Nyheter som angÄr Rec

Slettet bruker
RECSI 28.03.2021 kl 18:14 780359

Helgelesning fra pv-magazine:
https://pv-magazine-usa.com/
Redigert 18.01.2022 kl 19:10 Du mÄ logge inn for Ä svare
manman01
28.07.2021 kl 20:57 11034

Senators announce a bipartisan infrastructure deal, test vote could come as soon as Wednesday
https://www.cnbc.com/2021/07/28/infrastructure-schumer-says-senate-could-vote-to-advance-bipartisan-bill.html
JULY 28, 2021
"
Key senators on Wednesday announced they reached a bipartisan infrastructure deal, but it was unclear if the plan had enough votes to pass as Majority Leader Chuck Schumer prepared to push it through the chamber.

“We now have an agreement on the major issues,” said Sen. Rob Portman of Ohio, the lead GOP negotiator. “We are prepared to move forward.”

The Democrat leading her party’s infrastructure effort, Sen. Kyrsten Sinema of Arizona, also said “we’ve got a deal” with “most” of the bill’s text completed, according to NBC News. She said she spoke to President Joe Biden, who is “excited to move this forward.”

Biden later told reporters he feels “confident” about the agreement.

....

"
manman01
28.07.2021 kl 21:00 11100

Biden promotes tougher "Buy American" rules in visit to Mack Trucks plant
https://www.reuters.com/world/us/biden-tout-tougher-buy-american-rules-visit-mack-trucks-plant-2021-07-28/
JULY 28, 2021
Slettet bruker
28.07.2021 kl 21:11 11124

Europe had just 650 MW of solar cell manufacturing capacity at the end of 2020

The latest update to the Photovoltaics Report produced by research organization the Fraunhofer ISE has offered up the usual slew of interesting stats on the state of solar across the continent.

JULY 28, 2021 MAX HALL

The latest version of the Photovoltaics Report produced by German research body the Fraunhofer Institute of Solar Energy Systems (ISE) has laid bare the state of European photovoltaic manufacturing at the end of 2020.

The continent had 22.1 GWp of solar-grade polysilicon production capacity at that point, according to an executive summary of the latest update of the document, published yesterday. According to the report, Europe's polysilicon capacity was held by Norwegian-based, Chinese state-controlled manufacturer Elkem, and by German businesses Wacker and Silicon Products.

By contrast, Europe had just 1.25 GW of solar wafer production capacity at the end of 2020, according to the Fraunhofer ISE report, based in Norway, at Norsun and REC Silicon-owned Norwegian Crystals; and in France, at energy company EDF‘s Photowatt operation. The lack of European cell manufacturing capacity was even more glaring, with the study estimating just 650 MW of facilities, held by Finnish business Valoe, at its fab in Lithuania; by Italian energy business Enel in its homeland; and by Ecosolifer, in Hungary.
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https://www.pv-magazine.com/2021/07/28/europe-had-just-650-mw-of-solar-cell-manufacturing-capacity-at-the-end-of-2020/
Redigert 28.07.2021 kl 21:13 Du mÄ logge inn for Ä svare
Slettet bruker
28.07.2021 kl 23:11 10753

Kan man slenge en silicon anode inn der? 😂😂
IntravenĂžsiu
28.07.2021 kl 23:21 11013

Tviler sterkt pÄ at det er bruk sor siisium, dette er ment for stor-skala langtidslagring, kommer dette sÄ er det superbull for Rec imo.
Slettet bruker
28.07.2021 kl 23:27 10962

Du tenker mer pĂ„ hvor bull dette kan bli pĂ„ synergieffekten pĂ„ solar? For der kan det bli spennende. Den fremtiden ser jo lovende ut selv uten dette â˜ș Spennende tider.
manman01
29.07.2021 kl 04:46 10656

U.S. Senate advances roughly $1 trillion bipartisan infrastructure bill
https://www.reuters.com/world/us/us-senators-reach-deal-major-points-bipartisan-infrastructure-bill-2021-07-28/
JULY 29, 2021
"
WASHINGTON, July 28 (Reuters) - A roughly $1 trillion bipartisan infrastructure investment bill advanced in the U.S. Senate on Wednesday, passing a key milestone that moves the emerging legislation toward formal debate and possible passage.

The Senate voted 67-32 to take the first procedural step toward debating the measure that has the support of Democratic President Joe Biden.

The bipartisan agreement, which follows months of negotiations, gained the support of all 48 Democrats, two independents and 17 Republicans on this first procedural vote.

Additional procedural votes and debate on the bill itself were expected, possibly into the weekend or beyond.

Democrats intend the bill -- which includes funding for roads, bridges, broadband and other physical infrastructure -- to be the first of a pair of packages, followed by a sweeping $3.5 trillion "human infrastructure" package that faces staunch Republican opposition and some dissent among moderate Democrats.

Democratic Senator Kyrsten Sinema and Republican Senator Rob Portman, the two lead Senate negotiators, announced Wednesday's agreement separately to reporters.

Republicans blocked a similar move last week, saying details were not nailed down. In the latest bill, details on transit and broadband were still being finalized but lawmakers said legislative text would be completed soon.

.........

