Mye bra som blir gjort sakte men sikkert. Rec har bare en vei å gå!
Å sette toll på kinesiske vare som blir produsert i andre land er helt nydelig. At prisene har gått opp og fortsetter å gå opp 6% i året er bare nydelig for REC.
At hele kommer til å bidra til å satse på innenlands produksjon er og helt nydelig 😊

There is a lot to celebrate in the U.S. solar industry, but there’s also a worry that more bad news is coming, this according to the latest “U.S. Solar Market Insight” report released today by the Solar Energy Industries Association (SEIA) and Wood Mackenzie, a Verisk business.


IPS Solar

Solar additions accounted for 56% of all new U.S. electric capacity additions in the first half of 2021, and the industry officially surpassed 3 million solar installations in Q2, driven by a strong recovery in the residential sector after it was hit by the COVID-19 pandemic. Q2 2021 saw the addition of 5.7 GWDC of solar capacity, up from 5 GW installed in Q1.

But supply chain constraints are leading to price increases across every solar market segment. This is the first time that solar prices have increased quarter-over-quarter and year-over-year in every market segment since Wood Mackenzie began modeling system price data in 2014. Prices increased the most for the utility-scale segment at about 6% year-over-year. Many solar developers have sufficient inventory for 2021 projects but will begin to see price increases in 2022, the report says.

“This is a critical moment for our climate future but price increases, supply chain disruptions and a series of trade risks are threatening our ability to decarbonize the electric grid,” said SEIA president and CEO Abigail Ross Hopper. “If we want to incentivize domestic manufacturing and drive enough solar deployment to tackle the climate crisis, we must see action from our federal leaders.”

In addition to recent enforcement actions on Xinjiang metallurgical grade silicon, two new tariff petitions have been filed — one asking for an extension to the Section 201 safeguard tariffs on imported solar cells and panels, and a second asking for a Dept. of Commerce review on Chinese silicon solar panel manufacturing companies working in Southeast Asian countries. Taken together, these actions could significantly exacerbate supply chain constraints and increase solar system prices.

https://www.solarpowerworldonline.com/2021/09/solar-prices-are-up-across-all-markets-due-to-supply-chain-constraints-threat-of-new-tariffs/

Vil bare legge til en ting til.
Når USA tenker å øke sitt solar med 11 ganger, og de tenker å bremse import av utlandet og satse heller det meste på eget produksjon. Så spørsmålet er da hvordan kan de få det til om ikke ML åpnes og flere ML må bygges for å klare det målet?
Det er ganske tydelig når en klarer å regne1+1

En prisøkning på wafer på hele 64% fra januar i år må være ganske fint for REC også.
Monocrystalline module producer Longi today announced the prices of all its PV wafers will be increased. The price for 166mm, ‘M6' wafers has gone up RMB0.25 (US$0.039) to RMB5.34 per piece (US$0.82) and 158.75mm G1 products will also cost RMB0.25 more,
at RMB5.24 per piece. Longi's 182mm M10 wafers will go up RMB0.30 in price, to RMB6.41 per piece. The second price rise since June means M6 wafers will be 64% more costly than in January. The price of the polysilicon used to manufacture wafers resumed an upward trajectory last month after stabilizing in June and July.
https://www.pv-magazine.com/2021/09/14/chinese-pv-industry-brief-rising-wafer-prices-and-a-big-tracker-order/

We’ve perfected the commercial manufacturing of SCC55™ & are rapidly meeting the global demand for lithium-silicon #batterymaterials at our BAM factories today #electrifyeverything
https://twitter.com/group14tech/status/1437816107268591618?s=21

Sila Nanotech
Sometimes to change big, you need to invent small. We have huge plans for our next-gen lithium-ion battery material. Check out our video: bit.ly/3hzFIMp

https://silanano.com/news/to-think-big-you-have-to-invent-small-get-to-know-sila/

House committee approves Democrats' centerpiece clean electricity climate plan
By Josh Siegel
September 14, 2021 - 3:41 PM

The House Energy and Commerce Committee has approved the centerpiece climate change policy of Democrats’ infrastructure and social spending reconciliation package as part of an aggressive push to move the United States away from its dependence on fossil fuels.

