questi
01.12.2021 kl 22:40 10097

*hehe*

"...The government has no specific geographic initiatives with respect to solar manufacturing; however, the national laboratory system and existing manufacturing facilities have created emerging hubs that are well placed to take advantage of burgeoning interest in local solar manufacturing..."
Lurer på hvor disse 'hub'ene det snakkes om ligger, jeg :D

Angående thinfilm som nevnes ... så har Hanwha investert 10 milliarder NOK på thinfilm/tandemcells..
Når man legger et lag med perovskite oppå vanlige silisiumsceller.. så går man forbi de teoretiske grensene (!) for effekt som finnes i dag :D
http://www.pvtime.org/hanwha-q-cells-allocates-us1-28-billion-for-tandem-cell-research-and-production-line-conversion/
"...has formed a consortium with university research teams and private companies to participate in a national project to commercialize perovskite crystalline silicon solar cells by using next-generation tandem cell technology to overcome the theoretical limitation of single-cell efficiency..."
Redigert 01.12.2021 kl 22:43 Du må logge inn for å svare
manman01
01.12.2021 kl 22:55 10065

2022 bliver en fest ;)
questi
01.12.2021 kl 23:14 10111

Helårsfest :))

Hanwha kommer til å suse forbi alle eksisterende asiatiske produsenter og kapre markedsandeler og solparkprosjekter i USA, siden de blir blant de første som får til en kjede som ikke blir rammet av portkorona & Xinjiangproblemer :D

Alle vil ønske de nye tandemcellene - som blir levert til riktig tid :))
Redigert 01.12.2021 kl 23:15 Du må logge inn for å svare

Ekstremt spennende lesning.. Glad for å ha mange lodd i denne Hub'en her,snart er det røyk i pipa igjen. Spennende dager!
grabein
02.12.2021 kl 07:07 9440

Dec 1, 2021
MILPITAS, Calif. – December 1, 2021 – Global semiconductor equipment billings increased a robust 38% year-over-year to US$26.8 billion in the third quarter of 2021, an 8% rise from the prior quarter to register their fifth consecutive quarter-over-quarter record high, SEMI announced today in its Worldwide Semiconductor Equipment Market Statistics (WWSEMS) Report.

“Strong secular demand for chips across a wide range of markets including communications, computing, healthcare, online services and automotive has fueled this tremendous run of record quarterly growth for semiconductor equipment,” said Ajit Manocha, SEMI president and CEO. “The semiconductor industry has demonstrated great resiliency in the face of disruptive global challenges including the chip shortage and ongoing pandemic.”

Compiled from data submitted by members of SEMI and the Semiconductor Equipment Association of Japan (SEAJ), the Worldwide SEMS Report is a summary of the monthly billings figures for the global semiconductor equipment industry."

https://www.semi.org/en/news-media-press/semi-press-releases/global-semiconductor-equipment-billings-jump-38%25-year-over-year-in-Q3-2021-log-fifth-straight-quarterly-record-semi-reports
manman01
02.12.2021 kl 07:13 9614

Det var noget af en stigning!! Der må være travlt i Butte :))

Tak endnu en gang, grabein!:)
grabein
02.12.2021 kl 08:59 9443

Ja, det er gode tider for semi-bransjen! :D
Sa2ri
02.12.2021 kl 09:20 9399

Mener å huske at RECSI nevnte distribusjon som en utfordring i forhold til dette. Nå ser ting ut til å gå i riktig retning selv om Omikron-varianten kan spenne bein for en normalisering, men har du noen tanker rundt dette - eventuelle utfordringer i distribusjonen som kan spenne bein for inntjeningen til RECSI (Butte)?
Redigert 02.12.2021 kl 10:11 Du må logge inn for å svare
manman01
02.12.2021 kl 10:23 9088

CEOs of Chip, Auto, Medical Device, Tech, Telecom, Other Companies Call on Congress to Strengthen U.S. Semiconductor Research, Design, Manufacturing
https://www.semiconductors.org/ceos-of-chip-auto-medical-device-tech-telecom-other-companies-call-on-congress-to-strengthen-u-s-semiconductor-research-design-manufacturing/
DECEMBER 1, 2021
manman01
02.12.2021 kl 11:04 8925

