.forbes.com/sites/kenrapoza/2021/06/27/biden-takes-a-shot-against-chinas-massive-solar-industry-why-it-matters/
JUNE 27, 2021

….
If America is going to go green, and give up on fossil fuels now that it is a natural gas and oil producing power house, it would make no sense to give that all up and put electric power generation at the mercy of European and Chinese made wind turbines, and Chinese solar.

It will take around six months to add new capacity here to as long as 9 months to start new upstream production — this is basically solar cells and modules, best known as panels.

Companies are going to need this time frame to invest capital before there is slowdown in the supply chain from Xinjiang.

China may even stop doing business with U.S. partners in order to punish them, starving them of key components. This is a risk to U.S. solar dependent on China components for its panels.

During the trade war with Trump, Beijing slapped tariffs on at least six U.S. based producers of polysilicon ranging from 53.3% to 57%, leading to layoffs at at least one factory run by Norwegian firm REC Solar Grade Silicon in Washington. China extended those tariffs for five years, and included South Korea as well.

This is a great way for China to corner that market even more as local importers that do not want to pay the 57% duty for imports will either turn to the small number of players in Europe, or — more likely — buy domestically. China companies invest more as a result. And then the market is cornered.

U.S. companies will probably only invest if they knew these restrictions, and tariffs, were more permanent. It is impossible to compete with China on price, and surely impossible to compete with their labor practices.

Estimates are that China controls around half of the global polysilicon supply chain of which roughly 60% is based in Xinjiang. Since China does not allow third party audits, it is also hard to know if any of the solar cells being exported to the U.S. were made by Hoshine materials.
….
Redigert 27.06.2021 kl 15:11 Du må logge inn for å svare
Uchihabrah
27.06.2021 kl 15:51 12767

Her skjer det ting på alle kanter. Godt at presset mot Kina opprettholdes. Gøy at RECsi blir nevnt i Forbes og at temaet blir gitt oppmerksomhet.

Mener personlig at det bare er bra for REC aksjonærer hvis presset mot Kina opprettholdes eller økes enda mer. Dette gjør det enda viktigere med lokale verdikjeder, ellers vil verden befinne seg i en posisjon hvor Kina har monopol over fornybar produksjon og det ønsker ikke vesten.

Alt dett er bra for oss fordi desto mindre aktører fra USA og verden handler fra Kina, desto større er sannsynligheten for at de vil ha RECsi sine produkter (eller andre lokale fabrikker, er flere når det gjelder polysil. - begrenset når det gjelder silan gass), ettersom det også er lokalt. På mange måter kan det å handle lokalt og fra vestlige fabrikker være en kvalitets tegn i fremtiden. Biden administrasjonen er på vei til å innføre hard politikk mot Kina, samtidig som et lovforslag om å subsidiere blant annet polysil. til lokale fabrikker i USA skal bli stemt over. Dette kan bli veldig spennende.

Det eneste som gjenstår er å vite hvordan ledelsen i RECsi posisjonerer seg etter alt som foregår på makro nivå. De har selv nevnt på børsmelding at de forventer at USA politikk vil være til favør for selskapet og vi ser at brikkene har begynt å bevege på seg på politisk nivå. Biden administrasjonen er aggressiv til verks og de har allerede fått til så mye, men det beste er fremdeles i vente. Gøy :)
Redigert 27.06.2021 kl 15:53 Du må logge inn for å svare

Jag trodde för flera år sedan att Indien skulle bygga upp en egen värdekedja för solceller och att en marknad på så vis skulle uppstå utanför Kina och vara tillgänglig för RECSI. Saker tar alltid längre tid än vad man tror men nu händer det i alla fall något. https://www.pv-tech.org/1366-technologies-to-invest-us300-million-in-solar-manufacturing-in-india-seeking-local-partner/

Merkelige greier at ikke Violet Power har klart å spille kortene sine riktig. Forsvunnet som dugg for solen.


REC i Forbes er bra nyheter. Legges mye press på Kina nå og Biden får ting til å skje i USA
Sirbalo
27.06.2021 kl 23:32 12165

Veldig bra PR og i tillegg til rapportene fra the white house.

Gleder meg til første amerikanske analytiker tar opp kakulatoren og regner hjem utsiktene til REC med kursmål og får øynene opp for den lave mcap ift utsikter , cash på bok, semi/solar/batterier, fabrikker med replacement over 4 x dagens mcap....

Foreløbig lite amerikanske investorer på listen. Blackrock og vanguard er mye inne i de kinesiske... dette kan snu.

Politisk nå er alt innen sol, batteri og semi en gullgruve å investere i USA. REC står med bena i alle 3 😁


Redigert 27.06.2021 kl 23:34 Du må logge inn for å svare

Kore Power var med på roundtable'et som Sec. Granholm holdt hvor også REC var med.
Ser på hjemmesidene til Kore Power, og de skal bygge en stor batterifabrikk på 1mill kvadratfot, men de har ikke bestemt hvor den skal ligge (eller vil ikke opplyse om det enda).

Får nesten lyst å sende dem en mail og opplyse om en ledig tomt ved siden av REC, men det vet de sikkert fra før.

https://korepower.com/manufacturing
Redigert 28.06.2021 kl 08:57 Du må logge inn for å svare
Sirbalo
28.06.2021 kl 09:15 11715

Kore power ligger mellom Butte og Moses lake, ca 1 time og 40 min fra REC sitt anlegg i Moses Lake.

Blir veldig spennende se hvor de bygger ja :-)

Fint hopp nå!!! Hoppla Hoppla, ser vi 20 idag :) :)
solfylt
28.06.2021 kl 15:35 11318

«KORE Power has narrowed its search to the three current locations. Other factors for selecting these states include:
Proximity to continental transportation arterials and international deep-water ports
World-leading clean energy utilities
Friendly tax, regulatory and strong pro-business environment
Established complimentary industries such as e-mobility, solar and semiconductor
State and Local economic development incentivization programs
Available workforce capacity
Local community support, cooperation, and commitment
The company plans to announce the site for its U.S. manufacturing facility in summer 2021.»
Kilde: https://www.businesswire.com/news/home/20210511006073/en/KORE-Power-Names-Three-Potential-Sites-for-U.S.-Lithium-Ion-Battery-Manufacturing-Facility