omac
29.12.2021 kl 10:13
15360
Ser ikke ut som markedet fikk det med seg, tydelig at de må få en børsmelding om det. Jeg tipper vi får den innen Mars.
Min spekulative tidslinje:
1. Først skal Hanwha gjennomføre transaksjonen i Januar. Da settes nytt styremedlem inn ref planen.
2. Ny CEO blir annonsert innen utløp Januar.
3. BBB må gå gjennom, alle kunder og produsenter sitter helt stille for å legge press på politikerene og inngå de beste avtalene for seg. Hvem vil inngå flere års avtaler om levering av noe før de vet hva de kan forhandle med f.eks REC om.
4. Det meldes om oppstart og tilbygg/utvidelse/nytt forretningsområde for REC
5. Alle på Trygves Tivoli angrer på at de ikke kjøpte mer når den var i 18 kroner.
Min spekulative tidslinje:
1. Først skal Hanwha gjennomføre transaksjonen i Januar. Da settes nytt styremedlem inn ref planen.
2. Ny CEO blir annonsert innen utløp Januar.
3. BBB må gå gjennom, alle kunder og produsenter sitter helt stille for å legge press på politikerene og inngå de beste avtalene for seg. Hvem vil inngå flere års avtaler om levering av noe før de vet hva de kan forhandle med f.eks REC om.
4. Det meldes om oppstart og tilbygg/utvidelse/nytt forretningsområde for REC
5. Alle på Trygves Tivoli angrer på at de ikke kjøpte mer når den var i 18 kroner.
manman01
29.12.2021 kl 13:31
14988
c
29.12.2021 kl 16:16
14708
Det är väl en tolkningsfråga angående 'ska komma med något besked' och att ha som mål att ta ett beslut i 2021. Om man inte har tillit gentemot ledningen är det bara att sälja, tråkigt men sant, och om beslut eller meddelande inte kommer nu är det förmodligen för företagets bästa på längre sikt. God fortsättning.
Bob Macahan
29.12.2021 kl 16:46
14553
Jag har tålamod. Började jobba i branschen 2011 och ägt REC sen 2012. Aldrig haft så mycket som jag har nu. Kan vänta till vi får besked om BBB. Däremot tror jag att marknaden förväntar sig något officiellt uttalande från IR avdelningen istället för PR avdelningen.
c
29.12.2021 kl 17:27
14424
Right, förstår och kanske du har rätt. Tycker därför det känns tryggt att Hanwha gick in...
manman01
30.12.2021 kl 23:20
13553
Hej alle, jeg har lige denne sidste artikel. Ellers vil jeg bare sige tusind tak for i år. Det har været en fornøjelse at deltage herinde :)
Ser på 2022 med gyldne briller. Vi skal nok hygge os :)
Godt nytår, og vi snakkes ved i 2022!
CPIA pushes back against US ban on solar imports from Xinjiang
https://www.pv-magazine.com/2021/12/30/cpia-pushes-back-against-us-ban-on-solar-imports-from-xinjiang/
DECEMBER 30, 2021
Ser på 2022 med gyldne briller. Vi skal nok hygge os :)
Godt nytår, og vi snakkes ved i 2022!