"
manman01
29.07.2021 kl 05:55 10728

Booming demand for renewable energy financing could result in tax equity shortage, experts say
https://www.utilitydive.com/news/booming-demand-for-renewable-energy-financing-could-result-in-tax-equity-sh/604021/
JULY 28, 2021
"
Dive Brief:

- While some types of project are more popular with investors than others, overall demand for renewable energy project financing continues to grow, potentially outstripping financiers' ability to keep up, according to participants in a Tuesday panel hosted by Wood Mackenzie.

- Utility-scale and residential solar deals are popular with investors, but deals in "the middle" of the renewable energy industry — such as commercial and industrial projects and community solar — suffer from a lack of standardization, according to Marshal Salant, global head of alternative energy finance at Citi. However, Salant noted that this "middle" area also has the most room for growth.

- Speakers emphasized the need for direct-pay tax credits, which they said are necessary to increase the number of developers who can access renewable energy finance and prevent a potential shortage of financing from blocking renewable energy deals.


There is no shortage of growth in demand for renewable energy, according to speakers during a panel on renewable finance at Wood Mackenzie's Power and Renewables Conference this week. But with fast-growing opportunities in emerging technologies like energy storage and underdeveloped industry sectors like community and commercial-scale solar, it's not clear whether the availability of financing will keep pace with demand.

A confluence of federal support, state policy and demand from corporations setting voluntary climate targets has created a "perfect demand signal in the market" that is driving the development of clean energy projects, according to Patrick Pfeiffer, managing director of Statkraft U.S., a renewable energy developer.

Investors, too, are seeking out renewable energy deals in growing numbers. Using environmental, social and governance standards as a means of evaluating investment opportunities "has taken off faster in the financial world than just about any phenomena we've seen," Salant said. "Four or five years ago, people couldn't spell ESG. Today, bankers come to me, corporates come to us, and on the investor side, [interest is] just massive."

There is room for even greater growth among projects that fall in-between the utility-scale and rooftop solar sectors — projects built for businesses and communities for example — according to Salant.

......

"
manman01
29.07.2021 kl 06:20 10769

14,000 scientists warn of "untold suffering" if we fail to act on climate change
https://www.mic.com/p/14000-scientists-warn-of-untold-suffering-if-we-fail-to-act-on-climate-change-82642062
JULY 28, 2021
manman01
29.07.2021 kl 10:15 10627

Resilient supply chains in the green transition
https://www.europarl.europa.eu/thinktank/da/document.html?reference=EPRS_ATA%282021%29696181
JULY 18, 2021

Resilient supply chains in the green transition (PDF)
https://www.europarl.europa.eu/RegData/etudes/ATAG/2021/696181/EPRS_ATA(2021)696181_EN.pdf
JULY 28, 2021
“

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United States explores policy options and promotes domestic investment
With Executive Order 14017, President Joe Biden commissioned an investigation into supply chains for critical products, including semiconductors, high capacity batteries, and critical minerals. The resulting 100-Day Supply Chain Review includes recommendations for strengthening resilience, such as analysing how the Defence Production Act, which was essential for producing supplies to combat Covid-19, could be used to strengthen supply chains. Additionally, the Department of Energy (DOE), working with the Departments of State, Commerce, and Defence, has released a national strategy to develop domestic battery supply chains. It provides objectives for the next nine years, including discovering and developing alternatives to various critical minerals, building up material processing capacity, investing in R&D, STEM (science, technology, engineering, and mathematics) education, and workforce training, as well as identifying where the US can extract minerals responsibly. The DOE is also running a variety of domestic investment programmes. The DOE Loan Programs Office offers US$20 billion in investment for projects to enhance supply chain security for critical minerals and batteries. To promote domestic manufacturing, the DOE announced in June 2021 that it would require innovations developed through DOE science and energy programmes to be substantially manufactured in the US.

US Congress controls critical tax incentives and funding
Because interest in supply chain resilience is fairly recent, many of the proposed bills directly addressing it establish new offices, databases or commissions to gather information. For example, the proposed National Manufacturing Guard Act of 2021 would create the Office of Supply Chain Readiness within the Department of Commerce and create a supply chain data exchange on critical resource availability. Congress also plays an important role for supply chain resilience through taxes. Growing interest in supporting the battery industry has been manifested in bills to create an investment tax credit for energy storage, as in the proposed, bipartisan Energy Storage and Tax Incentive and Deployment Act. Congress also has exclusive competence over appropriations laws that fund federal agencies. The 100-Day Supply Chain Review highlights the need to fully fund the research provisions in the Energy Act of 2020, which authorised the DOE to expand critical material R&D efforts to include demonstration and commercialisation. Supply chain policies have also gained momentum when cast in terms of competition with China. In June 2021, the Senate passed the United States Innovation and Competition Act (USICA), a US$250 billion proposal aimed at countering China's influence, with US$52 billion directed toward domestic semiconductor research, design, and manufacturing. Next, the bill must pass the House. Finally, the 100-Day Supply Chain Review argues in favour of investing in infrastructure, because it would increase US demand for semiconductors through key semiconductor-using industries such as power generation, clean energy, broadband, and electric vehicles.

“
Redigert 29.07.2021 kl 10:16 Du mÄ logge inn for Ä svare
manman01
29.07.2021 kl 12:58 10409

Europe’s Expensive Climate Club And Its Detractors
https://www.forbes.com/sites/tilakdoshi/2021/07/28/europes-expensive-climate-club-and-its-detractors/
JULY 28, 2021
"

...

