https://ife.no/sol-vil-endre-markedet-for-alle-andre-energiformer/

Vet ikke om denne er lagt ut før, men verdt både å lese og lese på nytt.

Kommer for fullt dette ja- og ikke bli skremt av en liten nedgang i kjølvannet av Biden's nylig uttalte satsning på sol...

Hva er den priset til nå... Reflekteres egentlig engang verdien av Butte?

Butte är värt ca 350 miljoner dollar om man utgår ifrån de bud som inkommit. I dagens marknad och med pågående expansion antagligen mer

https://finansavisen.no/nyheter/energi/2021/09/10/7734763/analytiker-spar-naermere-70-prosent-oppside-i-solaksje-sektoren-vil-vokse-i-et-raskt-tempo
Investeringsselskapet Needham trekker frem solcelleselskapet Sunrun som en langsiktig vinneraksje.

Needham og Bagri har derfor tatt opp dekning på aksjen, som ifølge analytikeren bør forbli en av de største aktørene i det amerikanske markedet, med et kursmål på 75 dollar, som gir en oppside på 68 prosent fra dagens kurs.
--------------------------------------
Tikk takk

https://www.ecowatch.com/china-solar-panels-ban-biden-2654961710.html#toggle-gdpr

Industry executives and analysts said solar panels from at least three Chinese companies have been targeted in recent weeks and several product detentions were confirmed by Customs and Border Patrol (CBP), The Washington Post reported.

According to CNN, China's Xinjiang region has evolved over the last two decades into a major production hub for solar panel parts supplying the rest of the world. Unfortunately, the report In Broad Daylight: Uyghur Forced Labour and Global Solar Supply Chains published in May of this year by Sheffield Hallam University suggested that much of the work to put together those parts might rely on forced labor. The companies have been exploiting the region's Uyghur population and other ethnic and religious minorities to produce goods for the global supply chain of solar panels, the report said.

In June, CBP banned imports of silica-based products made by Hoshine Silicon Industry Company as well as goods made using those products. The company is the world's largest producer of metallurgical-grade silicon, a key raw material used in solar panels, the news report said. At the time, The Washington Post reported that the ban could have "widespread impact" on the entire solar energy industry, which is dominated by Chinese suppliers who source materials from Hoshine.

"Almost the complete solar industry is affected by Hoshine," Johannes Bernreuter, a research analyst with expertise in the solar supply chain, told The Post.

When it announced the protective measure, CBP said it had information "reasonably indicating" that Hoshine's plants in China's Xinjiang region use forced labor, The New York Times reported. This finding triggered a ban under a U.S. law prohibiting the import of goods made by coerced workers.

CBP officials estimated that the United States has imported at least $150 million in products made with Hoshine materials over the last 2½ years, as well as more than $6 million of direct imports from the company.

Solar is currently the fastest-growing source of new electricity generation in the United States. The Biden administration hopes to boost the alternative energy from 3% of electricity generation to more than 40% by 2035. The administration has also set a goal of 100% of the U.S. electricity to come from carbon-free sources by 2035, The Times reported. This can include alternative energy sources such as solar, wind or nuclear. Prior to this ban, Biden had hoped to meet this lofty goal by more than doubling the annual pace of solar installations nationwide and cutting the price of solar panels by more than half, the news report said.

Chinese companies currently dominate the global production of solar panels, so cutting off that supply could make it harder and/or more costly to grow the solar industry domestically. Some industry leaders have voiced concern that further implementation of the ban could slow the construction of new solar-energy projects throughout the country.

The ban also "brings to the fore the tension between the [Biden] administration's human rights agenda and its efforts to address the climate crisis," The Washington Post reported.

Homeland Security Secretary Alejandro Mayorkas, who oversees CBP, has said the administration remains committed to renewable energy but that it will not tolerate human rights abuses. He said, "Our environmental goals will not be achieved on the backs of human beings in a forced-labor environment," The Times reported.

Mark Widmar, chief executive of First Solar, told The Post that CBP enforcement actions have "had a real significant disruption to a lot of planned projects and their ability to complete them this year. It's going to be very challenging, very difficult." First Solar is a U.S.-based panel manufacturer that doesn't use Chinese materials.

When addressing the ban's impacts, Mayorkas concluded, "But, and this is very important, we're going to root out forced labor wherever it exists, and we'll look for alternative products to achieve the environmental impacts that are a critical goal of this administration.

Kanske gammal info men är det ML fabrik Group14 syftar på i detta inlägg på LinkedIn?