CPIA pushes back against US ban on solar imports from Xinjiang
https://www.pv-magazine.com/2021/12/30/cpia-pushes-back-against-us-ban-on-solar-imports-from-xinjiang/
DECEMBER 30, 2021
Tusen takk og i lige måde, man! Dine bidrag til alt som berører Rec har vært en fryd å lese. Vi krysser fingrene for et veldig bra Rec år med mange nyheter som snappes opp lenge før de norske nyhetskanalene👌
Redigert 30.12.2021 kl 23:46
Du må logge inn for å svare
Godt nyttår! Mye artig som har skjedd i år! Takk for god lesning. 🍾🥂
solfylt
31.12.2021 kl 10:32
12712
Takk for din utrettelige innsats, manman01. Jeg må innrømme at jeg ikke har klart å lese alt du har gravd frem og lagt ut, men en del går inn 🤹🏻♀️ Takk til alle dere andre som bidrar konstruktivt her også, dere vet hvem dere er. Et høyst volativt år er straks over, og jeg tror vi bør forberede oss på et volativt 2022 også! Mange av brikkene er allerede på plass, store ting har skjedd, men vi er ikke i mål enda.. Ting tar tid. Syntes Omac oppsummerer godt nedenfor. Med ønske om et godt nyttår! ☀️
Lauri
01.01.2022 kl 12:53
11961
“REC Silicon leaders waiting to reopen in Moses Lake”
https://columbiabasinherald.com/news/2021/dec/31/rec-silicon-leaders-waiting-reopen-moses-lake/?fbclid=IwAR3aB5-gxGdTWJr1zXWUvH7x1Eh-Ddzg3olivSd1dP_6hP1Je3E3uYpu8lE
https://columbiabasinherald.com/news/2021/dec/31/rec-silicon-leaders-waiting-reopen-moses-lake/?fbclid=IwAR3aB5-gxGdTWJr1zXWUvH7x1Eh-Ddzg3olivSd1dP_6hP1Je3E3uYpu8lE
Er vel ikke mye mer å si , de avventer fremdeles bbb …
The REC Silicon plant in Moses Lake, which has been shuttered since 2019, could come to life again, company officials say.
The REC Silicon plant in Moses Lake, which has been shuttered since 2019, could come to life again, company officials say.
tomsa
02.01.2022 kl 01:24
10825
Ikke så mye mer å si enn at Nemis har hatt ett poeng eller 2 😂
Er fullt lastet og litt urolig over det som sies. Men satser alt på at Hanwha og Røkke har noen kort i ermet….
Er fullt lastet og litt urolig over det som sies. Men satser alt på at Hanwha og Røkke har noen kort i ermet….
VL
02.01.2022 kl 09:18
10535
Silicon anode i batteri til Samsung.
https://insideevs.com/news/558055/samsung-sdi-primx-battery-brand/
https://insideevs.com/news/558055/samsung-sdi-primx-battery-brand/
Redigert 02.01.2022 kl 09:19
Du må logge inn for å svare
manman01
02.01.2022 kl 10:51
9172
The Great Tech Rivalry: China vs the U.S.
https://www.belfercenter.org/sites/default/files/GreatTechRivalry_ChinavsUS_211207.pdf
DECEMBER 8, 2021
https://www.belfercenter.org/sites/default/files/GreatTechRivalry_ChinavsUS_211207.pdf
DECEMBER 8, 2021
manman01
02.01.2022 kl 10:58
9235
Records of all responses to Questions for the Record provided to Congress
https://www.energy.gov/sites/default/files/2021-12/HQ-2022-00216-%20F%20Final%20Response.pdf
DECEMBER 21, 2021
https://www.energy.gov/sites/default/files/2021-12/HQ-2022-00216-%20F%20Final%20Response.pdf
DECEMBER 21, 2021
Redigert 02.01.2022 kl 11:11
Du må logge inn for å svare
Opportunist1
02.01.2022 kl 12:54
9371
Hvis du baserer dine investeringer på det som sies her på forumet og hvis du att på til mener at Nemis har hatt ett poeng eller to, da skjønner jeg at du er urolig. Da har jeg en anbefalling til deg - Selg deg ut av REC og redd nattesøvnen. Det er sikkert andre mindre risikofylte aksjer som kan gi deg 4-5% per år uten stress.
manman01
02.01.2022 kl 15:21
9022
A Georgia solar factory shows the promise — and peril — of Biden's new industrial policy
https://www.politico.com/news/2022/01/02/georgia-solar-factory-biden-industrial-policy-526287
JANUARY 2, 2021
"
DALTON, Ga. — Tucked in the back of a nondescript industrial park in north Georgia, a factory sits as a symbol of what the Biden administration hopes will come from America’s new, bipartisan experiment with industrial policy.
Here, 700 workers at Hanwha Q Cells churn out more than 10,000 solar panels a day. It’s the largest operation of its kind on the continent.