The EU and the US want to impose trade tariffs to bring the cost of carbon-dioxide emissions caused by the manufacture of an imported good into alignment with what a domestic producer would pay to produce the same good. European and American companies are less competitive because they have to pay for their emissions while foreign companies that export to them don’t. Thus rules to reduce emissions will encourage companies in the West to “offshore” their production to developing countries which have less onerous restrictions on emissions, a process known as “carbon leakage”. Brussels and Washington, it is claimed, merely intend to “level the playing field”. Of course the question arises, whose playing field?

The European Commission will initially apply the CBAM to imports from energy intensive sectors including iron and steel, aluminium, cement, fertilisers and electricity, coming into force from January 2026. An analysis by a bank found that Russia, Turkey, Ukraine, India and China will be amongst the most impacted by the CBAM. The complexity of the Brussels-concocted plan ensures that exporters to the EU will have their work cut out for them. Exporting firms will have to document detailed carbon audits on their emissions which would include calculating the percentage of emissions that are already covered by carbon taxes elsewhere (domestic and for imports which go into manufacturing the exports). If these complex and expensive analyses are beyond the compliance capabilities of firms, especially for small and medium-sized businesses, the EC will unilaterally establish carbon tariffs on the basis of the dirtiest 10% of European producers of the same good.

...
"

The EU and US dip into a carbon trade fight
https://www.washingtonexaminer.com/policy/energy/the-eu-and-us-dip-into-a-carbon-trade-fight
JULY 15, 2021
"
The European Union rolled out a plan this week to impose “climate tariffs” against countries that lack aggressive emissions-reduction policies, potentially presaging a trade conflict that could complicate the fight against global warming.

Not to be outdone, Senate Democrats as part of a sprawling $3.5 trillion infrastructure and climate spending plan this week pledged to impose a “polluter import fee” on exporters of carbon-intensive goods, though it is far less detailed than the EU’s plan.

Taken together, the moves show that government leaders are embracing mixing protectionist trade policy with combating global warming, an issue that requires international cooperation to address.

.....

From the EU’s perspective, imposing a matching border carbon adjustment with a domestic carbon price is essential to avoid harming the competitiveness of European industries. If exporters of carbon-intensive goods such as steel, aluminum, cement, electricity, and fertilizer have to pay a fee equivalent to the same price per metric ton of carbon as the EU’s emissions trading market, it would remove the incentive for companies to move overseas to avoid paying the domestic fee.

“The Europeans are ahead of the game,” Pomerleau said. “The EU is under tremendous pressure from domestic industry to level the playing field.”

The EU is also aiming to prod the bloc's trading partners to adopt carbon pricing systems or other aggressive climate policies.

“The best border adjustment is one you don’t have to use because it induces the policies you want,” said Nat Keohane, president of the Center for Climate and Energy Solutions. “The ultimate goal is not to raise prices on imports and penalize other countries, but create incentives for cooperation.”

With that in mind, the EU is giving trade partners time to adjust, requiring importers to begin monitoring and reporting the carbon content of imported products in 2023 and start paying in 2026.

That lag could benefit the U.S., which has an advantage over China, India, and even Europe in producing goods and services at lower rates of carbon emissions, including steel, according to research from the Climate Leadership Council.

......

"

Daily on Energy: The big question facing Democrats’ carbon import tax gambit
https://www.washingtonexaminer.com/policy/energy/daily-on-energy-the-big-question-facing-democrats-carbon-import-tax-gambit
JULY 20, 2021
Slettet bruker
29.07.2021 kl 13:06 10473

HĂžres virkelig ut som om hele verdikjeden innen solar kan passe inn her.

Spennende nyheter. Slik politikk kan nok hjelpe for Ä fÄ fart pÄ en ikke kinesisk verdikjede :)
manman01
29.07.2021 kl 15:43 10371

U.S. International Trade Commission Confirms Malaysian Imports Have Injured U.S. Silicon Metal Industry; U.S. Industry Applauds Antidumping Order
https://www.globenewswire.com/news-release/2021/07/29/2271383/11914/en/U-S-International-Trade-Commission-Confirms-Malaysian-Imports-Have-Injured-U-S-Silicon-Metal-Industry-U-S-Industry-Applauds-Antidumping-Order.html
JULY 29, 2021
"
MIAMI, July 29, 2021 (GLOBE NEWSWIRE) -- Globe Specialty Metals, Inc. (“GSM”), a subsidiary of Ferroglobe PLC (NASDAQ: GSM), and Mississippi Silicon LLC (“MS”), together representing the majority of American silicon metal production, welcomed news on July 28th, that the U.S. International Trade Commission’s (“ITC”) final 5-0 vote confirming that silicon metal imports from Malaysia have materially injured the U.S. industry.

Following today’s decision, the U.S. Department of Commerce (“DOC”) will issue a formal antidumping (AD) duty order covering all imports from Malaysia for at least five years.

“U.S. businesses and workers have been unfairly impacted by Malaysian producers who refuse to abide by the rules of international trade,” said Marco Levi, Chief Executive Officer of GSM’s parent, Ferroglobe PLC. “I am glad to see our trade laws enforced and thank the ITC and its staff for their hard work and commitment to these cases.”

