Fit for a Solar Future: Commission climate package is landmark achievement but more ambition is possible
https://www.solarpowereurope.org/fit-for-a-solar-future-commission-climate-package-is-landmark-achievement-but-more-ambition-is-possible/
JULY 15, 2021

Senate Backs Bill to Ban Xinjiang Goods Unless Waiver Given
https://www.bloomberg.com/news/articles/2021-07-15/u-s-senate-backs-bill-to-ban-xinjiang-goods-unless-waiver-given
JULY 15, 2021
Alternativt: https://pastebin.com/nRFKexxC

Solar Industry Urges Congress to Fully Fund Energy Storage Shot and Renewable Energy Research
https://www.seia.org/news/solar-industry-urges-congress-fully-fund-energy-storage-shot-and-renewable-energy-research
JULY 14, 2021
“
WASHINGTON, D.C. —Today the Biden Administration unveiled details for its fiscal year 2022 budget request for the U.S. Department of Energy, including details on a new venture that will focus on lowering the cost of long-duration energy storage, as well as funding for the Office of Energy Efficiency and Renewable Energy (EERE), the National Renewable Energy Laboratory (NREL), the Advanced Research Projects Agency-Energy (ARPA-E) and the newly proposed Advanced Research Projects Agency-Climate (ARPA-C).

Following is a statement from Abigail Ross Hopper, president and CEO of the Solar Energy Industries Association (SEIA) on the budget request:

“In order to address the climate crisis and meet President Biden’s ambitious clean energy goals by 2035, the solar industry needs to grow four times faster than we are today. The key to this is making it easier and faster to deploy solar and storage at a massive scale, and new funding for EERE and other clean energy agencies can help make that happen.

“Energy storage is a key part of our clean energy future, and we’re pleased to see that the Biden Administration is calling for grid-scale, long-duration energy storage costs to drop by 90 percent by 2030. Storage costs are dropping, but not nearly fast enough to support the level of deployment we need to avoid the worst effects of climate change.

“The energy storage program, which will be modeled after the successful SunShot program, is a helpful framework for inspiring innovation, supporting a competitive storage market and pushing the clean energy industry to work together to achieve something greater than what we could do individually. Together, we can help to improve the dispatchability of long-range storage, establish a domestic manufacturing base for storage, and create jobs, all while cutting costs and emphasizing equity in everything we do.

“While the details of the budget are still emerging, this is an encouraging start and we are urging congressional leaders to fully fund the Administration’s budget request for these agencies, so that America can continue its global leadership on clean energy.”
“

Democrats Roll Out $3.5 Trillion Budget to Fulfill Expansive Agenda
https://www.nytimes.com/2021/07/14/us/politics/biden-social-spending-deal.html
JULY 14, 2021

https://www.linkedin.com/posts/battery-industry_stellantis-in-lithium-supply-deals-with-california-activity-6820008559623909376-8h6b

PV Poly Silicon Weekly Spot Price
Item High Low Average AvgChg AvgChg%
PV Grade PolySilicon (9N/9N+) 29.000 19.300 27.110 -0.24 -0.88%
2nd Grade PolySilicon (6N-8N) 17.600 16.800 17.000 -0.13 -0.76%
N Mono Grade PolySilicon in China (12N/12N+)29.000 28.350 28.730 -0.13 -0.45%

Unit: USD/Kg more Last Update: 2021-07-14
http://pvinsights.com/

https://www.linkedin.com/posts/group14-technologies_as-us-automakers-ramp-up-ev-production-activity-6815389789379006464-QtfY

https://www-wsj-com.cdn.ampproject.org/c/s/www.wsj.com/amp/articles/united-and-mesa-to-buy-electric-planes-for-short-trips-11626174001

Jobber med saken:

https://twitter.com/SenSanders/status/1414983421043032065?s=20

USA og Europa må få opp farten om de vil ha noe verdikjede selv. Kina ekspanderer voldsomt og de alene sørger for en massiv overkapasitet i forhold til det globale markedet.