..
"
https://www.politico.com/news/2022/01/02/georgia-solar-factory-biden-industrial-policy-526287
JANUARY 2, 2021
"
DALTON, Ga. — Tucked in the back of a nondescript industrial park in north Georgia, a factory sits as a symbol of what the Biden administration hopes will come from America’s new, bipartisan experiment with industrial policy.
Here, 700 workers at Hanwha Q Cells churn out more than 10,000 solar panels a day. It’s the largest operation of its kind on the continent.
..
"
manman01
02.01.2022 kl 15:23
9113
"
..
Q Cells’ officials largely agree, saying that the solar incentives will give it and other companies enough certainty to expand production in the U.S.
“If this passes, you're going to have groundbreakings to attend all next year,” said Moskowitz, pointing to Q Cells' recent investment to restart an idle polysilicon plant in Washington state as an example of the type of projects that tax incentives may spur.
..
"
..
Q Cells’ officials largely agree, saying that the solar incentives will give it and other companies enough certainty to expand production in the U.S.
“If this passes, you're going to have groundbreakings to attend all next year,” said Moskowitz, pointing to Q Cells' recent investment to restart an idle polysilicon plant in Washington state as an example of the type of projects that tax incentives may spur.
..
"
Q Cells’ officials largely agree, saying that the solar incentives will give it and other companies enough certainty to expand production in the U.S.
“If this passes, you're going to have groundbreakings to attend all next year,” said Moskowitz, pointing to Q Cells' recent investment to restart an idle polysilicon plant in Washington state ( REC Silicon) as an example of the type of projects that tax incentives may spur.
https://www.politico.com/news/2022/01/02/georgia-solar-factory-biden-industrial-policy-526287
“If this passes, you're going to have groundbreakings to attend all next year,” said Moskowitz, pointing to Q Cells' recent investment to restart an idle polysilicon plant in Washington state ( REC Silicon) as an example of the type of projects that tax incentives may spur.
https://www.politico.com/news/2022/01/02/georgia-solar-factory-biden-industrial-policy-526287
Redigert 03.01.2022 kl 00:21
Du må logge inn for å svare
Lurer på om alle har fått denne med seg , står veldig tydelig hva Hanwha vil med REC:
—————-
Hanwha will invest in REC Silicon, setting stage for US solar supply chain – REC
Author Michael Copley
Theme EnergyTechnology, Media & Telecom
Hanwha Solutions Corp. will buy an approximately 17% stake in REC Silicon ASA to help fund the reopening of a polysilicon plant in Washington state and lay the groundwork for building a U.S. solar supply chain, REC said Nov. 18.
A plant in Moses Lake, Wash., where REC has produced polysilicon, a key ingredient in most solar panels, was shuttered nearly two years ago after Chinese tariffs cut off access to the industry's top manufacturers and Beijing failed to comply with a commitment in a 2020 trade pact to buy U.S. polysilicon.
"Hanwha Solutions' strategic investment in REC Silicon represents a step towards establishing a highly efficient, low-carbon solar value chain in the U.S. and to ensure that REC Silicon plays an integral role in these efforts," Norway-headquartered REC said in a news release. "A U.S. value chain for solar [photovoltaic] manufacturing will result in the creation of demand for solar-grade polysilicon, which the Company expects will result in the restart of the manufacture of high quality, low-cost solar-grade granular polysilicon in Moses Lake, Washington, during 2023."
https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/hanwha-will-invest-in-rec-silicon-setting-stage-for-us-solar-supply-chain-8211-rec-67721371
—————-
Hanwha will invest in REC Silicon, setting stage for US solar supply chain – REC
Author Michael Copley
Theme EnergyTechnology, Media & Telecom
Hanwha Solutions Corp. will buy an approximately 17% stake in REC Silicon ASA to help fund the reopening of a polysilicon plant in Washington state and lay the groundwork for building a U.S. solar supply chain, REC said Nov. 18.