On June 30, 2020, GSM and MS filed petitions to stop silicon metal producers in Bosnia and Herzegovina, Iceland, Malaysia and Kazakhstan from selling dumped and unfairly subsidized silicon metal imports into the United States. On January 27, 2021, the DOC announced preliminary duties of 7.41% on all imports of silicon metal from Malaysia.

Today’s vote finalizes the last of the four cases; formal antidumping/countervailing duty orders covering imports from Bosnia and Herzegovina, Iceland, and Kazakhstan being issued earlier this year.

“We are very pleased with today’s vote, which confirms the harmful impact Malaysian imports have had in the U.S. market,” said Eddie Boardwine, Chief Operations Officer of MS. “This decision will allow our company and our employees to continue investing in our operations, our communities, and our customers’ futures.”

Silicon metal is an important element added to various grades of aluminum alloys used in performance applications such as automotive components and aerospace products. Silicon metal also is a critical raw material in the production of silicone compounds used in numerous products including sealants, adhesives, rubber gaskets, caulking compounds, lubricants, food additives, coatings, polishes, and cosmetics, among others. In addition, silicon metal is the base material in the production of polysilicon, a highly purified form of silicon used in solar cells and semi-conductors.
"
manman01
29.07.2021 kl 16:13 10413

The West Embraces State Subsidies, a Policy Throwback, to Counter China
https://www.wsj.com/articles/subsidies-chips-china-state-aid-biden-11627565906
JULY 29, 2021
jokke
29.07.2021 kl 16:16 10447

Hadde alt du Manman01 og andre ligger inn pÄ trÄder i forumet kommet ut i DN og Finansavisen sÄ hadde REC allerede passert 30,- og pÄ god vei mot 40,-. Tror ogsÄ at Rec hadde tjent pÄ Ä vÊre pÄ nasse hvor nyhetene har sitt opphav. Takk til alle som bidrar, fantastisk gravearbeid!
manman01
29.07.2021 kl 16:17 10602

Solar Industry Statement on Bipartisan Infrastructure Agreement
https://www.seia.org/news/solar-industry-statement-bipartisan-infrastructure-agreement
JULY 29, 2021
"
WASHINGTON, D.C. — Following is a statement from Abigail Ross Hopper, president and CEO of the Solar Energy Industries Association (SEIA):

"The infrastructure deal reached by bipartisan members of the Senate and the Biden administration is an important start and includes provisions that can help deploy clean electricity. We will support efforts to get the legislation through both chambers of Congress and to the president’s desk. We cannot quit there, however.

"To achieve the necessary emissions reductions, solar will have to grow four times faster than we are growing today. That cannot happen without a long-term extension of the investment tax credit, with a direct pay option, or a policy equivalent that would drive more solar installations. We look forward to working with members of Congress and the White House to promote clean energy policies that fully tackle the climate challenge and that bring millions of jobs and hundreds of billions of dollars of investment to all American communities."
"
manman01
29.07.2021 kl 16:26 10636

Jeg er glad for at det kan bruges!! Tak for at lĂŠse med, og for den fine kommentar:)
manman01
29.07.2021 kl 19:55 10355

US Senate passes ‘once-in-a-generation’ bipartisan infrastructure deal
https://www.pv-tech.org/us-senate-passes-once-in-a-generation-bipartisan-infrastructure-deal/
JULY 29, 2021
"
The US Senate has passed a new bipartisan infrastructure bill after weeks of protracted discussions, establishing US$550 billion in new infrastructure funding as part of an investment described as “once-in-a-generation”.

Among swathes of investment earmarked for road building and other transport improvement programmes, the infrastructure bill allocates up to US$73 billion in renewable infrastructure investment.

It includes the creation of a new Grid Deployment Authority to build a clean, 21st century electric grid, helping more renewables connect, alongside promises to electrify thousands of school and transit buses across the country.

While funding will facilitate thousands of miles of new power transmission lines and other infrastructure to accommodate greater quantities of renewables power in the US, specific solar supports, such as the investment tax credit extension, are absent – although it’s thought they could be introduced via a budget reconciliation act later in the year.

In a statement, President Joe Biden said: “This deal signals to the world that our democracy can function, deliver, and do big things
 Americans will build transmission lines and upgrade our power grid to be more resilient and cleaner.

“American workers will make a historic investment to install the first-ever national network electric vehicle charging stations and undertake critical environmental clean ups.”

Having been passed by the US Senate, the bill must now pass through the House of Representatives before it can be signed into law, however this is considered a formality due to the support it has received to date.

Gina Raimondo, secretary of commerce at the US Department of Commerce, said the US was one step closer to making a “historic investment” in the US’ infrastructure.

...

"
Slettet bruker
29.07.2021 kl 20:18 10442

Kort sagt: Det her er stort!

Alt er lagt til rette for REC Silicon. Verdien kan bli hvor hĂžy som helst✔
Marketwatch
29.07.2021 kl 20:35 10552

Beklager, men skal vi vÊre redelig, sÄ betyr vel ikke denne avtalen sÄ mye for Rec, stÄr jo direkte i referatet:
While funding will facilitate thousands of miles of new power transmission lines and other infrastructure to accommodate greater quantities of renewables power in the US, specific solar supports, such as the investment tax credit extension, are absent – although it’s thought they could be introduced via a budget reconciliation act later in the year.
Slettet bruker
29.07.2021 kl 20:56 10487

Electric vehicle charging ✔
manman01
30.07.2021 kl 08:35 10059

In Light of China’s Forced Labor Allegations in Xinjiang Region, U.S. Solar Industry Retraces Its Polysilicon Sourcing Steps
https://morningconsult.com/2021/07/30/solar-industry-xinjiang-forced-labor-supply-chain/
JULY 30, 2021
“


..

