manman01
21.10.2021 kl 21:52
14498
China’s ‘unfair trade practices’ draw heavy fire at WTO trade review
https://www.scmp.com/news/china/article/3153088/chinas-unfair-trade-practices-draw-heavy-fire-wto-trade-review
OCTOBER 21, 2021
"
China was accused of a laundry list of trade felonies and economic bullying during a series of attacks by other nations at the World Trade Organization (WTO) in Geneva on Wednesday, laying bare growing geopolitical rifts and widening schisms in the multilateral trading system.
...
"
https://www.scmp.com/news/china/article/3153088/chinas-unfair-trade-practices-draw-heavy-fire-wto-trade-review
OCTOBER 21, 2021
"
China was accused of a laundry list of trade felonies and economic bullying during a series of attacks by other nations at the World Trade Organization (WTO) in Geneva on Wednesday, laying bare growing geopolitical rifts and widening schisms in the multilateral trading system.
...
"
Redigert 21.10.2021 kl 21:53
Du må logge inn for å svare
Bob Macahan
22.10.2021 kl 08:05
14144
Pelosi expects agreement on Biden agenda by Friday
https://www.pbs.org/newshour/politics/watch-pelosi-expects-agreement-on-biden-agenda-by-friday
https://www.pbs.org/newshour/politics/watch-pelosi-expects-agreement-on-biden-agenda-by-friday
Bra Bob!
Får de dette gjennom i kveld, så blir neste uke en av de mer minneverdige, vil jeg tro:)
Får de dette gjennom i kveld, så blir neste uke en av de mer minneverdige, vil jeg tro:)
manman01
22.10.2021 kl 08:24
14058
PV Price Watch: China’s power restrictions may end in Q1 but don’t expect poly prices to fall
https://www.pv-tech.org/pv-price-watch-chinas-power-restrictions-may-end-in-q1-but-dont-expect-poly-prices-to-fall/
OCTOBER 21, 2021
“
…
The price for polysilicon is likely to stay way above US$25/kg for the entirety of 2022, despite any changes to energy restrictions due to sky high demand, said Yamasaki. While things may stabilise in Q2 2022, predicting any more than three months in advance is an impossible task, she said, adding that polysilicon prices could easily go up further – “The ride up is still not finished”.
Data from PVInfoLink already puts the price of at around US$41/kg, while Yamasaki said the price of polysilicon in China was close to RMB300/kg (US$47/kg). Last week (14 October), PV Tech Premium reported that pricing for polysilicon chips has soared 13.2% to highs of RMB273/kg (US$42.42/kg), casting doubt and uncertainty across the industry.
Data from China Nonferrous Metals Industry Association (CNMIA) showed that Chinese polysilicon production this month is likely to decline by around 5-7% on September, meaning 2,000-3,000MT less polysilicon in circulation.
…
“
https://www.pv-tech.org/pv-price-watch-chinas-power-restrictions-may-end-in-q1-but-dont-expect-poly-prices-to-fall/
OCTOBER 21, 2021
“
…
The price for polysilicon is likely to stay way above US$25/kg for the entirety of 2022, despite any changes to energy restrictions due to sky high demand, said Yamasaki. While things may stabilise in Q2 2022, predicting any more than three months in advance is an impossible task, she said, adding that polysilicon prices could easily go up further – “The ride up is still not finished”.
Data from PVInfoLink already puts the price of at around US$41/kg, while Yamasaki said the price of polysilicon in China was close to RMB300/kg (US$47/kg). Last week (14 October), PV Tech Premium reported that pricing for polysilicon chips has soared 13.2% to highs of RMB273/kg (US$42.42/kg), casting doubt and uncertainty across the industry.
Data from China Nonferrous Metals Industry Association (CNMIA) showed that Chinese polysilicon production this month is likely to decline by around 5-7% on September, meaning 2,000-3,000MT less polysilicon in circulation.
…
“
PHOinvestor
22.10.2021 kl 08:34
13964
dæven. likte siste innlegg prisene stiger og stiger, kursen faller og faller
????
????
Ikke lenge til , begynner å bli fokus på rec i statene .
Og rec sier selv at de er i forhandlinger , venter nok bare på Biden-pakken
Og det siste USA ønsker er å være avhengig av Kina når de ska omstrukturere og omstille hele samfunnet til solenergi , elektriske biler og batterier . I tillegg vil de jo skape arbeidsplasser i USA .
USA har lært sin lekse . Rec har en gullposisjon . Kan ikke se annet enn at dette blir en av vinneraksjene på ose i fremtiden .