And that’s a wrap! 🎉 This morning, our CEO Rick (Eric) Luebbe chatted with Gabe Daoud Jr. about Group14’s recent milestones in commercializing our breakthrough Li-silicon technology at Cowen Inc.’s 14th Annual Global Transportation & Sustainable Mobility Conference.

“Our next milestone is the commissioning of our joint-venture factory with SK, followed by the commissioning of our second U.S.-based factory,” Rick said during the fireside chat. “Going from 120 tons to 12,000 tons will be a game-changer for the automotive industry and will open up access to lithium-silicon for their EV fleets.”

A huge thanks to the Cowen team for including us in such an inspiring event. We’re looking forward to tuning in to more events to come and collaborating together for a more sustainable transportation future. 🚗✈️🚂 

https://ife.no/en/division/battery-technology/?fbclid=IwAR2Kah0vzO_0RzHRdj53kiEJH6hL-vlCMhR1rnSt62GjOj-aD8DbaM12XBU_aem_AW-TM8JeqgcV7TrBnhm_jWPetZD8jYtr-AuQdWw2myJKGRxPAEIEnpa7WGJtBnjsQAk9jV_RS3yvWcfvb0TDneUZ3Z2eAjRf1xaJxGsuMp7RAp6y28dyhpbAwWGoANDAp0k

Solar could provide 40% of US power by 2035, but only if installations quadruple this decade

https://www.pv-tech.org/solar-could-provide-40-of-us-power-by-2035-but-only-if-installations-quadruple-this-decade/

Sunday read: looming impacts of international trade disputes on polysilicon

https://www.pv-magazine-australia.com/2021/09/12/sunday-read-looming-impacts-of-international-trade-disputes-on-polysilicon/

Dette går helt klart vår vei, og med økte priser er det (nær) garantert åpning av ML

USA... selv med Biden, Trump eller en annen kommende president; så er logikken klar- uavhengig av hvem som sitter:

Å sikre seg produksjon innenfor eget land er eneste alternativ

Melding innen få måneder nå...IKKE SELG på disse nivåene!

https://financialpost.com/pmn/business-pmn/rising-solar-prices-threaten-paris-climate-goals-analyst-says

...Subsidiering og gjenåpning av ML er på vei...Eneste vei til målet

Hvorfor går ikke Rec ut å sier at de har levert produkter til Sila's nye batteri som er i Woop activity tracker, Sila kaller dette batteriet for LI/silicon
"Sila has developed silicon-based particles that can replace the graphite in anodes and hold more of the lithium ions that carry the current in a battery."

https://www.technologyreview.com/2021/09/08/1035143/sila-whoop-lithium-ion-battery-fitness-wearable-evs/amp/?__twitter_impression=true
Dersom dette inneholder Rec produkter, så må jo Rec snarest gå ut med at de er med på denne revolusjonen, og bruke det i markedsføring.

Ledelsen i REC ville aldri si noe slik, for da går aksjekursen rett til værs og det er ikke i dere agenda enda. Skjønn de som vil.

https://finansavisen.no/nyheter/bil/2021/09/11/7735207/biden-vil-heve-subsidier-for-elbiler


De foreslåtte fradragene vil vare i ti år, og forbrukerne skal få utnytte fradraget på kjøpstidspunktet. Fra 2027 vil fradraget på 7.500 dollar kun gjelde biler som er produsert i USA.

For å få glede av fradraget kan man ikke tjene mer enn 400.000 dollar i året, og det kan heller ikke brukes på personbiler som koster mer enn 55.000 dollar, mens for lastebiler er grensen satt til 74.000 dollar


...Selvfølgelig må USA nå øke egenproduksjonen!

"As reported, another gigafactory is likely to be built at the airport of the industrial city of Coventry. According to the new report by The Guardian, talks are underway with InoBat Auto. The building application for the large-scale project was submitted in mid-July.”

https://www.electrive.com/2021/09/07/britishvolt-begins-construction-on-blyth-factory/

https://group14.technology/en/news/group14-and-inobat-announce-partnership-to-deliver-customizable-lithium-silicon-batteries-to-automotive-oems

Tak for at dele alle (:

... the demand for higher-performing energy storage is continuing to skyrocket at an unprecedented rate. To deliver on the promise of zero-emission electric vehicles, automotive OEMs are turning to drop-in-ready technologies such as high capacity silicon-based anode materials, which deliver dramatically more energy density per volume than traditional lithium-ion-based batteries for mobility of all modes....