Kineserne gjør det helt riktig. De ser mulighetene innen batteri i kombinasjon med sol og vind. Biden må få opp farten.


https://www.pv-magazine.com/2021/07/08/china-solar-pv-demand-could-surpass-100-gw-in-2022-massive-production-overcapacity-predicted/

Syntes også denne var interessant (:

Big Setback To China's Plan For Self-Sufficiency In Semiconductors As State Backed Chip Manufacturing Giant Tsinghua Unigroup Faces Bankruptcy
https://in.news.yahoo.com/big-setback-chinas-plan-self-065332746.html
JULY 14, 2021

Hot Solar Summer: Building Back Better with Clean Energy Infrastructure
https://www.seia.org/blog/hot-solar-summer-building-back-better-clean-energy-infrastructure
JULY 13, 2021
“

America is facing an unprecedented opportunity to enact bold federal policies to decarbonize our electric grid and generate hundreds of thousands of quality clean energy jobs. To achieve this, the Solar Energy Industries Association (SEIA) is mobilizing a nationwide campaign urging leaders in Washington to act.


Hot Solar Summer will help to keep pressure on lawmakers to meet this moment and accelerate an equitable transition to a clean energy economy.

Addressing the climate crisis and creating jobs are top priorities for the Biden Administration, and the American Jobs Plan helps to lay out these priorities for our nation. The solar industry is front and center in this plan and is a key part of the President’s vision to create clean energy infrastructure and build back better. However, the plan is only that — a plan. It’s now up to Congress to step up and deliver policy solutions that can drive lasting economic prosperity and create millions of new jobs in the clean energy sector.

In 2020, the $25 billion solar industry supported 231,000 American families. Although that number represents years of investment and growth, it also reflects a 6.7% decline in employment driven largely by pandemic restrictions, according to the National Solar Jobs Census 2020.

The solar industry is poised to add thousands of jobs over the next decade, but our workforce must grow four times its current size to 900,000 Americans to reach President Biden’s 2035 clean energy target. Without policy action today, we will fall hundreds of thousands of jobs short of what we need to decarbonize the grid.

Despite declines in solar employment, the industry is showing other signs of momentum, as representation of diverse workers increased across nearly all demographic categories in 2020. Over 10% of solar jobs are union jobs, above the national average and comparable with other construction trades. In addition, wages for solar workers are equal or higher than wages for U.S. workers in similar occupations.

The data is clear: solar jobs are high-quality, well-paying jobs, and the best way to continue job growth is to establish a stable policy environment.

That starts with the most impactful federal solar policy in history: the investment tax credit (ITC). A ten-year extension of the ITC, with direct pay, will provide certainty to American solar and storage businesses to make long-term investments and drive clean energy growth at the scale needed to tackle the climate crisis. Including a direct pay provision will make project financing less dependent on the availability of tax equity, helping to speed deployment, expand access to solar, and overcome pandemic-driven economic challenges still affecting clean energy companies.

The ITC is a proven policy driver and continues to be one of the most influential solar policies in America. In fact, Wood Mackenzie found that the recent two-year extension of the ITC increased solar installation forecasts by 17%. Passing long-term policies will drive the deployment of solar and energy storage across the nation and help create hundreds of thousands of well-paying American jobs.

In addition to tax certainty, the solar industry needs long-term investments in domestic manufacturing, modern grid infrastructure, and new programs that can welcome and train a diverse generation of solar workers ready to bring clean, affordable power to communities across the country.

President Biden and Congress have the opportunity to close the gap to 100% clean electricity while creating millions of American jobs. Over the next several months, we must turn promises into action and build back better with clean energy. Solar and storage can uplift American communities across the country, including rural and lower-income communities and fossil fuel workers looking to continue their careers in energy.

Now is the time to put policies in place to make that happen.