Financial calendar

Financial calendar for REC Silicon ASA

FINANCIAL YEAR 2021


18.02.2022 - Quarterly Report - Q4


FINANCIAL YEAR 2022

22.07.2022 - Half-yearly Report
24.03.2022 - Annual Report
11.05.2022 - Annual General Meeting

11.05.2022 - Quarterly Report - Q1
21.10.2022 - Quarterly Report - Q3



This information is published pursuant to the requirements set out in the Continuing obligations.
https://newsweb.oslobors.no/message/548350
manman01
02.12.2021 kl 20:24 8578

The New Solar+ Decade Roadmap: 30% by 2030
https://www.seia.org/30x30roadmap
DECEMBER 2, 2021
manman01
03.12.2021 kl 08:21 7955

CUSTOMS BULLETIN WEEKLY
U.S. Court of International Trade

Slip Op. 21–154
https://www.cbp.gov/sites/default/files/assets/documents/2021-Nov/Vol_55_No_47_complete.pdf
DECEMBER 1, 2021
( section 201 tarif case starter på side 49 )


First rays of light at the end of the polysilicon high-price tunnel
https://www.bernreuter.com/newsroom/polysilicon-news/article/first-rays-of-light-at-the-end-of-the-polysilicon-high-price-tunnel/
DECEMBER 2, 2021
Redigert 03.12.2021 kl 08:22 Du må logge inn for å svare
questi
03.12.2021 kl 12:28 7693

Nyheten fra U.S. Court of International Trade angående tariff på solpaneler inn til USA er veldig spennende.

Tilhengere av å fjerne tariffen slik at utenlandske paneler skal kunne strømme inn til USA argumenterer med at Presidenten ikke har lov til å 'modifisere' en tariff 'oppover/strengere' - siden 'modify' sin etymologiske rot visstnok stammer fra å 'moderere' dvs å formildne (her: senke tariffen). Den dagligdagse forståelsen av å modifisere mente de var feil.

(side 69)
"...The question underlying this dispute is the meaning of “modify” as used in 204(b)(1)(B). How that question is resolved is informed by basic principles of statutory interpretation. See generally, Robert A. Katzmann, JUDGING STATUTES (2014). The court begins with the principle that statutory language should be interpreted “in accord with the ordinary public meaning of its terms at the time of its enactment.” Bostock v. Clayton County, 140 S. Ct. 1731, 1738 (2020). An appeal to the dictionary is therefore illustrative. In its verb form — as it is used in 204(b)(1) — “modify” is defined as “to make less extreme.” See “Modify,” Merriam-Webster Dictionary, https://www.merriam-webster.com/dictionary/modify (last visited Nov. 9, 2021) Similarly, in its noun form — as it is used in the section title, and in 204(b)(1)(B) — “modification” is defined as “the limiting of a statement.” See “Modification,” Merriam-Webster Dictionary,69 CUSTOMS BULLETIN AND DECISIONS, VOL. 55, NO. 47, DECEMBER 1, 2021 https://www.merriam-webster.com/dictionary/modification (last visited Nov. 9, 2021). Secondarily, “modification” is defined as “the making of a limited change in something.” Id. The definition of the verb (as well as the first definition of the noun) favors Plaintiffs’ interpretation: that the statute’s provision for modification permits only changes that limit or moderate the existing safeguard measures. On the other hand, the second definition of “modification” favors the Government’s interpretation: that both trade-liberalizing and traderestricting changes to existing safeguard duties are authorized by the statute. Defs.’ Resp. to the Court’s Questions at 3..."

https://www.merriam-webster.com/dictionary/modify
1. : to make less extreme
3b. : to make basic or fundamental change

Jeg tror det er fortsatt rom for diskusjon... Modify skulle jeg tro stammer fra å legge på en ny modul.
Redigert 03.12.2021 kl 12:32 Du må logge inn for å svare
questi
03.12.2021 kl 13:52 7602

https://www.wiley.law/alert-Reps-Sewell-and-Johnson-Announce-Legislation-to-Combat-Unfair-Trade-Practices
Hvis dette lovforslaget vedtas vil det lukke et enormt systematisk smutthull som har plaget USA i årtier.

