⊠ikke minst
I tillegg er rec i USA .. landet som nettopp har vedtatt en trillion-dollar-pakke for Ă„ stĂžtte og utvikle bĂŠrekraftig energi ..,
Opportunist1
13.08.2021 kl 08:01
8590
Tar ikke bare 3 Är. Koster 1,5 mrd USD ogsÄ. De kan fÄ hele REC inkl. Butte for 600MUSD.
Vet hva jeg ville ha gjort hvis jeg ville ha silan gas eller polysilicon kapasitet.
Vet hva jeg ville ha gjort hvis jeg ville ha silan gas eller polysilicon kapasitet.
Flott at de ser bĂŠrekraft i dette . Ă
bygge en fabrikk tar ca 3 Ă„r ..
ML kan vĂŠre oppe ila kortere tid .
Dette taler bare for at REC sitter pÄ gull :-)
ML kan vĂŠre oppe ila kortere tid .
Dette taler bare for at REC sitter pÄ gull :-)
omac
13.08.2021 kl 06:23
8809
The Company will focus on exploring and producing silicon and providing improvements in capacity and efficiency over lithium-ion batteries using silicon and graphite in their anode materials. The Company intends to become a silicon anode material supplier and producer to the electric vehicle industry.
-----
Blir vel en konkurrent men retningen de tar er underbygger REC sin posisjon, de holder forĂžvrig til i Canada
-----
Blir vel en konkurrent men retningen de tar er underbygger REC sin posisjon, de holder forĂžvrig til i Canada
NEO Battery Materials Files Fifth Patent for its Proprietary Process of Manufacturing Silicon Anode Active Materials - Batteries News
https://batteriesnews.com/neo-battery-materials-patent-process-manufacturing-silicon-anode-active-materials/
https://batteriesnews.com/neo-battery-materials-patent-process-manufacturing-silicon-anode-active-materials/
Bob Macahan
11.08.2021 kl 22:47
9382
Följ den hÀr tjejen pÄ LinkedIn. Hon följer och skriver om vÄrt intresse pÄ nÀra hÄll
https://www.solarpowerworldonline.com/2021/08/senate-3-5-billion-budget-plan-includes-ban-on-solar-projects-using-materials-sourced-from-china/
https://www.solarpowerworldonline.com/2021/08/senate-3-5-billion-budget-plan-includes-ban-on-solar-projects-using-materials-sourced-from-china/
SK Innovation og Ford snakker fortsatt sammen om batteriplaner. Mye kapasitet i USA noen Är frem i tid, men her kan sikkert mye av G14 sin planlagte kapasitet gÄ tenker jeg.
https://finance.yahoo.com/news/ford-battery-venture-sk-innovation-132154926.html
https://finance.yahoo.com/news/ford-battery-venture-sk-innovation-132154926.html
PolySilicon Weekly Spot Price
Item High Low Avg AChg AChg%
PolySilicon 29.000 19.500 27.340 0.39 1.45%
Unit: USD Last Update: 2021-08-11
Kilde: http://pvinsights.com/indexWap.php
Item High Low Avg AChg AChg%
PolySilicon 29.000 19.500 27.340 0.39 1.45%
Unit: USD Last Update: 2021-08-11
Kilde: http://pvinsights.com/indexWap.php
Redigert 11.08.2021 kl 12:01
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t3sm
11.08.2021 kl 11:55
10216
Veldig godt at den pakken endelig har kommet igjennom! Gode nyheter for REC og fornybart generelt.
U.S. Senate narrowly approves $3.5 trillion spending plan
https://www.reuters.com/world/us/us-senate-debate-35-trillion-spending-plan-enters-second-day-2021-08-11/
https://www.reuters.com/world/us/us-senate-debate-35-trillion-spending-plan-enters-second-day-2021-08-11/
Marketwatch
11.08.2021 kl 09:48
10287
Den siste klimarapporten fra FN gir klar beskjed: det mÄ handles nÄ! Det mÄ bygges vindkraft, solparker, batterilagringskapasitet
etc, alt hva remmer og tÞy kan holde. Det kreves bl.a oppstart av gigantiske solparker HVER DAG, skal mÄlene for maks
temparaturstigning nÄs. REC sitter altsÄ med ledig kapasitet og kompetanse i et marked som stÄr foran en etterspÞrseleksplosjon
etter nettopp deres produksjon. Dersom RÞkke ikke fÄr igang lÞnnsom produksjon med de utsiktene som er nÄ, skal jeg spise
hatten jeg ikke har. Jeg er overrasket over at markedet ikke allerede priser inn mer av disse utsiktene i aksjen, men det kommer nok -
kanskje AKH skal Ăžke sitt eierskap fĂžrst?
etc, alt hva remmer og tÞy kan holde. Det kreves bl.a oppstart av gigantiske solparker HVER DAG, skal mÄlene for maks
temparaturstigning nÄs. REC sitter altsÄ med ledig kapasitet og kompetanse i et marked som stÄr foran en etterspÞrseleksplosjon
etter nettopp deres produksjon. Dersom RÞkke ikke fÄr igang lÞnnsom produksjon med de utsiktene som er nÄ, skal jeg spise
hatten jeg ikke har. Jeg er overrasket over at markedet ikke allerede priser inn mer av disse utsiktene i aksjen, men det kommer nok -
kanskje AKH skal Ăžke sitt eierskap fĂžrst?