Og rec sier selv at de er i forhandlinger , venter nok bare på Biden-pakken
Og det siste USA ønsker er å være avhengig av Kina når de ska omstrukturere og omstille hele samfunnet til solenergi , elektriske biler og batterier . I tillegg vil de jo skape arbeidsplasser i USA .
USA har lært sin lekse . Rec har en gullposisjon . Kan ikke se annet enn at dette blir en av vinneraksjene på ose i fremtiden .
Redigert 22.10.2021 kl 08:43
Du må logge inn for å svare
Pelosi: Democrats within striking distance of deal - https://thehill.com/homenews/house/578010-pelosi-suggests-a-deal-is-close
Hvor står pakken nå , har de utsatt beslutt til 31 okt?
Klima-delen av pakken har de kommet til enighet om. Nå diskuterer de bare rundt helse-programmet. De har sagt at de skal stemme over pakkene til uka.
Glasgow summit raises stakes for Biden deal - https://thehill.com/policy/energy-environment/578131-glasgow-summit-raises-stakes-for-biden-deal
Blir pinlig for Biden å reise til Glasgow uten å få ryddet i eget hus og samtidig be andre om å innføre tiltak .. lite troverdig ..
Redigert 24.10.2021 kl 00:29
Du må logge inn for å svare
Bob Macahan
24.10.2021 kl 07:42
11422
Nancy Pelosi in Michigan: Speaker says 'Build Back Better' deal as soon as Monday
https://www.freep.com/story/news/politics/2021/10/23/nancy-pelosi-deal-build-back-better-may-come-monday/6137360001/
https://www.freep.com/story/news/politics/2021/10/23/nancy-pelosi-deal-build-back-better-may-come-monday/6137360001/
t3sm
24.10.2021 kl 15:55
10636
https://thehill.com/homenews/administration/578178-schumer-to-meet-with-biden-in-delaware
Biden møter Manchin og Schumer idag.
Biden møter Manchin og Schumer idag.
t3sm
24.10.2021 kl 20:03
10437
Det nærmer seg, så får vi bare se hvordan resultatet blir;
https://thehill.com/homenews/sunday-talk-shows/578186-pelosi-on-spending-bill-i-think-we-are-pretty-much-there-now
https://thehill.com/homenews/sunday-talk-shows/578186-pelosi-on-spending-bill-i-think-we-are-pretty-much-there-now
t3sm
25.10.2021 kl 16:49
9067
Biden håper at avtalen er i boks før han drar til Europa på torsdag:
https://thehill.com/homenews/administration/578273-biden-hopes-for-deal-on-economic-agenda-before-europe-trip
“That’s my hope,” Biden told reporters Monday morning when asked if he wants to have a deal before he leaves for the United Nations Climate Change Conference in Glasgow, which is scheduled to begin over the weekend.
Biden also said that his conversation with Sen. Joe Manchin (D-W.Va.) on Sunday “went well” but that they have “a few more things to work out.”
https://thehill.com/homenews/administration/578273-biden-hopes-for-deal-on-economic-agenda-before-europe-trip
“That’s my hope,” Biden told reporters Monday morning when asked if he wants to have a deal before he leaves for the United Nations Climate Change Conference in Glasgow, which is scheduled to begin over the weekend.
Biden also said that his conversation with Sen. Joe Manchin (D-W.Va.) on Sunday “went well” but that they have “a few more things to work out.”
t3sm
25.10.2021 kl 19:15
8758
Manchin tror på avtale denne uken:
https://thehill.com/homenews/senate/578308-manchin-says-framework-should-be-possible-this-week
https://thehill.com/homenews/senate/578308-manchin-says-framework-should-be-possible-this-week
jokke
25.10.2021 kl 20:30
8575
Han Sen. Joe Manchin fremstår som en sta tulling som går på tvers av hva Presidenten og partiet først ønsket å få igjennom. Det ser ut til at det er mye amputert avtale som bankes igjennom denne uken. Håper skatte delen for sol går igjennom.
manman01
25.10.2021 kl 20:40
8460
Han er blot en politiker der skal føle sig speciel og set nok inden det går igennem. Intet mere end et spil for teateret (;
Redigert 25.10.2021 kl 20:40
Du må logge inn for å svare
manman01
25.10.2021 kl 20:48
8373
Congress Can Tackle Climate Change by Boosting U.S. Cleantech Competitiveness
https://www.realclearenergy.org/articles/2021/10/25/congress_can_tackle_climate_change_by_boosting_us_cleantech_competitiveness_800507.amp.html
OCTOBER 25, 2021
“
..
