👍🙂

Har ikke sett noen andre dele dette; rapporten tilsier "Global Disilane Market Set for Rapid Growth and Trend by 2021-2028 | REC Silicon"

https://manometcurrent.com/global-disilane-market-set-for-rapid-growth-and-trend-by-2021-2028-voltaix-rec-silicon/

noen med tilgang? litt dyrt å betale 20k for å kunne lese rapporten

http://pipas.no/nb/disilan/

Flere ulike tekniske kilder sier at disilan er veien å gå. Visstnok har disilan følgende fordeler:
- Lavere temperatur ved avsetning 450 C (mot 700 C for andre typer silaner)
- 'Jevnere' avsetning (25-50% bedre)
- Brukes også per nå i Corning-glass type solarpaneler med 'romstasjon-kvalitet' (pga sin ekstremt lave vekt?)

Det som er hyggelig er at kommunikasjonen mellom Butte-ansvarlige og REC ledelsen er såpass god at de klarer å fornye produksjonsparken i forkant. Nyheten kan sammenfalle med ansettelsen av salgssjef for silangass i Butte for noen dager tilbake :)

Jeg forstår ikke vitenskapen i alt dette med gassene. Likevel, virker ganske opplagt at Rec er godt posisjonert med både ML og Butte vedrørende disse gassene de kan produsere. De påstår jo selv at de er ganske så markedsledende allerede mtp markedsandelen de har.

PolySilicon Weekly Spot Price opp 0,71%
Item High Low Avg AChg AChg%
PolySilicon 28.750 19.150 26.950 0.19 0.71%
Unit: USD Last Update: 2021-08-04

http://pvinsights.com/indexWap.php

Solidt

American Climate Leadership: A Long-Term Commitment to Clean Energy
https://www.seia.org/blog/american-climate-leadership-long-term-commitment-clean-energy
AUGUST 2, 2021
"
The climate crisis is here. From the freezing cold that shut down Texas’s electrical grid, to the scorching heat that melted power lines and buckled streets in Oregon, we’re seeing the impacts every day. These threats to our way of life require immediate action and smart policies to guide us toward a sustainable future.

Fortunately, the solar and storage industries are ready to help address this crisis, with the added benefit of fostering economic prosperity in every corner of the country. The U.S. solar market recently surpassed 100 gigawatts of installed electric generating capacity and accounted for 58% of all new electric capacity added to the grid in Q1 2021. However, policy whiplash threatens this momentum, and solar businesses need a stable policy environment to make long-term investments to meet this climate moment. If we don’t act now, we’ll fall short of where we need to be to reach the clean energy benchmarks President Biden has laid out, which are essential to tackling climate change.

As Congress and the Biden Administration work to pass infrastructure and budget legislation, they have an opportunity to provide that policy certainty. A long-term extension of the solar Investment Tax Credit (ITC) is a common-sense step to help us meet our renewable energy goals and create well-paying career opportunities across the country. The ITC is the most effective tool we have to drive investments and job growth, and it’s important that lawmakers also pair it with a direct pay option. This will help ease project financing challenges and shield the industry from pandemic-related disruptions.

Wood Mackenzie found that the recent two-year extension of the ITC increased solar installation forecasts by 17%, which is a clear demonstration of its effectiveness at spurring economic development and creating jobs. Each new solar system installed provides a paycheck for American workers and supports thousands of growing energy businesses. As solar demand increases, there is incredible opportunity to build back better with new jobs all over the country. Many communities haven’t had good-paying and steady manufacturing jobs in decades, but with the right support the solar industry can change that.

Solar is first and foremost an American-made technology. We should global leaders – not just in solar and storage deployment, but also in manufacturing of clean energy technology. Building our capacity to seize the promise of American solar manufacturing will create more jobs and enhance supply chain security and stability.

Senator Jon Ossoff recognizes the importance of domestic manufacturing and setting up the industry for long-term success. Last month he introduced the Solar Energy Manufacturing for America Act to rapidly boost solar manufacturing here at home with tax credits for every stage of production. In support of this promising legislation, SEIA announced a solar-specific target to reach 50 gigawatts of annual domestic production capacity by 2030.