Join the Hot Solar Summer campaign and learn how your company or organizations can get involved at www.seia.org/AmericanJobs. Together, we can build back better and continue to grow our clean energy economy.“

Senate Democrats announce $3.5 trillion budget agreement
https://apnews.com/article/joe-biden-business-government-and-politics-personal-taxes-c80b07740f63853c78d41d900b265ed2
JULY 13, 2021

!!!! (:

Dette blir spennende å følge med i tiden som kommer 😊

EUs nye klimapakke: Milliarder i spill for norsk industri
Mye står på spill når EU-kommisjonen skal presentere den rekordstore reformpakken «Fit for 55». Hverdagen kan endre seg radikalt for norske industriaktører.
https://e24.no/det-groenne-skiftet/i/17MrqG/eus-nye-klimapakke-milliarder-i-spill-for-norsk-industri

Det er på høy tid at Rec burde begynne å etablere seg i EU også snart!

https://www.dn.no/teknologi/nordic-semiconductor/schibsted/har-bygget-norsk-tek-eventyr-til-48-milliarder-er-bare-i-begynnelsen/2-1-1038865

Issuance of Updated Xinjiang Supply Chain Business Advisory
https://www.state.gov/issuance-of-updated-xinjiang-supply-chain-business-advisory/
https://www.state.gov/wp-content/uploads/2021/07/Xinjiang-Business-Advisory-13July2021.pdf
JULY 13, 2021

"
.....
Annex 4: Solar Supply Chain

As of 2020, China controlled an estimated 70 percent of the global supply for solar-grade polysilicon and China also dominated manufacturing in other downstream solar photovoltaic (PV) components including ingots, wafers, and cells that are assembled into solar modules. Around 95 percent of solar PV modules rely on solar-grade polysilicon. In 2020, five of the top six solar-grade polysilicon companies, by capacity, were headquartered in China, with 45 percent of the world’s supply of solar-grade polysilicon coming from four producers with operations in Xinjiang.

Creating a solar panel involves the transformation of raw silicon material to solar-grade polysilicon, ingots, wafers, cells, and final assembly into solar modules. Quartz is mined then crushed and heated to create metallurgical grade silicon (MGS). The MGS is refined into polysilicon, which is then further processed and melted into ingots. Since Xinjiang polysilicon is blended with polysilicon made in other regions of China, separating and tracing the amount and exact origin of any polysilicon from China can be difficult. At each stage in the solar supply chain, there is evidence of enterprises with links to the labor transfer programs that engage in coercive labor practices and to the Xinjiang Production and Construction Corps (XPCC).

The XPCC, which has been sanctioned by the U.S. government in connection with serious human rights abuse, is closely connected with polysilicon production in Xinjiang. As of June 2021, the U.S. Department of Labor’s List of Goods Produced by Child Labor or Forced Labor includes polysilicon produced in China, given evidence of the production of polysilicon for solar panels by forced labor connected to Xinjiang in particular.

Additionally, the XPCC and XPCC Public Security Bureau have been implicated in human rights abuses and violations in Xinjiang and are on the Department of Commerce’s Entity List. The XPCC operates many of the industrial parks where polysilicon manufacturers are located and provides them with various benefits (e.g., reduced rent and utilities, support with logistics, warehousing, and the transportation of finished goods). The solar industry has been granted tax and financial incentives for expanding in Xinjiang, such as free office space from the XPCC.

Alongside this expansion, the solar industry companies have participated in forced labor. Between 2016 and 2018, many polysilicon manufacturers used a government-sponsored corporate incentive to employ “surplus labor transfers.” Reporting indicates that within these companies there are indicators of forced labor, including restricting workers from quitting, traveling or participating in religious services, paying less than minimum wage, applying harsh or unsafe work conditions, and threatening detention. Subsidized electricity, electricity from coal-fired power plants, low environmental standards, and domestic initiatives – including subsidized labor and rents – allow factories in Xinjiang to produce polysilicon and other solar components at a lower price compared to other regions in China. Central and provincial initiatives designate the solar PV industry as a strategic sector for investment to support and develop Xinjiang’s market. Local government programs provide land and low-interest loans to companies that relocate to the province, buttressed by lines of credit from state-owned banks.

The pervasiveness of forced labor programs in Xinjiang and co-mingling of solar-grade polysilicon supplies by downstream manufacturers raise concerns throughout the entire solar supply chain, and it is likely that absent more robust supply chain safeguards, reliable, enhanced auditing procedures, and continued midstream supply chain chokepoints that the majority of global solar products may continue to have a connection to forced labor and the XPCC.