The committee voted 30-27 on a partisan basis Tuesday to advance the core energy portion of its Build Back Better Act, a plan to pay utilities to generate a growing percentage of power from clean sources.
https://www.washingtonexaminer.com/policy/energy/house-committee-approves-democrats-clean-electricity-climate-plan

Nok et stort skritt.

💥💥💥💥💥💥💥💥

Polysilicon amid international trade disputes
https://www.pv-magazine.com/2021/09/14/polysilicon-amid-international-trade-disputes/
SEPTEMBER 14, 2021
“
….

The impacts of Xinjiang-related issues on the industry will be less severe after 2023, no matter when specific legislation is passed. Polysilicon manufacturers have made large profits over the past year amid soaring polysilicon prices. Apart from Tier-1 manufacturers that are expanding capacity at a large scale, REC Silicon, CSG Polysilicon and LDK – whose lines have been shut down – are evaluating the feasibility of resuming production. High profitability attracts new players, such as Xinjiang Jingnuo, Lihao Semiconductor, Baofeng Energy and Runergy, all of which plan to expand capacity outside of the Xinjiang region to hedge political risk. If these new furnaces come into operation as scheduled, total polysilicon capacity will far exceed demand, leading to fierce price competition. If Tier-1 polysilicon makers that bring capacity online earlier cause prices to decline due to surplus, new players that enter the competition later, or Tier-2 manufacturers that plan to reopen lines, may turn conservative about their capacity expansion plans.

“

Bra man👍Da satser vi på at Rec åpner i 2022.

Det tror jeg ikke er helt tosset at tro efterhånden (;

https://silanano.com/news/to-think-big-you-have-to-invent-small-get-to-know-sila/

Fra dagens PV insights:
PolySilicon Weekly Spot Price
Item High Low Avg AChg AChg%
PolySilicon 30.200 20.600 28.550 0.55 1.96%
Unit: USD Last Update: 2021-09-15

Item High Low Average AvgChg AvgChg%
PV Grade PolySilicon (9N/9N+) 30.200 20.600 28.550 Positive Change Sign0.55 Positive Change Sign 1.96%
N Mono Grade PolySilicon in China (12N/12N+) 30.200 29.650 29.980 Positive Change Sign0.48 Positive Change Sign 1.63%
Mono Grade PolySilicon in China (11N/11N+) 30.200 28.800 29.500 Positive Change Sign0.69 Positive Change Sign 2.4%
PV Grade PolySilicon in China (9N/9N+) Visit here for more Poly-Si price Positive Change Sign %
PV Grade PolySilicon Outside China (9N/9N+) Visit here for more Poly-Si price Positive Change Sign %
Unit: USD/Kg more Last Update: 2021-09-15

"Project delays could be on the horizon as more module imports are held up at customs, and the supply chain will start to see impacts as suppliers look for options to source polysilicon outside of China.”


…"look for options to source polysilicon outside China."
https://www.pv-magazine.com/2021/09/15/guggenheim-solar-index-pv-supply-chain-shake-up/

http://clevelandbanner.com/stories/injured-contract-workers-file-lawsuits-against-wacker,126896?

Det har vært mye problemer for Wacker ved fabrikken i Charleston, HMS står tydeligvis ikke veldig sterkt.

Fra tidligere i år:

https://newschannel9.com/news/local/open-records-details-how-one-wacker-contractor-died-in-november-accident

Tonen mellom Kina og USA skjerpes nesten daglig, blir nok rivalisering mellom disse stormaktene i årevis fremover.
Er det noen som virkelig tror at USA vil mangedoble solenergiproduksjonen, og samtidig være helt avhengig av Kina for å få
nødvendig utstyr for instalasjon og vedlikehold. Helt utenkelig spør dere meg, USA kommer snarest til å bygge opp sin egen verdikjede,
REC vil med et produksjonsklart Butte og ML helt sikkert spille en vesentlig rolle. Håper Røkke & co kjenner sin besøkelsestid og går inn i ytterligere
deler av verdikjeden både for paneler og batteri. En supersyklus står for tur, tror de tenker stort!

