Nyheter som angår Rec


Helgelesning fra pv-magazine:
https://pv-magazine-usa.com/
Redigert 09.10.2021 kl 15:33 Du må logge inn for å svare
manman01
23.11.2021 kl 07:29 11021

REPRESENTATIVE MALINOWSKI CALLS FOR INCREASE IN DOMESTIC SEMICONDUCTOR PRODUCTION TO BOLSTER AMERICAN SUPPLY CHAIN
https://malinowski.house.gov/media/press-releases/representative-malinowski-calls-increase-domestic-semiconductor-production
NOVEMBER 22, 2021
manman01
23.11.2021 kl 19:30 10318

Samsung to announce Taylor, Texas, site for its $17 bln chip plant -source
https://www.reuters.com/technology/samsung-pick-taylor-texas-its-17-bln-chip-plant-wsj-2021-11-23/
NOVEMBER 23, 2021
Redigert 23.11.2021 kl 19:32 Du må logge inn for å svare
manman01
23.11.2021 kl 19:38 10299

Beklager hvis denne er blevet postet før

Texas Instruments to begin construction next year on new 300-mm semiconductor wafer fabrication plants
https://www.prnewswire.com/news-releases/texas-instruments-to-begin-construction-next-year-on-new-300-mm-semiconductor-wafer-fabrication-plants-301426677.html
NOVEMBER 17, 2021
manman01
23.11.2021 kl 19:45 10303

Fandt også denne artikel i bloomberg med Group14's Rick Luebbe :)

A $6 Billion Jolt for U.S. EV Supply Chains
https://www.bloomberg.com/news/articles/2021-11-23/biden-offers-6-billion-boost-to-ev-battery-supply-chains
NOVEMBER 24, 2021

Eller på BNNbloomberg :)
https://www.bnnbloomberg.ca/a-6-billion-jolt-for-u-s-ev-supply-chains-1.1685990

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While $6 billion is a drop in the bucket compared to what’s needed to close that gap, battery startups are, unsurprisingly, excited. The government grants will make it less risky to invest in the EV supply chain, and help ease the chicken-and-egg problem many suppliers face – they need customers to justify adding capacity, but customers want to see financing first to make sure they can deliver, said Rick Luebbe, CEO of Group14 Technologies, a battery materials upstart in Washington state.
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Redigert 23.11.2021 kl 19:45 Du må logge inn for å svare
manman01
23.11.2021 kl 19:50 10333

Og hvis Novonix kan åbne anode fabrik, så kan Group14 sgu nok også :)

U.S. Secretary of Energy and Officials Celebrate New NOVONIX Facility in Tennessee
https://finance.yahoo.com/news/u-secretary-energy-officials-celebrate-220000188.html
NOVEMBER 22, 2021
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"This is a major milestone for the Electric Vehicle industry with the establishment of the U.S.’ first anode manufacturing facility, and we are honored to have Secretary Granholm here to celebrate the occasion," said NOVONIX Board Member Andrew Liveris AO, who is also Chairman of Lucid Motors. "Our novel technologies are showing the path forward for the U.S. and global electric vehicle market, and our Chattanooga facility is at the center of the electrification of the U.S. economy."
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manman01
23.11.2021 kl 20:05 10481

Vi har også denne her imorgen :)

USITC VOTE -- NO IN-PERSON MEETING - CRYSTALLINE SILICON PHOTOVOLTAIC CELLS, WHETHER OR NOT PARTIALLY OR FULLY ASSEMBLED INTO OTHER PRODUCTS: EXTENSION (VOTE WILL BE BY NOTATION)
https://www.usitc.gov/calendarpad/events/usitc_vote_no_in_person_meeting_crystalline_.htm
Date: Wednesday, November 24, 2021 - 11:00am

Jeg havde forståelse af det var en del af A-SMACC, men nææ nej - det er fra dette :)

California solar panel manufacturer files petition to extend 201 tariffs on imported solar cells and modules
https://www.solarpowerworldonline.com/2021/08/california-solar-panel-manufacturer-files-petition-to-extend-201-tariffs-on-imported-solar-cells-and-modules/
AUGUST 2, 2021
Redigert 23.11.2021 kl 20:06 Du må logge inn for å svare
Babbai
23.11.2021 kl 20:26 10351

Korearelatert utklipp: Hyundai+US+Batteries+Potensielle partnere(?)

Hyundai Motor Group Chairman Chung Euisun made it official for the first time that the company plans to manufacture electric vehicles in the US, but questions are being raised over why the South Korean auto giant is not moving fast to do so.

“Portions of EVs (in Hyundai’s product lineup) will increase by 2040, but things like battery and semiconductor have to be solved (for EV production), and everything is proceeding as planned,” he told reporters

“We could study battery cells together (with suppliers) but the production will be done from the supplier side,” Chung said.