The Department of Commerce’s Bureau of Industry and Security has added multiple Chinese commercial companies that manufacture inputs in the solar supply chain to the Entity List for participating in the practice of, accepting, or utilizing forced labor in Xinjiang. The Department of Homeland Security’s Customs and Border Protection has issued a Withhold Release Order against the silica-based products made by a Chinese commercial company and its subsidiaries based on information reasonably indicating that it uses forced labor to manufacture silica-based products. See Annex 1 for U.S. government actions.
...
"

Så G14 la ut den der, må jo skje noe snart, alle stopper jo produksjon pga mangelvare, mens bestillingene går i taket.. tusen takk for deling :)

https://www.defensenews.com/land/2021/07/12/is-the-army-warming-up-to-electric-vehicles-in-its-fleet/

Skader ikke å sove godt om natten :)

Jeg tror mange har bommet i beregningene av hvor raskt markedet ville vokse under covid, man trodde 2021 ville bli et tungt år i bransjen:

https://reglobal.co/it-would-take-until-2022-to-get-back-on-track-says-solar-power-europe/

Meget meget meget interessant!!👀

Tak for at dele (:

IFE stillingsannonse:

"The Department of Battery Technology at IFE has a vacant researcher position. We are increasing our activity in research and development of energy materials where we collaborate closely with Norwegian and foreign industry partners as well as with internationally recognized research organizations.”

"...in particular silicon and silicon alloys from silan pyrolysis”

https://arbeidsplassen.nav.no/stillinger/stilling/998cd6c3-ab2f-4f5a-b7bc-02ce08df3884

Guggenheim Solar Index: Underperforming solar stocks and significant challenges
https://www.pv-magazine.com/2021/07/13/guggenheim-solar-index-underperforming-solar-stocks-and-significant-challenges/
JULY 13, 2021
“

The industry still faces many challenges: Rising equipment costs, supply and labor shortages, and constraints on the supply of Chinese polysilicon products. But demand remains strong and is expected to continue through H2 2021, provided federal and solar tax credits persist. Installation companies are experiencing 30-35% YoY growth; but as an unnamed industry executive puts it, “the question is how much can be delivered given the industry wide supply chain and labor challenges.”

Prices for racking and modules have increased ~8%. The residential market is expected to feel less impact given its higher margins compared to utility scale; the total price change may only be $0.05/W. Contractors may have greater ability to absorb increases in supply costs.

Polysilicon prices are expected to increase to around CNY 225/kg (US$35) in Q3 before coming back down to CNY 175/kg (US$27) at year’s end due to the slow purchase volume from module manufacturers in H1 2021.
“

Jeg tror grunnen til at Kina frykter decoupling, der verdensregionene blir mer selvforsynte, er kortsiktig mindre handel og lavere velferd for sin befolkning.

Men langsiktig kan faktisk en decoupling kreve at Kinas myndigheter må løsne litt på grepene de har på sin befolkning. Slik det er nå kan Kina 'eksportere fritenkning' med både de negative og positive følger dette har til Vesten og selektivt importere goder fra feks innovasjon tilbake. I en decoublet fremtid vil de måtte huse og pleie egne fritenkere hos seg.

US sanctions on China will continue but Beijing ‘unlikely to escalate’ amid decoupling fears
https://www.scmp.com/economy/global-economy/article/3140815/us-sanctions-china-will-continue-beijing-unlikely-escalate
JULY 12, 2021

ANALYSIS: BP world energy review highlights the need for solar to pick up the pace
https://www.pv-tech.org/analysis-bp-world-energy-review-highlights-the-need-for-solar-to-pick-up-the-pace/
JULY 12, 2021

Intel Plans A $20bn Fab Factory In Europe As EU Aims To Produce 20% Of World’s Semiconductors by 2030
https://in.news.yahoo.com/intel-plans-20bn-fab-factory-051742143.html
JULY 12, 2021

REC Silicon - Invitation to second quarter 2021 results
https://newsweb.oslobors.no/message/537919
JULY 12, 2021

REC Silicon ASA (REC Silicon) will release its Q2 2021 results on Thursday, July
22, 2021 at 7:00 a.m. CEST.

The same day at 8:00 a.m. CEST, the company will host an audiocast to present
the results. Following the presentation, it will be opened for questions from
the audience

The presentation will be in English.