This is where Congress comes in, and here’s why solar panels are the right place to start: while we have the technology and innovation needed to continue scaling and achieve self-sufficiency, the U.S. lacks a coherent solar industrial strategy that mirrors China’s long-term approach to planning. Congress has an opportunity to lean in and fix this gap.
Legislation such as the Solar Energy Manufacturing for America Act (SEMA), introduced by Sen. Jon Ossoff, calls for a durable, long-term solar manufacturing supply chain tax credit to allow domestic technologies to scale. Including SEMA in the budget reconciliation package will allow Congress to attract and sustain solar manufacturing, secure our clean energy future, grow stable, middle-class manufacturing jobs and, crucially, encourage the development of disruptive future technologies.
…
A sustainable solar industrial policy would effectively replace Chinese geopolitical leverage due to its dominance of critical supply chains with American self-reliance. This approach exemplifies the concept of strategic competition and directly supports the Biden Administration’s twin efforts to build back better at home while making meaningful progress on climate change globally.
…
“
https://www.realclearenergy.org/articles/2021/10/25/congress_can_tackle_climate_change_by_boosting_us_cleantech_competitiveness_800507.amp.html
OCTOBER 25, 2021
“
..
This is where Congress comes in, and here’s why solar panels are the right place to start: while we have the technology and innovation needed to continue scaling and achieve self-sufficiency, the U.S. lacks a coherent solar industrial strategy that mirrors China’s long-term approach to planning. Congress has an opportunity to lean in and fix this gap.
Legislation such as the Solar Energy Manufacturing for America Act (SEMA), introduced by Sen. Jon Ossoff, calls for a durable, long-term solar manufacturing supply chain tax credit to allow domestic technologies to scale. Including SEMA in the budget reconciliation package will allow Congress to attract and sustain solar manufacturing, secure our clean energy future, grow stable, middle-class manufacturing jobs and, crucially, encourage the development of disruptive future technologies.
…
A sustainable solar industrial policy would effectively replace Chinese geopolitical leverage due to its dominance of critical supply chains with American self-reliance. This approach exemplifies the concept of strategic competition and directly supports the Biden Administration’s twin efforts to build back better at home while making meaningful progress on climate change globally.
…
“
Redigert 25.10.2021 kl 20:48
Du må logge inn for å svare
manman01
25.10.2021 kl 21:44
8007
Biden hopeful Democrats can reach spending deal this week
https://www.reuters.com/world/us/biden-says-democrats-talks-went-well-hopes-spending-deal-before-g20-2021-10-25/
OCTOBER 25, 2021
https://www.reuters.com/world/us/biden-says-democrats-talks-went-well-hopes-spending-deal-before-g20-2021-10-25/
OCTOBER 25, 2021
Takker deg igjen manman01. Avstemning torsdag !!?? :-)
Interessant: Rare form of quartz is key to Xinjiang solar boom, and most of it is in the US
https://www.scmp.com/news/china/article/3153656/rare-form-quartz-key-xinjiangs-solar-boom-and-almost-all-it-us
https://www.scmp.com/news/china/article/3153656/rare-form-quartz-key-xinjiangs-solar-boom-and-almost-all-it-us
manman01
26.10.2021 kl 00:25
7259
Slettet brukerskrev Takker deg igjen manman01. Avstemning torsdag !!?? :-)
Det er en fornøjelse (:
Det skal nok blive godt!
What’s In and What’s Out of Democrats’ $2 Trillion Budget Reconciliation Plan
https://www.wsj.com/articles/democrats-budget-plan-what-11626301275
OCTOBER 25, 2021
Democrats Lean Toward Dropping Clean-Electricity Plan From Budget Package
https://www.wsj.com/articles/democrats-lean-toward-dropping-clean-electricity-plan-from-budget-package-11634353044?mod=article_inline
OCTOBER 25, 2021
“
WASHINGTON—A $150 billion program aimed at pushing utilities to draw more power from clean-energy sources is in danger of falling out of Democrats’ social-policy and climate bill, according to people familiar with the negotiations, as Sen. Joe Manchin (D., W.Va.) remains opposed to the provision.
A centerpiece of the package’s climate measures, the clean-electricity performance program as drafted in the House, would provide grants to utilities that increase the amount of clean electricity they generate by at least 4% a year, while penalizing utilities that don’t meet that standard.
…
“
Det skal nok blive godt!