A plant in Moses Lake, Wash., where REC has produced polysilicon, a key ingredient in most solar panels, was shuttered nearly two years ago after Chinese tariffs cut off access to the industry's top manufacturers and Beijing failed to comply with a commitment in a 2020 trade pact to buy U.S. polysilicon.
"Hanwha Solutions' strategic investment in REC Silicon represents a step towards establishing a highly efficient, low-carbon solar value chain in the U.S. and to ensure that REC Silicon plays an integral role in these efforts," Norway-headquartered REC said in a news release. "A U.S. value chain for solar [photovoltaic] manufacturing will result in the creation of demand for solar-grade polysilicon, which the Company expects will result in the restart of the manufacture of high quality, low-cost solar-grade granular polysilicon in Moses Lake, Washington, during 2023."
https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/hanwha-will-invest-in-rec-silicon-setting-stage-for-us-solar-supply-chain-8211-rec-67721371
Småplukker
02.01.2022 kl 23:09
8272
Men hvorfor velger de å gjøre dette - kjøpe seg inn i Rec - før de nødvendige signalene/lovene som vil gi amerikansk verdikjede? Det lurer jeg fremdeles på. Hvorfor kunne de ikke vente?
Bigdreamer
02.01.2022 kl 23:20
8299
Hade du själv vågat vänta om du är beroende av Rec för att lyckas över konkurenterna i USA. Eller hade du riskerat att en konkurrent kom före och kuppade Rec framför näsan? Jag tror det var klokt att säkra sig ett ägarskap i Rec. Dom som kommer senare får bara småsmulorna.
TT oppsummerte dette ganske greit i november:
Solcellekjede i USA kommer uansett. Men, det vil gå veldig fort med incentiver.
Så får vi se hva Biden og Manchin har tenkt ut i julen🔆
Solcellekjede i USA kommer uansett. Men, det vil gå veldig fort med incentiver.
Så får vi se hva Biden og Manchin har tenkt ut i julen🔆
Opportunist1
02.01.2022 kl 23:32
8509
Det er fordi de vet at verden vil trenge mere polysilicon produksjonskapasitet uansett. investeringen blir lønnsom selv uten BBB. BBB vil bare gjøre investeringen mer lønnsom. Men den vil også føre til at flere velger å satse og i en slik situasjon vil du ønske å sikre deg at du får de nødvendige leveranser. Polysilicon blir en knapphetsvare hvis solarkapasitet skal bygges ut slik som planlagt. Den eneste risikoen de tar på seg er risikoen for at sol ikke blir en del av energimiksen fremover. Den risikoen tror ikke jeg er stor.
Småplukker
03.01.2022 kl 00:05
8615
Enig i resonnementene dine Opportunist, de kalkulerer nok med at det vil behøves polysilicon i store mengder uansett BBB. Men når det er sagt; det er von i hengande snøre......Manchin har ikke sagt endelig nei likevel :
https://www.axios.com/scoop-manchin-new-play-2cb59ff0-1577-44bf-81a4-a0d72b7e9be2.html
https://www.axios.com/scoop-manchin-new-play-2cb59ff0-1577-44bf-81a4-a0d72b7e9be2.html
Opportunist1
03.01.2022 kl 00:15
8628
Takk for linken.
Selv om insentivene i BBB ikke er nødvendige for åpning av ML, vil de sette fart i sakene. Spennende uker vi går inn i.
Selv om insentivene i BBB ikke er nødvendige for åpning av ML, vil de sette fart i sakene. Spennende uker vi går inn i.
Stonks_
03.01.2022 kl 13:21
7759
De fire forkjellige veiene bbb kan ta
https://www.eenews.net/articles/whats-ahead-for-build-back-better-4-scenarios/
https://www.eenews.net/articles/whats-ahead-for-build-back-better-4-scenarios/
Boldor
03.01.2022 kl 14:36
7785
https://www.solarpowerworldonline.com/2022/01/everyone-wants-to-start-a-solar-panel-factory-in-the-united-states/
The U.S. solar manufacturing industry, which today can supply fewer than 8 GW of assembled modules if each facility is pumping at full volume, could almost double within two years — if every company that claimed in 2021 it was starting a new factory follows through.