To join the audiocast, use the following link.
https://channel.royalcast.com/landingpage/hegnarmedia/20210722_1/

Audiocast participants need to register to post questions.

For further information, please contact:
Nils O. Kjerstad, IR Contact
Phone: +47 9135 6659
Email: nils.kjerstad@crux.no

About REC Silicon:
REC Silicon is a leading producer of advanced silicon materials, delivering
high-purity polysilicon and silicon gas to the solar and electronics industries
worldwide. We combine over 30 years of experience and proprietary technology
with the needs of our customers, and annual production capacity of more than
20,000 MT of polysilicon from our two US-based manufacturing plants. Listed on
the Oslo Stock Exchange (ticker: RECSI), the company is headquartered in
Lysaker, Norway.

For more information, go to: www.recsilicon.com

This information is subject to the disclosure requirements pursuant to section
5-12 of the Norwegian Securities Trading Act.

The Great Semiconductor Shortage
https://www.aier.org/article/the-great-semiconductor-shortage/amp/
JULY 10, 2021

Gode betraktninger. Spennende info om Kina sin satsning på solenergi i 2022.

Jeg har sett flere infokilder om hvor konkurransedyktig solenergi vil bli fremover. Helt enormt og de har redusert prisen og dette vil fortsette fremover ser det ut som.

Ja, det kan godt være du får rett i dette. Jeg håper det. Som forbruker selv, så ville hvertfall jeg vært villig til å betale litt mer for panelene mine. Gjør forsåvidt det for kjøtt og andre ting allerede. Ikke økonomisk smart, men jeg sover litt bedre om natten.

Å skape synergieffekter via Cognite ville vært helt fantastisk. Mange bedrifter tenker slik, om de har mulighet til det. Jeg tror det at vi er inne i AKH er til stor fordel for oss aksjonærer.

Edit: Etter å ha lest linken din. Ser jo ut som Kina skyter seg selv i foten her? Med å holde Rec utenfor. De har jo store deler av verdikjeden og de struper produksjon pga høye kostnader. Skulle tro at om ML kunne oppgradere og pumpe ut litt poly så ville det vært bra slik markedet er nå.

PV-WIND MONTHLY MARKET UPDATE
PV and Wind Produce a Record
17.5% of U.S. Electricity in April
http://www.solarplan.org/documents/PV-Wind%20Monthly%20Market%20Update_1%20July-21.pdf
July 2021

Takk, jeg leste denne i desember, det har skjedd en del i ettertid.

"Analysts say high polysilicon prices could persist into 2022, even with new production capacity plans, as the latter could take up to two years to complete.”

https://www.nasdaq.com/articles/china-solar-power-sector-hit-by-surge-in-polysilicon-prices-amid-supply-squeeze-2021-03-30


Jeg tror vi vil ha to forskjellige markeder, et i vesten, der polysilicon fra Xinjiang er eksludert, og et Market for de landene som ikke går med på disse etisk begrunnede handelsprinsippene, da hovedsaklig fremvoksende økonomier.


skal jeg tippe litt og skyte med saltbøsse i mørket, så kan man regne med et tillegg i pris på 2-4 dollar pr kg i det vestlige markedet.

Godt mulig at polysilicon prisen (bruker engelsk utrykk, da det er enklere) vil variere mellom 7-25$ de neste fem årene, og ca 10-28$ i markedet som
ikke kjøper polysilicon fra Xin jiang

Jeg mener å huske at REC Silicon har produksjonskostnad på 8 dollar pr kg polysilicon, så det er enormt mye potensial innen sol energi, i tillegg til batteri delen for Moses Lake.

Man skal ikke se bort fra at Røkke systemet er istand til å senke produksjonsprisen ytterligere dersom man styrer hver eneste aktuator på fabrikken med software fra Cognite eller lignende.

Kina vil trolig installere 100GW i 2022, dette tilsvarer like mye som det ble installert i hele verden i 2018, utviklingen har gått overraskende raskt under Covid.

Hei. Denne: http://taiyangnews.info/business/future-bright-for-polysilicon-industry-claims-research/

Ser ut som man må betale for å se hele. Likevel var det en del informasjon her som var tilgjengelig. Jeg tror politikk etc vil pushe solenergi over forventningene for vekst i årene som kommer.