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/
https://www.pv-tech.org/us-senate-passes-landmark-infrastructure-bill-as-attention-turns-to-solar-itc-extension/
Redigert 11.08.2021 kl 08:29
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Stonks_
10.08.2021 kl 21:02
8256
https://www.hansolchemical.com/en/front/contents/contents.do?menuCd=2030300
Link til Hansol sine produkter, ser ut som de produsere noen typer silan
Link til Hansol sine produkter, ser ut som de produsere noen typer silan
China gjĂžr som de vil. De har nylig uttalt at de skal Ă„pne mer kullkraft og fortsette med det frem til 2030. FĂžr de skal begynne Ă„ snu mot 2060. Sier dem selv.
SĂ„ spĂžrs det da. Vesten importerer like fullt fra Kina. HĂ„per jo det kan snu snart. ForelĂžpig er det mye prat og lite handling.
Hvertfall som gagner oss Rec aksjonĂŠrer.
SĂ„ spĂžrs det da. Vesten importerer like fullt fra Kina. HĂ„per jo det kan snu snart. ForelĂžpig er det mye prat og lite handling.
Hvertfall som gagner oss Rec aksjonĂŠrer.
Ja , men Kina kan ikke fortsette Ă„ vĂŠre miljĂžversting . Kina forurenser mer enn alle andre land til sammen . De kommer Ă„ vĂŠre nĂždt til Ă„ bli mer miljĂžvennlige ellers kan de ikke selge til vesten .
Chinaâs Greenhouse Gas Emissions Exceeded the Developed World for the First Time in 2019
https://rhg.com/research/chinas-emissions-surpass-developed-countries/
Chinaâs Greenhouse Gas Emissions Exceeded the Developed World for the First Time in 2019
https://rhg.com/research/chinas-emissions-surpass-developed-countries/
Redigert 10.08.2021 kl 15:39
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Jada. Ser jo den. Men hadde vÊrt Þnskelig med denne "non-chinese value chain" det har blitt snakket om en stund. Hadde vÊrt en gylden anledning nÄ som alt skal bli grÞnt, om USA satset litt der ogsÄ.
Jeg tror det vil skje etterhvert, men vi trenger jo kunder til ML i gÄr.
Jeg tror det vil skje etterhvert, men vi trenger jo kunder til ML i gÄr.
Holo
10.08.2021 kl 13:40
8868
Ladestasjoner -> Elbiler -> batterier -> silisiumanoder -> silangass -> REC (og konkurrenter)
Virker som politikerne er litt korttenkte. Hva hjelper det med ladestasjoner om strĂžmmen blir levert av kullkraftverk?
De mÄ tenke pÄ energiproduksjon, fÄ fart pÄ solar. Det snakkes om Ä bruke sinnsyke mengder penger, men solar nevnes knapt.
Ladestasjoner, hva hjelper det Rec?
De mÄ tenke pÄ energiproduksjon, fÄ fart pÄ solar. Det snakkes om Ä bruke sinnsyke mengder penger, men solar nevnes knapt.
Ladestasjoner, hva hjelper det Rec?
Redigert 10.08.2021 kl 13:36
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IntravenĂžsiu
10.08.2021 kl 12:54
8768
Det stÄr 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://www.hansolchemical.com/en/front/contents/contents.do?menuCd=2030300
Men jeg finner ingenting om silangass produksjon, noen som vet noe mer?
IntravenĂžsiu
10.08.2021 kl 12:49
8582
Det ser ut til at Hansol bygger silisium anode anlegg i SĂžr Korea for 670 millioner kr
http://www.thelec.net/news/articleView.html?idxno=3211
http://www.thelec.net/news/articleView.html?idxno=3211
Hobbydansken
09.08.2021 kl 19:43
9100
https://www.solarpowerworldonline.com/2021/08/u-s-solar-china-polysilicon-battle/
Veldig grei artikkel som forklarer mye om bÄde 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
Veldig grei artikkel som forklarer mye om bÄde 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
Redigert 09.08.2021 kl 20:00
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sigge
08.08.2021 kl 14:30
10158
Slettet brukerskrev Var dette et svar til meg? SkjĂžnte ikke helt poenget i tilfellet :)
Nei..
Bob Macahan
08.08.2021 kl 13:34
10150
Var dette et svar til meg? SkjĂžnte ikke helt poenget i tilfellet :)
sigge
08.08.2021 kl 12:16
10247
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
manman01
08.08.2021 kl 08:33
10779
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 IEAâs Bahar sees this as a threat particularly pertinent for those participating in Europeâs band of renewables auctions. âThose 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,â he says. Portugalâs record-breaking auctions of 2020, which saw prices plummet to low of just âŹ11.14/MWh (US$13.12) spring to mind in particular.