Otherwise, it is highly likely for Hyundai Motor Group to work together with Korean battery makers in the US, like it did with LG Energy Solution in July to establish a joint venture in Indonesia to manufacture battery cells for BEVs.

http://m.koreaherald.com/view.php?ud=20211123000660&np=1&mp=1

Kan jo også ses i sammenheng med Samsung (chips) som skal starte fabrikk #2 i USA
manman01
24.11.2021 kl 09:20 9764

Fra Group14's linked-in side, postet kort efter

"As the EV supply chain expands over the next few months, which needs to come first: customer demand to inform suppliers when to increase capacity or proof of financing to gain customer interest? Group14 CEO Rick (Eric) Luebbe highlights this chicken-or-egg dilemma as the U.S. aims to fast-track toward EV adoption for a more sustainable economy and future.

With the recently passed Infrastructure Bill, including an allotted $6 billion in federal grants for EV supply chains, we won’t be forced to choose between the two. The Infrastructure Bill can help to relieve this tension, close the gap in manufacturing and make it less risky to invest in the EV supply chain – all making the electrification of everything a near-term reality.

Read Bloomberg LP's take by Gabrielle Coppola here:

https://www.bloomberg.com/news/newsletters/2021-11-23/a-6-billion-jolt-for-u-s-ev-supply-chains
"
https://www.linkedin.com/company/group14-technologies/posts/?feedView=all
Redigert 24.11.2021 kl 09:20 Du må logge inn for å svare
manman01
24.11.2021 kl 10:10 9709

Latest FERC data show that renewables are 88 percent of new U.S. generating capacity
https://pvbuzz.com/renewables-88-percent-new-us-generating-capacity/
NOVEMBER 23, 2021
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FERC’s latest monthly “Energy Infrastructure Update” report (with data through September 30, 2021) reveals that renewable energy sources accounted for 87.61% – or 16,665 megawatts (MW) – of the 19,022 MW of new capacity added during the first nine months of the year. Solar led the capacity additions with 8,410 MW, followed closely by wind (8,188 MW). Compared to the first nine months of 2020, new solar capacity additions are 38.28% higher while those from wind are 34.19% higher. There were also small additions in 2021 by hydropower (28 MW), geothermal (25 MW), and biomass (14 MW).
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Redigert 24.11.2021 kl 10:11 Du må logge inn for å svare

Er Hanwha Solutions nyheter, men greit å vite. Får vibber mot Cognite.

Hanwha Solutions will invest $100 million (120 billion won) to acquire a stake in Lancium Technologies, a Texas-based data solutions firm, in a bid to strengthen its IT-oriented power management for a robust expansion of its green energy business into the U.S. and Europe.

Most critical is setting up a business model whereby green energy sources are used for the stable operation of data centers, an increasing number of which will be built around the world, prompted by the rapid transition and advancement of smart technology industries.

The equity investment will enable the energy subsidiary of Hanwha Group to secure a seat on the board of Lancium Technologies, helping increase its say in the management of the company.

https://m.koreatimes.co.kr/pages/article.asp?newsIdx=319402

Det er mye overlapp mellom konsernene Aker ASA/Hanwha Solutions/SK Group
manman01
24.11.2021 kl 23:06 8900

Vi nærmer os en afklaring på denne :)

Trump’s solar tariffs still needed to protect industry, U.S. agency says
https://www.bnnbloomberg.ca/trump-s-solar-tariffs-still-needed-to-protect-industry-u-s-agency-says-1.1686703
NOVEMBER 24, 2021
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Import relief “continues to be necessary to prevent or remedy serious injury to the U.S. industry, and that there is evidence that the domestic industry is making a positive adjustment to import competition,” the ITC said in a statement.

Biden is expected to make a final decision before the four-year tariff is scheduled to expire in February and is under no obligation to abide by the ITC’s recommendation.
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manman01
25.11.2021 kl 08:03 8767

Fra Pvtech, solarpowerworldonline og pvmagazine

USITC recommends extension of Section 201 tariffs on solar cells, modules
https://www.pv-tech.org/usitc-recommends-extension-of-section-201-tariffs-on-solar-cells-modules/
NOVEMBER 24, 2021

U.S. International Trade Commission recommends extension of solar tariffs
https://www.solarpowerworldonline.com/2021/11/u-s-international-trade-commission-recommends-extension-of-solar-tariffs/
NOVEMBER 24, 2021

ITC says that Section 201 tariffs should be extended
https://pv-magazine-usa.com/2021/11/24/itc-says-that-section-201-tariffs-should-be-extended/
NOVEMBER 24, 2021

USITC RELEASES REPORT ON THE EFFECT OF INCREASING THE TARIFF-RATE QUOTA ON IMPORTS OF CRYSTALLINE SILICON PHOTOVOLTAIC CELLS
https://www.usitc.gov/press_room/news_release/2020/er0306ll1451.htm
MARCH 9, 2020