For øyeblikket tar det altfor lang tid å få satt opp en toll mot et land, og innen den trer i kraft har allerede satelittfabrikker blitt bygd i andre land, og man må gjenta prosessen. Kallenavnet for den irriterende måten bedrifter har unngått tariffer på før man får slått dem ned er:
Whack-a-mole :D
https://momastery.com/blog/wp-content/uploads/2012/05/whack-a-mole2.jpg
Redigert 03.12.2021 kl 13:59 Du må logge inn for å svare
manman01
03.12.2021 kl 15:51 7340

Denne skal jeg følge med på, kunne blive en kæmpe gamechanger :) Tak questi !

Jeg vil også gerne have kigget mere på denne her tariff case i tidligere opslag. Jeg nåede kun lige at skimme igennem den i dag, det er heldigvis snart weekend :)
Dog er godt fund i teksten du fandt! De vil virkelig gerne have tarifferne fjernet så de kinesiske paneler kan importeres i massevis - godt at USITC syntes anderledes om dette :)
manman01
03.12.2021 kl 16:10 7308

Tesla's solar panel business has been hit by the supply chain crisis, causing project delays: report
https://www.businessinsider.com/teslas-solar-panel-business-has-been-hit-by-the-supply-chain-crisis-report-2021-12
DECEMBER 3, 2021

PV Industry Price Trend: Polysilicon Quotations to Slightly Fall Back in December as Downstream Sector Awaits Stabilization in Wafer Prices – EQ Mag Pro
https://www.eqmagpro.com/pv-industry-price-trend-polysilicon-quotations-to-slightly-fall-back-in-december-as-downstream-sector-awaits-stabilization-in-wafer-prices-eq-mag-pro/
DECEMBER 3, 2021

2021 and beyond: European solar manufacturing must shine again
https://www.pv-magazine.com/2021/12/03/2021-and-beyond-european-solar-manufacturing-must-shine-again/
DECEMBER 3, 2021
VL
03.12.2021 kl 20:52 6985

https://www.yahoo.com/news/u-house-consider-bill-clamp-000539044.html
Muligens sanksjon fra alt som kommer fra Xinjiang. Hvis det blir innført så blir det så godt som umulig for dem å selge sol produkter til USA. En egen verdikjeder i vesten nærmer seg,og forhåpentligvis så kommer det et par wafer fabrikker veldig snart.
Sirbalo
03.12.2021 kl 21:07 6972

45% av verdens polysilicon kommer fra denne regionen, så dette er interresangt.

For de som er i tvil, så kommer det ingot og wafer produktsjon i bøtter og spann til usa, og de trenger polysilicon , og for de som ikke vet hva dette betyr, så skal rec sin fabrikk opp å gå for fult :)

Er det noe tvil på dette? Jeg mener nei, og har investert deretter...

Utrolige saker. Spennende. Takk for at dere deler :)
manman01
05.12.2021 kl 10:03 6170

Har også længe ville dele denne 4 parts serie om Kina. I dag bliver dagen :)

Demographic Collapse — China's Reckoning (Part 1)
https://www.youtube.com/watch?v=vTbILK0fxDY
MARCH 2, 2021

Housing Crisis — China's Reckoning (Part 2)
https://www.youtube.com/watch?v=EgVXRtq5EIg
MARCH 20, 2021

Water Crisis — China's Reckoning (Part 3)
https://www.youtube.com/watch?v=nRUc4gTO-PE&t=1128s
APRIL 24, 2021

Why China Sucks at Soft Power — China's Reckoning (Part 4)
https://www.youtube.com/watch?v=y87R3Lp0jd0&t=331s
MAY 13, 2021

God fornøjelse, og ikke tag youtubemands ord for seriøst :)
manman01
05.12.2021 kl 10:16 6153

Fandt også denne, hvis i skulle gå hen og kede jer :)

Solar Energy in the United States: Development, Challenges and Future Prospects
https://www.mdpi.com/1996-1073/14/23/8142
Received: 6 November 2021 /
Revised: 18 November 2021 /
Accepted: 30 November 2021 /
Published: 4 December 2021

Er det noen aksje på børsen som har en mer iherdig gravende journalist/investor enn Rec har i Manman01? Tviler!!!
questi
05.12.2021 kl 12:43 5803

Veldig interessant, lettoppfattelig og overbevisende fremstilling av Kinas økonomi :)