https://ssr.finanstilsynet.no/Home/Details/NO0010112675

Short øget med 0.04%

Rykende ferske nyheter fra NRK:
«Røkke gir klimaråd til Ap: Kjell Inge Røkke pekes på som fremtidig klimapartner for Støres regjering. I lengre tid har det vært hyppig kontakt mellom Aker-systemet og Arbeiderpartiet om det grønne skiftet.»

https://www.nrk.no/norge/rokke-gir-klimarad-til-ap-1.15654439

Sniken Røkke. Nå skal han få Støre til å bygge mange GW kapasitet med ingot og wafer 😂🚀🚀

Vet ikke om den har blitt lagt ut før. Merk siste setning!

@ Sila Nano

Sila Nanotechnologies’ next-generation battery technology made its commercial product debut Wednesday in the new Whoop fitness tracker, a milestone that caps a decade of research and development by the Silicon Valley startup, all aimed at cracking the code to packing more energy into a cell at a lower cost.

Billions have been spent over the past few years on improving battery chemistry, with different startups aiming to either replace the anode or the cathode with a conversion material, like silicon or even lithium in the case of solid state companies.

Sila Nano’s battery chemistry recipe replaces graphite in a battery cell’s anode with silicon to create a more energy-dense and cheaper battery pack. Other companies, like BASF, are focusing on creating a high energy dense cathode.

While numerous companies are working on a variety of different battery chemistries, they have yet to take over the traditional cell technology found in today’s lithium-ion cells. The Sila battery used in the upcoming Whoop 4.0, the company’s latest health and performance tracker, could be the first time in the last few decades the world has seen a next-generation battery chemistry ship to market.

“Launching a small fitness tracker doesn’t seem like a big thing, but this is really the first device in the market that proves our breakthrough, and, over time, this will scale and lead to the electrification of everything,” Gene Berdichevsky, founder and CEO of Sila Nano, told TechCrunch.

Electric vehicles, and Sila Nano’s role in powering them, is at the top of Berdichevsky’s “electrification of everything” list. And the company has already made headway.

Se denne…
Sila Nano has joint battery ventures with BMW and Daimler to produce batteries containing the company’s silicon-anode technology, with the goal of going to market in the automotive industry by 2025. 😊
https://techcrunch.com/2021/09/08/sila-nanotechnologiess-first-next-gen-battery-will-launch-in-whoop-wearables/

Mulig det er her TT nevner at Si-anoder må utvikles. SilaN sier 2025. G14 har vel uttrykt at de skal igang noe tidligere. Fra 2023.

Det kan. Godt være mulig det ja 😊
Men personlig tror jeg at når pakken går gjennom så vil myndighetene ha dårlig tid og derfor stille de til krav at ting skal gå enda raskere. For landet ligger ganske etter og har dårlig tid allerede. Så et krav tror jeg nok blir det mot selskapene.

Det burde de ja, utviklingen går i et rasende tempo. 2025 er lenge til.

https://columbiabasinherald.com/news/2021/sep/20/residents-developers-voice-concerns-over-proposed-/

By CHARLES H. FEATHERSTONE - Columbia Basin Herald
Staff Writer | September 20, 2021 1:05 AM

Artikkel omhandler hvordan Moses Lake skal forberede seg på økt behov for boliger basert på den antatte etableringen av ny industri.

"Mark Fancher, a local real estate agent and candidate for the Moses Lake City Council, told members of the planning commission during a public hearing on Thursday he has been involved in three site visits in the last month alone to the old Xyleco plant on Road N Northeast, across from REC Silicon, by three major companies with three more planned."

“We have a massive international airport and the lowest priced power, and I don’t see any accounting for any of that,” Foster said.