The solar industry must grow at a rate four times faster than we are growing today to address climate change and meet President Biden’s ambitious 2035 goals. If Congress prioritizes smart solar policies like a long-term ITC extension, direct pay, and incentives for domestic manufacturing, we can tackle this crisis and ensure a bright future for generations of Americans to come.

Sign SEIA’s company letter to Congress and learn more about SEIA’s top policy priorities.
"

Solar Industry Statement on the August 2021 Petition for Solar Tariffs
https://www.seia.org/resources
AUGUST 3, 2021
"

WASHINGTON, D.C. — Following is a statement from John Smirnow, vice president of market strategy and general counsel at the Solar Energy Industries Association (SEIA) on the August 2, 2021 Section 201 petition:

“There are no two ways about it. It is time to end the job-killing Section 201 solar tariffs. They are a multibillion dollar drag on industry growth. And leading domestic panel manufacturers are thriving, both here in America and globally. If we hope to reach our ambitious climate goals, we must accelerate solar deployment, not hinder it with unnecessarily punitive trade measures.

“The way to create more U.S. manufacturing is long-term federal investments, not shortsighted tariffs. Indeed, SEIA is advocating for a suite of federal policy options designed to provide demand certainty, leverage private sector capital investments and provide ongoing production support as gaps are filled in the domestic solar supply chain. We’ve also set a target of 50GW of solar manufacturing capacity by 2030. That would go a long way toward creating a robust solar manufacturing supply chain, but we won’t get there with a simplistic and ineffective trade policy.”

"

Deilig at det går mot lysere tider 🌞som RECSI aksjonær nå snart, dvs. utover høsten…☃️ 😉

Biden bekrefter mål om at halvparten av nybilsalget i 2030 skal bestå av elbiler

Biden-administrasjonen bekrefter torsdag at presidenten vil signere en presidentordre med mål om at 50 prosent av salg av nye kjøretøy i USA skal være elektriske innen 2030.

Det fremgår av en pressemelding fra Det hvite hus torsdag.

Biden vil torsdag kunngjøre et sett med nye tiltak som tar sikte på å fremme dette målet og øke virkningen av hans foreslåtte 'Build Back Better'-investeringer, som vil posisjonere USA til å «drive fremtiden til elektriske bilder, utkonkurrere Kina og takle klimakrisen», heter det i pressemeldingen.

Planen inkluderer blant annet investeringen i det første nasjonale nettverket for ladestasjoner, forbruksincentiver, finansiering av «retooling» og utvidelse av hele forsyningskjeden for innenlands produksjon.

Legger bare til linken til innlegget ditt jeg.

https://www.whitehouse.gov/briefing-room/statements-releases/2021/08/05/fact-sheet-president-biden-announces-steps-to-drive-american-leadership-forward-on-clean-cars-and-trucks/

...Merkelig at det ikke lastes mer av mannen i gata på denne uvtiklingen - dog tydelig at noen algoer er innstilt på å akkumulere...For maken til opp og ned innen en tight spread skal man lete lenge etter :)

Uchi... Har han tatt en REC-pause?

https://twitter.com/potus/status/1423256327481090048?s=12

👍

Det suser i sivet ja... Kommer nok snart noe her - Biden må innfri, skape arbeidsplasser...Samt kunne peke på innenlands produksjon av kritiske varer

Er rigget for en gedigen opptur, algoene har skjønt dette - men ikke markedet...riktig ennå :)

Ja, det her går så riktig veit for RECsi som det kan gå.

Det er egentlig pussig at TT avkreftet planer om US notering. Det virker som markedet her hjemme ikke tar inn over seg hvilken enorm posisjon RECsi besitter.

Svaret ligger nok i usikkerheten. Dette med silisiumsanoder er så nytt at jeg ikke tror de store gutta tør å hoppe i det. De flommer nok inn så fort avtaler er bekreftet og de kan høre litt om hvilke inntekter det kan generere om 3-5år. Er vel nesten alltid sånn at det er proffe og store aktører som driver kursen, de må ha litt mer sikkerhet i investeringen enn oss amatører :) Fordelen er at vi kan hoppe i det tidligere enn dem og tjene enda mer.