Rapport fra USITC
Crystalline Silicon Photovoltaic Cells, Whether or Not Partially or Fully Assembled Into Other Products: Advice on the Probable Economic Effect of Certain Modifications to the Safeguard Measure
https://www.usitc.gov/publications/other/pub5032.pdf
MARCH 2020
Smaug
25.11.2021 kl 11:39 8576

Biden mener alvor og tar viktige grep for å nå klimamålene. USA har ikke tenkt å henge etter resten av verden.

https://thehill.com/policy/energy-environment/582958-new-white-house-office-to-coordinate-climate-change-policies
manman01
25.11.2021 kl 14:53 8492

Syntes denne var interessant :)

New German coalition sets enhanced energy goals, doubles solar PV target to 200GW by 2030
https://www.pv-tech.org/new-german-coalition-sets-enhanced-energy-goals-doubles-solar-pv-target-to-200gw-by-2030/
NOVEMBER 25, 2021
Babbai
25.11.2021 kl 18:15 8185

Hanwha invests $100m in Lancium to address excess renewable energy in Texas

Lancium develops software and technology that connects bitcoin mines to solar and wind farms. The company allows bitcoin miners to plug and unplug their operations depending on the price of renewable energy.

http://m.koreaherald.com/view.php?ud=20211124000611&np=1&mp=1
manman01
27.11.2021 kl 12:43 7284

Notice of Request for Information (RFI) on Energy Sector Supply Chain Review
A Notice by the Energy Department on 11/29/2021
https://www.federalregister.gov/documents/2021/11/29/2021-25898/notice-of-request-for-information-rfi-on-energy-sector-supply-chain-review
NOVEMBER 27, 2021
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SUMMARY
The U.S. Department of Energy (DOE) Undersecretary for Science and Energy and Office of Policy (OP) request information on energy sector supply chains. This request for information (RFI) seeks input from all stakeholders involved directly and indirectly in the supply chains of energy, energy systems and technologies, and energy efficiency technologies from raw materials, processed materials, subcomponents, final products, to end-of-life material recovery and recycling—including but not limited to U.S. industry, researchers, academia, local governments, and civil society. This stakeholder input will inform the Department's efforts in building an energy sector industrial base that is diverse, resilient, and competitive while meeting economic, national security, and climate objectives.

DATES:
Responses will be reviewed and considered on a rolling basis but are due no later than 5 p.m. (ET) on January 15, 2022.
..
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Flyers
27.11.2021 kl 13:18 7145

Mange takk, man. Veldig interessant info du finner frem om markedet. Rec er sanns invitert inn i samtaler vedr flere jv i India , Europa og usa, skulle man tro. Skal man ta rotta på Kina må polysil kapasiteten bygges ut utenfor Kina , og selvsagt waferkapasiteten. Det er vanvittig spennende og jeg kan bare forestille meg nyhetsstrømmene de neste 12 måneder.
manman01
28.11.2021 kl 09:48 6608

Jeg er glad for at du finder det interessant, Flyers :) REC sidder med fantastiske kort, tror der er mange der vil spille med de kommende måneder :)

Christine Reid, Stanley J. Kocon and Kurt Miller: U.S. hydropower can secure a greener tomorrow – and create American jobs
https://www.spokesman.com/stories/2021/nov/28/christine-reid-stanley-j-kocon-and-kurt-miller-us-/
NOVEMBER 28, 2021
Babbai
28.11.2021 kl 10:29 6951

Ang. silicon i batterier: Det ble tidligere nevt at NIO skal bruke silicon i anoden i noen nye batterier, ref. f.eks.:

According to William Bin Li, Chairman and CEO of NIO, the 150 kWh battery features a high performance Si / C composite anode material and an ultra-high concentration nickel cathode material.

Nå investerer også Xiaomi og Huawei i samme batterileverandør:

NIO's potential semi-solid-state battery supplier reportedly to get investment from Xiaomi, Huawei

https://cnevpost.com/2021/11/26/nios-potential-semi-solid-state-battery-supplier-reportedly-to-get-investment-from-xiaomi-huawei/
manman01
29.11.2021 kl 12:31 6206

Mainstream Renewable Power Raises EUR 90 million to Accelerate New Market Entries and Build-Out of Gigawatt-Scale Renewable Assets
https://newsweb.oslobors.no/message/548058
NOVEMBER 29, 2021

Mainstream Renewable Power raises over US$100m to pursue multi-GW pipeline and become ‘global energy major’
https://www.pv-tech.org/mainstream-renewable-power-raises-over-us100m-to-pursue-multi-gw-pipeline-and-become-global-energy-major/
NOVEMBER 29, 2021
manman01
29.11.2021 kl 12:35 6337