👌🙂

Simply wall street melder om rykter om oppkjøp
Dette står oppført 30.8

Ingen som kjenner til dette ryktet?

Simply wall street er bare tull og tøys, det skjønner de fleste!

Regner med at de forveksler REC Silicon og Rec Solar, to helt forskjellige selskaper, sistnevnte blir muligens kjøpt opp av et Indisk selskap.

Bare hyggelig :)

Tror det skjer noe neste uke …

House panel offers details on solar benefits in $3.5t budget bill

If passed later this year, the bill as currently drafted would extend the full ITC for 10 years before phasing it down between 2032 and 2033.
SEPTEMBER 13, 2021

The House Ways and Means Committee released details of a proposed $3.5 trillion federal budget package that includes extending the solar Investment Tax Credit (ITC) for 10 years at 30%.

A domestic content clause could boost tax credits for solar projects to 40%. A revived production tax credit (PTC) for solar as well as an ITC for energy storage projects also were included in the package’s draft language.

If passed later this year, the bill as currently drafted would extend the full ITC for 10 years before phasing it down between 2032 and 2033. (Read the bill’s clean energy provisions.)

The proposal set a 6% base credit rate which all qualifying projects may receive. For a project to receive the full 30% credit, conditions pertaining to prevailing wages and apprenticeships must be met.

In addition, all projects that start construction before a qualifying date or that have a maximum net output of less than 1 MW could claim the bonus rate and also would be exempt from the other requirements. That provision could boost both residential and commercial and industrial solar.

An additional 10% bonus credit rate also could flow to projects that use at least 55% domestically manufactured content. All totaled, the ITC then could be valued at 40%.
Lawmakers who drafted the proposal included an additional bonus credit of 10% for projects located in low-income communities. They included an annual capacity limit of 1.8 GW for each year from 2022 through 2031 for projects sited in those communities.

PTC revival
The proposed language would revive and extend a full solar production tax credit (PTC) through 2031, before phasing down to 80% in 2032 and 60% in 2033. The PTC would pay a base credit rate of $0.005 for each kilowatt-hour of energy produced. A bonus rate of $0.025/kWh would be paid to projects that meet prevailing wage and apprenticeship conditions.

The proposed bill also includes a tax credit for energy storage projects. Batteries or other storage technologies with a minimum capacity of 5 kWh could claim a base credit rate of 6%. As with the other provisions, the rate could increase to 30% if prevailing wage and apprenticeship requirements are met.

Push to passage
The proposals are part of a spending package that the Democrat-controlled Congress is aiming to pass before the end of the year. The bill is being advanced under what is known as “budget reconciliation,” a tool that would allow the bill to pass the Senate with a simple majority vote.

That is no sure thing, however. More than a few defections among House Democrats could scuttle the bill in that chamber. The margin for victory appears narrower in the Senate where all 50 Democrats need to be on board. Senators Joe Manchin (D-WV) and Krysten Sinema (D-AZ) have expressed reservations about the size of the budget bill and how it would be paid for in the coming years.

https://pv-magazine-usa.com/2021/09/13/house-panel-offers-details-on-solar-benefits-in-3-5t-budget-bill/

Ingenting om polysiliconproduksjon, eller hjelp for å bygge ut ingot/wafer kapasitet. Ingenting som hjelper Rec. Her skal det kun gis støtte for å utvikle selve byggingen av produksjonsanlegg/solkraftverk, med paneler importert fra Kina....

Eller er det noe jeg går glipp av?

Mulig jeg har gått glipp av noe. Hvor leser du at det kun gis støtte til bygging av solkraftverk med paneler importert fra Kina? Sist jeg sjekket var det importforbud for enkelte Kinesiske paneler.

Det står jo gjengitt i teksten fra Al Capone her. Det gis skattelette på investeringer i prosjekter. Ingenting for produsenter av råvarene.


Paneler blir jo importert i stor skala fra Kina i dag. Så det vil jo fortsette om de ikke stimulerer til å produsere hjemme. Det står at det kan gis en liten bonus for de som bruker 55% av USA produsert utstyr i prosjektene sine...

Skuffende. Som jeg fryktet og har nevnt en stund. Store ord fra politikerne, men foreløpig lite handling for "made in america".