Dersom dette er realitet er det bare å holde seg fast i årene som kommer :)

Kan jo hende det er et par anodeselskaper som vurderer bygget. Kan også hende det er noen som skal produsere teddybjørner :P

Veldig interessant :-)) Mens kursen daler , er det slike hint vi får hele veien at ting begynner å skje!

Samme bygning vi har pratet om tidligere som var pending.

Utrolig at jeg fikk kjøpt en masse aksjer på12 tallet i ettermiddag. Nå er vel de fleste nervøse småinvestorer presset ut, så nå skal vi opp igjen. Her må man ha sterke nerver og kaldt hode for å unngå å hodestups bli «kastet ut»…
Velkommen til «Casino Mafioso»

« he has been involved in three site visits in the last month alone to the old Xyleco plant on Road N Northeast, across from REC Silicon, by three major companies with three more planned."»


Holy Moses !

https://www.remaxcommercial.com/ListingDetails/3741-Road-N-NE-Moses-Lake-WA-98837/1697175

Nyheter som denne er nok til at jeg fortsetter å ha utrolig tro på casen. Kurs er nå en ting. Hendelser som denne noe helt annet. Jeg tror planene vi har blitt skissert med beslutningsmelding for ML før Jul fortsatt står seg godt.

Det blir vi som ler sist. Jeg gleder meg til å dra opp igjen noen sitater fra et par medlemmer her inne når den tid kommer.

Så hvem er de 3 MAJOR selskapene?
SilaN, G14 og OneD er jo ikke så store selskaper ennå…
Meget spennende utvikling.
…og hvem har gruset kursen i RECSI? Er det virkelig kun småinvestorene som ble skremt av SB1, eller ligger det andre bak?
Begge shorterne er vel amerikanske selskaper…oppkjøpsraid på gang?
Uff ja, her er det mange muligheter. Kan jo være Røkke himself som styrer begivenhetene også.
Nå er det nok lurest å hamstre det man kan fremover…👍🤩

Nå var det dette med å ikke selge skinnet før bjørnen er skutt, da:)
Men dette er jo virkelig bra. Leser en artikkelen nøye, så er de bekymret for at det ikke gjøres nok for å kunne huse alle de nye arbeiderne som skal komme til byen på grunn av "major new industrial development", og det er området rundt REC de snakker om!!

Begynner man da å slå ting sammen, og tenker da på REC som har uttalt under presentasjonen hos Pareto at de har samtaler med flere anodeprodusenter om samlokalisering mot fabrikken i ML, samt at eiendomsmegler har hatt flere på visning på nabobygget, og skal ha enda noen til på visning, utbyggingen av området, og EV/batteri/solar planen til myndighetene, så har jeg en sterk mistanke at myndighetene her har lagt opp til at hjørnestenen av denne planen skal bygges ut i ML.
Tror ikke det blir kun anode produksjon, men hele kjeden av batteri og solar som skal etableres i ML.

Det store skåret i gleden Evergrande krisen som legger en stor demper på det hele akkurat nå.

https://www.forbes.com/sites/forbesbusinesscouncil/2021/09/20/building-a-blueprint-to-scale-electric-vehicle-manufacturing/?sh=29307b504934

Nice.

"Companies often only get one opportunity to impress OEMs in consumer electronics, automotive and beyond, and it is crucial for a business’s success to come to the table prepared to deliver the same, perfect product in the short term with factory #1 or in the long term with factory #5."

Jeg er helt sikker på at ambisjonsnivået er å komme til factory #5 etterhvert.

https://www.indeed.com/jobs?q=Group14&l=Moses%20Lake%2C%20WA&vjk=f96ad35c517920e3

Ser ud til at være et nyt job igen.

https://www.pv-tech.org/new-york-governor-calls-for-expansion-of-ny-sun-scheme-to-support-at-least-10gw-of-solar/

Group14 jobbsr vidare med sina expansionsplaner i Washington state https://www.prnewswire.com/news-releases/battery-materials-manufacturer-group14-technologies-commits-to-expansive-hiring-to-accelerate-clean-energy-economy-301381929.html?tc=eml_cleartime