Effectiveness of the controls

Bennett Freeman, who serves on the steering committee for the Coalition to End Forced Labour in the Uyghur Region and previously worked on human rights and labor in the Clinton State Department, said forced labor — and especially the alleged abuses in Xinjiang — has gained new attention in the last 18 to 24 months, “almost out of nowhere.”

That focus both from the public and the Biden administration means that U.S. solar companies and others targeted by enforcement actions are likely to fall in line. But whether companies based elsewhere do as well is an open question; Hopper said that the supply chain impacts on the U.S. industry could be more dramatic if other countries take similar enforcement actions, presumably because more solar companies will be in competition for the limited non-Xinjiang sources of polysilicon.

A seminal report from Sheffield Hallam University, released earlier this year, found that Uyghur forced labor has ripple effects throughout international supply chains, and listed 90 Chinese and international companies whose operations are connected.

A CBP spokesperson said the agency is actively collaborating with U.S. allies on prohibiting the import of goods produced using forced labor, including silica-based products. And it is working with Canada and Mexico to implement U.S.-Mexico-Canada Agreement provisions against forced labor, as well as with the other Group of Seven members to make good on a June 13 communiqué to eliminate forced labor from global supply chains.

Freeman said the United Kingdom and Canada would be the most likely countries to follow the United States’ lead on more stringent enforcement actions given the countries’ postures on Xinjiang so far, while the European Union and Japan have so far taken less aggressive stances. While the action taken by the United States has been “significant,” incentivizing changes in China’s labor practices would be very difficult without global buy-in, he said.

For SEIA, keeping tabs on how the industry at large has responded to the exclusion of Xinjiang from its supply chains will be top of mind going forward, and the group is planning to make public a “look-back” assessment on that progress around mid-December.

“
Slettet bruker
30.07.2021 kl 09:58 9826

"Snodig" dette. Igjen en analyse - denne gang fra Danske Bank Markets, som har en positiv analyse av Aker Horizons, uten og nevne REC.
Slettet bruker
30.07.2021 kl 10:07 9820

Bemerket og dette , rec nevnes ikke i analysen fra DB
Slettet bruker
30.07.2021 kl 10:14 9825

Kan det vÊre pga eierposten er sÄ liten? Under 25%. I alle andre eier de vel 50% eller mer.

Syns likevel det er rart, og skjÞnner egentlig ikke at det skal ha sÄ mye og si. 24,7% er fortsatt en stor eierpost, selv om de ikke nÞdvendigvis styrer selskapet som de kan med de andre selskapene i portefÞljen.
manman01
31.07.2021 kl 14:54 9839

Behind the Rise of U.S. Solar Power, a Mountain of Chinese Coal
https://www.wsj.com/articles/behind-the-rise-of-u-s-solar-power-a-mountain-of-chinese-coal-11627734770
JULY 31, 2021
Alternativt: https://pastebin.com/U9u3QFLD
"

....

"We would be happy if the other part of the value chain would be established in Europe,” said Antonello Irace, director of the factory in Sicily. “Think about sustainability, think about labor conditions, think about logistics costs and proximity.”
Beijing has further hobbled Western efforts by placing tariffs on U.S. polysilicon as part of a long-running trade dispute over solar panels. That blocked U.S. producers from selling raw material to Chinese wafering factories—which have more than 95% of global capacity—leaving them with almost no buyers for their product.

The tariffs led REC Silicon AS A in 2019 to idle a plant in Moses Lake, Wash., that runs on carbon-free hydropower. The company hoped negotiations between the Trump administration and Beijing would result in the tariffs being dropped. Instead, Beijing last year extended the tariffs for five years.

“We have a lot of polysilicon capacity,” said David Feldman, a researcher at the U.S. government’s National Renewable Energy Laboratory, “and it would be good for them to have customers.”

"
Redigert 31.07.2021 kl 15:23 Du mÄ logge inn for Ä svare
Slettet bruker
31.07.2021 kl 15:28 10016

Ja , flere som regner med rec som en stor produsent . Tas frem ved alle eksempel pÄ hvor farlig kinesisk monopol er .. dette blir gull , rec blir fremstilt som ledestjerne . At ML ikke Äpner er utenkelig , rec har blitt et prestisjeprosjekt for USA og Biden administrasjonen
Trollstuket
31.07.2021 kl 16:07 9883

Rec silicon hireing : senior lab specialist
Moses Lake, Washington.
5H ago

Kilde : linkedin
manman01
01.08.2021 kl 11:44 9412

SĂžndagslĂŠsning:

Trading into a bright energy future:
The case for open, high-quality solar photovoltaic markets
https://www.wto.org/english/res_e/booksp_e/energyfuture2021_e.pdf
JULY 2021
manman01
01.08.2021 kl 18:08 8836

Two U.S. Companies Seek Continued Tariffs on Imported Solar Panels
https://www.wsj.com/articles/two-u-s-companies-seek-continued-tariffs-on-imported-solar-panels-11627819200
AUGUST 1, 2021
"
WASHINGTON—Two small U.S. solar companies plan to petition the government to extend tariffs on solar cell and panel imports, reigniting a fight that has split the industry—and one that could force the White House to choose sides.