Du kan prøve å vinkle dette som du vil, men det du sier er bare tull. Du gir støtte til sluttproduktet ikke til innsatsfaktorer. Hva er vitsen med å gi støtte til polysilicon eller wafere hvis ingen bygger ut solparker. Da blir du bare sittende igjen med et fjell med polysilicon eller wafere som ingen bruker til noe.
Det blir det samme som med biler. Du gir støtte til kjøp av elektriske biler, ikke til batteriproduksjon. Kjøp av bil drar med seg batteriproduksjon automatisk.
Støtte til solparker vil føre til mere bygging av solparker som igjen øker etterspørselen etter paneler, wafere og polysilicon. Og så antar du at hele økningen i etterspørselen skal gå til Kina fordi mesteparten kommer derfra idag. Du antar at ingen i vesten vil foreta seg noe og prøve å ta sin del av dette milliardmarkedet. Det er bare tull.
Kombiner støtte til solparker med importforbud fra Xinjiang og carbon emission krav så blir det neppe Kina som får hele etterspørselsøkningen.

Først må du definere prosjekt, amatør. Deretter kan du sannsynliggjøre om Rec innbefattes i noe av det som kalles prosjekter i skrivet. Jeg tror du har en feil forståelse av hva et prosjekt er, amatør.

Han har ingen feil forståelse. Han bare vinkler dette negativt med hensyn til REC fordi han har en agenda. Bare tull det han skriver.

Oppfatter jo ellers ikke REC som en ren "råvareleverandør" !

Jeg har ingen agenda, herregud å konspiratoriske folk er her inne. Jeg har kjøpt Rec aksjer siden 2020 i flere omganger, ikke solgt en aksje. Det går da ann å være litt kritisk fordi om.

Slutt å oppfør dere som pubertale tenåringer.

Rec leverer ikke råvarer til solarindustrien, er det virkelig det du mener?

Jeg er ganske sikker på at innkjøpsavdelingene hos diverse ingot og waferprodusenter ser på Rec som en råvareleverandør. Samme med anodeprodusenter som kanskje en dag vil ha Silangassen.

Hovedgrunnen til denne støtte pakken og med skatte fordeler er nemlig å støtte made in USA.
1-Biden har sagt hele tiden de vil skape mange mange godt betalte jobber innen grønn energi.
2-De vil ta igjen forspranget/makten fra China.
3- De vil støtte og bygge eget innenlands kjede.
Så spørsmålet er om de støtter varer som blir produsert i China/andre plasser hva har USA tjent på det?
De skal ikke bare åpne igjen de som har blitt stengt men eskalere de i stort tempo for å klare å ta makten igjen. Og det er derfor de har kommet med slik ordning.

Om du ser så hovedfokuset er Americanjobs!
U.S. #solar capacity will need to grow 11x by 2035 to curb electricity sector emissions. Let’s get to work today with long-term policy drivers and create hundreds of thousands of quality #AmericanJobs.

https://twitter.com/seia/status/1437466311764979717?s=21

Da får vi håpe blir som du sier. At noen nå mener det vil lønne seg å starte noen fabrikker som ML kan selge til ☺️👍

Tror med en Democrat og ikke minst en slik som denne karen ting kommer til å gå ganske raskt. Dette var riktig avgjørelse og riktig time.
Biden’s FERC nominee could pave the way for the administration's massive clean energy agenda

The Federal Energy Regulatory Commission has a lot of decisions to weigh over the coming years that could make an enormous difference in U.S. efforts to fight climate change, with impacts ranging from the development of policy around electricity transmission and natural gas to how renewable and distributed energy resources are integrated into the country’s energy markets.
If President Biden’s proposed nominee for the agency is approved by the U.S. Senate, those decisions will be made by a majority Democratic commission, the first since the early days of the Trump administration.
Willie Phillips Jr., a long-time energy industry attorney and chair of the Washington, D.C. Public Service Commission, was announced on Thursday as Biden's nominee to fill the seat vacated by Neil Chatterjee, a Republican.
https://www.canarymedia.com/articles/bidens-nominee-to-key-federal-agency-could-pave-the-way-for-the-administrations-massive-clean-energy-agenda/

REC er en av de som kommer til å få disse fordelene.
Fordi REC skal bidra USA med sine råvarer for solar og battery..osv ikke minst mange godt betalte grønne jobber.

Office of energy efficiency and renewable energy:
We’re partnering with communities to build their economies AND protect our environment through clean energy transitions. Join a roundtable discussion on #LocalEnergyAction with @ENERGY @SecGranholm 9/15 at 1p.m. ET. Register:
bit.ly/LocalEnergyAct…

https://twitter.com/eeregov/status/1436427574591332356?s=21

Markedet sover... Det kan fort straffe seg