The U.S. solar manufacturing industry, which today can supply fewer than 8 GW of assembled modules if each facility is pumping at full volume, could almost double within two years — if every company that claimed in 2021 it was starting a new factory follows through.
manman01
03.01.2022 kl 20:57
7516
U.S. Enacts Law Barring Products Made with Forced Labor in China
https://www.jdsupra.com/legalnews/u-s-enacts-law-barring-products-made-1191292/
JANUARY 3, 2022
"
..
(2) Rebuttable Presumption That Goods from Xinjiang Are Barred from Import: The Act requires that the U.S. Customs and Border Protection (CBP) apply a presumption that any products produced in the Xinjiang region, or by any entity in the lists mentioned above are barred from importation into the United States. This presumption can be overcome only if the company importing the goods can prove, by “clear and convincing evidence” that it has followed the “guidance to importers” and the products were not produced by forced labor. In doing so, the importing company may have to present to the CBP policies, supply chain audit reports, remediation plans, and other evidence that map the origin of the goods. If the company fails to rebut this presumption under the demanding “clear and convincing” standard, then the goods will be subject to exclusion or seizure at the port of entry.
Thus, the Act imposes a novel burden of proof on companies seeking to import goods that – at some point in the supply chain – were produced in Xinjiang.
..
"
https://www.jdsupra.com/legalnews/u-s-enacts-law-barring-products-made-1191292/
JANUARY 3, 2022
"
..
(2) Rebuttable Presumption That Goods from Xinjiang Are Barred from Import: The Act requires that the U.S. Customs and Border Protection (CBP) apply a presumption that any products produced in the Xinjiang region, or by any entity in the lists mentioned above are barred from importation into the United States. This presumption can be overcome only if the company importing the goods can prove, by “clear and convincing evidence” that it has followed the “guidance to importers” and the products were not produced by forced labor. In doing so, the importing company may have to present to the CBP policies, supply chain audit reports, remediation plans, and other evidence that map the origin of the goods. If the company fails to rebut this presumption under the demanding “clear and convincing” standard, then the goods will be subject to exclusion or seizure at the port of entry.
Thus, the Act imposes a novel burden of proof on companies seeking to import goods that – at some point in the supply chain – were produced in Xinjiang.
..
"
solfylt
04.01.2022 kl 08:56
6455
Spenstig artikkel som sier noe om hvor dette er på vei og noe om tidsperspektiver. Philadelphia Solar feks, var på utkikk etter et sted å bygge fabrikk i juli 21, med planlagt produksjon fra q3 i 22 (https://pv-magazine-usa.com/2021/07/15/philadelphia-solar-plans-to-build-1-gw-module-plant-in-the-u-s/) Altså ikke årevis med fabrikkbygging som enkelte (!) hevder. Kommer BBB/SEMA gjennom så smeller det skikkelig, men solarprodusentene er på vei inn i USA uansett. Noen vil tape rotteracet og noen vil gå dukken før de har begynt (VP?), men alle trenger poly ☀️
Opportunist1
04.01.2022 kl 09:41
6205
Det er fordi man blander kortene. Selve byggetiden er forskjellig avhengig av hva du bygger:
En polysiliconfabrikk tar 2,5-3 år
En modulfabrikk tar 9-12 måneder
En waferfabrikk tar rundt 6 måneder
Kan være noen måneder ekstra hvis alle tillatelser ikke er i orden
En polysiliconfabrikk tar 2,5-3 år
En modulfabrikk tar 9-12 måneder
En waferfabrikk tar rundt 6 måneder
Kan være noen måneder ekstra hvis alle tillatelser ikke er i orden
solfylt
04.01.2022 kl 09:55
6291
Nettopp mitt poeng, Oppurtunist1 🙂 En ny Butte/ML kan ta flere år og bygge, men en fabrikk som trenger det REC produserer, kan bygges på noen måneder. I tillegg kommer naturligvis eventuelle forsinkelser pga papirer etc.