Auxin Solar Inc., a San Jose, Calif., solar panel manufacturer, and Suniva Inc., which owns an idled solar cell factory in Norcross, Ga., plan to ask the U.S. International Trade Commission on Monday to extend the solar tariffs for four years, said Mamun Rashid, Auxin’s chief executive officer.

The 18% tariffs were imposed in 2018, and are set to expire next year. They largely affect imports from Chinese-owned companies. China is the world’s largest producer of solar cells and panels used to generate electricity, although it has moved some of its production to elsewhere in Asia to avoid U.S. tariffs.

The companies say extending the tariffs is necessary to “secure America’s solar energy independence” and to “rid the solar supply chain of injurious and unfair trade practices” that hurt American workers, according to a copy of the petition.

“It’s a national-security concern,” Mr. Rashid said.

Chinese firms say they are privately owned and have prospered through scale and innovation.

Filing the petition triggers a monthslong review by the ITC, a quasi-judicial federal agency that will seek to determine whether the industry has made a “positive adjustment” to import competition during the first four years of the tariffs and needs more time to regain its footing.

The ITC can recommend extending the tariffs, but only the president has the power to do so—creating a potential dilemma for the Biden White House, which wants to encourage domestic manufacturing and wants to speed up the adoption of solar technology.

Tariffs provide an incentive for domestic manufacturing of solar panels—an industry that has been eviscerated by cut-rate Chinese competition.
But they also raise the cost of solar panels to business and residential customers, potentially slowing the spread of the clean technology.

“It is time to end the job-killing Section 201 solar tariffs,” said John Smirnow, general counsel for Solar Energy Industries Association, a trade group whose membership includes importers and installers. “They are a multibillion-dollar drag on industry growth.”

The tariffs–known as section 201 tariffs—were put in place by President Donald Trump in 2018. Initially 30% and later cut to 18%, they applied to imports of solar panels and solar cells from all but a few dozen impoverished nations.

Since the tariffs were imposed, solar-panel production in the U.S. has tripled. A Chinese company and a Korean company set up factories in the U.S., and an American firm, First Solar Inc., expanded domestic production.

Even so, imports make up 85% of U.S. sales, according to the research firm Wood Mackenzie.
Auxin says that the tariffs have helped it stay in business and expand production capacity somewhat. But it says it needs a new round of tariffs to expand further, including to start producing the silicon wafers used to make solar cells, which turn sunlight into electricity.

Suniva halted solar cell production in 2016 and says it plans to restart its solar-cell factory if the tariffs are extended.

In April, U.S. Trade Representative Katherine Tai indicated sympathy for the tariffs.

“The issue of the solar tariffs are very much on my mind,” she said at a Senate hearing. “We are struggling with the application of these tariffs that are meant to save maybe the last producer that we have here in the United States.”

A spokesman for the U.S. trade representative declined to comment on her current views of the tariffs.

There are other efforts under way in Washington to help domestic solar manufacturing.

The White House is looking to shape Buy American rules to favor purchase of panels made domestically. In Congress, several lawmakers are working on legislation to create tax incentives for domestic solar manufacturers.

Mr. Rashid, the Auxin CEO, said he supports the tax plans but also needs tariffs so he can count on being protected somewhat from import pressure.
“We are afraid to make investments because we don’t know if the tariffs will last,” he said.

The section 201 tariffs are the latest in a series of trade efforts by the U.S. intended to help a domestic industry that has been battered by Chinese competition. Until about 2000, China was a small outlier in a global solar industry dominated by Germany and Japan. Some U.S. companies also played an important role.

Around that time, different local Chinese governments started to provide substantial backing to solar entrepreneurs, creating global oversupply and a sharp decline in prices. By 2011 Chinese manufacturers dominated the solar-panel industry, with about 60% of global sales.

The U.S. responded with a series of tariffs to block cheap imports. Chinese manufacturers largely evaded the initial tariffs by setting up factories in countries not covered by the policy and exporting from there to the U.S.

Section 201 tariffs are designed to give greater protection because they are applied to nearly everywhere in the world.

But Auxin and Suniva contend that their impact was blunted, in part, because the Trump administration weakened the tariffs in 2019 by providing exemptions for many imported solar panels. Mr. Trump ended the exemption shortly before he left office.
"
manman01
02.08.2021 kl 18:00 7885

The solar industry has a supply problem
https://www.canarymedia.com/articles/solar-industry-has-supply-problem/
AUGUST 2, 2021
"

.....

Polysilicon in particular has become a recent sticking point, with prices shooting up first due to factory shutdowns and later because of an increase in demand.

“Polysilicon prices have hit the roof,” said Zoco, who added that high prices and shortages are likely to persist through the rest of the year and could worsen if another wave of coronavirus infections leads to shutdowns or if manufacturing hiccups occur.

The issue is particularly significant in the U.S., where polysilicon is constrained by Biden administration policies that require solar companies to ensure their products are not linked to firms that use forced labor in China’s Xinjiang province, where much of the world’s polysilicon is produced. The administration could also take additional action to bar such imports.