What’s In and What’s Out of Democrats’ $2 Trillion Budget Reconciliation Plan
https://www.wsj.com/articles/democrats-budget-plan-what-11626301275
OCTOBER 25, 2021
Democrats Lean Toward Dropping Clean-Electricity Plan From Budget Package
https://www.wsj.com/articles/democrats-lean-toward-dropping-clean-electricity-plan-from-budget-package-11634353044?mod=article_inline
OCTOBER 25, 2021
“
WASHINGTON—A $150 billion program aimed at pushing utilities to draw more power from clean-energy sources is in danger of falling out of Democrats’ social-policy and climate bill, according to people familiar with the negotiations, as Sen. Joe Manchin (D., W.Va.) remains opposed to the provision.
A centerpiece of the package’s climate measures, the clean-electricity performance program as drafted in the House, would provide grants to utilities that increase the amount of clean electricity they generate by at least 4% a year, while penalizing utilities that don’t meet that standard.
…
“
Boldor
26.10.2021 kl 07:18
6829
https://e24.no/boers-og-finans/i/x85PaG/aker-horizons-satser-paa-batteriproduksjon-i-narvik
Aker Horizons satser på batteriproduksjon i Narvik
Aker Horizons satser på batteriproduksjon i Narvik
Denne er bull, mener jeg. AKH kjøper tomt og selskapet Narvik Batteri. Kan bli spennende. Narvik Batteri har vært i en prosess med å velge hvilken teknologi de skulle ha i fabrikken, som skal bygges. Kan det være at AKH ønsker noen G14 anoder på sikt her tro? :D
Dette må være en del av en strategi som vil involvere RECSI på sikt, håper jeg!
t3sm
26.10.2021 kl 08:21
6499
Jeg håper virkelig bare REC blir raske på banen og utnytter situasjonen når/hvis pakken går igjennom og informerer oss om hva som er planen videre. Meldingstørke vil bare sørge for at vi går stadig ned i kurs igjen. Så jeg håper REC så fort som mulig etter Biden-pakken blir noe av og REC ser konkret hvordan det gagner de, at de kommer med meldinger om både åpning av ML, når og også hvem de skal samarbeide med/kontrakter. Og at dette ikke drøyes med til sommeren 22 og kurs 9.46
Tar nok lenger tid enn det de fleste håper på, inkludert meg selv.
t3sm
26.10.2021 kl 08:34
6450
Hva er det som gjør at du tror det da? Og når tror du meldingene kommer?
Slettet brukerskrev Dette må være en del av en strategi som vil involvere RECSI på sikt, håper jeg!
Jeg tenker det er sannsynlig. Har lenge sagt at AKH fort kan enda opp med et JV med G14 også, for å bygge anodefabrikken i ML som skal få levering av Rec.
Det ville vært likt som SK gjør det også. Om det skjer gjenstår selvfølgelig å se.
Det ville vært likt som SK gjør det også. Om det skjer gjenstår selvfølgelig å se.
Fholm
26.10.2021 kl 08:43
6534
Min lille konspirasjonsteori her nå: AKH investerer i Narvik for å dra Recsi teknologien over dammen for å ha flere " ML " .
Sa2ri
26.10.2021 kl 08:46
6494
Et mulig JV var vel også noe CEO så vidt nevnte i løpet av 3Q21-fremleggelsen (enten på den offisielle delen eller hos ARC).
Ting tar alltid lenger tid enn man tror og håper, spesielt middag når man er skrubbsulten.
Tipper det tar 3-4 måneder, minst.
Tipper det tar 3-4 måneder, minst.
Enig. Jeg håper ting kan skje fort, men akkurat nå vet vi ikke engang hva disse politiske støttepakkene inneholder og hvor mye det vil ha og si.
Er forberedt på at det ikke landes en eneste avtale før jul, selv om noe blir vedtatt. Det er store prosesser som kan ta tid. Viktig å huske at ikke en eneste fabrikk er bygget i USA, som Rec kan levere til. Det tar tid.
Er forberedt på at det ikke landes en eneste avtale før jul, selv om noe blir vedtatt. Det er store prosesser som kan ta tid. Viktig å huske at ikke en eneste fabrikk er bygget i USA, som Rec kan levere til. Det tar tid.
Redigert 26.10.2021 kl 08:52
Du må logge inn for å svare
Jepp. Om REC har så gode kort på hånda som mange her inne skal ha det til (og som jeg selv mener). Ja, da har de hvertfall ikke dårlig tid :)
Gøy at jeg må presisere at jeg er bull, så jeg ikke skal bli angrepet av hausemafiaen som tror dette tar like lang tid som å bytte telefonoperatør.
Gøy at jeg må presisere at jeg er bull, så jeg ikke skal bli angrepet av hausemafiaen som tror dette tar like lang tid som å bytte telefonoperatør.