Itâs not just modules, either. Steel costs have also soared â 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 â 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. âLetâs 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,â 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.
....
"
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 IEAâs Bahar sees this as a threat particularly pertinent for those participating in Europeâs band of renewables auctions. âThose 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,â he says. Portugalâs record-breaking auctions of 2020, which saw prices plummet to low of just âŹ11.14/MWh (US$13.12) spring to mind in particular.
Itâs not just modules, either. Steel costs have also soared â 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 â 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. âLetâs 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,â 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.
....
"
manman01
08.08.2021 kl 08:26
10791
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 weekâs 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 â Frank Niendorf, general manager for Europe at JinkoSolar, notes that the average cost of shipping containers has soared in recent months â 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 worldâs 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 âexposed to new vulnerabilities and older dependenciesâ while also illustrating the âneed for more speed in the transition towards a cleaner, more digital, and more resilient economic and industrial modelâ. Its solution has been to identify 14 strategic industries and tailor support for them, one of which is domestic renewables manufacturing.
...
"
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 weekâs 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 â Frank Niendorf, general manager for Europe at JinkoSolar, notes that the average cost of shipping containers has soared in recent months â 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 worldâs 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 âexposed to new vulnerabilities and older dependenciesâ while also illustrating the âneed for more speed in the transition towards a cleaner, more digital, and more resilient economic and industrial modelâ. Its solution has been to identify 14 strategic industries and tailor support for them, one of which is domestic renewables manufacturing.
...
"
IntravenĂžsiu
06.08.2021 kl 16:06
11304
https://www.tu.no/artikler/storbanker-vil-kjope-opp-og-stenge-asiatiske-kullkraftverk/512377?fbclid=IwAR0h7m6daFT_f3mJjxllOXcxt0EcGSNugAoBSyhuiUO57uvdt50I3GD2PS0
Det ser svart ut for forlengelse av nĂŠrmest gratis elektrisitet for Daqo og co.
Det ser svart ut for forlengelse av nĂŠrmest gratis elektrisitet for Daqo og co.
Redigert 06.08.2021 kl 16:07
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Uchi postet et lite innlegg tidligere i dag, han. Stoisk ro og trygghet pÄ egen investering. Merker jeg har begynt Ä sjekke sjeldenere selv, og det er jo fordi absolutt alt av nyheter gÄr i Recs favÞr om dagen. NÄ er det egentlig bare et spÞrsmÄl om nÄr ML Äpner, og det gjÞr casen rimelig sikker for min egen del i hvert fall.
Uchis post om det skulle vĂŠre av interesse: https://finansavisen.no/forum/thread/138260/view/3672554
Uchis post om det skulle vĂŠre av interesse: https://finansavisen.no/forum/thread/138260/view/3672554
Svaret ligger nok i usikkerheten. Dette med silisiumsanoder er sÄ nytt at jeg ikke tror de store gutta tÞr Ä hoppe i det. De flommer nok inn sÄ fort avtaler er bekreftet og de kan hÞre litt om hvilke inntekter det kan generere om 3-5Är. Er vel nesten alltid sÄnn at det er proffe og store aktÞrer som driver kursen, de mÄ ha litt mer sikkerhet i investeringen enn oss amatÞrer :) Fordelen er at vi kan hoppe i det tidligere enn dem og tjene enda mer.
Jeg tipper kursen glatt kan doble seg fÞr selve Äpningen, bare vi fÄr en bekreftelse. SÄ vil det stige ytterligere nÄr ML faktisk viser til solide overskudd og tall. Utvikler anodene seg og vi kanskje fÄr litt PV industri utenom Kina vil det virkelig bli spennende utover tiÄret. Om man er sÄpass langsiktig da :)
Jeg tipper kursen glatt kan doble seg fÞr selve Äpningen, bare vi fÄr en bekreftelse. SÄ vil det stige ytterligere nÄr ML faktisk viser til solide overskudd og tall. Utvikler anodene seg og vi kanskje fÄr litt PV industri utenom Kina vil det virkelig bli spennende utover tiÄret. Om man er sÄpass langsiktig da :)
Slettet brukerskrev https://twitter.com/potus/status/1423256327481090048?s=12
Ja, det her gÄr sÄ riktig veit for RECsi som det kan gÄ.
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.
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.
Ărligtalt
05.08.2021 kl 18:22
12646
Slettet brukerskrev https://twitter.com/potus/status/1423256327481090048?s=12
Det suser i sivet ja... Kommer nok snart noe her - Biden mÄ innfri, skape arbeidsplasser...Samt kunne peke pÄ innenlands produksjon av kritiske varer
Er rigget for en gedigen opptur, algoene har skjÞnt dette - men ikke markedet...riktig ennÄ :)
Er rigget for en gedigen opptur, algoene har skjÞnt dette - men ikke markedet...riktig ennÄ :)
Redigert 05.08.2021 kl 19:37
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