Hvis scenariene i videoene inntreffer, vil dette kunne ramme hardt industrier som eksporterer til Kina, i noe svakere grad industrier som importerer fra Kina, og være en bonus for konkurrerende økonomier (særlig India).
Redigert 05.12.2021 kl 12:47 Du må logge inn for å svare
manman01
05.12.2021 kl 18:23 5348

Specielt deres vandforsyning er interessant i mine øjne. Meget af deres industrielle kapacitet vil blive handicappet såfremt dette problem bliver værre. Og det gør det..

https://youtu.be/r2cseicEu84
manman01
06.12.2021 kl 08:23 4819

IEA: Governments Have Set Aside US$470 Billion for Clean Energy Investments as of October 2020
https://www.energytrend.com/news/20211206-24664.html
DECEMBER 6, 2021
"
The International Energy Agency (IEA) said that as of this October, governments around the world have allocated approximately US$470 billion for investments related to clean energy for the period up to 2030. Some of this amount is allocated to clean energy programs that are initiated as economic stimulus measures in response to the effects of the COVID-19 pandemic. Compared with this July, the level of global investments has gone up by about US$90 billion or 20%.
..
"
Taycen
06.12.2021 kl 09:03 4595

Svært gode nyheter dette :

With the Biden administration pledging to create a net-zero economy by 2050, the Company expects its investment in REC Silicon will meet the growing demand for solar panels. The administration has announced that it will increase PV’s share of electricity generation to 40 percent by 2035.
 
The initiative will gain a further boost when the US congress passes its SEMA legislation by the end of the year. Designed to provide tax credits for solar manufacturers in the US, the bill can provide price competitiveness for those producing solar panels domestically.
 
Given that the Company operates a solar module factory in Dalton, Georgia with an annual production capacity of 1.7 GW, the passage of the legislation will boost the Company’s investments into a comprehensive solar value chain, from the production of polysilicon through to fully assembled solar modules.

https://www.hanwhasolutions.com/en/cs/news/view?idx=582&ref=%2Fen%2Fcs%2Fnews%2Flist
omac
06.12.2021 kl 15:07 4416

Fant denne
Moses Lake City Council
Regular Meeting Agenda Tuesday, November 23, 2021
Call to Order – 7 p.m.
[..]
City Manager’s Report
- Fleet New Hire Bryon Tilson
- Employee Breakfast December 22
- Finance Director Interviews
- REC Expansion Next Steps
[..]

Står ikke mer annet enn søknad om wastewater, men uansett så ser det ut som REC skal ekspandere
https://www.cityofml.com/AgendaCenter/ViewFile/Agenda/_11232021-455

manman01
06.12.2021 kl 15:10 4662

Meget interessant!! Tak for at dele (:
questi
06.12.2021 kl 16:02 4533

En oppgradering av 50% av reaktorene til FBR-B ville vel ha blitt kalt 'upgrade' og ikke 'expansions'.. Å skifte ut foringen inni eksisterende reaktorer og ville da heller ikke kreve behandling i byråd..

Du har rett! Det som omtales som REC Expansion og da i flere 'Steps' som krever regulering i byplan må være en ny fabrikk som REC eier selv! En ingot-waferfabrikk trenger som kjent polysil, elektrisitet, masse kjølevann for ingotene og vann som brukes i sagingen av waferne..

https://www.pall.com/en/microelectronics/photovoltaics/waste-reclaim.html
Redigert 06.12.2021 kl 16:14 Du må logge inn for å svare
omac
06.12.2021 kl 16:16 4645

Plausibelt og forklarer vel og hvorfor de fikk inn 1 milliard til i emisjonen. Som TT sa, vi har til oppstart og vel så det.
questi
06.12.2021 kl 16:23 4852

Jeg tror med USAs planer om å tette til alle smutthull fra utlandet samme hvor fra ... så kan Hanwha ha gjort endringer i hvor de skal satse. Hanwha er eksperter i waferproduksjon de.. med sin kerfless teknologi fra 1366 Tech som vil gi en halvering av kost ifh til konkurrenter :)

https://www.pv-magazine.com/2019/02/26/1366-technologies-and-hanwha-q-cells-to-open-wafer-factory-in-malaysia/
Redigert 06.12.2021 kl 16:50 Du må logge inn for å svare