Altså, wafer og modulfabrikker vil kunne poppe opp som paddehatter, men polysilfabrikker krever 2-3 år.. (edit: flere år..)
Altså, wafer og modulfabrikker vil kunne poppe opp som paddehatter, men polysilfabrikker krever 2-3 år.. (edit: flere år..)
Redigert 04.01.2022 kl 10:14
Du må logge inn for å svare
En polysiliconfabrikk med fbr vil ta hvor lang tid?
Bare å se til yulin, hvor lang tid det har tatt for de å få produksjon opp for fullt!
Bare å se til yulin, hvor lang tid det har tatt for de å få produksjon opp for fullt!
Opportunist1
04.01.2022 kl 10:21
6228
Du kan ikke bruke Yulin som fasit. En fabrikk tar rundt 3 år å bygge. Hvor lang tid det tar å komme opp i full produksjon er en annen diskusjon. Har du en kompetent gjeng på fabrikken kan det sikkert gå på ett år. Har du en gjeng med tullinger kan det sikkert ta 10. Kommer med andre ord an på folkene på fabrikken.
Redigert 04.01.2022 kl 14:50
Du må logge inn for å svare
manman01
04.01.2022 kl 11:02
6069
Higher PV module prices may point to stable demand and more sustainable pricing trends
https://www.pv-magazine.com/2022/01/04/higher-pv-module-prices-may-point-to-stable-demand-and-more-sustainable-pricing-trends/
DECEMBER 4, 2021
https://www.pv-magazine.com/2022/01/04/higher-pv-module-prices-may-point-to-stable-demand-and-more-sustainable-pricing-trends/
DECEMBER 4, 2021
manman01
04.01.2022 kl 14:22
5770
Section 201 Investigations
https://ustr.gov/issue-areas/enforcement/section-201-investigations
JANUARY 4, 2021
“
Under section 203 of the Trade Act of 1974, 19 U.S.C. § 2253, if the U.S. International Trade Commission transmits a report containing an affirmative finding of serious injury, the President shall take all appropriate and feasible action within his power that he determines will facilitate efforts by the domestic industry in question to make a positive adjustment to import competition and provide greater economic and social benefits than costs. USTR leads an interagency body in recommending to the President on the action to take.
Section 201 – Imported Solar Cells and Modules (Solar) (initiated May 17, 2017)
Section 201 – Imported Large Residential Washing Machines (Washers) (initiated June 5, 2017)
Extension Review of Safeguard Action on Crystalline Silicon Photovoltaic Products: Public Hearing
On January 4, 2022, the Trade Policy Staff Committee will hold a virtual public hearing regarding the extension review of the safeguard action on crystalline silicon photovoltaic products. The deadline for requests to testify during the hearing was December 15, 2021. A livestream of the virtual public hearing, which will begin at 9:00 AM, will be available at www.ustr.gov/live. A schedule of the public hearing is available here.
“
https://ustr.gov/issue-areas/enforcement/section-201-investigations
JANUARY 4, 2021
“
Under section 203 of the Trade Act of 1974, 19 U.S.C. § 2253, if the U.S. International Trade Commission transmits a report containing an affirmative finding of serious injury, the President shall take all appropriate and feasible action within his power that he determines will facilitate efforts by the domestic industry in question to make a positive adjustment to import competition and provide greater economic and social benefits than costs. USTR leads an interagency body in recommending to the President on the action to take.
Section 201 – Imported Solar Cells and Modules (Solar) (initiated May 17, 2017)
Section 201 – Imported Large Residential Washing Machines (Washers) (initiated June 5, 2017)
Extension Review of Safeguard Action on Crystalline Silicon Photovoltaic Products: Public Hearing
On January 4, 2022, the Trade Policy Staff Committee will hold a virtual public hearing regarding the extension review of the safeguard action on crystalline silicon photovoltaic products. The deadline for requests to testify during the hearing was December 15, 2021. A livestream of the virtual public hearing, which will begin at 9:00 AM, will be available at www.ustr.gov/live. A schedule of the public hearing is available here.
“