Jeg tipper kursen glatt kan doble seg før selve åpningen, bare vi får en bekreftelse. Så vil det stige ytterligere når ML faktisk viser til solide overskudd og tall. Utvikler anodene seg og vi kanskje får litt PV industri utenom Kina vil det virkelig bli spennende utover tiåret. Om man er såpass langsiktig da :)

Uchi postet et lite innlegg tidligere i dag, han. Stoisk ro og trygghet på egen investering. Merker jeg har begynt å sjekke sjeldenere selv, og det er jo fordi absolutt alt av nyheter går i Recs favør om dagen. Nå er det egentlig bare et spørsmål om når ML åpner, og det gjør casen rimelig sikker for min egen del i hvert fall.

Uchis post om det skulle være av interesse: https://finansavisen.no/forum/thread/138260/view/3672554

https://www.tu.no/artikler/storbanker-vil-kjope-opp-og-stenge-asiatiske-kullkraftverk/512377?fbclid=IwAR0h7m6daFT_f3mJjxllOXcxt0EcGSNugAoBSyhuiUO57uvdt50I3GD2PS0

Det ser svart ut for forlengelse av nærmest gratis elektrisitet for Daqo og co.

European solar under the spotlight: A manufacturing renaissance?
https://www.pv-tech.org/european-solar-under-the-spotlight-a-manufacturing-renaissance/
AUGUST 5, 2021
Alternativt: https://pastebin.com/QwUZdhkU
"
...
While solar deployment throughout Europe is expected to soar, can the same be said for manufacturing on the continent? As part of this week’s special feature on European solar, Liam Stoker assesses the potential for solar manufacturing to return to Europe.
...
But could that be about to change? Efforts to bring about a solar manufacturing renaissance in Europe have gathered pace, spurred on by concerns over supply chain logistics – Frank Niendorf, general manager for Europe at JinkoSolar, notes that the average cost of shipping containers has soared in recent months – the carbon footprint of manufacturing and shipping solar panels halfway across the world and a desire to once again have skin in the game in one of the world’s most strategic manufacturing industries.

In Early May, the European Commission published its eagerly anticipated revised industrial strategy, a document updated a year after the onset of the COVID-19 pandemic principally because the crisis had shifted much of the landscape it was originally drawn up on. The strategy concludes that European industry has been “exposed to new vulnerabilities and older dependencies” while also illustrating the “need for more speed in the transition towards a cleaner, more digital, and more resilient economic and industrial model”. Its solution has been to identify 14 strategic industries and tailor support for them, one of which is domestic renewables manufacturing.
...
"

European solar under the spotlight: The challenges that remain
https://www.pv-tech.org/european-solar-under-the-spotlight-the-challenges-that-remain/
AUGUST 6, 2021
Alternativt: https://pastebin.com/Ba1zAgpp
"
...
A material world
The solar manufacturing industry has been in recent months by soaring polysilicon prices, continuing a trend first felt towards the end of last year after incidents at a number of facilities in China disrupted global supply. While these incidents have largely been overcome, demand for the material continues to far outstrip, and prices have gone through the roof. As the cost of manufacturing solar modules has increased, purchase prices have had to rise in tandem, threatening project economics across the continent. Project developers spoken to by PV Tech Power remain split, but the general consensus is that some in the sector will be unable to develop at the module price, and projects previously slated for connection in 2021 will be pushed into 2022 when prices are expected to stabilise.

The IEA’s Bahar sees this as a threat particularly pertinent for those participating in Europe’s band of renewables auctions. “Those that are deep into the auctions, betting on lower PV prices… if they had tight margins, then they are in a challenging situation to wait or not to wait,” he says. Portugal’s record-breaking auctions of 2020, which saw prices plummet to low of just €11.14/MWh (US$13.12) spring to mind in particular.

It’s not just modules, either. Steel costs have also soared – tracker manufacturer Array Technologies lamented a doubling in steel costs felt between April 2020 and April 2021, and a further 10% hike felt early in this financial year – while semiconductor shortages are leaving inverter suppliers hamstrung.

But, as Bahar says, given the cost trajectory of solar over the last decade, the industry owes far less to component costs than it used to. “Let’s remember that of the overall system costs modules are just a portion… there are a lot of other things involved. So the impact [of price increases] to a total PV system is not that big,” he adds. Polysilicon prices are also widely expected to peak in July or August this year before normalising into Q2 2022, with huge additions set to come onstream at the start of next year. Any price impact will be in the short- or medium-term, however the prospects for sub-US$0.20c/W modules may perhaps have been revised as a result of the last six months.