Har du en link til den Bernreuter analysen?

Litt usikker på det, men virker som det satses begge veier. Jeg tror de ville foretrukket batterier da det virker å være enda mer vekst og fortjeneste der. Likevel tenker jeg at det ikke skader å han mulighet i solar, desto flere bein å stå på jo bedre.

Rec satser vel mer på å levere til batteriprodusenter enn solcelleprodukusenter ?

Når jeg ser på de grafene og tar høyde for veksten som er forventet innen installasjon av sol fremover, så må polykapasitet øke hvert år fremover. Foreløpig er det god kapasitet på wafer, modulproduksjob osv?

Edit: Etter å ha lest litt mer ser det ut til at kineserne har stålgrep og ny kapasitet kommer. Bernreuter Research snakker om priser under $10 for poly ila 2022.

Virker som solar energisatsning vil vokse mye, men kan også se ut som at det for de neste 2 årene ikke vil bli noen fest for Rec. Kanskje like greit da det ikke ser ut til at ML skal levere noe til den sektoren neste 2 årene uansett.

Mismatch mellom solcellepanel produksjon og produksjon av høyden silisium på verdensbasis, langt raskere å starte produksjon av solcellepaneler.

https://www.pv-magazine-australia.com/2021/07/11/sunday-read-firm-foundations-on-shifting-sands/

"Module capacities exceed all other stages, and even if all polysilicon capacity is fully utilised, there is almost 90 GW, or 35% more, module production than polysilicon production once thin-film technologies are removed from module production outlooks. On the demand side there are similar conditions where module supply exceeds even optimistic estimates for 2021 installations by nearly 100 GW.”

Blinken meets Uyghur ex-detainees; US warns of new sanctions
https://apnews.com/article/government-and-politics-edafd32b6e73500cb67868de4c42cf47
JULY 6, 2021

Implementing Supply Chain Resiliency
https://www.commerce.senate.gov/2021/7/implementing-supply-chain-resiliency
JULY 10, 2021
“

WASHINGTON, D.C. — U.S. Senator Maria Cantwell (D-WA), Chair of the Senate Committee on Commerce, Science, and Transportation, will convene a hearing titled, “Implementing Supply Chain Resiliency” at 10:30 a.m. on Thursday, July 15, 2021.
The Department of Commerce (DOC) has an increasingly important role in ensuring the resiliency of the nation’s critical supply chains. These responsibilities stem from directives found in the FY21 National Defense Authorization Act, Biden Executive Order 14017 and its 100-day supply chain review, and potentially from the United States Innovation and Competition Act. The hearing will inform Committee oversight as DOC executes these responsibilities, highlighting critical supply chains such as in the aerospace and semiconductor sectors.

Witnesses:

Dr. Gary Gereffi, Founding Director of the Duke Global Value Chains Center

Dr. James Lewis, Senior Vice President and Director, Strategic Technologies Program, Center for Strategic and International Studies

Dr. Dario Gil, Senior Vice President and Director, IBM Research

Mr. William “Lex” Taylor III, Chairman of the Board and Chief Executive Officer, Taylor Group

Mr. Richard Aboulafia, Vice President of Analysis, Teal Group

Mr. John Miller, Senior Vice President of Policy and General Counsel, Information Technology Industry Council


Hearing Details:



Thursday, July 15, 2021

10:30 a.m. EDT

Full Committee (Hybrid)

SR-253


“

Ja, de henger etter. Særlig sammenlignet med Tesla, men det blir nesten en urettferdig sammenligning. Tesla ligger 5-8 år foran selv de mest frempå av "legacy auto" selskapene. Likevel, det er helt tydelig at batteri i EV sektoren blir enormt. Også andre sektorer som vil stå for like mye, kanskje mer vekst. Også kommer solar til å eksplodere i årene som kommer.

Rec blir som gutta boys som solgte spader og utstyr under gullrushet.

https://finansavisen.no/motor/nyheter/2021/07/10/7697727/bilprodusentene-vil-fremsta-mest-mulig-gronne