Overall, “supply chain friction” has caused solar module prices to jump 18 percent since the beginning of the year, according to an analysis released in late July by Roth Capital Partners. That’s helped push power purchase agreement prices up as well. Nearly three-quarters of solar developers who participated in a survey released in July by LevelTen Energy said they’re boosting PPA prices because of increasing costs for modules and polysilicon.

Shipping delays, which have hit all types of products, have only exacerbated those issues. Cargo space on container ships headed to the U.S. from Asia — where most solar modules are manufactured — is at a premium. The price to transport a shipping container from China to California has increased 43 percent in 2021, according to recent reporting in The Wall Street Journal.

“Global manufacturing and shipping is impacted,” said Chris Murphy, business operations manager at Swinerton Renewable Energy, which carries out engineering, procurement and construction services for solar projects. “All you have to do is look around. Everything you go and try to buy these days, even in your personal life — I went to buy a refrigerator, and there’s no refrigerators.”

.....

"
Redigert 02.08.2021 kl 18:01 Du mÄ logge inn for Ä svare
manman01
02.08.2021 kl 18:02 7983

Auxin Solar Requests Extension of Safeguard Relief on Certain Imported Solar Cells and Modules
https://markets.businessinsider.com/news/stocks/auxin-solar-requests-extension-of-safeguard-relief-on-certain-imported-solar-cells-and-modules-1030676678
AUGUST 2, 2021
"
SAN JOSE, Calif., Aug. 2, 2021 /PRNewswire/ -- Auxin Solar, an American owned, operated and headquartered manufacturer of solar panels, today filed a petition with the U.S. International Trade Commission (ITC) to extend safeguard relief for crystalline silicon photovoltaic (CSPV) cells and modules. The safeguard relief was initially established in 2018 to strengthen America's solar industry and to address the serious injury caused by surging imports. Auxin filed the petition alongside the original petitioner, Suniva, Inc.

"Extending this safeguard is essential for America to reclaim its lead in solar energy manufacturing and development, and it represents a critical step to achieve the broader goal of American renewable energy independence," said Mamun Rashid, co-founder and chief executive officer at Auxin Solar. "This is about national security and realizing the promise of green energy independence. We believe the Commission should recommend extending the safeguard remedy for another four years to strengthen the domestic solar industry. Auxin Solar is committed to re-shoring the solar supply chain and filed this petition in the hope that policymakers are committed to the promise of green energy independence and the good-paying manufacturing jobs that will result."

The United States has historically been a leader in the solar industry, but the domestic industry was decimated by a flood of aggressively priced imports that quickly captured market share. After the imposition of antidumping and countervailing duties on CSPV products from China and Taiwan failed to stop the rapid increase in low-priced imports of CSPV products, the ITC determined in 2017 that CSPV cells and modules were being imported into the United States in such increased quantities as to be a substantial cause of serious injury to domestic producers. Based on the ITC's findings, the President imposed tariffs on imported CSPV modules and a tariff-rate quota on imported solar cells.

Without an extension, the safeguard remedy will expire on February 6, 2022. Auxin Solar and Suniva's extension petition will prompt the ITC to determine whether the safeguard remedy continues to be necessary to prevent or remedy serious injury and whether there is evidence that the industry is making a positive adjustment to import competition. The ITC will report its determination to the President by December 8, 2021, and at that time the President may choose to extend the safeguard remedy for an additional four years.

The extension of the safeguard remedy is necessary because neither Auxin Solar nor Suniva have been able to complete their plans to positively adjust to import competition. Auxin Solar and Suniva's investment plans were negatively impacted by stockpiling prior to the establishment of the safeguard, economic headwinds caused by COVID-19, China's predatory pricing, and a loophole in the remedy that allowed excluded modules to be imported in high volumes and at cut-rate prices. These combined challenges meant that the safeguard did not have the desired effect to allow companies like Auxin Solar and Suniva to recover from the serious injury caused by imports.
"
manman01
02.08.2021 kl 18:10 7953

The U.S. Needs to Build More, Faster to Reach Net Zero
https://www.bnnbloomberg.ca/the-u-s-needs-to-build-more-faster-to-reach-net-zero-1.1635604
AUGUST 2, 2021
"
(Bloomberg) -- After years of waiting, Infrastructure Week finally happened. Last Wednesday, U.S. senators reached a bipartisan agreement on a $550 billion infrastructure bill, working through the weekend to finalize the text. On Sunday, Majority Leader Chuck Schumer said the bill could be voted on “in a matter of days.”

While Congress was debating the size of the check, researchers at Princeton University’s Andlinger Center for Energy and the Environment were preparing a report showing that the pace of infrastructure investment will have to speed up—considerably—to reach President Joe Biden’s goal of net-zero greenhouse gas emissions by 2050.

“That pace question is the critical issue,” said Chris Greig, senior research scientist at Princeton and author of the report, published today. “Doing things the way we've always done them, we will fail in this mission to net zero by 2050.”

The team’s analysis builds on the Net-Zero America Report, another Princeton study published at the end of last year, which outlined five “technologically and economically plausible” pathways to decarbonizing the U.S. economy by 2050. The new report considers two of those pathways—one that relies more heavily on non-renewable sources of clean energy such as nuclear generation, and one that uses 100% clean energy. In either case, even with environmentally supportive policies, the U.S. would only get about halfway to achieving net-zero emissions by 2050 if it continues delivering infrastructure at the rate it does now.