Pricing and grid availability may therefore pose threats to solar deployment in the short- or medium-term, but long-term prospects for the technology are significant. The IEA expects north of 20GW of solar to be installed in Europe in each of the forthcoming five years, forecasts matched, if not exceed, by all other analysts. The future is bright for solar in Europe.
....
"

Takker :)

REPORT JOB in REC Moses Lake, WA
Senior Lab Specialist / Spectroscopist
Understand basic silicon chemistry

https://www.indeed.com/jobs?q=REC&l=Moses%20Lake%2C%20WA&vjk=29616371748e3d78

Var dette et svar til meg? Skjønte ikke helt poenget i tilfellet :)

https://i.imgur.com/0dc4bbt.jpg

Ford och Daimler kommer behöva en hel del silan gas.

Nei..

https://www.solarpowerworldonline.com/2021/08/u-s-solar-china-polysilicon-battle/

Veldig grei artikkel som forklarer mye om både REC sin posisjon i den amerikanske verdikjede for solar og batteri. Hvilket potensiale som ligger her - og noen refleksjoner fra Mr. Sutton om fremtiden.

Kudos til Calibre (FA) og Vicpg89 (ShareVille)

Edit: Kudos

Det ser ut til at Hansol bygger silisium anode anlegg i Sør Korea for 670 millioner kr

http://www.thelec.net/news/articleView.html?idxno=3211

Det står at Hansol produserer thinfilm (silangass som innsatsfaktor)

https://www.hansolchemical.com/en/front/contents/contents.do?menuCd=2030300

Men jeg finner ingenting om silangass produksjon, noen som vet noe mer?

https://finansavisen.no/nyheter/energi/2021/08/10/7717006/det-er-avgjorende-for-a-forhindre-klimakatastrofe?internal_source=sistenytt

Virker som politikerne er litt korttenkte. Hva hjelper det med ladestasjoner om strømmen blir levert av kullkraftverk?

De må tenke på energiproduksjon, få fart på solar. Det snakkes om å bruke sinnsyke mengder penger, men solar nevnes knapt.

Ladestasjoner, hva hjelper det Rec?

Ladestasjoner -> Elbiler -> batterier -> silisiumanoder -> silangass -> REC (og konkurrenter)

..

Jada. Ser jo den. Men hadde vært ønskelig med denne "non-chinese value chain" det har blitt snakket om en stund. Hadde vært en gylden anledning nå som alt skal bli grønt, om USA satset litt der også.

Jeg tror det vil skje etterhvert, men vi trenger jo kunder til ML i går.

Ja , men Kina kan ikke fortsette å være miljøversting . Kina forurenser mer enn alle andre land til sammen . De kommer å være nødt til å bli mer miljøvennlige ellers kan de ikke selge til vesten .

China’s Greenhouse Gas Emissions Exceeded the Developed World for the First Time in 2019

https://rhg.com/research/chinas-emissions-surpass-developed-countries/

China gjør som de vil. De har nylig uttalt at de skal åpne mer kullkraft og fortsette med det frem til 2030. Før de skal begynne å snu mot 2060. Sier dem selv.

Så spørs det da. Vesten importerer like fullt fra Kina. Håper jo det kan snu snart. Foreløpig er det mye prat og lite handling.

Hvertfall som gagner oss Rec aksjonærer.

https://www.hansolchemical.com/en/front/contents/contents.do?menuCd=2030300


Link til Hansol sine produkter, ser ut som de produsere noen typer silan

https://www.linkedin.com/posts/group14-technologies_we-are-excited-to-join-battery-manufacturers-activity-6830905787552980993-sk-U

US Senate passes landmark infrastructure bill as attention turns to solar ITC extension: With the infrastructure bill now on its way, attention has quickly fallen towards a secondary infrastructure package, valued at upwards of US$3.5 trillion, which the Democrats are to pursue through budgetary reconciliation.

https://www.pv-tech.org/us-senate-passes-landmark-infrastructure-bill-as-attention-turns-to-solar-itc-extension/