U.S. Commerce chief to make pitch for chips funding in Michigan
https://www.reuters.com/article/usa-semiconductors-biden-idUSL1N2SK062
NOVEMBER 29, 2021
manman01
29.11.2021 kl 14:49 6097

‘Italy needs own supply chain to navigate raw materials crisis’
https://www.pv-magazine.com/2021/11/29/italy-needs-own-supply-chain-to-navigate-raw-materials-crisis/
NOVEMBER 29, 2021

Interessant. LG har et samarbeid med Tekna. Tekna har sansen for silangass 🥳
VL
30.11.2021 kl 20:17 5403

Advanced Automotive Battery Conference US In-Person and Virtual Fra den 7-9 desember.

https://www.advancedautobat.com/us

Sila VP Kurt Kelly skal forteller om drop inn silicon basert anode.
https://mobile.twitter.com/silananotech
Group 14 er også med, men det jeg stusse på er hvorfor Amazon og Apple skal være med.
Redigert 30.11.2021 kl 20:19 Du må logge inn for å svare
manman01
01.12.2021 kl 05:33 4690

As Technology Costs Fall & Efficiencies Increase, Solar Expected to Become a Primary Source of New Electrical Capacity in U.S.
https://www.prnewswire.com/news-releases/as-technology-costs-fall--efficiencies-increase-solar-expected-to-become-a-primary-source-of-new-electrical-capacity-in-us-301433544.html
NOVEMBER 30, 2021
xray292
01.12.2021 kl 11:59 4298

Takk for deling. Jeg stusset også på hvorfor Amazon skal være med inntil jeg leste denne artikkelen:

https://finansavisen.no/nyheter/teknologi/2021/12/01/7782617/amazon-investerer-i-sol-og-vindkraft?internal_source=sistenytt

Det fikk meg til å søke på hvilke materialer som benyttes til produksjon av vindmøller. Gjort et søk og kom over ShinEtsu sin hjemmeside der det nevnes silicone products. Silicone må for øvrig ikke forveksles med silicon, men en ting fanget min interesse. I linken under plansje nr 3, nevnes "silane coupling agent". Har lite kjennskap til hva dette er, men kanskje det benyttes silan til produksjon av silikonsterke materialer? Føler jeg nå beveger meg på tynn is, så kanskje noen av dere har kjennskap til dette?

https://www.shinetsusilicone-global.com/catalog/pdf/WPA_e.pdf
Redigert 01.12.2021 kl 12:02 Du må logge inn for å svare
manman01
01.12.2021 kl 13:52 4076

Glæder mig til at se hvornår du begynder på at give credit til dem der faktisk finder de links du poster på shareville @Høstmørket (: det er vel det mindste man kan gøre! (:

What is the impact of increasing commodity and energy prices on solar PV, wind and biofuels?
https://www.iea.org/articles/what-is-the-impact-of-increasing-commodity-and-energy-prices-on-solar-pv-wind-and-biofuels
DECEMBER 1, 2021

TrendFore: The supply and the demand of polysilicon would be structural tight equilibrium, and the price will reach the inflection point in Q2.
https://m.energytrend.com/research/20211201-24670.html
DECEMBER 1, 2021

Edit: ja det er måske en smule småligt (: syntes bare det er på sin plads. (Den her maskine kører nemlig endnu bedre med tak-benzin) jeg er dog glad for at du deler med vores venner på ShareVille! Fortsæt endelig!!!
Redigert 01.12.2021 kl 14:00 Du må logge inn for å svare
manman01
01.12.2021 kl 14:03 4012

Havde helt glemt polypris opdateres i dag, tak til Lauri00 for påmindelsen/opdateringen (:

-8.78%

http://pvinsights.com/indexWap.php
manman01
01.12.2021 kl 22:16 3568

Det kunne jeg forestille mig, men jeg har ingen anelse overhovedet :)
manman01
01.12.2021 kl 22:17 3565

Store ting i spil :)

US development agency nominee pledges to review projects using Chinese solar panels
https://www.scmp.com/news/china/article/3158097/us-development-agency-nominee-pledges-review-projects-using-chinese
DECEMBER 1, 2021
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US President Joe Biden’s pick to lead Washington’s international development finance agency said on Wednesday that, if confirmed, he would examine the body’s funding of overseas projects using Chinese-sourced solar panels, amid concern over allegations of forced labour in China’s far-west.

Scott Nathan, a former Barack Obama administration official, made the commitment during an appearance before the Senate foreign relations committee as it weighed his nomination to lead the US International Development Finance Corporation (DFC).

Eighteen of the 21 solar projects currently funded by the DFC source solar panels from China, according to the committee’s lead Republican, Senator James Risch of Idaho, who was briefed on the matter by DFC leadership.
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