To gain some perspective on how much faster we need to move in the future, it’s important to see where we are now. The U.S. broke its own record for solar installations last year, installing 19.2 gigawatts of generating capacity, according to the Solar Energy Industries Association. But even with all that new solar energy, it would need to install an additional 800 megawatts each week to reach net zero in 30 years, according to the report. One 400-megawatt solar power station is the size of 130 Tokyo Olympic stadiums, the authors say, and would take three-and-a-half years to build under current circumstances.

Speeding up that timetable will require five key shifts in the way the U.S. plans and develops infrastructure projects: thinking of value beyond financial returns; using existing renewable technology while also investing in new ones; standardizing designs for greater, faster scalability; greater collaboration between government, communities and capital markets; and embracing digital technology to keep the whole system running.

The study was produced in partnership with Worley Ltd., an Australian engineering company with a number of clean energy projects in its portfolio, including Ireland’s first green hydrogen plant and a Belgian steel plant aiming to recycle carbon-dioxide emissions into ethanol biofuel. Chris Ashton, Worley’s chief executive officer, is an unabashed optimist. “The capacity for the world to achieve extraordinary things is nothing short of mindboggling when we come together with the goal of something that has a greater purpose,” he said.

Big business is waking up too, Ashton said, pointing to the recent shareholder campaign that succeeded in putting two environmental reformers on the board of oil giant Exxon Mobil. “I expect we will see the Exxon Mobil of today is going to make a different set of decisions based on what Engine No. 1 have achieved.”

Congress, however, is another story. Even if it passes the Senate, the infrastructure bill is far from a done deal, and House members are already calling for revisions. For Greig, framing the question the right way helps simplify things considerably. “Success is non-negotiable,” he said. “In 2050, we have to be net zero. A shortfall is not acceptable. When you put that lens on this challenge, it forces you to think differently.”
"
Slettet bruker
03.08.2021 kl 12:30 7329

Legislation introduced to House would provide grants to U.S. battery makers

By Kelly Pickerel | August 2, 2021

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Last week, U.S. Representative Mike Doyle (D-PA) was joined by Representatives David B. McKinley, P.E. (R-WV), Marc Veasey (D-TX), Debbie Dingell (D-MI), and Tim Ryan (D-OH) in introducing the bipartisan Battery Material Processing and Component Manufacturing Act, H.R. 4864, which aims to strengthen the domestic battery manufacturing industry by providing grants for the construction or retooling of facilities for processing battery materials or manufacturing of battery components.

“The U.S. needs strong domestic supply chains for our industries to be secure and to grow,” Congressman Doyle said. “This bipartisan legislation will ensure that the battery supply chain for electric vehicles as well as homes, businesses and grid storage is located here in America, providing good-paying jobs. This legislation will grow our economy, provide manufacturing jobs in communities that have lost them, help the U.S. remain a leader in innovation, and ensure that our auto industry has a reliable domestic supply chain. This is the type of investment we must make to remain competitive globally, and I am proud we have a great group of bipartisan leaders on this issue.”

With demand for batteries skyrocketing and continuing to rise as a result of the growth in electric vehicles as well as home and grid storage, developing a domestic supply chain for batteries is vitally important.

“For far too long the U.S. has relied on countries like China for supplies of critical minerals and rare earth elements,” said Representative McKinley. “This is a direct threat to our national security and energy security. This bipartisan legislation is an important step forward to ensuring a domestic supply of critical minerals that are critical to manufacturing battery and battery components.”

Today, the U.S. finds itself dependent on international competitors for battery minerals and technologies as China maintains a stranglehold on all stages of the battery supply chain, which is achieved with poor labor and environmental standards. This is not only an economic security issue; it is a national security issue. By investing in a robust battery supply chain, the U.S. can create jobs, reduce emissions, enhance our economic and national security, and provide innovative leadership in battery markets both at home and abroad.

To capitalize on these opportunities, The Battery Material Processing and Component Manufacturing Act of 2021 will inject much needed funding, in the form of cost-shared grants, into the midstream sectors of the battery supply chain. The bill would provide $10 billion for building a domestic battery supply chain. Funding for the grants is split between $3.5 billion for materials processing and $6.5 billion for component manufacturing and recycling.

Grants would fund demonstration and commercial-scale facilities as well as the retooling, retrofitting or expansion of existing facilities that process battery materials such as lithium and graphite, manufacture battery components such as anodes and cathodes, or recycle battery materials for reuse. Additionally, the grants will be prioritized for projects that provide workforce opportunity to those in low income communities.

Not only would this legislation improve our national security, but it would also make the U.S. more competitive in the global marketplace, and help spur significant economic growth through the creation of new advanced manufacturing jobs.
Slettet bruker
03.08.2021 kl 12:44 7420

Mange takk, Culibre👍 Ting gĂ„r virkelig Rec sin vei🎉
Slettet bruker
03.08.2021 kl 13:07 7354

Bare hyggelig👍🙂
manman01
03.08.2021 kl 13:46 7439

!!!!!!😳

Tak for at dele (:

Dette skal nok blive godt!!